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Portfolio (Quarterly) Guide ↗

Uniplan Investment Counsel, Inc.

· CIK 0001520710
13F Portfolio $996M AUM 227 positions Filed Feb 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 186 New
Page 4 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 Boeing Company Pfd Registered shs Series A 69,169.0 $4.8M 0.48% NEW $69.06
62 BLFS BioLife Solutions, Inc. Healthcare 194,617.0 $4.7M 0.47% NEW $24.18 +15.5%
63 HWKN Hawkins, Inc. Basic Materials 32,653.0 $4.6M 0.47% NEW $142.06 +0.4%
64 WPC W. P. Carey Inc. Real Estate 68,618.0 $4.4M 0.44% NEW $64.36 +11.9%
65 INVA Innoviva, Inc. Healthcare 219,514.0 $4.4M 0.44% NEW $19.99 +13.1%
66 PKE Park Aerospace Corp. Industrials 199,852.0 $4.3M 0.43% NEW $21.34 +79.0%
67 XRN Global Medical REIT, Inc. Financial Services 125,676.0 $4.2M 0.43% NEW $33.74 +11.1%
68 BKTI BK Technologies Corp. Technology 56,570.0 $4.2M 0.42% NEW $74.59 +15.2%
69 NWPX NWPX Infrastructure Inc. Industrials 67,320.0 $4.2M 0.42% NEW $62.49 +139.7%
70 INOD Innodata Inc. Technology 79,317.0 $4.0M 0.41% NEW $50.95 +48.1%
71 DAKT Daktronics, Inc. Technology 201,017.0 $4.0M 0.40% NEW $19.77 -0.6%
72 ABBV AbbVie, Inc. Healthcare 17,356.0 $4.0M 0.40% NEW $228.49 +10.0%
73 CSGS CSG Systems International, Inc. Technology 49,763.0 $3.8M 0.38% NEW $76.69 +5.2%
74 PSTL Postal Realty Trust, Inc. Class A Real Estate 236,300.0 $3.8M 0.38% NEW $16.14 +54.1%
75 FANG Diamondback Energy, Inc. Energy 24,616.0 $3.7M 0.37% NEW $150.33 +17.6%
76 HII Huntington Ingalls Industries, Inc. Industrials 10,798.0 $3.7M 0.37% NEW $340.09 -17.3%
77 MFIN Medallion Financial Corp. Financial Services 355,984.0 $3.7M 0.37% NEW $10.29 -0.9%
78 RPRX Royalty Pharma Plc Class A Healthcare 91,746.0 $3.5M 0.36% NEW $38.64 +45.8%
79 ASTE Astec Industries, Inc. Industrials 80,839.0 $3.5M 0.35% NEW $43.32 +41.4%
80 Albemarle Corporation Depository Shs Repr Conv Pfd Registered Shs 56,210.0 $3.3M 0.34% NEW $59.39
Page 4 of 10  ·  186 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 70.4%
Healthcare 6.1%
Industrials 5.6%
Financial Services 5.2%
Technology 3.8%
Energy 3.5%
Consumer Defensive 2.3%
Consumer Cyclical 1.5%
Basic Materials 1.2%
Utilities 0.3%