epr properties (nyse:epr) is a specialty real estate investment trust (reit) that currently invests in three primary segments: entertainment, recreation and education. we focus on the white space that exists between traditional reits that are either highly diversified or highly specialized. epr properties maintains a specialized orientation complemented by diversification across and within segments. our strategy of investing in a limited number of segments allows us to focus our attention and develop greater depth of knowledge in our chosen segments but still enjoy some benefits of portfolio diversity. our independent thinking process for assessing segments allows us to identify opportunities that may be hidden in plain sight. our understanding of segment drivers allows us to isolate investments others may overlook and distinguish between real and perceived risk. knowledge supported by research is our strategic advantage. we are led by an experienced management team. through a value-ad
Company profile
Ticker
EPR, EPR+C
Exchange
Website
CEO
Gregory Silvers
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
ENTERTAINMENT PROPERTIES TRUST
SEC CIK
Corporate docs
Subsidiaries
30 West Pershing, LLC • Adelaar Developer II, LLC • Adelaar Developer, LLC • Blankenbaker X, LLC • Brandywine X, LLC • Burbank Village, Inc. • Burbank Village, L.P. • Calypso Property LP • Cantera 30, Inc. • Cantera 30 Theatre, L.P. ...
IRS number
431790877
EPR stock data
Latest filings (excl ownership)
10-K
2023 FY
Annual report
29 Feb 24
8-K
EPR Properties Reports Fourth Quarter and 2023 Year-End Results
28 Feb 24
10-Q
2023 Q3
Quarterly report
26 Oct 23
8-K
EPR Properties Reports Third Quarter 2023 Results
25 Oct 23
10-Q
2023 Q2
Quarterly report
3 Aug 23
8-K
EPR Properties Reports Second Quarter 2023 Results
2 Aug 23
8-K
EPR Properties Announces Comprehensive Restructuring Agreement and Master Lease with Regal Cinemas; Management to Host Conference Call
28 Jun 23
8-K
Amendments to Articles of Incorporation or Bylaws
26 May 23
10-Q
2023 Q1
Quarterly report
27 Apr 23
8-K
EPR Properties Reports First Quarter 2023 Results
26 Apr 23
Transcripts
EPR
Earnings call transcript
2023 Q4
29 Feb 24
EPR
Earnings call transcript
2023 Q3
26 Oct 23
EPR
Earnings call transcript
2023 Q2
3 Aug 23
EPR
Earnings call transcript
2023 Q1
27 Apr 23
EPR
Earnings call transcript
2022 Q4
23 Feb 23
EPR
Earnings call transcript
2022 Q3
3 Nov 22
EPR
Earnings call transcript
2022 Q2
2 Aug 22
EPR
Earnings call transcript
2022 Q1
5 May 22
EPR
Earnings call transcript
2021 Q4
23 Feb 22
EPR
Earnings call transcript
2021 Q3
4 Nov 21
Latest ownership filings
4
Craig L. Evans
4 Mar 24
4
Gregory E Zimmerman
28 Feb 24
4
Gregory K Silvers
28 Feb 24
4
Mark Alan Peterson
28 Feb 24
4
Tonya L. Mater
28 Feb 24
4
Brian Andrew Moriarty
28 Feb 24
3
Brian Andrew Moriarty
28 Feb 24
4
Paul Robert Turvey
28 Feb 24
4
Gwendolyn Mary Johnson
28 Feb 24
4
Elizabeth Grace
28 Feb 24
Financial summary
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Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
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Institutional ownership, Q3 2023
76.7% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 322 |
Opened positions | 39 |
Closed positions | 46 |
Increased positions | 109 |
Reduced positions | 119 |
13F shares | Current |
---|---|
Total value | 2.39 tn |
Total shares | 58.02 mm |
Total puts | 632.10 k |
Total calls | 312.00 k |
Total put/call ratio | 2.0 |
Largest owners | Shares | Value |
---|---|---|
Vanguard | 11.34 mm | $471.07 bn |
BLK Blackrock | 10.15 mm | $421.84 bn |
IVZ Invesco | 5.26 mm | $218.45 bn |
STT State Street | 4.20 mm | $175.67 bn |
BK Bank Of New York Mellon | 1.41 mm | $58.46 bn |
Geode Capital Management | 1.29 mm | $53.51 bn |
PGGM Investments | 1.27 mm | $52.85 bn |
Charles Schwab Investment Management | 1.23 mm | $51.00 bn |
LSV Asset Management | 1.15 mm | $47.58 bn |
Dimensional Fund Advisors | 1.06 mm | $43.95 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
1 Mar 24 | Craig L. Evans | Common Shares of Beneficial Interest | Payment of exercise | Dispose F | No | No | 41.76 | 13,074 | 545.97 k | 69,229 |
27 Feb 24 | Brian Andrew Moriarty | Common Shares of Beneficial Interest | Grant | Acquire A | No | No | 0 | 5,705 | 0.00 | 14,116 |
26 Feb 24 | Craig L. Evans | Common Shares of Beneficial Interest | Payment of exercise | Dispose F | No | No | 42.87 | 15,037 | 644.64 k | 82,303 |
26 Feb 24 | Craig L. Evans | Common Shares of Beneficial Interest | Grant | Acquire A | No | No | 0 | 33,158 | 0.00 | 97,340 |
26 Feb 24 | Elizabeth Grace | Common Shares of Beneficial Interest | Grant | Acquire A | No | No | 0 | 5,042 | 0.00 | 25,508 |
26 Feb 24 | Elizabeth Grace | Common Shares of Beneficial Interest | Grant | Acquire A | No | No | 0 | 6,490 | 0.00 | 20,466 |
News
Demystifying EPR Props: Insights From 6 Analyst Reviews
25 Mar 24
Truist Securities Maintains Hold on EPR Props, Lowers Price Target to $46
25 Mar 24
Earnings Scheduled For February 28, 2024
28 Feb 24
EPR Props: Dividend Insights
23 Feb 24
Top 4 Real Estate Stocks You'll Regret Missing This Quarter
15 Feb 24