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.
EPR Properties filings document the regulatory record of an experiential net lease REIT, including operating results, supplemental operating and financial data, and Regulation FD presentations. The company's 8-K reports also cover annual meeting voting results, material agreements, capital markets transactions, and other events affecting its financing profile.
Proxy and capital-structure filings describe trustee elections, executive compensation, shareholder voting matters, common shares, Series C and Series E cumulative convertible preferred shares, Series G cumulative redeemable preferred shares, senior unsecured notes, shelf registration activity, and distribution agreements for common-share issuance.
EPR PROPERTIES (EPR) is named as the issuer in a Form 144 notice relating to planned and recent sales of its common stock by or for the account of Grace Elizabeth, including transactions through the Elizabeth Grace Revocable Trust. The filing reports that 4,200 shares of EPR common stock with an aggregate value of $254,381.75 were sold on 08/19/2026 under a Rule 10b5‑1 trading plan and concurrently reported on a Form 4. The notice also lists additional EPR common stock tied to restricted stock vesting and stock option exercises dated 01/02/2026. The filer notes the Form 144 was submitted late due to an administrative oversight.
EPR PROPERTIES (EPR) reported that officer Grace Elizabeth, SVP – Human Resources & Admin, had an indirectly held position in Common Shares of Beneficial Interest sell 4,200 shares on August 19, 2026 at $60.57 per share through the Elizabeth Grace Revocable Trust. Following this Rule 10b5-1 plan trade, the trust holds 22,427 shares.
EPR Properties director Robin Peppe Sterneck, through the Robin P. Sterneck Revocable Trust U/A DTD 05/27/2009, reported selling 3,403 common shares of beneficial interest on 2026-08-06 in an open-market or private transaction at a weighted average price of $61.5375 per share, across a range of $61.52–$61.575. After this sale, the trust reported holding 0 shares of this security.
State Street Corporation reported beneficial ownership of common stock of EPR Properties. The filing shows State Street and its investment adviser subsidiaries collectively beneficially own 3,810,709 shares of EPR Properties common stock, representing 5% of the outstanding class.
The shares are held with shared rather than sole authority: State Street reports 3,346,978 shares with shared voting power and 3,810,709 shares with shared dispositive power, and no shares with sole voting or dispositive power. Several global State Street Global Advisors entities are identified as the investment adviser subsidiaries involved.
EPR Properties executive Tonya L. Mater, SVP & Chief Accounting Officer, sold a total of 6,692 Common Shares of Beneficial Interest on August 3, 2026 under a Rule 10b5-1 trading plan adopted on December 11, 2025. The sales occurred in two tranches of 3,600 and 3,092 shares at weighted average prices of $61.8159 and $61.7576, with individual trade prices ranging from $61.152 to $62.28.
EPR has a notice of proposed sales of common stock under Rule 144 involving awards held by Tonya Mater. The securities section lists common stock traded on the NYSE with Merrill noted as the broker. Under securities to be sold, four stock awards dated 2018, 2019, 2022, and 2024 are referenced, each tied to deferred compensation, with specific award amounts listed for each year.
EPR has a Form 144 filing relating to potential sales of its common stock on the NYSE. The filing lists deferred compensation stock awards to Tonya Mater, including 4,120 shares granted on 01/01/2018, 5,830 shares granted on 01/01/2019, 4,962 shares granted on 01/01/2022, and 4,984 shares granted on 01/01/2024, each designated as deferred compensation.
EPR Properties reported Q2 2026 total revenue of $196.1 million, up 10.1% year over year. Net income available to common shareholders was $61.1 million, or $0.79 per diluted share, down from $0.91, while FFOAA per diluted share increased to $1.42 from $1.26.
The company invested $492.2 million in the first half of 2026, including $304.4 million for seven attraction properties acquired from Six Flags and $148.8 million for additional attraction and fitness & wellness assets. Operating cash flow was $206.5 million, and total debt rose to $3.29 billion as of June 30, 2026.
EPR Properties reported Q2 2026 revenue of $196.1 million, up 10.1% from 2025, while net income available to common shareholders fell to $61.1 million, or $0.79 per diluted share, from $69.6 million, or $0.91, as depreciation and interest expense increased.
Key REIT cash-flow metrics improved: Funds From Operations as adjusted rose to $110.8 million, or $1.42 per diluted share, and Adjusted FFO to $111.8 million, or $1.43 per share, representing year-over-year per‑share growth of 12.7% and 15.3%, respectively. For the first six months, revenue grew 6.9% and FFOAA per diluted share increased to $2.67.
The company invested $440.8 million in Q2, including $304.4 million for seven Six Flags attraction properties and additional attraction and fitness assets, bringing year‑to‑date investment to $492.2 million. Management raised 2026 FFOAA guidance to $5.41–$5.57 per diluted share and investment spending guidance to $600–$700 million, and entered a new $1.6 billion unsecured credit agreement extending its $1.0 billion revolver to 2030 and adding a $600.0 million delayed draw term loan due 2032. The experiential and education portfolios total 20.6 million square feet and are 99–100% leased, supporting an annualized common dividend of $3.72 per share with a 65% AFFO payout ratio.