EPR Properties SEC Filings

Form 144 filed for EPR PROPERTIES (EPR) shows a proposed sale of 7,500 common shares through UBS Financial Services on or about 10/01/2025 with an aggregate market value of $434,625. The filing states the shares to be sold were acquired as compensation: 6,847 shares on 01/02/2024 and 653 shares on 02/21/2025, which together equal the 7,500 shares noted for sale. The issuer has 76,116,634 shares outstanding, so the proposed sale represents a very small fraction of total shares. The filing also discloses three recent sales by the same seller in July, August, and September 2025, each of 7,500 shares with gross proceeds reported.

EPR Properties director William P. Brown reported paired non-derivative transactions on 09/17/2025 moving a total of 1,219 common shares. The Form 4 shows a disposition of 1,219 shares followed immediately by an acquisition of 1,219 shares at $0, described as a transfer to a revocable trust. After the transactions, 1,219 shares are reported as beneficially owned indirectly through the William Brown Revocable Trust with William P. Brown and Lillian Sorohan as trustees. The filing was signed by an attorney-in-fact on behalf of Mr. Brown on 09/19/2025.

William P. Brown, a director of EPR Properties (EPR), was granted 1,219 restricted share units on 09/05/2025. Each restricted share unit represents a contingent right to one common share of the company, and settlement is $0 per unit at grant. After the grant, Mr. Brown beneficially owns 6,967 common shares. The restricted share units vest at the earlier of the day before the first annual shareholders meeting after grant or upon a defined change of control, subject to exceptions, and settled shares require instructions provided by the reporting person prior to the grant.

Insider sale under pre-established plan: An executive of EPR Properties sold 7,500 common shares at $53.3475 per share pursuant to a Rule 10b5-1 trading plan. After the sale the reporting person beneficially owned 88,877 shares, held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust dated June 2, 2015. The filing notes the trading plan was adopted on March 19, 2025, and the sale was effected pursuant to that plan, indicating the transaction followed a pre-authorized schedule rather than an ad hoc trade.

Form 144 notice for EPR Properties (EPR) shows a proposed sale of 7,500 common shares through UBS Financial Services on the NYSE with an aggregate market value of $404,100. The shares were acquired as compensation from the issuer on 02/21/2025 and payment was recorded the same day. The filer reports prior sales by the related Gregory Zimmerman Revocable Trust of 7,500 shares on 07/01/2025 for $437,784 and 7,500 shares on 08/01/2025 for $412,047. The form includes the standard representation that the seller is not aware of undisclosed material adverse information and references Rule 10b5-1 language if a trading plan applies.

Benjamin N. Fox, Executive Vice President of EPR Properties (EPR), received a grant of 17,602 common shares as long-term incentive compensation on 08/14/2025. The shares were granted at a reported price of $0 and the filing shows 17,602 shares beneficially owned following the transaction.

The award will vest in four annual installments beginning January 1, 2026. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Fox on 08/15/2025.

EPR Properties (EPR) Form 3 — Initial Statement of Beneficial Ownership

An Initial Statement of Beneficial Ownership was filed for Benjamin N. Fox, who is listed as an Executive Vice President and officer of the issuer. The form, reporting an event dated 08/14/2025, indicates that no securities are beneficially owned by the reporting person. The filing is signed by an attorney-in-fact on 08/15/2025.

EPR Properties Schedule 13G/A reports beneficial ownership for the 9.00% Series E Cumulative Convertible Preferred Shares (CUSIP 26884U307). The filing shows Virtus InfraCap U.S. Preferred Stock ETF holds 375,583 shares, representing 10.93% of the class. InfraCap Equity Income Fund ETF holds 1,178 shares (0.03%). Infrastructure Capital Advisors, LLC and Jay Hatfield report no beneficial ownership of these shares. The filing states all reported shares are held in client accounts of Infrastructure Capital Advisors, LLC, and includes a joint filing agreement.