Fund HoldingsUniplan Investment Counsel, Inc.

Total Portfolio Value
$1.27M
Total Bought
$114.1K
Total Sold
$194.8K
Net Transaction
-$80.8K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
American Homes 4 Rent Class A(AMH)0876,125+876,1250322.53%+32
WisdomTree Floating Rate Treasury Fund0440,153+440,1530221.74%+22
ONEOK, Inc.(OKE)054,882+54,882040.35%+4
Safehold Inc.(SAFE)0211,352+211,352040.34%+4
Ares Capital Corporation(ARCC)0189,728+189,728040.31%+4
Iron Mountain, Inc.048,230+48,230040.30%+4
Verizon Communications Inc.(VZ)091,153+91,153040.30%+4
Digital Realty Trust, Inc.(DLR)79,65997,210+17,55111141.10%+3
Ligand Pharmaceuticals Incorporated(LGND)041,201+41,201030.24%+3
Triton International Ltd. Pfd Series B092,155+92,155020.18%+2
Hawkins, Inc.(HWKN)028,708+28,708020.17%+2
UFP Technologies, Inc.(UFPT)26,35626,845+489570.53%+2
Coherent Corp.034,665+34,665020.17%+2
BK Technologies Corp.0135,205+135,205020.16%+2
SIGA Technologies Inc571,677573,700+2,023350.39%+2
New York Mortgage Trust, Inc. Pfd Series E(ADAM)070,867+70,867020.13%+2
Simon Property Group, Inc.(SPG)342,576325,538-17,03849514.00%+2
Banco Latinoamericano de Comercio Exterior, S.A. Class E295,622298,306+2,684790.69%+1
Bowman Consulting Group, Ltd.60,424103,013+42,589240.28%+1
H&E Equipment Services, Inc.118,920120,074+1,154680.61%+1
AZZ Inc.65,31065,755+445450.40%+1
LifeMD, Inc.121,290213,058+91,768120.17%+1
Collegium Pharmaceutical, Inc.(COLL)147,093146,918-175560.45%+1
Kura Sushi USA, Inc. Class A26,99627,670+674230.25%+1
Sprott Inc.(SII)54,55776,649+22,092230.22%+1
Global Ship Lease, Inc. Class A
COM CL A
045,800+45,800010.07%+1
Park Aerospace Corp.(PKE)88,036129,202+41,166120.17%+1
Anywhere Real Estate Inc.0131,935+131,935010.06%+1
Diamondback Energy, Inc.(FANG)50,11343,109-7,004890.67%+1
Fiverr International Ltd.035,143+35,143010.06%+1
Blade Air Mobility, Inc. Class A1,013,5911,507,817+494,226440.34%+1
MediWound Ltd.145,270146,110+840120.16%+1
BioLife Solutions, Inc.(BLFS)247,367253,860+6,493450.37%+1
Caterpillar Inc.(CAT)23,79520,702-3,093780.60%+1
Valero Energy Corporation(VLO)29,17125,077-4,094440.34%0
Postal Realty Trust, Inc. Class A(PSTL)0566,920+566,920080.64%+8
Gorman-Rupp Company(GRC)113,035113,913+878450.35%0
Host Hotels & Resorts, Inc.(HST)1,459,4501,408,328-51,12229292.29%0
Terreno Realty Corporation(TRNO)715,109691,413-23,69646463.61%0
CTS Corporation(CTS)106,285106,778+493550.39%0
Karat Packaging, Inc.(KRT)84,46085,351+891220.19%0
Daktronics, Inc.(DAKT)203,415201,108-2,307220.16%0
Cass Information Systems, Inc.91,98394,046+2,063450.36%0
Hudson Technologies, Inc.228,983302,837+73,854330.26%0
Solaris Oilfield Infrastructure, Inc. Class A(SEI)0369,697+369,697030.25%+3
Vishay Precision Group, Inc.(VPG)180,790178,327-2,463660.49%0
Lincoln Educational Services Corporation(LINC)706,095719,442+13,347770.58%0
Civeo Corp44,20745,008+801110.09%0
Newpark Resources, Inc.(NPKI)237,312238,537+1,225220.14%0
AbbVie, Inc.(ABBV)63,34054,465-8,87510100.78%0
SP Plus Corporation97,25696,989-267550.40%0
WestRock Company77,36267,406-9,956330.26%0
Spok Holdings, Inc.156,409156,097-312220.20%0
Materion Corporation(MTRN)27,53327,691+158440.29%0
Mama's Creations, Inc.530,038519,584-10,454330.20%0
CEVA, Inc.(CEVA)44,63946,161+1,522110.08%0
International Business Machines Corporation(IBM)20,10117,278-2,823330.26%0
Insteel Industries, Inc.38,56539,129+564110.12%-0
Invitation Homes, Inc.(INVH)260,728253,586-7,142990.71%-0
Apartment Investment & Management Co Class A1,284,1891,245,883-38,30610100.80%-0
Equitable Holdings, Inc.147,307128,373-18,934550.38%-0
Heritage Global Inc.0808,363+808,363020.17%+2
Devon Energy Corporation(DVN)54,94947,667-7,282320.19%-0
Spectrum Brands Holdings, Inc.(SPB)43,62037,984-5,636430.27%-0
Akoya Biosciences Inc673,523699,837+26,314330.26%-0
MetLife, Inc.(MET)66,83857,731-9,107440.34%-0
Innoviva, Inc.(INVA)185,247186,708+1,461330.22%-0
Medallion Bank Pfd Series F87,02072,385-14,635220.14%-0
Chesapeake Utilities Corporation(CPK)013,853+13,853010.12%+1
Brilliant Earth Group, Inc. Class A444,702577,324+132,622210.10%-0
Redwood Trust, Inc. Pfd Series A82,24571,578-10,667220.14%-0
Compass Diversified Holdings Pfd Series C77,03766,623-10,414220.13%-0
Simulations Plus, Inc.77,64078,852+1,212430.25%-0
Williams Companies, Inc.(WMB)261,087225,349-35,738990.69%-0
Weyerhaeuser Company(WY)688,174663,096-25,07824241.87%-0
Global X S&P 500 Covered Call ETF
S&P 500 COVERED
80,81669,471-11,345330.22%-0
Plymouth Industrial REIT, Inc.261,718263,004+1,286660.46%-0
Equity Commonwealth Pfd Series D124,032106,823-17,209330.21%-0
Amgen Inc.(AMGN)11,92310,442-1,481330.23%-0
Welltower Inc.(WELL)470,524453,967-16,55743423.33%-0
EPR Properties Pfd Series C(EPR)104,57892,677-11,901220.14%-0
Bioceres Crop Solutions Corp.459,363458,224-1,139660.46%-1
Bank of America Corp Pfd Series L2,8702,468-402330.23%-1
Omega Healthcare Investors, Inc.(OHI)0266,542+266,542080.66%+8
Public Storage Pfd Series H(PSA)142,034121,394-20,640430.23%-1
Ellington Financial Inc.(EFC)0195,124+195,124020.18%+2
AT&T Inc Perp Series C(T)244,165212,952-31,213540.34%-1
Mid-America Apartment Communities, Inc.(MAA)077,820+77,8200100.80%+10
Camden Property Trust(CPT)0140,569+140,5690141.09%+14
Kinder Morgan Inc Class P(KMI)400,346345,157-55,189760.50%-1
Sun Communities, Inc.(SUI)71,21668,906-2,3101090.70%-1
Uranium Energy Corp.(UEC)725,677567,917-157,760540.30%-1
InterDigital, Inc.(IDCC)100,42895,273-5,15511100.80%-1
Essex Property Trust, Inc.(ESS)64,14262,758-1,38416151.21%-1
Alexandria Real Estate Equities, Inc.198,039191,397-6,64226251.94%-1
Alpha and Omega Semiconductor Limited(AOSL)0216,021+216,021050.37%+5
Cogent Communications Holdings Inc46,99240,451-6,541430.21%-1
ePlus inc.(PLUS)047,246+47,246040.29%+4
AvalonBay Communities, Inc.94,47391,004-3,46918171.33%-1
NAPCO Security Technologies, Inc.(NSSC)214,976158,796-56,180860.50%-1
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