Bank of Montreal
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Bank of Montreal’s EPR Properties EPR Stock Holding History

Bank of Montreal’s Portfolio EPR Stock Details EPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70,000
Closed -$2.32M – 5144
2020
Q4 		$2.32M Buy
+70,000
New +$2.06M ﹤0.01% 1753

Other funds holding EPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of Montreal's EPR Position: Q2 2026 in Review

Bank of Montreal increased its EPR Properties (EPR) stake by 17% in Q2 2026, buying an estimated $405K and bringing the position to 49,283 shares worth $2.86M. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Bank of Montreal first reported a position in EPR in Q2 2013 and has held it in 53 quarters since. The position peaked at $65.1M in Q2 2019. 490 funds tracked by Wall St. Rank hold EPR as of Q2 2026.

  • Bank of Montreal held 49,283 shares of EPR Properties worth $2.86M as of Q2 2026.
  • Bank of Montreal bought 7,121 EPR Properties shares in Q2 2026, an estimated $405K.
  • EPR Properties made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #1589 holding.
  • Bank of Montreal first reported a position in EPR Properties in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's EPR Properties position peaked at $65.1M in Q2 2019.
  • 490 funds tracked by Wall St. Rank held EPR Properties as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.