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.
Insider sale under pre-established plan: An executive of EPR Properties sold 7,500 common shares at $53.3475 per share pursuant to a Rule 10b5-1 trading plan. After the sale the reporting person beneficially owned 88,877 shares, held indirectly through the Fourth Amended and Restated Gregory E. Zimmerman Revocable Trust dated June 2, 2015. The filing notes the trading plan was adopted on March 19, 2025, and the sale was effected pursuant to that plan, indicating the transaction followed a pre-authorized schedule rather than an ad hoc trade.
Form 144 notice for EPR Properties (EPR) shows a proposed sale of 7,500 common shares through UBS Financial Services on the NYSE with an aggregate market value of $404,100. The shares were acquired as compensation from the issuer on 02/21/2025 and payment was recorded the same day. The filer reports prior sales by the related Gregory Zimmerman Revocable Trust of 7,500 shares on 07/01/2025 for $437,784 and 7,500 shares on 08/01/2025 for $412,047. The form includes the standard representation that the seller is not aware of undisclosed material adverse information and references Rule 10b5-1 language if a trading plan applies.
Benjamin N. Fox, Executive Vice President of EPR Properties (EPR), received a grant of 17,602 common shares as long-term incentive compensation on 08/14/2025. The shares were granted at a reported price of $0 and the filing shows 17,602 shares beneficially owned following the transaction.
The award will vest in four annual installments beginning January 1, 2026. The Form 4 was signed by an attorney-in-fact on behalf of Mr. Fox on 08/15/2025.
EPR Properties (EPR) Form 3 — Initial Statement of Beneficial Ownership
An Initial Statement of Beneficial Ownership was filed for Benjamin N. Fox, who is listed as an Executive Vice President and officer of the issuer. The form, reporting an event dated
EPR Properties Schedule 13G/A reports beneficial ownership for the 9.00% Series E Cumulative Convertible Preferred Shares (CUSIP 26884U307). The filing shows Virtus InfraCap U.S. Preferred Stock ETF holds 375,583 shares, representing 10.93% of the class. InfraCap Equity Income Fund ETF holds 1,178 shares (0.03%). Infrastructure Capital Advisors, LLC and Jay Hatfield report no beneficial ownership of these shares. The filing states all reported shares are held in client accounts of Infrastructure Capital Advisors, LLC, and includes a joint filing agreement.
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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