BANK OF MONTREAL /CAN/

Bank

Position in MAA — Mid America Apartment Communities Inc.

CIK 927971 TORONTO, A6

Back to MAA Full portfolio

Position in MAA

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$23,794,028

+$6,084,311 QoQ

Shares Held

171,254

+18.1% QoQ

Ownership

0.147%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#74

of 767 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Common Shares in MAA Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $310,862,006 across 12 REIT - Residential names. MAA ranks #6 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMH	American Homes 4 Rent	3,962,654	$132,828,159
2	AVB	Avalonbay Communities Inc	487,459	$32,931,884
3	VMRK	Vivmark Residential	441,083	$29,962,765
4	ESS	Essex Property Trust, Inc.	94,342	$27,509,181
5	UDR	UDR, Inc.	623,411	$24,886,565
6	MAA	Mid America Apartment Communities Inc. This page	171,254	$23,794,028
7	INVH	Invitation Homes Inc.	591,946	$17,882,685
8	CPT	Camden Property Trust	111,821	$12,802,383

All Filings in MAA

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,794,028	171,254	+18.1%	Shares	Defined	2026-08-12
2026-03-31	$17,709,717	145,019	+7.0%	Shares	Defined	2026-05-13
2025-12-31	$18,822,857	135,504	-0.1%	Shares	Defined	2026-02-12
2025-09-30	$18,951,716	135,631	+9.1%	Shares	Defined	2025-11-13
2025-06-30	$18,392,312	124,264	-4.2%	Shares	Defined	2025-08-05
2025-03-31	$21,744,675	129,757	-13.5%	Shares	Defined	2025-05-13
2024-12-31	$23,199,871	150,093	+0.2%	Shares	Defined	2025-02-13
2024-09-30	$23,811,639	149,853	-4.2%	Shares	Defined	2024-11-13
2024-06-30	$22,300,493	156,374	+6.1%	Shares	Defined	2024-08-14
2024-03-31	$19,393,574	147,390	-7.0%	Shares	Defined	2024-05-13
2023-12-31	$21,315,001	158,523	+26.5%	Shares	Defined	2024-02-08
2023-09-30	$16,121,644	125,314	-14.2%	Shares	Defined	2023-11-01
2023-06-30	$22,178,695	146,047	+4.7%	Shares	Defined	2023-08-02
2023-03-31	$21,074,608	139,530	-6.8%	Shares	Defined	2024-06-13
2022-12-31	$23,510,036	149,755	-11.6%	Shares	Defined	2023-02-01
2022-09-30	$26,268,700	169,399	-50.9%	Shares	Defined	2022-11-10
2022-06-30	$60,268,657	345,043	+269.1%	Shares	Defined	2022-08-11
2022-03-31	$19,579,174	93,479	-15.4%	Shares	Defined	2022-05-12
2021-12-31	$25,343,480	110,458	-73.6%	Shares	Defined	2022-02-11
2021-09-30	$78,243,578	418,975	+27.2%	Shares	Defined	2021-11-12
2021-06-30	$55,458,009	329,284	+139.9%	Shares	Defined	2021-08-12
2021-03-31	$19,818,315	137,284	-35.8%	Shares	Defined	2021-05-13
2020-12-31	$27,070,101	213,672	-9.2%	Shares	Defined	2021-02-12
2020-09-30	$27,291,381	235,372	-36.7%	Shares	Defined	2020-11-12
2020-06-30	$42,630,748	371,769	+10.9%	Shares	Defined	2020-08-12
2020-03-31	$34,542,247	335,264	—	Shares	Defined	2020-05-13
No filing history on record for this holder in this stock.