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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 6 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 XYLD Global X S&P Covered Call ETF 52,768.0 $2.1M 0.21% -2K -3.9% $39.13 +4.7%
102 B Barrick Mining Corporation Basic Materials 49,329.0 $2.0M 0.21% -19K -27.8% $40.79 -1.1%
103 MRX Marex Group plc Financial Services 45,095.0 $2.0M 0.21% +22K +99.0% $44.58 +45.5%
104 Public Storage Depositary Shs Repr Pfd Registered Shs Series H 91,300.0 $2.0M 0.20% -2K -2.6% $21.82
105 SIGA SIGA Technologies Inc Healthcare 371,413.0 $2.0M 0.20% -24K -6.2% $5.35 -19.3%
106 GTY Getty Realty Corp. Real Estate 59,163.0 $1.9M 0.19% -2K -3.1% $31.80 +2.8%
107 EYE National Vision Holdings, Inc. Consumer Cyclical 72,227.0 $1.9M 0.19% -4K -5.7% $25.90 -35.2%
108 Pitney Bowes Inc. Notes Sr 96,287.0 $1.8M 0.19% +53K +121.3% $19.20
109 DVN Devon Energy Corporation Energy 36,161.0 $1.8M 0.19% -1K -3.7% $50.32 -16.3%
110 BAM Brookfield Asset Management Ltd. Class A Financial Services 40,365.0 $1.8M 0.18% +24K +139.8% $44.45 +6.7%
111 Triton International Ltd. Conv Red Perp Pfd Registered Shs Series B 70,015.0 $1.7M 0.18% -2K -2.6% $24.90
112 IMAX IMAX Corporation Communication Services 45,566.0 $1.7M 0.18% NEW $38.01 +16.6%
113 AUPH Aurinia Pharmaceuticals Inc. Healthcare 114,601.0 $1.7M 0.17% -11K -8.8% $14.82 +11.1%
114 CPA Copa Holdings, S.A. Class A Industrials 14,785.0 $1.7M 0.17% -277.0 -1.8% $113.62 +32.9%
115 NGS Natural Gas Services Group, Inc. Energy 43,638.0 $1.6M 0.17% NEW $37.74 +11.6%
116 TKR Timken Company Industrials 16,269.0 $1.6M 0.17% -367.0 -2.2% $100.57 +41.5%
117 Air Lease Corporation Class A 25,196.0 $1.6M 0.17% -1K -3.9% $64.94
118 GLPI Gaming and Leisure Properties, Inc. Real Estate 36,713.0 $1.6M 0.17% -291K -88.8% $44.37 +0.5%
119 GTLS Chart Industries, Inc. Industrials 7,668.0 $1.6M 0.16% -301.0 -3.8% $206.75 +0.6%
120 QQQI NEOS Nasdaq One Hundred High Income ETF 31,759.0 $1.6M 0.16% -987.0 -3.0% $49.69 +14.2%
Page 6 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%