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.
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.
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.