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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 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 Boeing Company Pfd Registered shs Series A 65,609.0 $4.4M 0.41% -896.0 -1.4% $67.30
42 SII Sprott Inc. Financial Services 39,028.0 $4.4M 0.41% -17K -30.2% $112.35 +17.8%
43 FANG Diamondback Energy, Inc. Energy 23,072.0 $4.1M 0.38% -645.0 -2.7% $175.78 +19.9%
44 CURB Curbline Properties Corp. Real Estate 118,606.0 $3.6M 0.34% -5K -4.4% $30.40 -3.3%
45 OKE ONEOK, Inc. Energy 40,504.0 $3.5M 0.33% -763.0 -1.9% $86.94 +7.3%
46 C Citigroup Inc. Financial Services 24,884.0 $3.5M 0.33% -496.0 -1.9% $139.96 -5.9%
47 BRX Brixmor Property Group, Inc. Real Estate 107,709.0 $3.4M 0.32% -5K -4.5% $31.53 -7.0%
48 SCCO Southern Copper Corporation Basic Materials 19,417.0 $3.4M 0.32% -309.0 -1.6% $174.27 +23.9%
49 DHT DHT Holdings, Inc. Energy 198,259.0 $3.3M 0.31% -3K -1.6% $16.53 +19.9%
50 Albemarle Corporation Depository Shs Pfd Registered Shs 53,835.0 $3.0M 0.28% -633.0 -1.2% $55.35
51 CWEN Clearway Energy, Inc. Class C Utilities 86,642.0 $3.0M 0.28% -1K -1.4% $34.18 -4.7%
52 AT&T Inc Depositary Shs Perp Pfd Shs Series C 158,693.0 $2.8M 0.27% -2K -1.5% $17.84
53 EPR Properties Pfd Shs Series C 109,499.0 $2.8M 0.26% -1K -1.2% $25.62
54 ARCC Ares Capital Corporation Financial Services 141,885.0 $2.6M 0.25% -2K -1.7% $18.53 +7.5%
55 PG&E Corporation Pfd Shs A Non Voting 60,178.0 $2.5M 0.23% -990.0 -1.6% $41.37
56 KNTK Kinetik Holdings Inc. Class A Energy 50,514.0 $2.4M 0.23% -767.0 -1.5% $48.34 +12.7%
57 Millrose Properties Inc Class A 78,082.0 $2.3M 0.22% -1K -1.5% $30.05
58 Bank of America Corp Pfd Registered Shs Series L 1,816.0 $2.3M 0.21% -99.0 -5.2% $1254.66
59 XYLD Global X S&P Covered Call ETF 51,807.0 $2.1M 0.20% -961.0 -1.8% $40.79 +2.1%
60 WM Waste Management, Inc. Industrials 9,440.0 $2.1M 0.20% -330.0 -3.4% $222.89 +0.5%
Page 3 of 4  ·  77 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%