EPR Properties (EPR)
NYSE: EPR · Real Estate Investment Trusts · Kansas City, MO · filing with the SEC since 1997
Grade5.6
◀ Past 5.8● Present 5.5▶ Future 5.5
Who owns EPR Properties
As filed with the SECHolders of 5% or more
3
Blackrock, Inc. holds 11.1% of Common Stock, as its SCHEDULE 13G/A filed Apr 28, 2025 says.
Directors and officers
18
report now, of 26 people on the record since 2006. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Blackrock, Inc.
SCHEDULE 13G/A · filed Apr 28, 2025 · Common Stock
Vanguard Portfolio Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
Vanguard Capital Management
SCHEDULE 13G · filed Apr 29, 2026 · Common Stock
State Street Corporation
SCHEDULE 13G · filed Aug 7, 2026 · COMMON STOCK · reported falling below 5%
Virtus InfraCap U.S. Preferred Stock ETF, a Series of ETFis Series Trust I
SCHEDULE 13G/A · filed Feb 17, 2026 · 9.00% Series E Cumulative Convertible Preferred Shares, par value $0.01 per share · reported falling below 5%, from 6.43% in Nov 14, 2025
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
What EPR reports owning in othersstakes of 5% or more, and other ties
160 subsidiaries in 2 countries, from the list filed with the 10-K filed Feb 26, 2026.
Insider tradesForm 4
21sales
0purchases
17sales on a scheduled plan
9people selling
$6.1Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 27 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Zimmerman Gregory E | EVP & Chief Investment Officer | 5 | $2.0M | 5 | 0 | $0 |
| Peterson Mark Alan | EVP & Chief Financial Officer | 3 | $1.5M | 3 | 0 | $0 |
| Mater Tonya L. | SVP & Chief Accounting Officer | 4 | $700,000 | 4 | 0 | $0 |
| Trimberger Lisa G | director | 2 | $600,000 | 0 | 0 | $0 |
| Turvey Paul Robert | SVP, General Counsel | 1 | $400,000 | 1 | 0 | $0 |
| Grace Elizabeth | SVP - Human Resources & Admin | 1 | $300,000 | 1 | 0 | $0 |
| Moriarty Brian Andrew | SVP - Corporate Communications | 1 | $300,000 | 0 | 0 | $0 |
| Johnson Gwendolyn Mary | SVP - Asset Management | 3 | $200,000 | 3 | 0 | $0 |
| Sterneck Robin Peppe | director | 1 | $200,000 | 0 | 0 | $0 |