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Equibles

BANK OF MONTREAL /CAN/

Bank

Position in PDM — Piedmont Realty Trust, Inc.

CIK 927971 TORONTO, A6
Back to PDM Full portfolio

Position in PDM

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$745,120
+$405,254 QoQ
Shares Held
81,434
+57.4% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#87
of 253 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in PDM Over Time

Shares Held

Position Value (USD)

Derivatives in PDM

reported options exposure · as of Dec 31, 2020
CallValue
$2,601,669
CallShares
160,300
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in REIT - Office

Real Estate · as of Jun 30, 2026

BANK OF MONTREAL /CAN/ holds $62,456,309 across 15 REIT - Office names. PDM ranks #9 (1.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ARE
Alexandria Real Estate Equities, Inc.
 548,804 $29,004,290
2 BXP
BXP, Inc.
 193,752 $12,847,692
3 SLG
Sl Green Realty Corp
 193,237 $10,003,877
4 VNO
Vornado Realty Trust
 75,179 $2,954,533
5 CUZ
Cousins Properties Inc
 95,471 $2,862,218
6 CDP
Copt Defense Properties
 29,361 $1,068,444
7 KRC
Kilroy Realty Corp
 27,800 $1,041,664
8 HIW
Highwoods Properties, Inc.
 26,255 $791,849

All Filings in PDM

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $745,120 81,434
2026-03-31 $339,866 51,730
2025-12-31 $214,071 25,668
2025-09-30 $231,012 25,668
2025-06-30 $191,332 26,246
2025-03-31 $471,436 63,967
2024-12-31 $231,741 25,327
2024-09-30 $257,054 25,451
2024-06-30 $185,193 25,544
2024-03-31 $187,475 26,668
2023-12-31 $226,879 31,910
2023-06-30 $104,272 14,343
2023-03-31 $444,780 60,929
2022-09-30 $259,321 24,557
2022-03-31 $178,054 10,340
2021-12-31 $585,292 31,844
2021-09-30 $6,073,795 348,468
2021-06-30 $9,266,967 501,731
2021-03-31 $8,198,238 471,977
2020-12-31 $2,601,669 160,300
2020-12-31 $14,701,002 905,792
2020-09-30 $10,746,068 791,899
2020-06-30 $1,199,242 72,200
2020-06-30 $13,097,564 788,535
2020-03-31 $13,518,040 765,461