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: A Form 144 notice lists proposed sales of common stock tied to executive compensation. The filing shows a proposed lot of 20,056 shares dated 02/27/2026 and records two completed sales by Gregory Zimmerman: 7,500 shares on 02/02/2026 for $404,190 and 11,500 shares on 03/19/2026 for $619,110.
EPR Properties senior vice president and chief accounting officer Tonya L. Mater sold a total of 4,600 Common Shares of Beneficial Interest in two open-market transactions. She sold 2,000 shares on April 14 at $56.00 per share and 2,600 shares on April 15 at $56.50 per share. After these sales, she directly holds 55,859 common shares. The transactions were carried out under a previously adopted Rule 10b5-1 trading plan, indicating they were pre-scheduled rather than discretionary.
EPR filed a Form 144 notice regarding proposed sales of common stock by an affiliate. The filing records a reported sale of 2,000 shares on 04/14/2026 by Tonya Mater and lists deferred compensation share allocations of 4,330 (01/01/2019) and 2,462 (01/01/2022).
EPR submitted a Form 144 disclosing proposed sales of Common shares by an affiliate. The form names Tonya Mater and lists two deferred‑compensation tranches dated 01/01/2018 (2,500 shares) and 01/01/2024 (4,984 shares). The filing shows CUSIP 765520011 and a filing/receipt date of 04/14/2026.
The Vanguard Group amended its Schedule 13G/A to report 0% ownership of EPR Properties common stock. The filing notes an January 12, 2026 internal realignment under SEC Release No. 34-39538 that caused certain Vanguard subsidiaries to report separately, and states Vanguard no longer is deemed to beneficially own those securities. The filing shows 0 shares beneficially owned and is signed on 03/26/2026.
EPR Properties is asking shareholders to vote at its 2026 annual meeting on May 5, 2026 on three items: electing ten trustees, an advisory say-on-pay vote, and ratifying KPMG LLP as auditor for 2026.
For 2025, total revenue was $718.4 million versus $698.1 million in 2024. Net income available to common shareholders rose to $250.8 million, or $3.28 per diluted share, from $121.9 million, or $1.60 per diluted share. Funds from operations were $383.8 million, or $4.96 per diluted share, with AFFO of $398.2 million, or $5.14 per diluted share, both increasing year over year.
The company invested $288.5 million, realized $168.3 million in disposition proceeds, increased its monthly dividend by 3.5% to $0.295 per share and reported net debt to gross assets of 39% and net debt to adjusted EBITDAre of 5.0 times at December 31, 2025. It also refinanced and raised capital through a $550.0 million senior notes offering, full repayment of $300.0 million of senior unsecured notes, new shelf registrations and a $400.0 million at-the-market equity program, while emphasizing strong board independence, executive pay tied to performance and robust ESG and human capital practices.
EPR Properties submitted Form 144 reporting proposed and recent sales of its common stock. The filing lists recent sales by Gregory Zimmerman totaling 15,000 shares (two transactions of 7,500 shares on 01/02/2026 and 02/02/2026), and shows proceeds of 375,540 and 404,190 respectively. The form also contains entries for additional common stock amounts and planned sales dated in February and March 2026.
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.