Ownership history in Utah Retirement Systems Β· 26 quarters on record
This page tracks every 13F SEC filing in which Utah Retirement Systems reported a position in EPR PPTYS (EPR). 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 Utah Retirement Systems underperformed the S&P 500 by β3.3% annually on this EPR position. Timing score: 42% (8/19 decisions correct). Average cost basis: $41.24. Maximum drawdown during holding period: β67.1%.
β οΈ Trailed SPY by 3.3% ann. on this position.
25 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 19 add/trim decisions correct
Best entry: $17.09 (2020 Q1) Β· Worst: $51.98 (2019 Q3)
πͺ Held through 2 major drawdowns (>20%).
12 adds Β· 7 trims. Bought during 4 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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