EPRNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as EPR.PC, EPR.PE, EPR.PG
EPR PROPERTIES
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 30, 2026
$54.28−1.43 (-2.57%)
Close on Oct 19, 2026
- Market cap
- $4.18B
- P/E (TTM)
- 17.4
- Dividend yield
- 6.48%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
64M
Shares held, 13F filers
Institutional holders
489
70 new, 39 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 20 sales
Net sold $5.63M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,478,406 | 11.10% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 6,600,424 | 8.62% | 13G (passive) | Mar 31, 2026 |
| Virtus Infracap U.S. Preferred Stock ETF, A Series Of Etfis Series Trust 1 | 502,796 | 14.60% | 13G (passive) amendment | Dec 31, 2024 |
| Vanguard Capital Management | 3,914,919 | 5.11% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 3,810,709 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EPR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 10,256,061 | – | $594.95M | +331,543 | 0.01% |
| Vanguard Portfolio Management LLC | 6,809,179 | – | $395.00M | +217,801 | 0.02% |
| State Street Corp | 3,810,709 | – | $222.22M | −33,947 | 0.01% |
| Vanguard Capital Management LLC | 3,441,922 | – | $199.67M | +155,966 | 0.00% |
| Quantinno Capital Management LP | 2,148,163 | – | $124.61M | +575,425 | 0.15% |
| Lsv Asset Management | 1,966,967 | – | $114.10K | +514,209 | 0.21% |
| Geode Capital Management, LLC | 1,660,236 | – | $96.33M | +17,467 | 0.01% |
| Northern Trust Corp | 1,535,465 | – | $89.07M | +355,015 | 0.01% |
| Goldman Sachs Group Inc | 1,487,023 | – | $86.26M | +1,087,192 | 0.01% |
| Charles Schwab Investment Management Inc | 1,369,256 | – | $79.43M | −2,879 | 0.01% |
| Aqr Capital Management LLC | 1,336,730 | – | $77.54M | −122,941 | 0.03% |
| Dimensional Fund Advisors LP | 1,118,808 | – | $64.90M | −12,872 | 0.01% |
| Bank of New York Mellon Corp | 1,094,415 | – | $63.49M | −24,474 | 0.01% |
| Morgan Stanley | 1,022,635 | – | $59.32M | −215,969 | 0.00% |
| Invesco Ltd. | 986,761 | – | $57.24M | +161,664 | 0.00% |
| Norges Bank | 963,880 | – | $55.91M | New | 0.01% |
| Wasatch Advisors LP | 951,109 | – | $55.17M | −22,330 | 0.36% |
| American Century Companies Inc | 876,667 | – | $50.86M | −59,320 | 0.02% |
| JPMorgan Chase & Co | 873,402 | – | $51.76M | +73,592 | 0.00% |
| UBS Group AG | 730,060 | – | $42.35M | −85,283 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 489 | 64M | 70 / 176 | 162 / 39 | 7M | 5M |
| Q1 2026 | 465 | 61M | 65 / 198 | 128 / 52 | 18M | 7M |
| Q4 2025 | 458 | 61M | 58 / 176 | 150 / 54 | 7M | 8M |
| Q3 2025 | 456 | 62M | 72 / 173 | 134 / 30 | 9M | 8M |
| Q2 2025 | 418 | 61M | 74 / 168 | 115 / 38 | 5M | 3M |
| Q1 2025 | 386 | 58M | 71 / 167 | 86 / 40 | 9M | 4M |
| Q4 2024 | 363 | 54M | 58 / 147 | 99 / 46 | 4M | 4M |
| Q3 2024 | 356 | 54M | 46 / 123 | 141 / 42 | 16M | 4M |
| Q2 2024 | 354 | 53M | 47 / 127 | 130 / 40 | 5M | 7M |
| Q1 2024 | 350 | 55M | 40 / 159 | 91 / 41 | 5M | 7M |
| Q4 2023 | 353 | 57M | 60 / 116 | 116 / 26 | 5M | 6M |
| Q3 2023 | 326 | 59M | 33 / 115 | 120 / 43 | 4M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EPR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 2,909,990 | – | $180.62M | 0.25% | Jul 31, 2026 |
| iShares Core S&P Mid-Cap ETF | 2,620,162 | – | $152.00M | 0.12% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,431,581 | – | $141.06M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,755,366 | – | $101.83M | 0.05% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 1,111,483 | – | $64.48M | 0.10% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 877,253 | – | $50.89M | 0.05% | Jun 30, 2026 |
| Schwab U.S. REIT ETF | 538,777 | – | $30.74M | 0.31% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 510,698 | – | $31.70M | 0.29% | Jul 31, 2026 |
| Small Cap Value Fund | 445,000 | – | $25.81M | 0.85% | Jun 30, 2026 |
| Invesco S&P MidCap Momentum ETF | 433,392 | – | $26.90M | 0.37% | Jul 31, 2026 |
| Dfa Real Estate Securities Portfolio | 400,564 | – | $24.86M | 0.35% | Jul 31, 2026 |
| Wasatch Small Cap Value Fund | 389,941 | – | $22.62M | 1.61% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 389,012 | – | $22.19M | 0.05% | May 31, 2026 |
| WisdomTree U.S. SmallCap Dividend Fund | 387,447 | – | $22.48M | 1.03% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF | 387,259 | – | $22.46M | 0.12% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Gregory K. Silvers | President & CEO, Director | 1,099,263 | Feb 25, 2026 |
| Elizabeth Grace | SVP - Human Resources & Admin | 36,838 | Aug 20, 2026 |
| Tonya L. Mater | SVP & Chief Accounting Officer | 52,259 | Aug 4, 2026 |
| Gwendolyn Mary Johnson | SVP - Asset Management | 26,474 | Jul 20, 2026 |
| Paul Robert Turvey | SVP, General Counsel | 46,189 | Jun 24, 2026 |
| Mark Alan Peterson | EVP & Chief Financial Officer | 285,884 | Jun 11, 2026 |
| Brian Andrew Moriarty | SVP - Corporate Communications | 13,704 | Mar 16, 2026 |
| Gregory E. Zimmerman | EVP & Chief Investment Officer | 108,868 | Mar 3, 2026 |
| Benjamin N. Fox | EVP | 52,166 | Feb 25, 2026 |
| Robin Peppe Sterneck | Director | 0 | Aug 7, 2026 |
| Peter C. Brown | Director | 31,193 | Jun 2, 2026 |
| William P. Brown | Director | 3,948 | Jun 2, 2026 |
| James B. Connor | Director | 0 | Jun 2, 2026 |
| John Case | Director | 0 | Jun 2, 2026 |
| Virginia E. Shanks | Director | 36,853 | Jun 2, 2026 |
| Lisa G. Trimberger | Director | 11,839 | Jun 2, 2026 |
| Caixia Ziegler | Director | 17,946 | Jun 2, 2026 |
| John Peter Suarez | Director | 3,074 | Jun 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Elizabeth Grace SVP - Human Resources & Admin | Aug 19, 2026 | Sale(10b5-1 plan) | −4,200 | $60.57 | $254.39K | 22,427 |
| Robin Peppe Sterneck Director | Aug 6, 2026 | Sale | −3,403 | $61.54 | $209.42K | 0 |
| Tonya L. Mater SVP & Chief Accounting Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −3,600 | $61.82 | $222.55K | 52,259 |
| Tonya L. Mater SVP & Chief Accounting Officer | Aug 3, 2026 | Sale(10b5-1 plan) | −3,092 | $61.76 | $190.96K | 49,167 |
| Gwendolyn Mary Johnson SVP - Asset Management | Jul 17, 2026 | Sale(10b5-1 plan) | −1,000 | $62.50 | $62.50K | 12,213 |
| Gwendolyn Mary Johnson SVP - Asset Management | Jul 7, 2026 | Sale(10b5-1 plan) | −1,000 | $60.00 | $60.00K | 13,213 |
| Paul Robert Turvey SVP, General Counsel | Jun 23, 2026 | Sale(10b5-1 plan) | −6,400 | $58.20 | $372.48K | 46,189 |
| Gwendolyn Mary Johnson SVP - Asset Management | Jun 23, 2026 | Sale(10b5-1 plan) | −2,000 | $58.11 | $116.22K | 14,213 |
| Robin Peppe Sterneck Director | Jun 15, 2026 | Gift | −3,403 | – | – | 0 |
| Robin Peppe Sterneck Director | Jun 15, 2026 | Gift | +3,403 | – | – | 3,403 |
| Mark Alan Peterson EVP & Chief Financial Officer | Jun 10, 2026 | Sale(10b5-1 plan) | −8,334 | $60.00 | $500.04K | 207,750 |
| Virginia E. Shanks Director | Jun 1, 2026 | Option exercise | +6,326 | – | – | 36,853 |
| Peter C. Brown Director | Jun 1, 2026 | Option exercise | +3,518 | – | – | 31,193 |
| Lisa G. Trimberger Director | Jun 1, 2026 | Option exercise | +5,253 | – | – | 11,839 |
| Robin Peppe Sterneck Director | Jun 1, 2026 | Option exercise | +3,403 | – | – | 3,403 |
| John Peter Suarez Director | Jun 1, 2026 | Option exercise | +1,510 | – | – | 1,510 |
| William P. Brown Director | Jun 1, 2026 | Option exercise | +2,729 | – | – | 2,729 |
| Caixia Ziegler Director | Jun 1, 2026 | Option exercise | +1,510 | – | – | 17,946 |
| Mark Alan Peterson EVP & Chief Financial Officer | May 7, 2026 | Sale(10b5-1 plan) | −8,696 | $57.50 | $500.02K | 216,084 |
| Tonya L. Mater SVP & Chief Accounting Officer | Apr 15, 2026 | Sale(10b5-1 plan) | −2,600 | $56.50 | $146.90K | 55,859 |
| Mark Alan Peterson EVP & Chief Financial Officer | Apr 14, 2026 | Sale(10b5-1 plan) | −9,091 | $55.00 | $500.01K | 224,780 |
| Tonya L. Mater SVP & Chief Accounting Officer | Apr 14, 2026 | Sale(10b5-1 plan) | −2,000 | $56.00 | $112.00K | 58,459 |
| Brian Andrew Moriarty SVP - Corporate Communications | Mar 16, 2026 | Sale | −5,000 | $56.44 | $282.20K | 13,704 |
| Lisa G. Trimberger Director | Mar 10, 2026 | Sale | −6,633 | $57.83 | $383.59K | 6,586 |
| Lisa G. Trimberger Director | Mar 10, 2026 | Sale | −3,000 | $57.38 | $172.14K | 0 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Mar 2, 2026 | Gift | −20,066 | – | – | 0 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Mar 2, 2026 | Gift | +20,066 | – | – | 108,868 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Mar 2, 2026 | Tax withholding | −16,451 | $59.41 | $977.35K | 20,066 |
| Mark Alan Peterson EVP & Chief Financial Officer | Feb 23, 2026 | Gift | +25,096 | – | – | 233,871 |
| Mark Alan Peterson EVP & Chief Financial Officer | Feb 23, 2026 | Gift | −25,096 | – | – | 78,134 |
| Mark Alan Peterson EVP & Chief Financial Officer | Feb 23, 2026 | Tax withholding | −20,826 | – | – | 103,230 |
| Mark Alan Peterson EVP & Chief Financial Officer | Feb 23, 2026 | Award | +30,393 | – | – | 78,134 |
| Mark Alan Peterson EVP & Chief Financial Officer | Feb 23, 2026 | Award | +45,922 | – | – | 124,056 |
| Benjamin N. Fox EVP | Feb 23, 2026 | Award | +28,489 | – | – | 49,274 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Feb 23, 2026 | Gift | +22,508 | – | – | 88,802 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Feb 23, 2026 | Gift | −22,508 | – | – | 36,517 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Feb 23, 2026 | Tax withholding | −18,452 | – | – | 59,025 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Feb 23, 2026 | Award | +40,960 | – | – | 77,477 |
| Paul Robert Turvey SVP & Assoc. General Counsel | Feb 23, 2026 | Award | +14,222 | – | – | 52,589 |
| Tonya L. Mater SVP & Chief Accounting Officer | Feb 23, 2026 | Tax withholding | −4,488 | – | – | 60,459 |
| Tonya L. Mater SVP & Chief Accounting Officer | Feb 23, 2026 | Award | +10,359 | – | – | 55,051 |
| Tonya L. Mater SVP & Chief Accounting Officer | Feb 23, 2026 | Award | +9,896 | – | – | 64,947 |
| Gregory K. Silvers President & CEO, Director | Feb 23, 2026 | Award | +133,107 | – | – | 1,037,709 |
| Gregory K. Silvers President & CEO, Director | Feb 23, 2026 | Tax withholding | −60,364 | – | – | 977,345 |
| Gregory K. Silvers President & CEO, Director | Feb 23, 2026 | Award | +75,975 | – | – | 904,602 |
| Gregory E. Zimmerman EVP & Chief Investment Officer | Feb 2, 2026 | Sale(10b5-1 plan) | −7,500 | $53.89 | $404.18K | 66,294 |
| John Peter Suarez Director | Jan 26, 2026 | Option exercise | +1,564 | – | – | 1,564 |
| John Peter Suarez Director | Jan 26, 2026 | Gift | +1,564 | – | – | 1,564 |
| John Peter Suarez Director | Jan 26, 2026 | Gift | −1,564 | – | – | 0 |
| Brian Andrew Moriarty SVP - Corporate Communications | Jan 2, 2026 | Award | +4,835 | – | – | 18,704 |
| Brian Andrew Moriarty SVP - Corporate Communications | Jan 2, 2026 | Tax withholding | −1,430 | $49.90 | $71.36K | 13,869 |
| Mark Alan Peterson EVP & Chief Financial Officer | Jan 2, 2026 | Gift | −20,068 | – | – | 39,051 |
| Mark Alan Peterson EVP & Chief Financial Officer | Jan 2, 2026 | Tax withholding | −16,965 | $49.90 | $846.55K | 59,119 |
| Mark Alan Peterson EVP & Chief Financial Officer | Jan 2, 2026 | Gift | +20,068 | – | – | 208,775 |
| Mark Alan Peterson EVP & Chief Financial Officer | Jan 2, 2026 | Award | +8,690 | – | – | 47,741 |
| Elizabeth Grace SVP - Human Resources & Admin | Jan 2, 2026 | Gift | −6,749 | – | – | 14,411 |
| Elizabeth Grace SVP - Human Resources & Admin | Jan 2, 2026 | Tax withholding | −5,858 | $49.90 | $292.31K | 21,160 |
| Elizabeth Grace SVP - Human Resources & Admin | Jan 2, 2026 | Award | +5,082 | – | – | 27,116 |
| Elizabeth Grace SVP - Human Resources & Admin | Jan 2, 2026 | Award | +7,623 | – | – | 22,034 |
| Elizabeth Grace SVP - Human Resources & Admin | Jan 2, 2026 | Gift | +6,749 | – | – | 26,627 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Elizabeth Grace Officer | Aug 24, 2026 | 4,200 | $254.38K | Aug 19, 2026 | Restricted Stock Vesting |
| Robin Peppe Sterneck Officer | Aug 5, 2026 | 3,403 | $205.98K | Aug 5, 2026 | RSU Vesting |
| Mater Tonya Officer | Aug 3, 2026 | 6,692 | $413.49K | Aug 3, 2026 | Stock Award |
| Mater Tonya Officer | Aug 3, 2026 | 6,692 | $222.54K | Aug 3, 2026 | Stock Award |
| M. Johnson Gwendolyn Officer | Jul 17, 2026 | 1,000 | $62.50K | Jul 17, 2026 | Deferred Compensation |
| M. Johnson Gwendolyn Officer | Jul 7, 2026 | 1,000 | $59.92K | Jul 7, 2026 | Stock Award/Deferred Compensation |
| R. Tuvey Paul General Counsel | Jun 23, 2026 | 6,400 | $372.51K | Jun 23, 2026 | Stock Award/Deferred Compensation |
| M. Johnson Gwendolyn Officer | Jun 23, 2026 | 2,000 | $116.22K | Jun 23, 2026 | Stock Award/Deferred Compensation |
| Mark Alan Peterson Officer | Jun 10, 2026 | 8,334 | $500.02K | Jun 10, 2026 | Incentive Compensation |
| Mark Alan Peterson Officer | May 7, 2026 | 8,696 | $500.00K | May 7, 2026 | Incentive Compensation |
| Zimmerman Trust Gregory Former Executive | May 6, 2026 | 11,500 | $647.34K | May 6, 2026 | Executive Comp. |
| Zimmerman Trust Gregory Former Executive | Apr 16, 2026 | 11,500 | $640.11K | Apr 16, 2026 | Executive Comp. |
| Mater Tonya Chief Accounting Officer | Apr 15, 2026 | 2,600 | $146.90K | Apr 15, 2026 | Deferred Compensation |
| Mark Alan Peterson Officer | Apr 14, 2026 | 9,091 | $499.99K | Apr 14, 2026 | Incentive compensation |
| Mater Tonya Chief Accounting Officer | Apr 14, 2026 | 2,000 | $111.92K | Apr 14, 2026 | Deferred Compensation |