Fund Holdings — Uniplan Investment Counsel, Inc.

Total Portfolio Value
$1.07B
Total Bought
$151.83M
Total Sold
$147.68M
Net Transaction
+$4.15M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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Iron Mountain, Inc.098,324+98,324012,4191.16%+12,419
Digital Realty Trust, Inc.(DLR)127,970187,308+59,33823,06233,6373.15%+10,575
BK Technologies Corp.(BKTI)063,820+63,82005,4870.51%+5,487
Regency Centers Corporation(REG)149,781205,990+56,20911,33216,4261.54%+5,093
Welltower Inc.(WELL)275,099261,996-13,10354,39059,4655.58%+5,075
OUTFRONT Media Inc.(OUT)387,143465,413+78,27010,25915,2471.43%+4,988
Prologis, Inc.(PLD)246,394273,594+27,20032,56937,0643.48%+4,495
Lamar Advertising Company Class A(LAMR)23,87445,362+21,4883,0247,0760.66%+4,052
Netskope, Inc. Class A(NTSK)114,915450,462+335,5479764,9280.46%+3,952
AvalonBay Communities, Inc.58,48171,176+12,6959,55313,4301.26%+3,877
Lineage, Inc.(LINE)084,416+84,41603,6510.34%+3,651
ATEN Networks, Inc.106,268161,381+55,1132,4576,0290.57%+3,572
Omnicell, Inc.(OMCL)43,439118,623+75,1841,4504,9250.46%+3,475
Equity Residential(VMRK)50,10794,452+44,3452,9646,4160.60%+3,452
Axogen, Inc.(AXGN)167,910193,905+25,9955,5638,9570.84%+3,394
CareDx, Inc.(CDNA)62,773157,131+94,3581,0904,4780.42%+3,389
Chiron Real Estate Inc.(XRN)239,525297,835+58,3107,92411,1751.05%+3,251
TeraWulf Inc.(WULF)503,544418,570-84,9747,26610,3390.97%+3,073
NWPX Infrastructure Inc.(NWPX)63,25653,300-9,9564,9257,9920.75%+3,067
Kite Realty Group Trust(KRG)1,089,7931,044,981-44,81226,75429,6572.78%+2,902
Ligand Pharmaceuticals Incorporated(LGND)40,18534,249-5,9368,02310,8261.02%+2,803
Bladex, Inc. Class E119,944145,251+25,3076,1278,9290.84%+2,802
Marex Group plc(MRX)045,412+45,41202,7680.26%+2,768
Graham Corporation(GHM)56,56558,389+1,8244,4647,2280.68%+2,764
Universal Technical Institute, Inc.(UTI)188,391219,103+30,7126,8019,3710.88%+2,570
Solaris Energy Infrastructure, Inc. Class A(SEI)136,972125,807-11,1657,74010,1220.95%+2,382
Esquire Financial Holdings, Inc.(ESQ)24,83341,587+16,7542,6704,9540.46%+2,284
Gorman-Rupp Company(GRC)107,90497,485-10,4196,7048,9430.84%+2,239
Hallador Energy Co(HNRG)0120,869+120,86902,1020.20%+2,102
Strata Critical Medical, Inc. Class A1,300,3171,429,514+129,1975,4357,5340.71%+2,098
Genius Sports Limited
SHARES CL A
234,880506,973+272,0931,0413,0720.29%+2,032
Popular, Inc.(BPOP)012,302+12,30202,0200.19%+2,020
Essex Property Trust, Inc.(ESS)50,15748,510-1,64712,13814,1451.33%+2,007
Innodata Inc.(INOD)90,15672,539-17,6173,4825,4830.51%+2,001
Collegium Pharmaceutical, Inc.(COLL)68,747116,362+47,6152,2734,2120.39%+1,939
Equinix, Inc.(EQIX)56,97455,417-1,55755,85057,7675.42%+1,917
Astec Industries, Inc.85,783106,057+20,2744,6196,4900.61%+1,871
Vox Royalty Corp(VOXR)222,486633,975+411,4891,1662,9990.28%+1,833
BioLife Solutions, Inc.(BLFS)182,837188,330+5,4933,4895,3180.50%+1,830
Copa Holdings, S.A. Class A(CPA)14,78522,505+7,7201,6803,5010.33%+1,821
Brookfield Asset Management Ltd. Class A(BAM)039,585+39,58501,7750.17%+1,775
AZZ Inc.50,10751,598+1,4916,2708,0000.75%+1,730
Timken Company(TKR)16,26923,082+6,8131,6363,3540.31%+1,718
InterContinental Hotels Group PLC Sponsored ADR(IHG)09,755+9,75501,6890.16%+1,689
Natural Gas Services Group, Inc.(NGS)43,63877,249+33,6111,6473,3330.31%+1,686
Janus Living, Inc. Class A(JAN)055,544+55,54401,5960.15%+1,596
Federal Realty Investment Trust(FRT)012,582+12,58201,5530.15%+1,553
Ryman Hospitality Properties, Inc.(RHP)011,986+11,98601,5410.14%+1,541
Lincoln Educational Services Corporation(LINC)225,681214,501-11,1809,18110,7041.00%+1,523
Aurinia Pharmaceuticals Inc.(AUPH)114,601189,542+74,9411,6983,2170.30%+1,518
Cohen & Steers, Inc.(CNS)019,797+19,79701,5070.14%+1,507
Union Pacific Corporation(UNP)05,502+5,50201,4970.14%+1,497
Host Hotels & Resorts, Inc.(HST)411,672393,049-18,6237,8889,3190.87%+1,432
Xcel Energy Inc.(XEL)017,419+17,41901,3990.13%+1,399
Public Storage(PSA)42,34640,314-2,03211,47112,8321.20%+1,362
Mistras Group, Inc.(MG)077,889+77,88901,3610.13%+1,361
Mama's Creations, Inc.(MAMA)484,717492,764+8,0477,4368,7960.82%+1,360
ProPetro Holding Corp.(PUMP)82,712175,972+93,2601,1922,5230.24%+1,332
Park Aerospace Corp.(PKE)187,591166,432-21,1595,1366,3510.60%+1,215
EastGroup Properties, Inc.(EGP)153,375146,075-7,30028,38829,5852.77%+1,196
MarineMax, Inc.(HZO)42,58763,887+21,3001,1522,3400.22%+1,187
Amgen Inc.(AMGN)9,67712,531+2,8543,4054,5380.43%+1,133
Postal Realty Trust, Inc. Class A(PSTL)181,723182,349+6263,3734,4930.42%+1,120
Weyerhaeuser Company(WY)379,959430,723+50,7649,28210,3120.97%+1,029
NPK International Inc.(NPKI)527,684544,278+16,5947,6468,6590.81%+1,013
Ventas, Inc.(VTR)331,765316,780-14,98527,13228,1302.64%+998
Archrock Inc.(AROC)18,29339,055+20,7626371,5900.15%+953
United Parcel Service, Inc. Class B(UPS)8,58316,515+7,9328441,7750.17%+931
EZCORP, Inc. Class A(EZPW)234,171198,690-35,4815,9436,8690.64%+925
Lineage, Inc.020,546+20,54608890.08%+889
Air Products and Chemicals, Inc.02,993+2,99308780.08%+878
Dorian LPG Ltd.(LPG)024,916+24,91608670.08%+867
Extra Space Storage Inc.(EXR)115,717110,338-5,37915,17416,0321.50%+858
Clear Secure, Inc. Class A(YOU)015,253+15,25308500.08%+850
Medallion Financial Corp.(MFIN)385,581397,330+11,7493,3014,0570.38%+756
Innoviva, Inc.(INVA)229,338264,211+34,8735,3446,0000.56%+657
Mid-America Apartment Communities, Inc.(MAA)58,48456,072-2,4127,1427,7910.73%+648
Royalty Pharma Plc Class A(RPRX)88,73887,198-1,5404,2574,8890.46%+632
QXO, Inc. Deposit Shs Repr Pfd Shs Series B(QXO)13,57327,875+14,3027461,3590.13%+612
Citigroup Inc.(C)25,38024,884-4962,8783,4830.33%+604
Omega Healthcare Investors, Inc.(OHI)252,200244,270-7,93011,05111,6471.09%+595
MNTN, Inc Class A(MNTN)160,451218,015+57,5641,4122,0060.19%+594
Sabine Royalty Trust(SBR)39,14548,207+9,0622,9493,5290.33%+580
Hawkins, Inc.(HWKN)30,59337,109+6,5164,6995,2730.49%+574
Camden Property Trust(CPT)43,52241,560-1,9624,2504,7580.45%+508
American Public Education, Inc.(APEI)10,84720,914+10,0676171,1230.11%+506
CareTrust REIT, Inc.(CTRE)235,719225,612-10,1078,6399,1030.85%+464
American Healthcare REIT, Inc.(AHR)138,028133,114-4,9146,5096,9420.65%+433
Curbline Properties Corp.(CURB)124,014118,606-5,4083,1983,6060.34%+407
Xenia Hotels & Resorts, Inc.(XHR)77,27076,198-1,0721,1461,5510.15%+405
IRadimed Corp.(IRMD)62,14166,402+4,2615,9826,3450.59%+364
Microchip Technology Incorporated Pfd Shs Depositary Shares Pfd Shs Series A(MCHP)18,99818,716-2821,0821,4360.13%+353
Simon Property Group, Inc.(SPG)196,642165,555-31,08736,68037,0273.47%+347
EPR Properties Pfd Shs Series C(EPR)110,841109,499-1,3422,5062,8050.26%+299
Strawberry Fields REIT Inc(STRW)124,858127,766+2,9081,4861,7570.16%+271
Terreno Realty Corporation(TRNO)454,847435,314-19,53327,93728,1952.64%+259
Nebius Group N.V. Class A(NBIS)0784+78402170.02%+217
Alphabet Inc. Class A(GOOG)0568+56802030.02%+203
NEOS Nasdaq 100 High Income ETF
NASDAQ 100 HIGH
31,75931,230-5291,5781,7740.17%+195
Valero Energy Corporation(VLO)18,99218,709-2834,6934,8730.46%+180
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Uniplan Investment Counsel, Inc. — 13F Holdings — Q2 2026 | TickerTrail