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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  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SKY Champion Homes, Inc. Consumer Cyclical 386.0 $34K 0.00% NEW $88.12 +2.6%
42 ISRG Intuitive Surgical, Inc. Healthcare 59.0 $24K 0.00% NEW $402.02 -7.3%
43 MRK Merck & Co., Inc. Healthcare 108.0 $14K 0.00% NEW $128.50 +17.4%
Page 3 of 3  ·  43 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 66.0%
Healthcare 7.2%
Industrials 6.4%
Financial Services 6.4%
Energy 5.5%
Consumer Defensive 3.3%
Technology 2.8%
Basic Materials 1.0%
Communication Services 0.5%
Utilities 0.5%