Fund HoldingsUniplan Investment Counsel, Inc.

Total Portfolio Value
$1.10M
Total Bought
$74.1K
Total Sold
$260.9K
Net Transaction
-$186.8K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
WisdomTree Floating Rate Treasury Fund(WT)0499,074+499,0740252.28%+25
Iron Mountain, Inc.(IRM)047,385+47,385040.39%+4
Chesapeake Utilities Corporation(DD)045,655+45,655040.33%+4
Safehold Inc.(SAFE)0178,513+178,513030.31%+3
Global Ship Lease, Inc. Class A
COM CL A
45,800147,817+102,017140.39%+3
Alpha and Omega Semiconductor Limited(AOSL)216,021214,901-1,120580.73%+3
Grid Dynamics Holdings, Inc. Class A0249,164+249,164030.24%+3
Compass Diversified Holdings Pfd Series C(COHR)034,096+34,096020.22%+2
Mama's Creations, Inc.519,584719,667+200,083350.44%+2
Red Violet, Inc.(RDVT)087,458+87,458020.20%+2
Northwest Pipe Company(NWPX)061,352+61,352020.19%+2
Hawkins, Inc.(HWKN)28,70846,102+17,394240.38%+2
NAPCO Security Technologies, Inc.(NSSC)158,796158,312-484680.75%+2
Sprott Inc.(SII)76,649112,819+36,170350.42%+2
Daktronics, Inc.(DAKT)201,108274,947+73,839240.35%+2
BK Technologies Corp.0131,466+131,466020.15%+2
Cogent Communications Holdings Inc065,664+65,664020.15%+2
Newpark Resources, Inc.(NPKI)238,537400,231+161,694230.30%+2
Simulations Plus, Inc.78,85298,395+19,543350.44%+2
Civeo Corp45,008103,499+58,491130.23%+1
Innoviva, Inc.(INVA)186,708249,092+62,384340.37%+1
Ligand Pharmaceuticals Incorporated(LGND)41,20149,617+8,416340.38%+1
ProPetro Holding Corp.(PUMP)0122,832+122,832010.10%+1
TeraWulf Inc.(WULF)0238,382+238,382010.10%+1
Gorman-Rupp Company(GRC)113,913150,659+36,746560.50%+1
enCore Energy Corp.0215,918+215,918010.08%+1
BioLife Solutions, Inc.(BLFS)253,860252,744-1,116550.49%+1
Williams Companies, Inc.(WMB)225,349221,542-3,807990.86%+1
Spok Holdings, Inc.156,097209,825+53,728230.28%+1
LifeMD, Inc.213,058397,201+184,143230.25%+1
CTS Corporation(CTS)106,778106,814+36550.49%0
Kinder Morgan Inc Class P(KMI)345,157339,239-5,918670.61%0
UFP Technologies, Inc.(UFPT)26,84526,966+121770.65%0
Equitable Holdings, Inc.128,373126,405-1,968550.47%0
Amgen Inc.(AMGN)10,44210,210-232330.29%0
Park Aerospace Corp.(PKE)129,202168,315+39,113220.21%0
Karat Packaging, Inc.(KRT)85,35185,436+85230.23%0
Bank of America Corp Pfd Series L2,4682,504+36330.27%0
New York Mortgage Trust, Inc. Pfd Series E(ADAM)70,86769,710-1,157220.15%0
Ellington Financial Inc.(EFC)195,124191,959-3,165220.21%0
Redwood Trust, Inc. Pfd Series A71,57870,502-1,076220.16%0
Public Storage Pfd Series H(PSA)121,394118,702-2,692330.27%0
AZZ Inc.65,75565,859+104550.46%0
ONEOK, Inc.(OKE)54,88253,935-947440.40%-0
WestRock Company67,40666,264-1,142330.30%-0
Medallion Bank Pfd Series F72,38571,122-1,263220.16%-0
Banco Latinoamericano de Comercio Exterior, S.A. Class E298,306297,453-853990.80%-0
EPR Properties Pfd Series C(EPR)92,67789,561-3,116220.16%-0
Coherent Corp.(CPK)13,85313,683-170110.13%-0
Solaris Oilfield Infrastructure, Inc. Class A(SEI)369,697368,727-970330.29%-0
Diamondback Energy, Inc.(FANG)43,10942,388-721980.77%-0
Equity Commonwealth Pfd Series D106,823104,804-2,019330.24%-0
Ares Capital Corporation(ARCC)189,728186,508-3,220440.35%-0
AT&T Inc Perp Series C(T)212,952209,203-3,749440.38%-0
Global X S&P 500 Covered Call ETF
S&P 500 COVERED
69,47168,373-1,098330.25%-0
Triton International Ltd. Pfd Series B92,15590,356-1,799220.20%-0
Ventas, Inc.(VTR)0215,342+215,3420111.00%+11
Verizon Communications Inc.(VZ)91,15389,579-1,574440.34%-0
Euronav NV(CMBT)0343,084+343,084060.52%+6
Heritage Global Inc.808,363805,788-2,575220.18%-0
Devon Energy Corporation(DVN)47,66746,992-675220.20%-0
Spectrum Brands Holdings, Inc.(SPB)37,98437,376-608330.29%-0
Brilliant Earth Group, Inc. Class A577,324473,200-104,124110.10%-0
Kura Sushi USA, Inc. Class A27,67046,123+18,453330.26%-0
MetLife, Inc.(MET)57,73156,844-887440.36%-0
Plymouth Industrial REIT, Inc.263,004263,064+60660.51%-0
International Business Machines Corporation(IBM)17,27816,950-328330.27%-0
Crown Castle Inc.40,45139,672-779320.20%-0
Valero Energy Corporation(VLO)25,07724,658-419440.35%-0
Uranium Energy Corp.(UEC)567,917562,049-5,868430.31%-0
Lincoln Educational Services Corporation(LINC)719,442588,047-131,395770.63%-0
Farmland Partners Inc01,126,430+1,126,4300131.18%+13
AbbVie, Inc.(ABBV)54,46553,511-9541090.83%-1
Fiverr International Ltd.35,1430-35,14310-1
Cass Information Systems, Inc.94,04693,851-195540.34%-1
Anywhere Real Estate Inc.131,9350-131,93510-1
Agree Realty Corporation0155,117+155,1170100.87%+10
Vishay Precision Group, Inc.(VPG)178,327177,455-872650.49%-1
Mid-America Apartment Communities, Inc.(MAA)77,82065,252-12,5681090.85%-1
Camden Property Trust(CPT)140,569118,198-22,37114131.17%-1
Essex Property Trust, Inc.(ESS)62,75852,932-9,82615141.31%-1
MediWound Ltd.146,11071,164-74,946210.10%-1
AvalonBay Communities, Inc.91,00476,841-14,16317161.45%-1
Collegium Pharmaceutical, Inc.(COLL)146,918146,375-543650.43%-1
CEVA, Inc.(CEVA)46,1610-46,16110-1
InterDigital, Inc.(IDCC)95,27377,557-17,7161090.82%-1
Postal Realty Trust, Inc. Class A(PSTL)566,920517,536-49,384870.63%-1
EPR Properties(EPR)0158,083+158,083070.60%+7
Invitation Homes, Inc.(INVH)253,586213,877-39,709980.70%-1
Blade Air Mobility, Inc. Class A1,507,817844,827-662,990430.27%-1
Alpine Income Property Trust, Inc.000000
Apartment Investment & Management Co Class A1,245,8831,050,466-195,4171090.79%-1
Insteel Industries, Inc.39,1290-39,12910-1
Digital Realty Trust, Inc.(DLR)97,21081,957-15,25314121.13%-2
Compass Diversified Holdings Pfd Series C66,6230-66,62320-2
Sun Communities, Inc.(SUI)68,90658,026-10,880970.63%-2
Bowman Consulting Group, Ltd.103,01351,855-51,158420.15%-2
Realty Income Corporation(O)0171,150+171,150090.82%+9
BK Technologies Corp.135,2050-135,20520-2
Regency Centers Corporation(REG)0203,785+203,7850131.15%+13
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