Bank of Montreal’s EPR Properties EPR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.11M | Buy |
42,162
+5,509
| +15% | +$303K | ﹤0.01% | 1642 |
|
|
2025
Q4 | $1.83M | Sell |
36,653
-112,038
| -75% | -$5.83M | ﹤0.01% | 1697 |
|
|
2025
Q3 | $8.63M | Buy |
148,691
+136,908
| +1,162% | +$7.69M | ﹤0.01% | 1106 |
|
|
2025
Q2 | $686K | Sell |
11,783
-434
| -4% | -$22.9K | ﹤0.01% | 2095 |
|
|
2025
Q1 | $643K | Sell |
12,217
-449
| -4% | -$22K | ﹤0.01% | 2035 |
|
|
2024
Q4 | $561K | Buy |
12,666
+1,163
| +10% | +$53.3K | ﹤0.01% | 2172 |
|
|
2024
Q3 | $558K | Buy |
11,503
+112
| +1% | +$5.11K | ﹤0.01% | 2341 |
|
|
2024
Q2 | $478K | Sell |
11,391
-101
| -0.9% | -$4.16K | ﹤0.01% | 2433 |
|
|
2024
Q1 | $488K | Buy |
11,492
+64
| +0.6% | +$2.79K | ﹤0.01% | 2462 |
|
|
2023
Q4 | $561K | Buy |
11,428
+213
| +2% | +$9.49K | ﹤0.01% | 2423 |
|
|
2023
Q3 | $478K | Buy |
11,215
+230
| +2% | +$10.1K | ﹤0.01% | 2486 |
|
|
2023
Q2 | $517K | Sell |
10,985
-1,938
| -15% | -$81.8K | ﹤0.01% | 2577 |
|
|
2023
Q1 | $493K | Sell |
12,923
-1,072
| -8% | -$42.7K | ﹤0.01% | 2469 |
|
|
2022
Q4 | $528K | Sell |
13,995
-88,863
| -86% | -$3.46M | ﹤0.01% | 2579 |
|
|
2022
Q3 | $4.27K | Sell |
102,858
-97,482
| -49% | -$4.6M | ﹤0.01% | 1428 |
|
|
2022
Q2 | $10.1K | Buy |
200,340
+101,351
| +102% | +$5.13M | ﹤0.01% | 1062 |
|
|
2022
Q1 | $5.55M | Buy |
98,989
+89,890
| +988% | +$4.35M | ﹤0.01% | 1435 |
|
|
2021
Q4 | $433K | Sell |
9,099
-15,818
| -63% | -$785K | ﹤0.01% | 2498 |
|
|
2021
Q3 | $1.26M | Sell |
24,917
-108,725
| -81% | -$5.52M | ﹤0.01% | 2347 |
|
|
2021
Q2 | $7.02M | Buy |
133,642
+113,428
| +561% | +$5.64M | ﹤0.01% | 1447 |
|
|
2021
Q1 | $978K | Sell |
20,214
-220
| -1% | -$9.28K | ﹤0.01% | 2212 |
|
|
2020
Q4 | $679K | Buy |
20,434
+36
| +0.2% | +$1.06K | ﹤0.01% | 2532 |
|
|
2020
Q3 | $497K | Sell |
20,398
-2,294
| -10% | -$71.7K | ﹤0.01% | 2336 |
|
|
2020
Q2 | $698K | Sell |
22,692
-22,808
| -50% | -$677K | ﹤0.01% | 2103 |
|
|
2020
Q1 | $912K | Sell |
45,500
-159,956
| -78% | -$9.17M | ﹤0.01% | 1736 |
|
|
2019
Q4 | $14.5M | Sell |
205,456
-481,936
| -70% | -$35.6M | 0.01% | 802 |
|
|
2019
Q3 | $52.8M | Sell |
687,392
-185,650
| -21% | -$14.1M | 0.05% | 345 |
|
|
2019
Q2 | $65.1M | Buy |
873,042
+474,920
| +119% | +$37.1M | 0.05% | 300 |
|
|
2019
Q1 | $30.6M | Buy |
398,122
+275,959
| +226% | +$20.1M | 0.03% | 478 |
|
|
2018
Q4 | $7.82M | Buy |
122,163
+68,556
| +128% | +$4.72M | 0.01% | 877 |
|
|
2018
Q3 | $3.67M | Sell |
53,607
-158,804
| -75% | -$10.8M | ﹤0.01% | 1358 |
|
|
2018
Q2 | $13.8M | Sell |
212,411
-36,135
| -15% | -$2.14M | 0.01% | 757 |
|
|
2018
Q1 | $13.8M | Sell |
248,546
-210,225
| -46% | -$12.2M | 0.01% | 739 |
|
|
2017
Q4 | $30M | Sell |
458,771
-193,460
| -30% | -$13.2M | 0.03% | 492 |
|
|
2017
Q3 | $45.5M | Buy |
652,231
+12,989
| +2% | +$915K | 0.04% | 365 |
|
|
2017
Q2 | $45.9M | Sell |
639,242
-108,758
| -15% | -$7.93M | 0.04% | 370 |
|
|
2017
Q1 | $55.1M | Buy |
748,000
+430,751
| +136% | +$31.8M | 0.05% | 290 |
|
|
2016
Q4 | $22.1M | Buy |
317,249
+106,655
| +51% | +$7.62M | 0.02% | 519 |
|
|
2016
Q3 | $16.6M | Buy |
210,594
+44,936
| +27% | +$3.59M | 0.02% | 605 |
|
|
2016
Q2 | $13.4M | Sell |
165,658
-36,754
| -18% | -$2.58M | 0.02% | 684 |
|
|
2016
Q1 | $13.5M | Sell |
202,412
-21,250
| -10% | -$1.3M | 0.01% | 626 |
|
|
2015
Q4 | $13.1M | Buy |
223,662
+44,604
| +25% | +$2.49M | 0.02% | 632 |
|
|
2015
Q3 | $9.23M | Buy |
179,058
+4,268
| +2% | +$231K | 0.01% | 739 |
|
|
2015
Q2 | $9.57M | Sell |
174,790
-60,959
| -26% | -$3.54M | 0.01% | 823 |
|
|
2015
Q1 | $14.2M | Buy |
235,749
+27,100
| +13% | +$1.66M | 0.02% | 649 |
|
|
2014
Q4 | $12M | Sell |
208,649
-1,938
| -0.9% | -$108K | 0.01% | 703 |
|
|
2014
Q3 | $10.7M | Buy |
210,587
+11,666
| +6% | +$645K | 0.01% | 775 |
|
|
2014
Q2 | $11.1M | Buy |
198,921
+25,346
| +15% | +$1.37M | 0.01% | 764 |
|
|
2014
Q1 | $9.27M | Buy |
173,575
+40,507
| +30% | +$2.09M | 0.01% | 701 |
|
|
2013
Q4 | $6.54M | Buy |
133,068
+15,520
| +13% | +$777K | 0.01% | 741 |
|
|
2013
Q3 | $5.73M | Buy |
117,548
+61,076
| +108% | +$3.08M | 0.01% | 728 |
|
|
2013
Q2 | $2.84M | Buy |
+56,472
| New | +$3.07M | 0.01% | 957 |
|
Other funds holding EPR
VPM
VCM
QCM
Bank of Montreal's EPR Position: Q1 2026 in Review
Bank of Montreal increased its EPR Properties (EPR) stake by 15% in Q1 2026, buying an estimated $303K and bringing the position to 42,162 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1642.
Bank of Montreal first reported a position in EPR in Q2 2013 and has held it in 52 quarters since. The position peaked at $65.1M in Q2 2019. 463 funds tracked by Wall St. Rank hold EPR as of Q1 2026.
- Bank of Montreal held 42,162 shares of EPR Properties worth $2.11M as of Q1 2026.
- Bank of Montreal bought 5,509 EPR Properties shares in Q1 2026, an estimated $303K.
- EPR Properties made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #1642 holding.
- Bank of Montreal first reported a position in EPR Properties in Q2 2013 and has held it in 52 quarters since.
- Bank of Montreal's EPR Properties position peaked at $65.1M in Q2 2019.
- 463 funds tracked by Wall St. Rank held EPR Properties as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.