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Portfolio (Quarterly) Guide ↗

Uniplan Investment Counsel, Inc.

· CIK 0001520710
13F Portfolio $974M AUM 221 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 40 Added 98 Reduced 47 Exited
Page 2 of 2  ·  40 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 INOD Innodata Inc. Technology 90,156.0 $3.5M 0.36% +11K +13.7% $38.62 +147.3%
22 MFIN Medallion Financial Corp. Financial Services 385,581.0 $3.3M 0.34% +30K +8.3% $8.56 +11.3%
23 SBR Sabine Royalty Trust Energy 39,145.0 $2.9M 0.30% +10K +34.8% $75.34 -4.1%
24 SPOK Spok Holdings, Inc. Healthcare 209,602.0 $2.3M 0.23% +49K +30.2% $10.90 -3.6%
25 WM Waste Management, Inc. Industrials 9,770.0 $2.2M 0.23% +4K +72.5% $229.80 -6.6%
26 TGS Transportadora de Gas del Sur SA Sponsored ADR Class B RegS Energy 60,079.0 $2.1M 0.21% +32K +114.4% $34.61 -8.7%
27 MRX Marex Group plc Financial Services 45,095.0 $2.0M 0.21% +22K +99.0% $44.58 +45.5%
28 Pitney Bowes Inc. Notes Sr 96,287.0 $1.8M 0.19% +53K +121.3% $19.20
29 BAM Brookfield Asset Management Ltd. Class A Financial Services 40,365.0 $1.8M 0.18% +24K +139.8% $44.45 +6.7%
30 OMCL Omnicell, Inc. Healthcare 43,439.0 $1.5M 0.15% +14K +48.0% $33.38 +17.0%
31 MNTN, Inc Class A 160,451.0 $1.4M 0.14% +62K +62.8% $8.80
32 CDNA CareDx, Inc. Healthcare 62,773.0 $1.1M 0.11% +35K +122.1% $17.36 +50.8%
33 GENI Genius Sports Limited Communication Services 234,880.0 $1.0M 0.11% +48K +26.0% $4.43 +37.7%
34 KGS Kodiak Gas Services, Inc. Energy 12,941.0 $755K 0.08% +703.0 +5.7% $58.32 +18.6%
35 AROC Archrock Inc. Energy 18,293.0 $637K 0.07% +770.0 +4.4% $34.80 +6.2%
36 CBOE Cboe Global Markets Inc Financial Services 480.0 $135K 0.01% +331.0 +222.2% $281.07 -11.4%
37 HAL Halliburton Company Energy 1,752.0 $68K 0.01% +380.0 +27.7% $39.00 -10.4%
38 VZ Verizon Communications Inc. Communication Services 1,214.0 $61K 0.01% +1K +841.1% $50.23 -9.7%
39 ANDE Andersons, Inc. Consumer Defensive 618.0 $44K 0.01% +146.0 +30.9% $71.82 -0.8%
40 XOM Exxon Mobil Corporation Energy 109.0 $19K 0.00% +26.0 +31.3% $170.94 -19.4%
Page 2 of 2  ·  40 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 69.0%
Industrials 6.3%
Healthcare 5.9%
Financial Services 5.8%
Energy 5.0%
Consumer Defensive 2.9%
Technology 2.8%
Basic Materials 1.3%
Utilities 0.4%
Communication Services 0.3%