KIFAX
WESTWOOD REAL ESTATE INCOME FUND
Ultimus Managers Trust

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
48
Top-10 weight
36.99%
Effective holdings ?
37
Crowding ?
132.7

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 Hovnanian Enterprises, Inc. 7.625% Preferred 515,000 $10.69M 4.30%
2 Preferred Stock KREF A 523,747 $9.77M 3.93%
3 RLJ Lodging Trust PREFERRED STOCK RLJPA 375,000 $9.56M 3.85%
4 CORPORATE OFFICE PROPERTIES TR 300,000 $9.24M 3.72%
5 CTO RLTY GROWTH INC NEW PREFERRED STOCK CTO A 447,333 $9.08M 3.66%
6 EPR Properties 9.000% Preferred EPRPE 283,506 $9.03M 3.64%
7 FIRST AMERICAN GOVERNMENT OBLIGATIONS FUND - CLASS U FGUXX 9,017,092 $9.02M 3.63%
8 LXP Industrial Trust 6.500% Preferred LXPPC 190,000 $8.91M 3.59%
9 Pebblebrook Hotel Trust 5.700% Preferred PEB H 489,548 $8.76M 3.53%
10 SAUL CENTERS INC 6.125% SER D PFD PERP 80439580 381,000 $7.95M 3.20%
11 National Storage Affiliates Trust, Series A, Pfd. NSA PRA 370,000 $7.77M 3.13%
12 GLOBAL MEDICAL REIT INC SER A 7.5% PFD PERP GMRE A 311,134 $7.64M 3.08%
13 Hudson Pacific Properties, Inc. 4.75% Preferred HPP C 484,009 $7.57M 3.05%
14 ESSEX PROPERTY TRUST INC 30,000 $7.56M 3.04%
15 BLACKSTONE MORTGAGE TR CL A 375,000 $7.22M 2.91%
16 American Homes 4 Rent, Series G, Pfd. AMH G 307,132 $7.03M 2.83%
17 Armada Hoffler Properties, Inc. 6.750% Preferred AHH A 320,000 $6.93M 2.79%
18 HUDSON PACIFIC PROPERTIES INC 750,000 $6.46M 2.60%
19 CENTERSPACE 100,000 $6.43M 2.59%
20 Summit Hotel Properties, Inc. 6.250% Preferred INN PRE 283,000 $5.42M 2.18%
21 PEBBLEBROOK HOTEL TRUST PREFERRED STOCK 6.375 PEB PRG 250,000 $5.00M 2.01%
22 Alpine Income Property Trust, Inc. Series A PINEPA 200,000 $5.00M 2.01%
23 Pebblebrook Hotel Trust 6.3% Preferred PEB PRF 242,066 $4.96M 2.00%
24 WP CAREY INC 70,000 $4.88M 1.97%
25 Merchants Bancorp Series E, 7.625% MBINL 196,055 $4.82M 1.94%
26 Preferred Stock, Series D-1 44988Q40 5,000 $4.75M 1.91%
27 WELLTOWER INC 25,000 $4.71M 1.90%
28 Vinebrook Homes Trust, Inc. 9.5% Preferred 180,000 $4.50M 1.81%
29 CROWN CASTLE INC 50,000 $4.34M 1.75%
30 REXFORD INDUSTRIAL REALTY INC 100,000 $4.05M 1.63%
31 PREFERRED STOCK GMREPB 160,000 $4.02M 1.62%
32 REGENCY CENTERS CORP REIT SER A 6.25% PFD PERP REGCP 160,635 $3.75M 1.51%
33 LINEAGE INC 100,000 $3.57M 1.44%
34 Chatham Lodging Trust 6.625% Preferred CLDT A 170,109 $3.49M 1.40%
35 SUNSTONE HOTEL INVS INC SER H 6.125% PFD PERP SHO PRH 166,508 $3.41M 1.37%
36 Summit Hotel Properties, Inc. 5.875% Preferred INN F 158,938 $2.91M 1.17%
37 SAUL CENTERS INC 6% SER E PFD PERP BFS E 125,000 $2.80M 1.13%
38 EPR Properties, Series G, Pfd. EPR G 107,775 $2.22M 0.90%
39 Banc of California, Inc., Series F, Pfd. BANC F 87,360 $2.20M 0.89%
40 UMH Properties, Inc., 6.375%, Series D UMH D 87,634 $1.97M 0.79%
41 Pebblebrook Hotel Trust 6.375% Preferred PEB PRE 98,002 $1.96M 0.79%
42 US CELLULAR CORP 40,000 $1.93M 0.78%
43 REGENCY CENTERS CORP(REIT) 5.875% PERP PFD REGCO 71,561 $1.61M 0.65%
44 First Citizens BancShares, Inc. Series E FCZBV 40,000 $995.20K 0.40%
45 Public Storage, Series R, Pfd. PSA R 50,000 $811.50K 0.33%
46 EPR Properties 5.750% Preferred EPRPC 31,000 $752.06K 0.30%
47 Associated Banc-Corp, Series F, Pfd. ASB F 34,397 $712.71K 0.29%
48 Associated Banc-Corp, Series E, Pfd. ASB E 25,057 $537.47K 0.22%

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