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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 4 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESQ Esquire Financial Holdings, Inc. Financial Services 24,833.0 $2.7M 0.27% -2K -5.9% $107.50 +5.6%
62 PG&E Corporation Pfd Shs A Non Voting 61,168.0 $2.6M 0.27% -2K -2.8% $42.99
63 ARCC Ares Capital Corporation Financial Services 144,315.0 $2.6M 0.27% -5K -3.2% $18.02 +0.1%
64 EPR Properties Conv Pfd Shs Series C 110,841.0 $2.5M 0.26% -5K -4.3% $22.61
65 KNTK Kinetik Holdings Inc. Class A Energy 51,281.0 $2.5M 0.26% -2K -3.5% $48.41 -3.9%
66 GPGI GPGI, Inc. Class A Industrials 142,897.0 $2.4M 0.25% -10K -6.4% $17.10 -15.7%
67 Bank of America Corp Non Cum Perp Conv Pfd Registered Shs Series L 1,915.0 $2.3M 0.23% -117.0 -5.8% $1192.04
68 COLL Collegium Pharmaceutical, Inc. Healthcare 68,747.0 $2.3M 0.23% -43K -38.5% $33.07 +1.4%
69 Millrose Properties Inc Class A 79,256.0 $2.2M 0.23% -3K -3.3% $28.00
70 OMAB Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B Industrials 18,994.0 $2.2M 0.22% -8K -30.3% $114.73 -0.6%
71 XYLD Global X S&P Covered Call ETF 52,768.0 $2.1M 0.21% -2K -3.9% $39.13 +4.7%
72 B Barrick Mining Corporation Basic Materials 49,329.0 $2.0M 0.21% -19K -27.8% $40.79 -1.1%
73 Public Storage Depositary Shs Repr Pfd Registered Shs Series H 91,300.0 $2.0M 0.20% -2K -2.6% $21.82
74 SIGA SIGA Technologies Inc Healthcare 371,413.0 $2.0M 0.20% -24K -6.2% $5.35 -19.3%
75 GTY Getty Realty Corp. Real Estate 59,163.0 $1.9M 0.19% -2K -3.1% $31.80 +2.8%
76 EYE National Vision Holdings, Inc. Consumer Cyclical 72,227.0 $1.9M 0.19% -4K -5.7% $25.90 -35.2%
77 DVN Devon Energy Corporation Energy 36,161.0 $1.8M 0.19% -1K -3.7% $50.32 -16.3%
78 Triton International Ltd. Conv Red Perp Pfd Registered Shs Series B 70,015.0 $1.7M 0.18% -2K -2.6% $24.90
79 AUPH Aurinia Pharmaceuticals Inc. Healthcare 114,601.0 $1.7M 0.17% -11K -8.8% $14.82 +11.1%
80 CPA Copa Holdings, S.A. Class A Industrials 14,785.0 $1.7M 0.17% -277.0 -1.8% $113.62 +32.9%
Page 4 of 5  ·  98 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%