BANK OF MONTREAL /CAN/

Bank

Position in JBGS — JBG SMITH Properties

CIK 927971 TORONTO, A6

Position in JBGS

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$354,247

+$153,565 QoQ

Shares Held

24,247

+105.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 18% Shared 0% None 82%

Real Estate · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $113,797,802 across 5 REIT - Diversified names.

#	Ticker	Company	Shares	Value (USD)
1	VICI	Vici Properties Inc.	2,255,309	$59,878,451
2	WPC	W. P. Carey Inc.	582,527	$41,650,678
3	BNL	Broadstone Net Lease, Inc.	512,089	$10,584,879
4	AAT	American Assets Trust, Inc.	62,071	$1,532,531
5	GNL	Global Net Lease, Inc.	16,920	$151,263

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$354,247	24,247	+105.5%	Shares	Defined	2026-05-13
2025-12-31	$200,682	11,798	-2.9%	Shares	Defined	2026-02-12
2025-09-30	$270,404	12,153	-41.6%	Shares	Defined	2025-11-13
2025-06-30	$359,908	20,804	+12.9%	Shares	Defined	2025-08-05
2025-03-31	$296,824	18,425	+54.5%	Shares	Defined	2025-05-13
2024-12-31	$183,331	11,928	+8.5%	Shares	Defined	2025-02-13
2024-09-30	$192,085	10,989	+1.2%	Shares	Defined	2024-11-13
2024-06-30	$165,365	10,858	-0.8%	Shares	Defined	2024-08-14
2024-03-31	$175,650	10,944	-1.4%	Shares	Defined	2024-05-13
2023-12-31	$188,895	11,105	-8.9%	Shares	Defined	2024-02-08
2023-09-30	$176,280	12,191	-20.4%	Shares	Defined	2023-11-01
2023-06-30	$230,352	15,316	+13.3%	Shares	Defined	2023-08-02
2023-03-31	$203,610	13,520	-98.1%	Shares	Defined	2024-06-13
2022-12-31	$13,307,996	701,159	+6313.8%	Shares	Defined	2023-02-01
2022-09-30	$203,116	10,932	-51.5%	Shares	Defined	2022-11-10
2022-06-30	$533,364	22,562	+57.6%	Shares	Defined	2022-08-11
2022-03-31	$418,224	14,313	-6.2%	Shares	Defined	2022-05-12
2021-12-31	$437,853	15,251	-93.1%	Shares	Defined	2022-02-11
2021-09-30	$6,573,684	222,009	+155.2%	Shares	Defined	2021-11-12
2021-06-30	$2,741,082	86,991	+24.3%	Shares	Defined	2021-08-12
2021-03-31	$2,224,312	69,969	-1.5%	Shares	Defined	2021-05-13
2020-12-31	$2,221,450	71,041	-32.6%	Shares	Defined	2021-02-12
2020-09-30	$2,820,292	105,471	-2.7%	Shares	Defined	2020-11-12
2020-06-30	$3,204,232	108,361	+985.2%	Shares	Defined	2020-08-12
2020-03-31	$317,821	9,985	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.