Epr Properties EPR
We take great care to ensure that the data presented and summarized in this overview for EPR PROPERTIES is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EPR
View all-
Vanguard Group Inc Valley Forge, PA11.1MShares$629 Million0.01% of portfolio
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Black Rock Inc. New York, NY10.5MShares$597 Million0.01% of portfolio
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State Street Corp Boston, MA3.94MShares$224 Million0.01% of portfolio
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Deutsche Bank Ag\ Frankfurt Am Main, 2M1.87MShares$107 Million0.04% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.64MShares$93 Million0.14% of portfolio
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Geode Capital Management, LLC Boston, MA1.48MShares$84.1 Million0.01% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.33MShares$75.9 Million0.01% of portfolio
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Prudential Financial Inc Newark, NJ1.32MShares$74.9 Million0.1% of portfolio
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Ubs Group Ag1.26MShares$71.7 Million0.01% of portfolio
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Lsv Asset Management Chicago, IL1.26MShares$71.5 Million0.16% of portfolio
Latest Institutional Activity in EPR
Top Purchases
Top Sells
About EPR
EPR Properties is a leading experiential net lease real estate investment trust (REIT), specializing in select enduring experiential properties in the real estate industry. We focus on real estate venues which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have nearly $6.7 billion in total investments across 44 states. We adhere to rigorous underwriting and investing criteria centered on key industry, property and tenant level cash flow standards. We believe our focused approach provides a competitive advantage and the potential for stable and attractive returns.
Insider Transactions at EPR
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jun 10
2025
|
Robin Peppe Sterneck Director |
BUY
Bona fide gift
|
Indirect |
1,894
+33.29%
|
-
|
|
Jun 10
2025
|
Robin Peppe Sterneck Director |
SELL
Bona fide gift
|
Direct |
1,894
-100.0%
|
-
|
|
Jun 02
2025
|
Robin Peppe Sterneck Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,894
+50.0%
|
-
|
|
Jun 02
2025
|
Lisa G Trimberger Director |
BUY
Exercise of conversion of derivative security
|
Direct |
6,586
+33.25%
|
-
|
|
Jun 02
2025
|
Caixia Ziegler Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,192
+30.44%
|
-
|
|
Jun 02
2025
|
Peter C Brown Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,774
+14.71%
|
-
|
|
Jun 02
2025
|
Virginia E Shanks Director |
BUY
Exercise of conversion of derivative security
|
Direct |
6,329
+17.17%
|
-
|
|
May 23
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Bona fide gift
|
Indirect |
194
-0.17%
|
$10,088
$52.76 P/Share
|
|
May 20
2025
|
Robin Peppe Sterneck Director |
SELL
Open market or private sale
|
Indirect |
3,806
-66.68%
|
$201,718
$53.97 P/Share
|
|
Mar 18
2025
|
Mark Alan Peterson EVP & Chief Financial Officer |
SELL
Open market or private sale
|
Indirect |
13,700
-6.6%
|
$698,700
$51.77 P/Share
|
|
Mar 17
2025
|
Tonya L. Mater SVP & Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
3,120
-6.25%
|
$159,120
$51.9 P/Share
|
|
Mar 17
2025
|
Brian Andrew Moriarty SVP - Corporate Communications |
SELL
Open market or private sale
|
Direct |
2,500
-14.05%
|
$127,500
$51.99 P/Share
|
|
Mar 05
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Bona fide gift
|
Indirect |
950
-0.84%
|
-
|
|
Mar 03
2025
|
Gwendolyn Mary Johnson SVP - Asset Management |
SELL
Open market or private sale
|
Indirect |
3,900
-32.19%
|
$210,600
$54.02 P/Share
|
|
Feb 25
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
BUY
Bona fide gift
|
Indirect |
21,345
+15.95%
|
-
|
|
Feb 25
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Bona fide gift
|
Direct |
21,345
-23.93%
|
-
|
|
Feb 25
2025
|
Mark Alan Peterson EVP & Chief Financial Officer |
BUY
Bona fide gift
|
Indirect |
23,801
+10.29%
|
-
|
|
Feb 25
2025
|
Mark Alan Peterson EVP & Chief Financial Officer |
SELL
Bona fide gift
|
Direct |
23,801
-23.83%
|
-
|
|
Feb 24
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
17,500
-16.4%
|
-
|
|
Feb 24
2025
|
Gregory E Zimmerman EVP & Chief Investment Officer |
BUY
Grant, award, or other acquisition
|
Direct |
69,676
+21.64%
|
-
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 26.8K shares |
|---|---|
| Bona fide gift | 110K shares |
| Grant, award, or other acquisition | 415K shares |
| Bona fide gift | 112K shares |
|---|---|
| Open market or private sale | 30.1K shares |
| Payment of exercise price or tax liability | 188K shares |