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 executive Mark Alan Peterson, EVP & Chief Financial Officer, reported an indirect open-market sale of 8,696 Common Shares of Beneficial Interest at $57.50 per share. The shares are held through the Jill J. Peterson Revocable Trust. Following the sale, indirect holdings reported for this trust total 216,084 shares. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan adopted on December 23, 2025, indicating it was scheduled in advance rather than timed discretionarily.
EPR Properties reported results from its 2026 annual shareholder meeting. Shareholders elected ten trustee nominees to one-year terms expiring in 2027, with each receiving more votes for than against. Advisory approval of executive compensation passed, with about 46.2 million votes for and 3.0 million against, indicating support for the current pay program. Shareholders also ratified KPMG LLP as independent registered public accounting firm for 2026 with about 58.1 million votes in favor, a large majority of votes cast.
EPR Form 144 notice: an affiliate reported proposed/resale transactions in Common Stock. The filing lists 9,091 shares sold by Mark A. Peterson on 04/14/2026 for $499,989. The filing also lists awards dated 01/02/2018 (37 shares) and 01/02/2019 (8,659 shares) tied to Incentive Compensation.
EPR Properties reported Q1 2026 total revenue of $181.3 million, up 3.6% from $175.0 million a year earlier, driven mainly by higher minimum rent from new and existing experiential assets. Net income available to common shareholders was $56.6 million, or $0.74 diluted EPS, down from $0.78.
FFOAA per diluted share rose to $1.26 from $1.19 as non-cash credit loss benefits and portfolio growth offset lower gains on real estate transactions and higher depreciation. The REIT ended the quarter with about $5.7 billion in total assets and $2.93 billion of debt.
During the quarter, EPR invested $51.3 million, including acquiring a New York fitness & wellness property for $34.5 million and converting a $70.0 million mortgage note on a Tennessee experiential lodging asset into a wholly owned, triple-net leased property. It also declared a $0.90 common dividend per share.
EPR entered a forward sale under its ATM program for 797,422 common shares at an average hedge price of $59.52, representing anticipated gross proceeds of $47.5 million upon settlement, with $352.5 million of ATM capacity remaining. Subsequent to quarter-end, it closed on six U.S. attraction properties as part of a planned $315.0 million Seven Flags attraction portfolio acquisition.
EPR Properties reported higher cash-flow metrics for Q1 2026 and raised full-year guidance. Total revenue was $181.3 million, up 3.6% year over year. Net income available to common shareholders was $56.6 million, or $0.74 per diluted share, down slightly from $0.78.
Funds From Operations as adjusted reached $97.6 million and $1.26 per diluted share, both up about 6% year over year. AFFO was $100.1 million, or $1.29 per diluted share, a 6.6% increase.
The company invested $51.3 million in Q1, including a $34.5 million fitness & wellness acquisition in New York, and is closing most of a $315.0 million attraction portfolio from Six Flags. It entered a forward ATM agreement to sell 797,422 shares for initial gross proceeds of $47.5 million. EPR ended the quarter with $68.5 million in cash and no borrowings on its $1.0 billion revolver.
The monthly common dividend was increased 5.1% to $0.31 per share, or $3.72 annualized. 2026 FFOAA per share guidance was raised to $5.37–$5.53, with investment spending guidance lifted to $500–$600 million and disposition proceeds to $50–$100 million.
EPR Properties reported planned dispositions of 11,500 shares of Common Stock via UBS Financial Services, with an indicated value of $647,337.87. The filing lists prior sales of 11,500 shares on 03/19/2026 (proceeds $619,110) and 04/16/2026 (proceeds $640,109). The notice identifies these securities as part of executive compensation and references a broker address in Weehawken, NJ.
Vanguard Capital Management reported beneficial ownership of 3,914,919 shares of EPR Properties common stock, representing 5.11% of the class as of 03/31/2026. The filing states Vanguard has sole dispositive power over 3,914,919 shares and sole voting power over 628,963 shares. The Schedule 13G disclosure is signed by Ashley Grim on 04/29/2026.
EPR Properties reported that Vanguard Portfolio Management beneficially owned 6,600,424 shares of Common Stock, representing 8.62% of the class as of 03/31/2026. The filing shows sole voting power of 9,046 shares and sole dispositive power over 6,600,424 shares. The statement is signed by Ashley Grim on 04/29/2026.
EPR Properties EVP & CFO-associated trust sells shares under trading plan
An entity associated with EPR Properties’ EVP & Chief Financial Officer Mark Alan Peterson sold 9,091 Common Shares of Beneficial Interest on April 14, 2026 in an open-market transaction at $55.00 per share.
The shares are held indirectly through the Jill J. Peterson Revocable Trust. After this sale, the trust continued to hold 224,780 common shares. The filing notes the transaction was executed under a previously adopted Rule 10b5-1 trading plan, indicating it was pre-scheduled rather than a discretionary trade.
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.