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Disclosery

BANK OF MONTREAL /CAN/: EPRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BANK OF MONTREAL /CAN/ on EPRT, newest first. How the timeline and the estimate are built.

BANK OF MONTREAL /CAN/ held 36,119 EPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,119 shares
    Change vs previous 13F +2,452 shares

    <0.01% of the 13F portfolio, value $1,078,152.

    13F-HR 0000927971-26-000090 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,667 shares
    Change vs previous 13F +2,618 shares

    <0.01% of the 13F portfolio, value $1,022,131.

    13F-HR 0000927971-26-000078 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,049 shares
    Change vs previous 13F -890 shares

    <0.01% of the 13F portfolio, value $934,264.

    13F-HR 0000927971-26-000035 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,939 shares
    Change vs previous 13F -17,998 shares

    <0.01% of the 13F portfolio, value $950,504.

    13F-HR 0000927971-25-000027 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 49,937 shares
    Change vs previous 13F -229,205 shares

    <0.01% of the 13F portfolio, value $1,594,489.

    13F-HR 0000927971-25-000018 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 279,142 shares
    Change vs previous 13F -1,821,343 shares

    <0.01% of the 13F portfolio, value $9,111,195.

    13F-HR 0000927971-25-000015 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,100,485 shares
    Change vs previous 13F +1,478,451 shares

    0.03% of the 13F portfolio, value $65,703,170.

    13F-HR 0000927971-25-000008 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 622,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $21,242,460.

    13F-HR 0000927971-24-000013 filed by BANK OF MONTREAL /CAN/
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).