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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 10 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 GNRC Generac Holdings Inc. Industrials 62.0 $12K 0.00% NEW $197.82 +41.1%
182 TSN Tyson Foods, Inc. Class A Consumer Defensive 119.0 $8K 0.00% NEW $64.31 -13.8%
183 KR Kroger Co. Consumer Defensive 103.0 $7K 0.00% NEW $72.79 -22.2%
Page 10 of 10  ·  183 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%