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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 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PG&E Corporation Pfd Shs A Non Voting 62,931.0 $2.6M 0.26% NEW $41.00
102 EPR Properties Conv Pfd Shs Series C 115,771.0 $2.6M 0.26% NEW $22.18
103 Bank of America Corp Non Cum Perp Conv Pfd Registered Shs Series L 2,032.0 $2.5M 0.26% NEW $1252.38
104 EFC Ellington Financial Inc. Real Estate 186,615.0 $2.5M 0.25% NEW $13.58 -0.4%
105 IRM Iron Mountain, Inc. Real Estate 30,327.0 $2.5M 0.25% NEW $82.95 +47.0%
106 RYN Rayonier Inc. Real Estate 115,630.0 $2.5M 0.25% NEW $21.65 -1.7%
107 Millrose Properties Inc Class A 81,943.0 $2.4M 0.25% NEW $29.87
108 SIGA SIGA Technologies Inc Healthcare 395,897.0 $2.4M 0.24% NEW $6.11 -39.1%
109 GCMG GCM Grosvenor, Inc. Class A Financial Services 207,558.0 $2.3M 0.24% NEW $11.32 +12.3%
110 PAC Grupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B Industrials 8,500.0 $2.2M 0.23% NEW $263.63 -4.3%
111 XYLD Global X S&P Covered Call ETF 54,935.0 $2.2M 0.22% NEW $40.63 +0.5%
112 Plymouth Industrial REIT, Inc. 101,759.0 $2.2M 0.22% NEW $21.88
113 Public Storage Depositary Shs Pfd Series H 93,696.0 $2.1M 0.21% NEW $22.86
114 SPOK Spok Holdings, Inc. Healthcare 160,997.0 $2.1M 0.21% NEW $13.19 -19.9%
115 GENI Genius Sports Limited Communication Services 186,405.0 $2.1M 0.21% NEW $11.02 -42.3%
116 AUPH Aurinia Pharmaceuticals Inc. Healthcare 125,616.0 $2.0M 0.20% NEW $15.95 -0.9%
117 SBR Sabine Royalty Trust Energy 29,046.0 $2.0M 0.20% NEW $68.57 +6.0%
118 EYE National Vision Holdings, Inc. Consumer Cyclical 76,611.0 $2.0M 0.20% NEW $25.82 -26.4%
119 KNTK Kinetik Holdings Inc. Class A Energy 53,140.0 $1.9M 0.19% NEW $36.05 +32.0%
120 CPA Copa Holdings, S.A. Class A Industrials 15,062.0 $1.8M 0.18% NEW $120.62 +26.9%
Page 6 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%