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, PA11.3MShares$492 Million0.01% of portfolio
-
Black Rock Inc. New York, NY10.5MShares$457 Million0.01% of portfolio
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State Street Corp Boston, MA3.83MShares$167 Million0.01% of portfolio
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Geode Capital Management, LLC Boston, MA1.43MShares$62.1 Million0.01% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny1.38MShares$60.3 Million0.11% of portfolio
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Charles Schwab Investment Management Inc San Francisco, CA1.35MShares$58.8 Million0.01% of portfolio
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Dimensional Fund Advisors LP Austin, TX1.09MShares$47.5 Million0.01% of portfolio
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Invesco Ltd. Atlanta, GA1.05MShares$46 Million0.01% of portfolio
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Lsv Asset Management Chicago, IL1.01MShares$43.8 Million0.11% of portfolio
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Aqr Capital Management LLC Greenwich, CT806KShares$35.2 Million0.06% 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 |
|---|---|---|---|---|---|
|
Sep 12
2024
|
Tonya L. Mater SVP & Chief Accounting Officer |
SELL
Bona fide gift
|
Direct |
150
-0.36%
|
-
|
|
Aug 22
2024
|
Tonya L. Mater SVP & Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
1,500
-3.51%
|
$69,000
$46.5 P/Share
|
|
Aug 21
2024
|
Tonya L. Mater SVP & Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
1,000
-2.29%
|
$46,000
$46.0 P/Share
|
|
Aug 05
2024
|
Gwendolyn Mary Johnson SVP - Asset Management |
SELL
Open market or private sale
|
Indirect |
592
-9.29%
|
$25,456
$43.82 P/Share
|
|
May 29
2024
|
Peter C Brown Director |
BUY
Exercise of conversion of derivative security
|
Direct |
4,807
+17.35%
|
-
|
|
May 29
2024
|
Virginia E Shanks Director |
BUY
Exercise of conversion of derivative security
|
Direct |
5,714
+19.1%
|
-
|
|
May 29
2024
|
Lisa G Trimberger Director |
BUY
Exercise of conversion of derivative security
|
Direct |
6,633
+50.0%
|
-
|
|
May 29
2024
|
Robin Peppe Sterneck Director |
BUY
Exercise of conversion of derivative security
|
Direct |
1,902
+24.99%
|
-
|
|
May 29
2024
|
Caixia Ziegler Director |
BUY
Exercise of conversion of derivative security
|
Direct |
7,232
+43.89%
|
-
|
|
Mar 01
2024
|
Craig L. Evans EVP & General Counsel |
SELL
Payment of exercise price or tax liability
|
Direct |
13,074
-15.89%
|
$536,034
$41.76 P/Share
|
|
Feb 27
2024
|
Gregory E Zimmerman EVP & Chief Investment Officer |
BUY
Bona fide gift
|
Indirect |
26,930
+26.45%
|
-
|
|
Feb 27
2024
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Bona fide gift
|
Direct |
26,930
-28.68%
|
-
|
|
Feb 27
2024
|
Mark Alan Peterson EVP & Chief Financial Officer |
BUY
Bona fide gift
|
Indirect |
28,733
+14.95%
|
-
|
|
Feb 27
2024
|
Mark Alan Peterson EVP & Chief Financial Officer |
SELL
Bona fide gift
|
Direct |
28,733
-26.28%
|
-
|
|
Feb 27
2024
|
Brian Andrew Moriarty SVP - Corporate Communications |
BUY
Grant, award, or other acquisition
|
Direct |
5,705
+28.78%
|
-
|
|
Feb 26
2024
|
Gregory E Zimmerman EVP & Chief Investment Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
22,167
-19.1%
|
$931,014
$42.87 P/Share
|
|
Feb 26
2024
|
Gregory E Zimmerman EVP & Chief Investment Officer |
BUY
Grant, award, or other acquisition
|
Direct |
84,198
+24.08%
|
-
|
|
Feb 26
2024
|
Gregory K Silvers President & CEO |
SELL
Payment of exercise price or tax liability
|
Direct |
66,931
-8.39%
|
$2,811,102
$42.87 P/Share
|
|
Feb 26
2024
|
Gregory K Silvers President & CEO |
BUY
Grant, award, or other acquisition
|
Direct |
244,665
+9.9%
|
-
|
|
Feb 26
2024
|
Mark Alan Peterson EVP & Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
23,651
-17.79%
|
$993,342
$42.87 P/Share
|
Last 12 Months Summary
| Exercise of conversion of derivative security | 26.3K shares |
|---|---|
| Grant, award, or other acquisition | 503K shares |
| Bona fide gift | 111K shares |
| Payment of exercise price or tax liability | 146K shares |
|---|---|
| Bona fide gift | 111K shares |
| Other acquisition or disposition | 85.2K shares |
| Open market or private sale | 4.59K shares |