• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • Settings
  • RSS Feeds
PublishGo to App
    Quantisnow Logo

    © 2026 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI superconnector for talent & startupsNEWLLM Arena
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form SC 13G/A filed by EPR Properties (Amendment)

    2/9/24 11:31:05 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate
    Get the next $EPR alert in real time by email
    SC 13G/A 1 SEC13G_Filing.htm SEC SCHEDULE 13G

    UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    SCHEDULE 13G

    Under the Securities Exchange Act of 1934

    (Amendment No. 3 )*

                

    EPR Properties


    (Name of Issuer)

    Real Estate Investment Trust


    (Title of Class of Securities)

    26884U109


    (CUSIP Number)

    December 29, 2023


    (Date of Event Which Requires Filing of this Statement)

    Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

    [X] Rule 13d-1(b)
    [ ] Rule 13d-1(c)
    [ ] Rule 13d-1(d)

    * The remainder of this cover page shall be filled out for a reporting person's initial filing on this form with respect to the subject class of securities, and for any subsequent amendment containing information which would alter the disclosures provided in a prior cover page.

    The information required in the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 (the "Act") or otherwise subject to the liabilities of that section of the Act, but shall be subject to all other provisions of the Act (however, see the Notes.)


    CUSIP No. 26884U109

    1. NAMES OF REPORTING PERSONS
    I.R.S. IDENTIFICATION NO. OF ABOVE PERSONS (ENTITIES ONLY)

    Invesco Ltd.
    98-0557567
    2. CHECK THE APPROPRIATE BOX IF A MEMBER OF A GROUP*

    (a) [ ]
    (b) [ ]
    3. SEC USE ONLY
    4. CITIZENSHIP OR PLACE OF ORGANIZATION

    Bermuda

    NUMBER OF SHARES BENEFICIALLY OWNED BY EACH REPORTING PERSON WITH

    5. SOLE VOTING POWER 4,926,399
    6. SHARED VOTING POWER 0
    7. SOLE DISPOSITIVE POWER 5,022,953
    8. SHARED DISPOSITIVE POWER 0
    9. AGGREGATE AMOUNT BENEFICIALLY OWNED BY EACH REPORTING PERSON

    5,022,953
    10. CHECK IF THE AGGREGATE AMOUNT IN ROW (9) EXCLUDES CERTAIN SHARES

    [ ]
    11. PERCENT OF CLASS REPRESENTED BY AMOUNT IN ROW (9)

    6.7%
    12. TYPE OF REPORTING PERSON

    HC, IA

    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    
    


    Item 1.
    (a) Name of Issuer
    EPR Properties
    (b) Address of Issuer's Principal Executive Offices
    909, Walnut Street, Suite 200, Kansas City, MO 64106
    Item 2.
    (a) Name of Person Filing
    Invesco Ltd. ("Invesco Ltd.")
    (b) Address of Principal Business Office or, if None, Residence
    1331 Spring Street NW, Suite 2500, Atlanta, GA 30309
    (c) Citizenship
    Bermuda
    (d) Title of Class of Securities
    Real Estate Investment Trust
    (e) CUSIP Number
    26884U109
    Item 3. If This Statement is Filed Pursuant to Rule 13d-1(b), or 13d-2(b) or (c), Check Whether the Person Filing is a:
    (a) [ ] Broker or dealer registered under Section 15 of the Act (15 U.S.C. 78o).
    (b) [ ] Bank as defined in Section 3(a)(6) of the Act (15 U.S.C. 78c).
    (c) [ ] Insurance Company as defined in Section 3(a)(19) of the Act (15 U.S.C. 78c).
    (d) [ ] Investment Company registered under Section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8).
    (e) [X] An investment adviser in accordance with Rule 240.13d-1(b)(1)(ii)(E);
    (f) [ ] An employee benefit plan or endowment fund in accordance with Rule 240.13d-1(b)(1)(ii)(F);
    (g) [X] A parent holding company or control person in accordance with Rule 240.13d-1(b)(1)(ii)(G);
    (h) [ ] A savings association as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
    (i) [ ] A church plan that is excluded from the definition of an investment company under Section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
    (j) [ ] Group, in accordance with Rule 240.13d-1(b)(1)(ii)(J).
    Item 4. Ownership.
    Provide the following information regarding the aggregate number and percentage of the class of securities of the issuer identified in Item 1.
    (a) Amount Beneficially Owned:
    Invesco Ltd. , in its capacity as a parent holding company to its investment advisers, may be deemed to beneficially own 5,022,953 shares of the Issuer which are held of record by clients of Invesco Ltd. .
    (b) Percent of Class:
    6.7%
    (c) Number of shares as to which such person has:
    (i) sole power to vote or to direct the vote 4,926,399
    (ii) shared power to vote or to direct the vote 0
    (iii) sole power to dispose or to direct the disposition of 5,022,953
    (iv) shared power to dispose or to direct the disposition of 0
    Item 5. Ownership of Five Percent or Less of Class.
    If this statement is being filed to report the fact that as of the date hereof the reporting person has ceased to be the beneficial owner of more than five percent of the class of securities, check the following: [ ]
    Item 6. Ownership of More than Five Percent on Behalf of Another Person.
    However, no one individual has greater than 5% economic ownership. The shareholders of the Fund have the right to receive or the power to direct the receipt of dividends and proceeds from the sale of securities listed above.
    Item 7. Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company.
    Invesco Advisers, Inc.
    Invesco Asset Management Deutschland GmbH
    Invesco Capital Management LLC
    Item 8. Identification and Classification of Members of the Group.

    Not Applicable. This schedule is not being filed pursuant to Rule 13d-1(b)(1)(ii)(J) or Rule 13d-1(d).
    Item 9. Notice of Dissolution of Group.

    Not Applicable
    Item 10. Certification.

    By signing below, I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect.


    SIGNATURE

    After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

    Invesco Ltd.
    By: /s/ Robert R. Leveille
    Date: February 07, 2024
    Name: Robert R. Leveille
    Title: Global Head of Compliance

    Get the next $EPR alert in real time by email

    Crush Q1 2026 with the Best AI Superconnector

    Stay ahead of the competition with Standout.work - your AI-powered talent-to-startup matching platform.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Standout.work

    Recent Analyst Ratings for
    $EPR

    DatePrice TargetRatingAnalyst
    3/17/2026$60.00Strong Buy → Outperform
    Raymond James
    9/11/2025$56.00Underweight → Equal Weight
    Wells Fargo
    8/19/2025Overweight → Sector Weight
    KeyBanc Capital Markets
    8/4/2025$58.00Outperform → Sector Perform
    RBC Capital Mkts
    6/20/2025$65.00Hold → Buy
    Stifel
    11/14/2024$48.00Neutral
    UBS
    8/21/2024$54.00Outperform → Strong Buy
    Raymond James
    8/5/2024$48.00 → $50.00Sector Perform → Outperform
    RBC Capital Mkts
    More analyst ratings

    $EPR
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    View All

    EPR Properties downgraded by Raymond James with a new price target

    Raymond James downgraded EPR Properties from Strong Buy to Outperform and set a new price target of $60.00

    3/17/26 7:56:07 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties upgraded by Wells Fargo with a new price target

    Wells Fargo upgraded EPR Properties from Underweight to Equal Weight and set a new price target of $56.00

    9/11/25 8:35:47 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties downgraded by KeyBanc Capital Markets

    KeyBanc Capital Markets downgraded EPR Properties from Overweight to Sector Weight

    8/19/25 8:32:38 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    $EPR
    SEC Filings

    View All

    SEC Form 10-K filed by EPR Properties

    10-K - EPR PROPERTIES (0001045450) (Filer)

    2/26/26 9:40:48 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits

    8-K - EPR PROPERTIES (0001045450) (Filer)

    2/25/26 4:18:42 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    SEC Form 424B5 filed by EPR Properties

    424B5 - EPR PROPERTIES (0001045450) (Filer)

    12/5/25 5:28:42 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    $EPR
    Press Releases

    Fastest customizable press release news feed in the world

    View All

    Six Flags Further Streamlines Its Portfolio With Agreements to Divest Seven Parks

    Transaction Will Optimize the Company's Portfolio, Sharpen its Strategic Focus and Strengthen its Financial Position by Accelerating Deleveraging Six Flags Entertainment Corporation (NYSE:FUN) ("Six Flags" or the "Company"), North America's largest regional amusement park operator, today announced it has entered into definitive agreements to sell seven of its parks to EPR Properties (NYSE:EPR) ("EPR") for total cash consideration of $331 million, subject to customary purchase price adjustments. The transaction represents a significant milestone in the Company's disciplined portfolio optimization strategy and is designed to sharpen operational focus while further enhancing its liquidity po

    3/5/26 8:00:00 AM ET
    $EPR
    $FUN
    Real Estate Investment Trusts
    Real Estate
    Services-Misc. Amusement & Recreation
    Consumer Discretionary

    EPR Properties Announces Definitive Agreements to Acquire Portfolio of Seven Regional Parks

    Significantly Expands Attractions Properties with High-Quality Parks EPR Properties (NYSE:EPR) (the "Company"), announced today that it has entered into definitive agreements to acquire a portfolio of seven regional parks from Six Flags Entertainment Corporation for a gross transactional value of $342 million, of which the Company provided approximately $315 million and our operating tenants provided the balance, including funds for working capital and capital improvements. This transaction significantly expands the Company's attractions portfolio and represents its largest acquisition since 2017. The seven parks comprise over 1,600 acres, featuring 418 attractions across five states an

    3/5/26 8:00:00 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties to Present at the Citi 2026 Global Property CEO Conference

    EPR Properties (NYSE:EPR) announced today that its Chairman and CEO Gregory Silvers will make a presentation regarding the Company at the Citi 2026 Global Property CEO Conference on Tuesday, March 3, 2026 at 3:35 PM Eastern Time. To access the live webcast presentation, click here or visit the Webcasts page in the Investor Center on the Company's website located at https://investors.eprkc.com/webcasts. A replay will also be available at the same link approximately an hour following the completion of the presentation. About EPR Properties EPR Properties (NYSE:EPR) is the leading diversified experiential net lease real estate investment trust (REIT), specializing in select enduring experi

    3/2/26 4:21:00 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    $EPR
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    View All

    SVP - Corporate Communications Moriarty Brian Andrew sold $282,200 worth of Common Shares of Beneficial Interest (5,000 units at $56.44), decreasing direct ownership by 27% to 13,704 units (SEC Form 4)

    4 - EPR PROPERTIES (0001045450) (Issuer)

    3/16/26 5:11:57 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    Director Trimberger Lisa G sold $555,735 worth of Common Shares of Beneficial Interest (9,633 units at $57.69), decreasing direct ownership by 50% to 6,586 units (SEC Form 4)

    4 - EPR PROPERTIES (0001045450) (Issuer)

    3/11/26 7:15:14 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EVP & Chief Investment Officer Zimmerman Gregory E covered exercise/tax liability with 16,451 units of Common Shares of Beneficial Interest, gifted 20,066 units of Common Shares of Beneficial Interest and received a gift of 20,066 units of Common Shares of Beneficial Interest, closing all direct ownership in the company (SEC Form 4)

    4 - EPR PROPERTIES (0001045450) (Issuer)

    3/3/26 11:39:42 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    $EPR
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    View All

    Amendment: SEC Form SC 13G/A filed by EPR Properties

    SC 13G/A - EPR PROPERTIES (0001045450) (Subject)

    11/6/24 10:41:41 AM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    Amendment: SEC Form SC 13G/A filed by EPR Properties

    SC 13G/A - EPR PROPERTIES (0001045450) (Subject)

    10/18/24 8:17:05 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    SEC Form SC 13G/A filed by EPR Properties (Amendment)

    SC 13G/A - EPR PROPERTIES (0001045450) (Subject)

    2/13/24 6:31:32 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    $EPR
    Financials

    Live finance-specific insights

    View All

    EPR Properties Declares Monthly Dividend for Common Shareholders

    EPR Properties (NYSE:EPR) today announced that its Board of Trustees has declared its monthly cash dividend to common shareholders. The dividend of $0.295 per common share is payable March 16, 2026 to shareholders of record on February 27, 2026. This dividend represents an annualized dividend of $3.54 per common share. About EPR Properties EPR Properties (NYSE:EPR) 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 which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their disc

    2/12/26 4:15:00 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties Announces Tax Status of 2025 Distributions

    EPR Properties (NYSE:EPR) today announced the 2025 year-end tax reporting information for 2025 distributions made to shareholders. Shareholders are encouraged to consult with their personal tax advisors as to their specific tax treatment of EPR Properties distributions. The 2025 distributions paid of $3.5100000 per Common Share (CUSIP #26884U109) are as follows: Record Date Payment Date Cash Distribution per share Taxable Ordinary Dividend Non- Taxable Return of Capital Total Capital Gain Distribution Unrecaptured Sec. 1250 Gain Total 199A Distribution 12-31-24 01-15-25 $0.285000 $0.227917 $0.057083 $0.000

    1/15/26 4:15:00 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate

    EPR Properties Declares Monthly Dividend for Common Shareholders

    EPR Properties (NYSE:EPR) today announced that its Board of Trustees has declared its monthly cash dividend to common shareholders. The dividend of $0.295 per common share is payable February 17, 2026 to shareholders of record on January 30, 2026. This dividend represents an annualized dividend of $3.54 per common share. About EPR Properties EPR Properties (NYSE:EPR) 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 which create value by facilitating out of home leisure and recreation experiences where consumers choose to spend their di

    1/14/26 4:15:00 PM ET
    $EPR
    Real Estate Investment Trusts
    Real Estate