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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 3 of 3  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SPOK Spok Holdings, Inc. Healthcare 215,764.0 $2.2M 0.21% +6K +2.9% $10.24 +0.7%
42 SIGA SIGA Technologies Inc Healthcare 560,353.0 $2.0M 0.19% +189K +50.9% $3.64 -16.5%
43 MNTN, Inc Class A 218,015.0 $2.0M 0.19% +58K +35.9% $9.20
44 IMAX IMAX Corporation Communication Services 46,912.0 $1.9M 0.17% +1K +3.0% $39.86 +32.3%
45 UPS United Parcel Service, Inc. Class B Industrials 16,515.0 $1.8M 0.17% +8K +92.4% $107.50 -5.1%
46 STRW Strawberry Fields REIT Inc Real Estate 127,766.0 $1.8M 0.17% +3K +2.3% $13.75 +0.4%
47 AROC Archrock Inc. Energy 39,055.0 $1.6M 0.15% +21K +113.5% $40.71 -21.9%
48 QXO, Inc. Deposit Shs Repr Pfd Shs Series B 27,875.0 $1.4M 0.13% +14K +105.4% $48.74
49 APEI American Public Education, Inc. Consumer Defensive 20,914.0 $1.1M 0.10% +10K +92.8% $53.70 -15.1%
50 Q Qnity Electronics, Inc. Technology 1,193.0 $195K 0.02% +660.0 +123.8% $163.40 -21.1%
51 KEYS Keysight Technologies Inc Technology 397.0 $139K 0.01% +149.0 +60.1% $350.88 -9.9%
52 ARW Arrow Electronics, Inc. Technology 392.0 $84K 0.01% +280.0 +250.0% $213.45 -1.2%
53 LSCC Lattice Semiconductor Corporation Technology 471.0 $72K 0.01% +264.0 +127.5% $153.13 -23.1%
54 VIRT Virtu Financial, Inc. Class A Financial Services 874.0 $52K 0.01% +328.0 +60.1% $59.61 +13.9%
Page 3 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%