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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 8 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 Microchip Technology Incorporated Pfd Shs Conv Pfd Shs Series A 19,831.0 $1.2M 0.12% NEW $58.28
142 XHR Xenia Hotels & Resorts, Inc. Real Estate 79,863.0 $1.1M 0.11% NEW $14.14 +45.3%
143 UPS United Parcel Service, Inc. Class B Industrials 9,076.0 $900K 0.09% NEW $99.21 +8.3%
144 Pitney Bowes Inc. Pfd Shares 43,509.0 $887K 0.09% NEW $20.39
145 BAM Brookfield Asset Management Ltd. Class A Financial Services 16,832.0 $882K 0.09% NEW $52.39 -14.2%
146 TGS Transportadora de Gas del Sur SA Sponsored ADR Class B RegS Energy 28,023.0 $871K 0.09% NEW $31.09 -4.7%
147 MRX Marex Group plc Financial Services 22,666.0 $869K 0.09% NEW $38.36 +59.1%
148 Pebblebrook Hotel Trust Pfd Series F 45,642.0 $869K 0.09% NEW $19.05
149 MATX Matson, Inc. Industrials 6,908.0 $854K 0.09% NEW $123.56 +55.2%
150 PEP PepsiCo, Inc. Consumer Defensive 5,848.0 $839K 0.08% NEW $143.54 -5.7%
151 RLJ Lodging Trust USD Pfd Series A 32,789.0 $816K 0.08% NEW $24.90
152 CDNA CareDx, Inc. Healthcare 28,267.0 $533K 0.05% NEW $18.84 +52.6%
153 KGS Kodiak Gas Services, Inc. Energy 12,238.0 $458K 0.05% NEW $37.40 +102.3%
154 AROC Archrock Inc. Energy 17,523.0 $456K 0.05% NEW $26.02 +57.2%
155 AMZN Amazon.com, Inc. Consumer Cyclical 387.0 $89K 0.01% NEW $231.07 +3.2%
156 Alphabet Inc. Class C 206.0 $65K 0.01% NEW $314.08
157 ELAN Elanco Animal Health, Inc. Healthcare 1,831.0 $41K 0.00% NEW $22.63 +9.2%
158 CME CME Group Inc. Class A Financial Services 145.0 $40K 0.00% NEW $274.57 -19.5%
159 HAL Halliburton Company Energy 1,372.0 $39K 0.00% NEW $28.27 +20.2%
160 CBOE Cboe Global Markets Inc Financial Services 149.0 $38K 0.00% NEW $252.55 -4.3%
Page 8 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%