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EPR Properties SEC Filings

EPR NYSE

Welcome to our dedicated page for EPR Properties SEC filings (Ticker: EPR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Tracking how blockbuster ticket sales ripple through EPR Properties rent collections isn’t straightforward. The specialty REIT earns revenue from theaters, Topgolf-style venues, ski mountains, and early-learning centers, so each quarter its disclosures juggle seasonality, tenant credit, and lease structures. If you have ever opened the 250-page EPR Properties annual report 10-K simplified and wondered where the cinema concentration risk is hidden, you are not alone.

This page houses every EPR Properties quarterly earnings report 10-Q filing, EPR Properties Form 4 insider transactions real-time, and EPR Properties 8-K material events explained the moment they post to EDGAR. Stock Titan’s AI turns dense footnotes into plain language, so understanding EPR Properties SEC documents with AI takes minutes, not hours. Looking for management’s latest moves? The EPR Properties insider trading Form 4 transactions feed highlights each trade. Need the story behind a lease amendment? Our AI summary is pinned atop the filing. With comprehensive coverage of all filing types, EPR Properties SEC filings explained simply is more than a tagline—it is the workflow.

Use the links below to:

  • Compare theater rent coverage in seconds through EPR Properties earnings report filing analysis.
  • Spot dividend or covenant changes the instant an EPR Properties 8-K material events explained appears.
  • Review EPR Properties proxy statement executive compensation without wading through appendices.
  • Monitor EPR Properties executive stock transactions Form 4 alongside peer benchmarks.
  • Download the latest EPR Properties annual report 10-K simplified for offline study.

All documents refresh the moment they hit EDGAR, backed by AI-powered summaries, so you stay ahead of every entertainment trend, lease update, and insider move.

Rhea-AI Summary

EPR Properties (NYSE:EPR) has filed a Form 4 indicating that Executive Vice President & Chief Investment Officer Gregory E. Zimmerman sold 7,500 common shares on July 1, 2025 at a weighted-average price of $58.3712 per share. The transaction was executed under a Rule 10b5-1 trading plan adopted on March 19, 2025, as noted in the filing’s explanatory footnote.

After the sale, Zimmerman’s indirect ownership—held through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust—totals 103,877 shares. No derivative securities were reported, and there were no additional acquisitions or dispositions disclosed. Although insider sales can sometimes signal management’s view on valuation, this divestiture is relatively modest and pre-planned, suggesting a neutral implication for investors tracking insider activity.

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Rhea-AI Summary

Morgan Stanley Finance LLC, guaranteed by Morgan Stanley (ticker MS), is marketing Worst-of INDU and SPX Dual Directional Market-Linked Notes maturing on August 1, 2030. The structured note allocates exposure to the worst performer of the Dow Jones Industrial Average (INDU) and the S&P 500 Index (SPX). Key economic terms include a 100% upside participation rate and a 100% “absolute return” participation on index declines of up to 20%. Positive index performance is capped at 137-140% of principal (maximum cash payment $1,370-$1,400). If the worst performing index closes below the 80% knock-out level on the single observation date (July 29, 2030), principal is fully at risk; the payment then reflects only the indexed return, potentially below par. The notes do not pay coupons and are not listed on any exchange.

The preliminary estimated value is $938.10 per $1,000 note—roughly 6% below issue price—highlighting built-in fees and hedging costs. Investors face issuer and guarantor credit risk, limited secondary liquidity, tax complexity and valuation determined by Morgan Stanley’s internal models. All payments occur at maturity and depend solely on the closing level of the worst index on the observation date; interim movements are irrelevant. The offering is made under Registration Statement Nos. 333-275587 and 333-275587-01, with pricing set for July 28, 2025.

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FAQ

What is the current stock price of EPR Properties (EPR)?

The current stock price of EPR Properties (EPR) is $59.5 as of July 3, 2025.

What is the market cap of EPR Properties (EPR)?

The market cap of EPR Properties (EPR) is approximately 4.4B.

What segments does EPR Properties focus on?

EPR Properties primarily invests in experiential real estate, including entertainment and recreation venues, along with select educational properties such as early childhood centers and private schools.

How does EPR Properties generate revenue?

The company generates revenue through long-term lease agreements with tenants, focusing on properties that deliver consistent cash flows based on tenant credit metrics and robust property performance.

What is unique about EPR's investment strategy?

EPR Properties combines a specialized focus in experiential and educational segments with a diversified portfolio approach, leveraging deep industry research to identify opportunities that may be overlooked by competitors.

How does EPR Properties manage risk in its portfolio?

Risk management is achieved through a rigorous underwriting process that evaluates property cash flows, tenant credit ratings, and market positioning, ensuring that each investment meets strict criteria for stability and performance.

What role does research play in EPR Properties' strategy?

Research is a cornerstone of EPR's strategy. The company conducts detailed market analysis and independent research to differentiate between real and perceived risks, supporting informed investment decisions.

How does EPR Properties differ from traditional REITs?

Unlike traditional REITs that may be either highly diversified or narrowly focused, EPR Properties specializes in key segments while diversifying within those segments. This targeted approach allows for in-depth expertise and strategic asset selection.

What types of properties are included in EPR's experiential portfolio?

The experiential portfolio includes properties such as modern theaters, family entertainment centers, ski resorts, and other attractions that are designed to provide unique and engaging experiences for visitors.

Why is tenant credit analysis important for EPR Properties?

Tenant credit analysis is critical because it helps the company evaluate the financial stability of its tenants, ensuring that lease agreements contribute to consistent and reliable property cash flows.
EPR Properties

NYSE:EPR

EPR Rankings

EPR Stock Data

4.39B
74.43M
2.28%
72.32%
3.74%
REIT - Specialty
Real Estate Investment Trusts
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United States
KANSAS CITY