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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 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CURB Curbline Properties Corp. Real Estate 124,014.0 $3.2M 0.33% -12K -8.8% $25.79 +15.8%
82 LAMR Lamar Advertising Company Class A Real Estate 23,874.0 $3.0M 0.31% NEW $126.66 +18.1%
83 AT&T Inc Depositary Shs Repr Perp Pfd Shs Series C 161,172.0 $3.0M 0.30% -6K -3.6% $18.40
84 EQR Equity Residential Real Estate 50,107.0 $3.0M 0.30% NEW $59.15 +8.3%
85 SBR Sabine Royalty Trust Energy 39,145.0 $2.9M 0.30% +10K +34.8% $75.34 -4.1%
86 C Citigroup Inc. Financial Services 25,380.0 $2.9M 0.30% NEW $113.41 +26.1%
87 ESQ Esquire Financial Holdings, Inc. Financial Services 24,833.0 $2.7M 0.27% -2K -5.9% $107.50 +5.6%
88 PG&E Corporation Pfd Shs A Non Voting 61,168.0 $2.6M 0.27% -2K -2.8% $42.99
89 ARCC Ares Capital Corporation Financial Services 144,315.0 $2.6M 0.27% -5K -3.2% $18.02 +0.1%
90 EPR Properties Conv Pfd Shs Series C 110,841.0 $2.5M 0.26% -5K -4.3% $22.61
91 KNTK Kinetik Holdings Inc. Class A Energy 51,281.0 $2.5M 0.26% -2K -3.5% $48.41 -3.9%
92 ATEN ATEN Networks, Inc. Technology 106,268.0 $2.5M 0.25% NEW $23.12 +43.9%
93 GPGI GPGI, Inc. Class A Industrials 142,897.0 $2.4M 0.25% -10K -6.4% $17.10 -15.7%
94 SPOK Spok Holdings, Inc. Healthcare 209,602.0 $2.3M 0.23% +49K +30.2% $10.90 -3.6%
95 Bank of America Corp Non Cum Perp Conv Pfd Registered Shs Series L 1,915.0 $2.3M 0.23% -117.0 -5.8% $1192.04
96 COLL Collegium Pharmaceutical, Inc. Healthcare 68,747.0 $2.3M 0.23% -43K -38.5% $33.07 +1.4%
97 WM Waste Management, Inc. Industrials 9,770.0 $2.2M 0.23% +4K +72.5% $229.80 -6.6%
98 Millrose Properties Inc Class A 79,256.0 $2.2M 0.23% -3K -3.3% $28.00
99 OMAB Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B Industrials 18,994.0 $2.2M 0.22% -8K -30.3% $114.73 -0.6%
100 TGS Transportadora de Gas del Sur SA Sponsored ADR Class B RegS Energy 60,079.0 $2.1M 0.21% +32K +114.4% $34.61 -8.7%
Page 5 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%