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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  ·  51 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 KNSA Kiniksa Pharmaceuticals International, plc Class A Healthcare 493 $24K 0.00% SOLD
42 NFLX Netflix, Inc. Communication Services 241 $23K 0.00% SOLD
43 OXY Occidental Petroleum Corporation Energy 326 $21K 0.00% SOLD
44 XOM Exxon Mobil Corporation Energy 109 $19K 0.00% SOLD
45 EMN Eastman Chemical Company Basic Materials 207 $16K 0.00% SOLD
46 Nebius Group N.V. Class A 144 $15K 0.00% SOLD
47 SETM Sprott Critical Materials ETF 452 $15K 0.00% SOLD
48 HQI HireQuest, Inc. Industrials 1,367 $14K 0.00% SOLD
49 GNRC Generac Holdings Inc. Industrials 62 $12K 0.00% SOLD
50 TSN Tyson Foods, Inc. Class A Consumer Defensive 119 $8K 0.00% SOLD
51 KR Kroger Co. Consumer Defensive 103 $7K 0.00% SOLD
Page 3 of 3  ·  51 positions
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%