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EPR EPR Properties (EPR) Insider Trading, Ownership & Congress Trades

Real Estate · Real estate investment trusts · CIK 0001045450
Quote by TradingView
Form 144 · 3
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
0
13F, latest reported quarter
Conversions, 180 days
7
Codes C/M, not in net · no price filed

What the filings say about EPR

Insiders, 180 days
-$2.5M net sold
6 sellers · 10% of sales under a 10b5-1 plan
Planned sales (Form 144), 90 days
$682.9K
3 notices

EPR Properties insider trades (Form 4)

Form 4 buys and sells (codes P and S). Grants, option exercises and conversions excluded.

Over the last 180 days, EPR PROPERTIES insiders sold a net $2.5M of stock across 44 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.

Insider
Filed
Shares
Value
Since filing
Grace Elizabeth
SVP - Human Resources & Admin
SELL
2026-08-20 SECtraded 2026-08-19
4,200
$254.4K
-6.1%
Context
  • First Form 4 purchase or sale (code P or S) here by this insider on our record.
  • The trade is 18.7% of the 22,427 shares held after it.
  • 2 other insiders sold within 30 days.
Insider activity: SVP - Human Resources & Admin Grace Elizabeth sold about $254.4K of EPR under a 10b5-1 plan on Aug 19, 2026; 2 other insiders sold within 30 days.
Sterneck Robin Peppe
Director
SELL
2026-08-07 SECtraded 2026-08-06
3,403
$209.4K
-6.1%
Context
  • 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Jun 13, 2025.
  • 3 other insiders sold within 30 days.
Insider activity: Director Sterneck Robin Peppe sold about $209.4K of EPR on Aug 6, 2026; 3 other insiders sold within 30 days.
Mater Tonya L.
SVP & Chief Accounting Officer
SELL
2026-08-04 SECtraded 2026-08-03
3,600
$222.5K
-7.3%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Apr 15, 2026.
  • The trade is 6.9% of the 52,259 shares held after it.
  • 3 other insiders sold within 30 days.
Insider activity: SVP & Chief Accounting Officer Mater Tonya L. sold about $222.5K of EPR on Aug 3, 2026; 3 other insiders sold within 30 days.
Mater Tonya L.
SVP & Chief Accounting Officer
SELL
2026-08-04 SECtraded 2026-08-03
3,092
$191.0K
-7.3%
Context
  • 8 earlier Form 4 trades (code P or S) here by this insider (8 sales), the last on Apr 15, 2026.
  • The trade is 6.3% of the 49,167 shares held after it.
  • 3 other insiders sold within 30 days.
Insider activity: SVP & Chief Accounting Officer Mater Tonya L. sold about $191.0K of EPR on Aug 3, 2026; 3 other insiders sold within 30 days.
Johnson Gwendolyn Mary
SVP - Asset Management
SELL
2026-07-20 SECtraded 2026-07-17
1,000
$62.5K
-8.7%
Context
  • 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Jul 7, 2026.
  • The trade is 8.2% of the 12,213 shares held after it.
  • 3 other insiders sold within 30 days.
Insider activity: SVP - Asset Management Johnson Gwendolyn Mary sold about $62.5K of EPR on Jul 17, 2026; 3 other insiders sold within 30 days.
44 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
See all insider buying · insider selling
Showing the latest few. to see 39 more transactions and use the screener and CSV export. We store only your email; there is no password.
Seven facts, ranked against the sector · Rank is not a forecast
Insiders
net -$2.5M over 180 days
-$877.3K over 90 days
below 82% of Real Estate
Congress
no House purchase disclosed in the last 12 months
Funds
under five funds report holding it
Revenue
+2.9% year over year
below 55% of Real Estate
Margin
38.3% net margin
more than 78% of Real Estate
Buybacks
$13.1M repurchased, FY to 2026-06-30
below 52% of Real Estate
Short interest
10.5% of the float short (float per yahoo 2026-10-26) · 8.6 days to cover · settled 2026-09-30
more than 87% of Real Estate
What changed in the last 30 days
Nothing new filed in the last 30 days

Watch EPR

A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.

The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+9.8%12M
-10%+2%+13%+25%2025-102025-122026-022026-042026-062026-082026-10 2026-06-10 · Peterson Mark Alan sold $500.0K2026-05-07 · Peterson Mark Alan sold $500.0K2026-04-14 · Peterson Mark Alan sold $500.0K2026-02-02 · Zimmerman Gregory E sold $404.2K2025-12-01 · Zimmerman Gregory E sold $391.9K2026-03-10 · Trimberger Lisa G sold $383.6K2026-01-02 · Zimmerman Gregory E sold $375.5K2026-06-23 · Turvey Paul Robert sold $372.5K2025-11-03 · Zimmerman Gregory E sold $369.1K2026-03-16 · Moriarty Brian Andrew sold $282.2K2026-08-19 · Grace Elizabeth sold $254.4K2026-08-03 · Mater Tonya L. sold $222.5K2026-08-06 · Sterneck Robin Peppe sold $209.4K2026-08-03 · Mater Tonya L. sold $191.0K2026-03-10 · Trimberger Lisa G sold $172.1K2026-04-15 · Mater Tonya L. sold $146.9K2026-06-23 · Johnson Gwendolyn Mary sold $116.2K2026-04-14 · Mater Tonya L. sold $112.0K2026-07-17 · Johnson Gwendolyn Mary sold $62.5K2026-07-07 · Johnson Gwendolyn Mary sold $60.0K2026-08-24 · Grace Elizabeth filed to sell $254.4K2026-08-05 · Sterneck Robin Peppe filed to sell $206.0K2026-08-03 · Tonya Mater filed to sell $222.5K2026-07-17 · Gwendolyn M. Johnson filed to sell $62.5K2026-07-07 · Gwendolyn M. Johnson filed to sell $59.9K2026-06-23 · Paul R. Tuvey filed to sell $372.5K2026-06-23 · Gwendolyn M. Johnson filed to sell $116.2K
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart. When a name files heavily, the largest trades are drawn first.

Who owns EPR: institutional holders (13F)

13F holdings, latest reported quarter
SEC 13F
No reported 13F holders

No fund above the reporting threshold listed this stock last quarter. That is a fact, not missing data.

Congress trades in EPR

No Congress trades reported
No House member has disclosed a trade in this stock. See what Congress is buying.

Activist and 5% holders (13D/13G)

No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.

EPR planned insider sales (Form 144)

Notice of intent to sell, filed before any sale
Grace Elizabeth
Filed 2026-08-24
$254.4K
Sterneck Robin Peppe
Filed 2026-08-05
$206.0K
Tonya Mater
Filed 2026-08-03
$222.5K
Gwendolyn M. Johnson
Filed 2026-07-17
$62.5K
Gwendolyn M. Johnson
Filed 2026-07-07
$59.9K

EPR mutual fund holders (N-PORT)

Funds ranked by the share of their own portfolio in this stock (N-PORT).
Eaton Vance Ultra-Short Income ETF
$2.5M position · as of 2026-06-30
1.1%
Calvert Ultra-Short Investment Grade ETF
$2.3M position · as of 2026-06-30
1.1%
Calvert Ultra-Short Duration Income Fund
$2.5M position · as of 2026-06-30
0.4%
Victory Low Duration Bond Fund
$249.5K position · as of 2026-06-30
0.3%
Victory Ultra Short-Term Bond Fund
$498.6K position · as of 2026-07-31
0.2%
Guardian Core Plus Fixed Income VIP Fund
$179.6K position · as of 2026-06-30
0.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M · % is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr. Silvers
CEO pay, headline and as actually paid, against the company's return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$10.9M
$15.5M
$2.8M
+112%
+38%
2024
$7.9M
$7.9M
$2.1M
-16%
+23%
2023
$8.7M
$17.2M
$2.5M
-14%
+14%
2022
$8.8M
$4.7M
$2.5M
-38%
-0%
2021
$8.3M
$10.0M
$2.5M
-28%
+32%
Tagged by the company under SEC Item 402(v). Returns are cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $2.5M sold by insiders over 180 days, $682.9K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector by SEC SIC code
EQIXBRTACRFPHIRMNYCSPGOPENMDVMDRRAATAXR

EPR financials

Revenue growth
+2.9%
XBRL, annual
Net margin
38.3%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$742.6M
four quarters, 2025-07-01 to 2026-06-30
Net margin, TTM
+35.5%
net income over revenue, 2025-07-01 to 2026-06-30
Free cash flow, TTM
-$149.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Debt to equity
1.43x
long-term debt only, 2026-06-30; equity 2026-06-30
Cash flow to debt
0.13x
TTM operating cash flow over long-term debt only, 2026-06-30
Return on equity
+11.3%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets
+4.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on invested capital
+7.2%
operating income after a 1.1% effective tax rate, over long-term debt only, 2026-06-30 plus average of 2025-06-30 and 2026-06-30 minus cash
Return on capital employed
n/a
assets or current liabilities not filed
P/E, trailing
18.08x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
Enterprise value
$7.6B
market value at close 2026-10-26 on 2026-07-29 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
FCF yield
-3.5%
TTM free cash flow over market value at close 2026-10-26
PEG, trailing
0.33x
P/E over trailing EPS growth of 54%: four quarters to 2026-06-30 against the four to 2025-06-30
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
2025-122024-122023-122022-12
Revenue$718.4M$698.1M$705.7M$658.0M
Operating income$414.3M$315.7M$306.4M$311.0M
Net income$274.9M$146.1M$173.0M$176.2M
EPS (diluted)3.281.601.972.03
Operating cash flow$421.0M$393.1M$447.1M$441.7M
Cash$90.6M$22.1M$78.1M$107.9M
Long-term debt$2.9B$2.9B$2.8B$2.8B
Buybacks$9.9M$11.4M$3.7M$4.3M
Dividends paid$290.7M$279.9M$272.2M$265.7M
SEC XBRL, fiscal years, as known on 2026-10-28

EPR Stock Sonar score 5/7 axes

Find similar shapesCompare

EPR ranks highest on profitability (75th percentile) and financial health (48th), and lowest on insider conviction (9th), among Real Estate peers.

ProfitHealthGrowthInsidersRisk
Profitability
75
Inputs
  • Return on equity+11.3% · 82 pct, sector of 230
  • Return on assets+4.5% · 82 pct, sector of 255
  • Return on invested capital+7.2% · 60 pct, sector of 49
  • Return on capital employedassets or current liabilities not filed
Financial health
48
Inputs
  • Debt to equity1.43x · 36 pct, sector of 210
  • Cash flow to debt0.13x · 60 pct, sector of 215
Growth
46
Inputs
  • Revenue growth, YoY+2.9% · 46 pct, sector of 244
  • Backlog growth, YoYno backlog line filed, or no year-earlier backlog
Insider conviction
9
Inputs
  • Net Form 4 buying (codes P and S), 180d-$2.2M · 18 pct, sector of 156
  • Insider buyers, 180d0 · 0 pct, sector of 158
Risk and compliance
34
Inputs
  • Short interest, % of float+10.5% · 15 pct, sector of 256
  • Recalls per $1B revenue, 3ynot measured for this sector, almost no peer has an event
  • EPA cases per $1B revenue, 5ynot measured for this sector, almost no peer has an event
  • New text in Risk Factors, latest 10-K+8.1% · 53 pct, sector of 212
2 not measured: Institutional and government, US patents
  • Institutional and government needs 1 of 4 inputs, 0 present: fewer than five funds report holding it; no Congress trades in 365 days; no federal contracts in 180 days; no lobbying filings in the last four quarters
  • US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet

5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored

EPR filings, in plain words

Are EPR Properties insiders buying or selling EPR?

In the 180 days to 2026-10-28, EPR Properties insiders were net sellers, a net $2.5M across purchases and sales reported on Form 4, by 6 sellers.

Are there planned insider sales of EPR?

Yes. 3 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $682.9K of stock; the latest, by Grace Elizabeth, was filed 2026-08-24.

Read the full summary

In the 180 days to 2026-10-28, EPR Properties insiders were net sellers of EPR, a net $2.5M across purchases and sales reported on Form 4 by 6 sellers. 10% of the 10 insider sales were made under a Rule 10b5-1 plan; the rest were not flagged as planned. Insiders filed 3 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $682.9K of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.

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