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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 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ESQ Esquire Financial Holdings, Inc. Financial Services 41,587.0 $5.0M 0.46% +17K +67.5% $119.11 -3.6%
62 NTSK Netskope, Inc. Class A Technology 450,462.0 $4.9M 0.46% +336K +292.0% $10.94 +31.2%
63 OMCL Omnicell, Inc. Healthcare 118,623.0 $4.9M 0.46% +75K +173.1% $41.52 -14.1%
64 RPRX Royalty Pharma Plc Class A Healthcare 87,198.0 $4.9M 0.46% -2K -1.7% $56.07 +8.7%
65 VLO Valero Energy Corporation Energy 18,709.0 $4.9M 0.46% -283.0 -1.5% $260.45 +31.7%
66 CPT Camden Property Trust Real Estate 41,560.0 $4.8M 0.45% -2K -4.5% $114.49 -5.0%
67 SBRA Sabra Health Care REIT, Inc. Real Estate 237,567.0 $4.6M 0.43% -11K -4.3% $19.51 +5.7%
68 AMGN Amgen Inc. Healthcare 12,531.0 $4.5M 0.42% +3K +29.5% $362.15 +19.9%
69 PSTL Postal Realty Trust, Inc. Class A Real Estate 182,349.0 $4.5M 0.42% $24.64 -7.3%
70 CDNA CareDx, Inc. Healthcare 157,131.0 $4.5M 0.42% +94K +150.3% $28.50 +64.7%
71 IDCC InterDigital, Inc. Technology 15,621.0 $4.4M 0.41% -452.0 -2.8% $283.14 +20.3%
72 Boeing Company Pfd Registered shs Series A 65,609.0 $4.4M 0.41% -896.0 -1.4% $67.30
73 SII Sprott Inc. Financial Services 39,028.0 $4.4M 0.41% -17K -30.2% $112.35 +11.1%
74 COLL Collegium Pharmaceutical, Inc. Healthcare 116,362.0 $4.2M 0.40% +48K +69.3% $36.20 -24.3%
75 MFIN Medallion Financial Corp. Financial Services 397,330.0 $4.1M 0.38% +12K +3.0% $10.21 +11.2%
76 FANG Diamondback Energy, Inc. Energy 23,072.0 $4.1M 0.38% -645.0 -2.7% $175.78 +19.1%
77 DAKT Daktronics, Inc. Technology 194,527.0 $3.8M 0.36% +6K +3.0% $19.56 -2.4%
78 LINE Lineage, Inc. Real Estate 84,416.0 $3.7M 0.34% NEW $43.25 -3.5%
79 CURB Curbline Properties Corp. Real Estate 118,606.0 $3.6M 0.34% -5K -4.4% $30.40 -2.5%
80 SBR Sabine Royalty Trust Energy 48,207.0 $3.5M 0.33% +9K +23.1% $73.20 -0.7%
Page 4 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%