— Know what they know.
Not Investment Advice
Also trades as: EPR-PC (NYSE) · $vol 0M · EPR-PE (NYSE) · $vol 0M · EPR-PG (NYSE) · $vol 0M

EPR Smart Money

EPR Properties
1W: +1.2% 1M: -1.2% 3M: -12.0% YTD: +11.5% 1Y: +5.3% 3Y: +59.7% 5Y: +47.4%
$56.01
-0.39 (-0.69%)
 
Weekly Expected Move ±3.4%
$52 $54 $56 $58 $60
NYSE · Real Estate · REIT - Specialty · Tech Score Neutral · Power 51 · $4.3B mcap · 75M float · 1.03% daily turnover · Short 51% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $152.2M held by 218 funds, 98 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
531
Institutions Holding
+15 vs prior
84.0%
Ownership
+13.33%
71 New
175 Increased
201 Reduced
40 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-08-19 Grace Elizabeth officer: svp - human resources & admin S-Sale 4,200 $60.57 $254K Filing
2026-08-06 Sterneck Robin Peppe director S-Sale 3,403 $61.54 $209K Filing
2026-08-03 Mater Tonya L. officer: svp & chief accounting officer S-Sale 3,092 $61.76 $191K Filing
2026-08-03 Mater Tonya L. officer: svp & chief accounting officer S-Sale 3,600 $61.82 $223K Filing
2026-07-17 Johnson Gwendolyn Mary officer: svp - asset management S-Sale 1,000 $62.50 $62K Filing
2026-07-07 Johnson Gwendolyn Mary officer: svp - asset management S-Sale 1,000 $60.00 $60K Filing
2026-06-23 Turvey Paul Robert officer: svp, general counsel S-Sale 6,400 $58.20 $372K Filing
2026-06-23 Johnson Gwendolyn Mary officer: svp - asset management S-Sale 2,000 $58.11 $116K Filing
2026-06-15 Sterneck Robin Peppe director G-Gift 3,403 $— $0 Filing
2026-06-10 Peterson Mark Alan officer: evp & chief financial officer S-Sale 8,334 $60.00 $500K Filing
2026-05-07 Peterson Mark Alan officer: evp & chief financial officer S-Sale 8,696 $57.50 $500K Filing
2026-04-15 Mater Tonya L. officer: svp & chief accounting officer S-Sale 2,600 $56.50 $147K Filing
2026-04-14 Mater Tonya L. officer: svp & chief accounting officer S-Sale 2,000 $56.00 $112K Filing
2026-04-14 Peterson Mark Alan officer: evp & chief financial officer S-Sale 9,091 $55.00 $500K Filing
2026-03-16 Moriarty Brian Andrew officer: svp - corporate communications S-Sale 5,000 $56.44 $282K Filing
2026-03-02 Zimmerman Gregory E officer: evp & chief investment officer G-Gift 20,066 $— $0 Filing
2026-03-02 Zimmerman Gregory E officer: evp & chief investment officer F-Tax Withholding 16,451 $59.41 $977K Filing
2026-02-23 Turvey Paul Robert officer: svp & assoc. general counsel A-Grant/Award 14,222 $— $0 Filing
2026-02-23 Zimmerman Gregory E officer: evp & chief investment officer G-Gift 22,508 $— $0 Filing
2026-02-23 Zimmerman Gregory E officer: evp & chief investment officer F-Tax Withholding 18,452 $— $0 Filing
2026-02-23 Zimmerman Gregory E officer: evp & chief investment officer A-Grant/Award 40,960 $— $0 Filing
2026-02-23 Fox Benjamin N officer: evp A-Grant/Award 28,489 $— $0 Filing
2026-02-23 Mater Tonya L. officer: svp & chief accounting officer F-Tax Withholding 4,488 $— $0 Filing
2026-02-23 Mater Tonya L. officer: svp & chief accounting officer A-Grant/Award 9,896 $— $0 Filing
2026-02-23 Mater Tonya L. officer: svp & chief accounting officer A-Grant/Award 10,359 $— $0 Filing

🏛️ Congressional Trades

6 records
Date Politician Chamber Type Amount Filing
2023-07-12 Daniel Goldman House Sell $1,001 - $15,000 Filing
2020-03-16 Zoe Lofgren House Sell $1,001 - $15,000 Filing
2014-07-23 Susan M. Collins Senate Sell $1,001 - $15,000 Filing
2014-07-23 Susan M. Collins Senate Sell $1,001 - $15,000 Filing
2014-07-23 Susan M. Collins Senate Sell $1,001 - $15,000 Filing
2014-07-23 Susan M. Collins Senate Sell $1,001 - $15,000 Filing

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 10,256,061 $595M +331,543 2026-06-30 Filing
VANGUARD PORTFOLIO MANAGEMENT LLC 6,809,179 $395M +217,801 2026-06-30 Filing
STATE STREET CORP 3,810,709 $222M -33,947 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 3,441,922 $200M +155,966 2026-06-30 Filing
Quantinno Capital Management LP 2,148,163 $125M +575,425 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 1,660,236 $96M +17,467 2026-06-30 Filing
NORTHERN TRUST CORP 1,535,465 $89M +355,015 2026-06-30 Filing
GOLDMAN SACHS GROUP INC 1,487,023 $86M +1,087,192 2026-06-30 Filing
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,369,256 $79M -2,879 2026-06-30 Filing
Sixth Street Partners Management Company 1,369,256 $79M +1,369,256 2026-06-30 Filing
AQR CAPITAL MANAGEMENT LLC 1,336,730 $78M -122,941 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 1,118,808 $65M -12,872 2026-06-30 Filing
Bank of New York Mellon Corp 1,094,415 $63M -24,474 2026-06-30 Filing
MORGAN STANLEY 1,022,635 $59M -215,969 2026-06-30 Filing
Invesco Ltd. 986,761 $57M +161,664 2026-06-30 Filing
NORGES BANK 963,880 $56M +963,880 2026-06-30 Filing
WASATCH ADVISORS LP 951,109 $55M -22,330 2026-06-30 Filing
JPMORGAN CHASE & CO 873,402 $52M +73,592 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 876,667 $51M -59,320 2026-06-30 Filing
UBS Group AG 730,060 $42M -85,283 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms