Ownership history in Uniplan Investment Counsel, Inc. Β· 11 quarters on record
This page tracks every 13F SEC filing in which Uniplan Investment Counsel, Inc. reported a position in SPROTT INC (SII). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Uniplan Investment Counsel, Inc. outperformed the S&P 500 by +33.6% annually on this SII position. Timing score: 30% (3/10 decisions correct). Average cost basis: $36.15. Maximum drawdown during holding period: β5.2%.
π₯ Exceptional β beat the S&P 500 by 33.6% per year on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $30.62 (2023 Q2) Β· Worst: $44.52 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Uniplan Investment Counsel, Inc. has been actively increasing its SII allocation β a bullish signal from insiders.
Currently 2.37% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size