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Portfolio (Quarterly) Guide ↗

Uniplan Investment Counsel, Inc.

· CIK 0001520710
13F Portfolio $1.1B AUM 213 positions Filed Aug 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 54 Added 77 Reduced 51 Exited
Page 1 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PLD Prologis, Inc. Real Estate 273,594.0 $37.1M 3.48% +27K +11.0% $135.47 +4.7%
2 DLR Digital Realty Trust, Inc. Real Estate 187,308.0 $33.6M 3.15% +59K +46.4% $179.58 +6.1%
3 REGCO Regency Centers Corporation 205,990.0 $16.4M 1.54% +56K +37.5% $79.74
4 OUTFRONT Media Inc. 465,413.0 $15.2M 1.43% +78K +20.2% $32.76
5 AVB AvalonBay Communities, Inc. Real Estate 71,176.0 $13.4M 1.26% +13K +21.7% $188.69 -2.5%
6 XRN Chiron Real Estate Inc. Financial Services 297,835.0 $11.2M 1.05% +58K +24.3% $37.52 -1.0%
7 WY Weyerhaeuser Company Real Estate 430,723.0 $10.3M 0.97% +51K +13.4% $23.94 +2.0%
8 UTI Universal Technical Institute, Inc. Consumer Defensive 219,103.0 $9.4M 0.88% +31K +16.3% $42.77 -47.7%
9 AXGN Axogen, Inc. Healthcare 193,905.0 $9.0M 0.84% +26K +15.5% $46.19 +9.1%
10 BLX Bladex, Inc. Class E Financial Services 145,251.0 $8.9M 0.84% +25K +21.1% $61.47 -13.1%
11 MAMA Mama's Creations, Inc. Consumer Defensive 492,764.0 $8.8M 0.82% +8K +1.7% $17.85 -7.9%
12 NPK International Inc. 544,278.0 $8.7M 0.81% +17K +3.1% $15.91
13 AZZ AZZ Inc. Industrials 51,598.0 $8.0M 0.75% +1K +3.0% $155.05 -8.9%
14 Strata Critical Medical, Inc. Class A 1,429,514.0 $7.5M 0.71% +129K +9.9% $5.27
15 GHM Graham Corporation Industrials 58,389.0 $7.2M 0.68% +2K +3.2% $123.79 -18.0%
16 LAMR Lamar Advertising Company Class A Real Estate 45,362.0 $7.1M 0.66% +21K +90.0% $155.98 -3.3%
17 ASTE Astec Industries, Inc. Industrials 106,057.0 $6.5M 0.61% +20K +23.6% $61.19 -28.8%
18 EQR Equity Residential Real Estate 94,452.0 $6.4M 0.60% +44K +88.5% $67.93 -6.3%
19 IRMD IRadimed Corp. Healthcare 66,402.0 $6.3M 0.59% +4K +6.9% $95.56 -8.1%
20 ATEN ATEN Networks, Inc. Technology 161,381.0 $6.0M 0.56% +55K +51.9% $37.36 -30.1%
Page 1 of 3  ·  54 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 65.4%
Healthcare 7.4%
Financial Services 6.6%
Industrials 6.5%
Energy 5.5%
Consumer Defensive 3.3%
Technology 2.9%
Basic Materials 1.0%
Communication Services 0.6%
Consumer Cyclical 0.5%