| Investor | Value | Of portfolio | Shares | Change | Quarter |
|---|---|---|---|---|---|
| Renaissance Technologies | $20.0M | 0.03% | 345.40K | −39% | Q2 2026 |
| Bridgewater Associates · Ray Dalio | $363.4K | 0.00% | 6.26K | New | Q2 2026 |
From each investor's quarterly 13F filing with the SEC: positions at the quarter's end, reported up to 45 days later. All investors
No member of Congress has disclosed a EPR trade since 2025.
From House and Senate STOCK Act reports. Members disclose trades, not holdings, as value ranges up to 45 days later, so amounts are estimates and “last move” is a hint at who still holds it, not a position. All recent congress trades
| Date | Insider | Transaction | Shares | Value |
|---|---|---|---|---|
| Aug 18, 2026 | Grace ElizabethOfficer | Sale at price 60.57 per share. | 4.2K | $254.39K |
| Aug 5, 2026 | Sterneck Robin PeppeDirector | Sale at price 61.54 per share. | 3.4K | $209.41K |
| Aug 2, 2026 | Mater Tonya LOfficer | Sale at price 61.76 - 61.82 per share. | 6.7K | $413.49K |
| Jul 16, 2026 | Johnson Gwendolyn MaryOfficer | Sale at price 62.50 per share. | 1K | $62.50K |
| Jul 6, 2026 | Johnson Gwendolyn MaryOfficer | Sale at price 60.00 per share. | 1K | $60.00K |
| Jun 22, 2026 | Johnson Gwendolyn MaryOfficer | Sale at price 58.11 per share. | 2K | $116.22K |
| Jun 22, 2026 | Turvey Paul RobertGeneral Counsel | Sale at price 58.20 per share. | 6.4K | $372.48K |
| Jun 14, 2026 | Sterneck Robin PeppeDirector | Stock Gift at price 0.00 per share. | 3.4K | — |
| Jun 9, 2026 | Peterson Mark AlanChief Financial Officer | Sale at price 60.00 per share. | 8.3K | $500.04K |
| May 31, 2026 | Brown Peter CDirector | — | 3.5K | — |
| May 31, 2026 | Brown William PDirector | — | 2.7K | — |
| May 31, 2026 | Shanks Virginia EDirector | — | 6.3K | — |
| May 31, 2026 | Sterneck Robin PeppeDirector | — | 3.4K | — |
| May 31, 2026 | Trimberger Lisa GDirector | — | 5.3K | — |
| May 31, 2026 | Ziegler CaixiaDirector | — | 1.5K | — |
| May 31, 2026 | Suarez John PeterDirector | — | 1.5K | — |
| May 6, 2026 | Peterson Mark AlanChief Financial Officer | Sale at price 57.50 per share. | 8.7K | $500.02K |
| Apr 14, 2026 | Mater Tonya LOfficer | Sale at price 56.00 - 56.50 per share. | 4.6K | $258.90K |
| Apr 13, 2026 | Peterson Mark AlanChief Financial Officer | Sale at price 55.00 per share. | 9.1K | $500.00K |
| Mar 15, 2026 | Moriarty Brian AndrewOfficer | Sale at price 56.44 per share. | 5K | $282.20K |
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 8.7 | 9.5 | -15.9 | 11.7 | 2.2 | 1.7 | 7.0 | -5.4 | -4.4 | -2.3 | +9.9% | ||
| 2025 | 4.1 | 15.1 | -0.9 | -5.9 | 12.5 | 4.6 | -5.5 | -1.4 | 6.9 | -15.5 | 6.6 | -4.5 | +12.7% |
| 2024 | -8.6 | -7.2 | 3.3 | -4.4 | 1.1 | 2.3 | 7.2 | 5.5 | 3.3 | -7.5 | 0.0 | -2.4 | −8.6% |
| 2023 | 12.6 | -3.9 | -6.7 | 10.1 | -0.6 | 12.2 | -4.6 | 0.3 | -7.2 | 2.8 | 4.5 | 8.6 | +28.4% |
| 2022 | -7.4 | 13.3 | 9.9 | -4.0 | -2.4 | -8.4 | 14.7 | -19.2 | -17.5 | 7.6 | 7.8 | -9.3 | −20.6% |
| 2021 | 22.0 | 14.0 | 3.1 | 2.4 | 3.0 | 7.2 | -4.5 | 0.9 | -2.7 | 1.7 | -8.1 | 3.0 | +46.1% |
| 2020 | 1.0 | -17.0 | -59.1 | 21.5 | 7.3 | 4.9 | -13.6 | 12.9 | -14.9 | -13.3 | 51.1 | -9.8 | −54.0% |
| 2019 | 14.1 | 0.6 | 4.7 | 2.5 | -1.0 | -4.5 | -0.2 | 5.1 | -1.8 | 1.2 | -8.8 | -0.4 | +10.3% |
| 2018 | -9.8 | -2.4 | -3.9 | -0.7 | 11.6 | 5.5 | 2.6 | 5.5 | -2.5 | 0.5 | 3.0 | -9.6 | −2.2% |
| 2017 | 3.1 | 4.0 | -4.3 | -1.2 | -2.5 | 1.4 | 0.7 | -3.8 | 0.1 | -0.8 | -2.0 | -3.5 | −8.8% |
| 2016 | 2.6 | 3.8 | 7.1 | -1.1 | 8.2 | 13.2 | 4.1 | -6.8 | 0.5 | -7.6 | -4.4 | 3.2 | +22.8% |
| 2015 | 12.9 | -6.2 | -1.6 | -3.9 | 0.0 | -5.0 | 4.3 | -10.9 | 1.3 | 10.2 | -1.4 | 4.3 | +1.4% |
| 2014 | 3.9 | 4.3 | 0.2 | 0.4 | 0.6 | 3.6 | -3.5 | 5.6 | -10.9 | 10.7 | -0.2 | 2.9 | +17.2% |
| 2013 | 1.6 | 4.1 | 6.7 | 8.6 | -7.3 | -4.1 | 0.2 | -2.8 | -0.5 | 5.4 | -2.1 | -2.2 | +6.6% |
| 2012 | 1.7 | 2.3 | 1.9 | 3.5 | -14.0 | -0.4 | 9.9 | 1.0 | -2.5 | 0.0 | 2.0 | 1.7 | +5.5% |
| 2011 | -0.5 | 3.6 | -1.8 | 1.7 | 2.0 | -3.9 | -0.4 | -9.4 | -7.5 | 14.9 | -0.2 | -2.2 | −5.5% |
| 2010 | -1.0 | 9.5 | 7.6 | 6.3 | -6.4 | -7.0 | 9.6 | 3.2 | 0.2 | 7.1 | 0.2 | -0.1 | +31.1% |
| 2009 | -24.0 | -34.2 | 5.7 | 46.6 | -12.1 | 1.4 | 32.6 | 14.8 | 8.9 | -0.4 | -7.1 | 11.6 | +18.4% |
| 2008 | 5.1 | -5.2 | 5.2 | 8.2 | 3.2 | -10.2 | 8.5 | 1.2 | 0.8 | -31.6 | -34.5 | 21.5 | −36.6% |
| 2007 | 11.0 | 1.0 | -8.0 | 0.3 | -2.3 | -8.9 | -17.2 | 7.4 | 6.2 | 8.0 | -2.9 | -11.8 | −19.6% |
EPR Properties is the leading diversified 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 that create value by facilitating out-of-home leisure and recreation experiences where consumers choose to spend their discretionary time and money. We have total assets of approximately 6.1 billion dollars (after accumulated depreciation of approximately 1.8 billion dollars) across 43 states and Canada. 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. EPR Properties was established on August 22, 1997 and is based in Kansas City, United States.
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