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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MAA Mid-America Apartment Communities, Inc. Real Estate 56,072.0 $7.8M 0.73% -2K -4.1% $138.94 -4.3%
42 WPC W. P. Carey Inc. Real Estate 107,753.0 $7.7M 0.72% -5K -4.5% $71.50 +1.1%
43 Strata Critical Medical, Inc. Class A 1,429,514.0 $7.5M 0.71% +129K +9.9% $5.27
44 GHM Graham Corporation Industrials 58,389.0 $7.2M 0.68% +2K +3.2% $123.79 -18.0%
45 LAMR Lamar Advertising Company Class A Real Estate 45,362.0 $7.1M 0.66% +21K +90.0% $155.98 -2.7%
46 AHR American Healthcare REIT, Inc. Real Estate 133,114.0 $6.9M 0.65% -5K -3.6% $52.15 +7.0%
47 EZPW EZCORP, Inc. Class A Financial Services 198,690.0 $6.9M 0.64% -35K -15.2% $34.57 -18.3%
48 ASTE Astec Industries, Inc. Industrials 106,057.0 $6.5M 0.61% +20K +23.6% $61.19 -31.0%
49 ELS Equity LifeStyle Properties, Inc. Real Estate 99,552.0 $6.4M 0.60% -82K -45.1% $64.45 +2.2%
50 EQR Equity Residential Real Estate 94,452.0 $6.4M 0.60% +44K +88.5% $67.93 -6.3%
51 PKE Park Aerospace Corp. Industrials 166,432.0 $6.4M 0.59% -21K -11.3% $38.16 -10.8%
52 IRMD IRadimed Corp. Healthcare 66,402.0 $6.3M 0.59% +4K +6.9% $95.56 -8.5%
53 ATEN ATEN Networks, Inc. Technology 161,381.0 $6.0M 0.56% +55K +51.9% $37.36 -31.6%
54 INVA Innoviva, Inc. Healthcare 264,211.0 $6.0M 0.56% +35K +15.2% $22.71 -7.1%
55 FR First Industrial Realty Trust, Inc. Real Estate 97,614.0 $6.0M 0.56% -4K -4.3% $61.31 +2.7%
56 BK Technologies Corp. 63,820.0 $5.5M 0.52% NEW $85.98
57 INOD Innodata Inc. Technology 72,539.0 $5.5M 0.51% -18K -19.5% $75.58 -17.2%
58 BLFS BioLife Solutions, Inc. Healthcare 188,330.0 $5.3M 0.50% +5K +3.0% $28.24 +32.2%
59 HWKN Hawkins, Inc. Basic Materials 37,109.0 $5.3M 0.49% +7K +21.3% $142.10 -15.2%
60 WMB Williams Companies, Inc. Energy 68,460.0 $5.1M 0.48% -1K -1.6% $74.34 -3.7%
Page 3 of 9  ·  175 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%