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.
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.
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.