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.
The EPR Properties (NYSE: EPR) SEC filings page on Stock Titan provides direct access to the company’s regulatory disclosures, along with AI-powered summaries to help interpret complex documents. As a diversified experiential net lease REIT organized in Maryland, EPR Properties files a range of reports with the U.S. Securities and Exchange Commission that explain its portfolio, capital structure and material events.
Investors can review current and historical Forms 8-K, where EPR Properties reports items such as public offerings of 4.750% Senior Notes due 2030, entry into underwriting and distribution agreements, and material developments related to its financing activities. These filings describe the terms of senior unsecured notes, covenants in the indenture, and the structure of at-the-market equity and forward sale programs used to raise capital for experiential and education investments.
In addition to event-driven 8-Ks, users can access EPR’s periodic reports, including annual and quarterly filings that discuss its theatre, attraction, ski, fitness & wellness, lodging, gaming, cultural and education properties. These documents typically cover topics such as total assets, the proportion of experiential versus education investments, lease characteristics and portfolio occupancy.
Stock Titan’s tools surface real-time updates from EDGAR and organize filings by type, making it easier to locate information on debt offerings, equity issuance programs and other obligations. AI-generated overviews help explain key sections of lengthy filings so readers can quickly understand how new financings, distribution agreements or other reported events may relate to EPR Properties’ strategy in experiential real estate.
EPR Properties senior vice president of corporate communications Brian Andrew Moriarty reported an open-market sale of 5,000 common shares of beneficial interest at $56.44 per share. After this March 16, 2026 transaction, he directly holds 13,704 common shares.
EPR Properties director Lisa G. Trimberger reported open-market sales of EPR common shares. On March 10, 2026, she sold 6,633 common shares of beneficial interest at an average price of $57.8295 per share.
On the same date, 3,000 additional common shares were sold at $57.3840 per share from indirect holdings titled "JTIC - John R. Trimberger Jr. Trust Lisa G. Trimberger Trust." After these transactions, Trimberger directly holds 6,586 common shares and no indirect shares from this trust.
EPR Properties executive Gregory E. Zimmerman reported share disposals tied to taxes and estate planning rather than open-market sales. On March 2, 2026, he surrendered 16,451 Common Shares of Beneficial Interest at $59.41 per share to the company to satisfy tax withholding on vesting equity awards.
Zimmerman also completed bona fide gift transfers involving 20,066 shares, moving them from his direct ownership into the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, which then held 108,868 shares indirectly. Following these moves, his directly held position was reported as zero shares.
EPR Properties is a Maryland-based REIT focused on net-leased experiential real estate such as theatres, eat-and-play venues, attractions, ski resorts, experiential lodging, fitness & wellness, gaming and cultural properties, with a smaller legacy portfolio of education assets.
As of December 31, 2025, total assets were about $5.7 billion (after $1.7 billion of depreciation) and total investments were approximately $7.0 billion. Experiential investments were $6.6 billion or 94% of the portfolio, while Education assets were $0.4 billion or 6%.
The experiential portfolio included 148 theatres, 60 eat & play properties, 26 attractions, 11 ski properties, experiential lodging, fitness & wellness sites, one gaming property and one cultural asset, with experiential real estate 99% leased or operated. The education portfolio comprised 46 early childhood centers and nine private schools, fully leased.
EPR highlights revenue concentration risk, with 2025 revenues from Topgolf at $102.3 million (14.2%), AMC at $97.4 million (13.6%) and Regal at $82.8 million (11.5%). The company carried about $2.9 billion of debt and emphasizes conservative leverage, REIT tax compliance, and exposure to macro risks including elevated interest rates, inflation, tenant credit risk and theatre industry shifts.
EPR Properties reported stronger 2025 results driven by its experiential real estate portfolio. Total revenue reached $718.4M, up about 3%, while net income available to common shareholders rose to $250.8M from $121.9M. FFOAA per diluted share increased to $5.12 and AFFO per diluted share to $5.14, both mid‑single‑digit gains.
The company invested $288.5M during 2025, including acquisitions of an attraction in Virginia and five Texas golf properties, and recorded disposition proceeds of $168.3M. It issued $550.0M of 4.75% senior unsecured notes due 2030, ending the year with $90.6M of cash, no revolver borrowings and a Net Debt to Gross Assets ratio of 39%.
For 2026, EPR guides FFOAA per diluted share of $5.28–$5.48, investment spending of $400–$500M and disposition proceeds of $25–$75M. The board approved a 5.1% increase in the monthly common dividend to $0.31 per share, or $3.72 annualized.
EPR Properties President and CEO Gregory K. Silvers reported equity compensation and related tax withholding transactions in common shares of beneficial interest. On February 23, 2026, he acquired two grants of 75,975 and 133,107 shares at no cash price as awards designated as stock in lieu of a cash bonus, vesting in three annual installments beginning January 1, 2027, and issued under the 2023 Performance Share Plan. He disposed of 60,364 shares at no cash price that were assigned back to the company solely to satisfy tax withholding obligations connected with an unrestricted equity award. Following these transactions, he reported direct ownership of 977,345 common shares and indirect ownership of 61,554 shares held through a revocable trust.
EPR PROPERTIES EVP & Chief Investment Officer Gregory E. Zimmerman reported a mix of equity awards, tax withholding, and gifts of shares. He acquired 40,960 Common Shares of Beneficial Interest as a grant issued under the 2023 Performance Share Plan. To cover tax withholding on this unrestricted equity award, he assigned 18,452 shares back to the company. He also made bona fide gifts totaling 22,508 shares held directly and 22,508 shares held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust, dated June 2, 2015. Following these transactions, he reported 77,477 shares held directly and 88,802 shares held indirectly through the trust.
EPR PROPERTIES executive Mark Alan Peterson reported several stock transactions involving Common Shares of Beneficial Interest. On February 23, 2026, he acquired 30,393 and 45,922 shares as equity awards, issued at his election in lieu of a cash bonus and vesting in three annual installments beginning January 1, 2027. These awards were granted under the 2023 Performance Share Plan. To cover tax withholding on an unrestricted equity award, 20,826 shares were assigned back to the company. He also made bona fide gifts of 25,096 shares directly and transferred another 25,096 shares to a trust associated with him. After these moves, he held 78,134 shares directly and 233,871 shares indirectly through the trust.