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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 4 of 4  ·  77 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GTY Getty Realty Corp. Real Estate 58,172.0 $1.9M 0.18% -991.0 -1.7% $33.36 -0.8%
62 Pitney Bowes Inc. Notes Sr 94,318.0 $1.9M 0.17% -2K -2.0% $19.68
63 QQQI NEOS Nasdaq 100 High Income ETF 31,230.0 $1.8M 0.17% -529.0 -1.7% $56.79 -4.5%
64 TGS Transportadora de Gas del Sur SA Sponsored ADR Class B RegS Energy 59,161.0 $1.8M 0.17% -918.0 -1.5% $29.73 -5.5%
65 Triton International Ltd. Conv Red Perp Pfd Registered Shs Series B 69,160.0 $1.7M 0.16% -855.0 -1.2% $25.06
66 GLPI Gaming and Leisure Properties, Inc. Real Estate 36,158.0 $1.6M 0.15% -555.0 -1.5% $44.53 -2.2%
67 XHR Xenia Hotels & Resorts, Inc. Real Estate 76,198.0 $1.6M 0.14% -1K -1.4% $20.36 -4.6%
68 DVN Devon Energy Corporation Energy 35,591.0 $1.5M 0.14% -570.0 -1.6% $41.32 +18.8%
69 Microchip Technology Incorporated Pfd Shs Depositary Shares Pfd Shs Series A 18,716.0 $1.4M 0.14% -282.0 -1.5% $76.71
70 Redwood Trust, Inc. Cum Red Pfd Registered Shs A Series A 53,718.0 $1.3M 0.13% -1K -1.9% $24.95
71 Adamas Trust, Inc. Pfd Registered Shs Series E 52,829.0 $1.3M 0.12% -850.0 -1.6% $25.30
72 UMH UMH Properties, Inc. Real Estate 86,305.0 $1.3M 0.12% -5K -5.0% $15.14 +9.0%
73 MATX Matson, Inc. Industrials 6,723.0 $1.3M 0.12% -211.0 -3.0% $192.26 +15.9%
74 Okeanis Eco Tankers Corp. 22,345.0 $1.1M 0.10% -485.0 -2.1% $50.12
75 KGS Kodiak Gas Services, Inc. Energy 11,803.0 $887K 0.08% -1K -8.8% $75.13 -18.2%
76 Pebblebrook Hotel Trust Pfd Registered Shs of Benef Interest Series F 43,299.0 $841K 0.08% -1K -3.1% $19.42
77 PEP PepsiCo, Inc. Consumer Defensive 5,451.0 $738K 0.07% -209.0 -3.7% $135.40 +6.0%
Page 4 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%