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 executive Elizabeth Grace reported several share movements and awards. On January 2, 2026, she assigned 5,858 common shares to the company at $49.9 per share to cover tax withholding tied to vesting equity awards. She also transferred 6,749 shares to the Elizabeth Grace Revocable Trust, which then held 26,627 shares indirectly for her.
Grace received new stock-based compensation as well. She was issued 7,623 common shares in lieu of a cash bonus, which vest in three annual installments beginning January 1, 2027. She also received 5,082 common shares as long-term incentive compensation, vesting in four annual installments beginning January 1, 2027. After these transactions, she beneficially owned 27,116 common shares directly, plus the indirect holdings through the trust.
EPR Properties executive Benjamin N. Fox reported several equity transactions in company stock on January 2, 2026. As an executive vice president, he had 1,509 Common Shares of Beneficial Interest withheld and assigned to the company at $49.90 per share to cover tax obligations related to vesting equity awards. He also transferred 2,892 common shares from his direct ownership to The Fox Revocable Living Trust, changing their status from directly to indirectly held. In addition, Fox received a grant of 7,584 common shares as long-term incentive compensation, which will vest in four annual installments beginning January 1, 2027.
A shareholder trust related to EPR has filed a notice of proposed sale of 7,500 shares of common stock through UBS Financial Services, Inc. on the NYSE. The filing lists an aggregate market value of $373,875.00 for this planned sale and states that 76,140,341 common shares were outstanding.
The securities to be sold were acquired from the issuer as compensation, including 4,242 common shares on 12/31/2021 and 3,258 common shares on 12/31/2024. Over the past three months, the Gregory Zimmerman Revocable Trust has already sold 15,000 common shares in two transactions of 7,500 shares each, with gross proceeds of $391,863.75 and $369,095.25.
EPR Properties executive vice president and chief financial officer Mark A. Peterson reported two insider stock gifts. On December 12, 2025, the account titled “Jill J. Peterson and Mark A. Peterson, TTEES Jill J. Peterson Rev. Trust” transferred 3,000 common shares of beneficial interest. On December 15, 2025, the same trust transferred another 2,081 common shares. After these transactions, 188,707 EPR common shares of beneficial interest were reported as indirectly owned through this trust.
EPR Properties is launching an at-the-market equity program to offer and sell up to $400,000,000 of its common shares from time to time through a group of sales agents and related forward sale arrangements. Shares may be sold on the NYSE or in negotiated transactions, with the company paying sales agents a commission of up to 2.0% of the gross sales price.
The company may also enter into forward sale agreements under which affiliated forward sellers borrow and sell EPR common shares, with EPR expecting to physically settle these contracts later by delivering shares for cash based on the agreed forward sale price. Net proceeds EPR receives from direct sales and from settling any forward agreements are intended for general corporate purposes, including funding its acquisition and build-to-suit pipeline, working capital, and reducing indebtedness such as borrowings under its unsecured revolving credit facility.
EPR Properties entered into a new distribution and forward sale program to offer and sell up to $400,000,000 of its common shares from time to time. The company may sell shares through several major banks acting as agents, directly to them as principals, or via forward sale agreements in which banks borrow and sell shares initially, with EPR typically delivering shares and receiving cash later at agreed forward prices.
EPR will pay sales commissions of up to 2.0% of the gross sales price on both direct sales and forward-related share sales. The company plans to use any net proceeds for general corporate purposes, including funding its acquisition and build-to-suit project pipeline, working capital, and reducing outstanding debt such as borrowings under its unsecured revolving credit facility.
EPR Properties executive Gregory E. Zimmerman, EVP & Chief Investment Officer, reported an insider sale of company stock. On 12/01/2025, a revocable trust associated with him sold 7,500 common shares of beneficial interest at a price of $52.2485 per share. After this transaction, the trust continued to hold 64,251 shares, reported as indirectly owned.
The filing notes that the sale was made under a previously adopted Rule 10b5-1 trading plan, which is a pre-arranged program that allows insiders to systematically sell shares over time.
A shareholder of EPR has filed a Form 144 notice to potentially sell 7,500 shares of common stock through UBS Financial Services on the NYSE, with an indicated aggregate market value of $389,625.00. The issuer had 76,140,341 shares outstanding at the time of the notice, which shows the planned sale is small relative to the total share count.
The 7,500 shares to be sold were acquired on 12/31/2021 as compensation from the issuer. Over the past three months, the same selling account completed three prior sales of 7,500 common shares each, with gross proceeds of $435,864.75 on 10/01/2025, $400,106.25 on 09/02/2025, and $369,095.25 on 11/03/2025. The signer represents that they are not aware of undisclosed material adverse information about the issuer.
EPR Properties executive vice president and chief investment officer Gregory E. Zimmerman reported a gift of company stock. On 11/26/2025, a trust for his benefit, the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust dated June 2, 2015, disposed of 2,126 common shares of beneficial interest, coded as transaction type "G" (gift), at a stated price of $52.3 per share. Following this transaction, the trust beneficially owns 71,751 shares, reported as indirectly owned. The form was filed as a Form 4 for a single reporting person.
EPR Properties received an amended Schedule 13G/A reporting beneficial ownership of its 9.00% Series E Cumulative Convertible Preferred Shares. As of 09/30/2025, Virtus InfraCap U.S. Preferred Stock ETF, a series of ETFis Series Trust I, beneficially owned 221,407 shares, representing 6.43% of the class, with shared voting and shared dispositive power over these shares. InfraCap Equity Income Fund ETF, a series of Series Portfolios Trust, beneficially owned 1,045 shares, or 0.03%, also with shared voting and dispositive power. Infrastructure Capital Advisors, LLC and Jay Hatfield each reported 0 shares and 0.0% of the class. The shares are held in client accounts, and the filers state the securities were acquired and are held in the ordinary course of business, not to change or influence control of EPR Properties.