Uniplan Investment Counsel, Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.0T

Holdings

177

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (177 positions)

#StockSharesValue% PortfolioType
1
EQIXEquinix, Inc.
68,303$55.7B5.42%
2
AMTAmerican Tower Corporation
255,200$55.5B5.40%
3
WELLWelltower Inc.
320,165$49.1B4.77%
4
SPGSimon Property Group, Inc.
238,921$39.7B3.86%
5
EGPEastGroup Properties, Inc.
188,643$33.2B3.23%
6
TRNOTerreno Realty Corporation
506,680$32.0B3.12%
7
KRGKite Realty Group Trust
1,221,304$27.3B2.66%
8
8CWCrown Castle Inc.
257,014$26.8B2.61%
9
GLPIGaming and Leisure Properties, Inc.
516,714$26.3B2.56%
10
VICIVICI Properties Inc
725,519$23.7B2.30%
11
AMHAmerican Homes 4 Rent Class A
616,994$23.3B2.27%
12
PSAPublic Storage
71,632$21.4B2.09%
13
VENVentas, Inc.
300,373$20.7B2.01%
14
USFRWisdomTree Floating Rate Treasury Fund
395,966$19.9B1.94%
15
EXRExtra Space Storage Inc.
128,202$19.0B1.85%
16
PLDPrologis, Inc.
168,981$18.9B1.84%
17
ELSEquity LifeStyle Properties, Inc.
257,078$17.1B1.67%
18
ESSEssex Property Trust, Inc.
55,866$17.1B1.67%
19
AVBAvalonBay Communities, Inc.
64,424$13.8B1.35%
20
REGRegency Centers Corporation
170,316$12.6B1.22%
21
WMBWilliams Companies, Inc.
203,101$12.1B1.18%
22
CPTCamden Property Trust
97,278$11.9B1.16%
23
FPIFarmland Partners Inc
1,011,214$11.3B1.10%
24
IDIInterDigital, Inc.
51,494$10.6B1.04%
25
SBACSBA Communications Corp. Class A
46,030$10.1B0.99%
26
ADCAgree Realty Corporation
130,854$10.1B0.98%
27
BXPBXP Inc
145,872$9.8B0.95%
28
WYWeyerhaeuser Company
332,013$9.7B0.95%
29
FQIDigital Realty Trust, Inc.
67,751$9.7B0.94%
30
INVHInvitation Homes, Inc.
276,657$9.6B0.94%
31
MTNVail Resorts, Inc.
57,956$9.3B0.90%
32
MAAMid-America Apartment Communities, Inc.
53,920$9.0B0.88%
33
KMIKinder Morgan Inc Class P
310,894$8.9B0.86%
34
ORealty Income Corporation
143,378$8.3B0.81%
35
BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E
211,409$7.7B0.75%
36
AIVApartment Investment & Management Co Class A
877,861$7.7B0.75%
37
LGNDLigand Pharmaceuticals Incorporated
68,792$7.2B0.70%
38
LINCLincoln Educational Services Corporation
444,369$7.1B0.69%
39
EPREPR Properties
133,432$7.0B0.68%
40
OUTOUTFRONT Media Inc.
430,812$7.0B0.68%
41
PSTLPostal Realty Trust, Inc. Class A
468,653$6.7B0.65%
42
FANGDiamondback Energy, Inc.
39,109$6.3B0.61%
43
AZZAZZ Inc.
74,545$6.2B0.61%
44
SUISun Communities, Inc.
48,083$6.2B0.60%
45
SIISprott Inc.
137,603$6.2B0.60%
46
EQHEquitable Holdings, Inc.
116,009$6.0B0.59%
47
UTIUniversal Technical Institute, Inc.
230,543$5.9B0.58%
48
ABBVAbbVie, Inc.
28,095$5.9B0.57%
49
BLFSBioLife Solutions, Inc.
247,378$5.7B0.55%
50
GDYNGrid Dynamics Holdings, Inc. Class A
348,493$5.5B0.53%
51
RDVTRed Violet, Inc.
139,421$5.2B0.51%
52
GRCGorman-Rupp Company
146,711$5.1B0.50%
53
OKEONEOK, Inc.
49,177$4.9B0.47%
54
PCHPotlatchDeltic Corporation
106,249$4.8B0.47%
55
UFPTUFP Technologies, Inc.
23,435$4.7B0.46%
56
SRTABlade Air Mobility, Inc. Class A
1,728,615$4.7B0.46%
57
SEISolaris Energy Infrastructure, Inc. Class A
213,742$4.7B0.45%
58
INVAInnoviva, Inc.
243,507$4.4B0.43%
59
AOSLAlpha and Omega Semiconductor Limited
177,263$4.4B0.43%
60
BBWBuild-A-Bear Workshop, Inc.
116,599$4.3B0.42%
61
COLLCollegium Pharmaceutical, Inc.
142,801$4.3B0.41%
62
BKTIBK Technologies Corp.
108,225$4.2B0.41%
63
DAKTDaktronics, Inc.
348,160$4.2B0.41%
64
PUMPProPetro Holding Corp.
574,500$4.2B0.41%
65
PLYMPlymouth Industrial REIT, Inc.
256,720$4.2B0.41%
66
NPKINPK International Inc.
716,439$4.2B0.41%
67
METMetLife, Inc.
51,625$4.1B0.40%
68
OHIOmega Healthcare Investors, Inc.
108,348$4.1B0.40%
69
CASSCass Information Systems, Inc.
90,919$3.9B0.38%
70
IBMInternational Business Machines Corporation
15,756$3.9B0.38%
71
BA 6 10/15/27Boeing Pfd Registered shs Series A
64,433$3.9B0.38%
72
HWKNHawkins, Inc.
36,047$3.8B0.37%
73
ARCCAres Capital Corporation
170,864$3.8B0.37%
74
CMBTCMB.TECH NV
414,059$3.8B0.37%
75
T 4.75 PERP CAT&T Inc Depositary Shs Perp Pfd Shs Series C
191,749$3.7B0.36%
76
HHHHoward Hughes Holdings Inc.
48,053$3.6B0.35%
77
SLPSimulations Plus, Inc.
144,202$3.5B0.34%
78
CURBCurbline Properties Corp.
141,385$3.4B0.33%
79
BRXBrixmor Property Group, Inc.
128,316$3.4B0.33%
80
FIHLFidelis Insurance Holdings Ltd.
208,868$3.4B0.33%
81
SPOKSpok Holdings, Inc.
205,332$3.4B0.33%
82
RYNRayonier Inc.
119,092$3.3B0.32%
83
PKEPark Aerospace Corp.
246,215$3.3B0.32%
84
SBCSabra Health Care REIT, Inc.
188,533$3.3B0.32%
85
CTRECareTrust REIT, Inc.
115,011$3.3B0.32%
86
EPR 5.75 PERP CEPR Properties Conv Pfd Shs Series C
132,482$3.1B0.30%
87
NSSCNAPCO Security Technologies, Inc.
130,984$3.0B0.29%
88
VLOValero Energy Corporation
22,401$3.0B0.29%
89
MAMAMama's Creations, Inc.
451,180$2.9B0.29%
90
NWPXNorthwest Pipe Company
71,118$2.9B0.29%
91
EFCEllington Financial Inc.
214,484$2.8B0.28%
92
AMGNAmgen Inc.
8,920$2.8B0.27%
93
SIGASIGA Technologies Inc
504,561$2.8B0.27%
94
BAC 7.25 PERP LBank of America Corp Conv Pfd Registered Shs Series L
2,189$2.7B0.26%
95
IRMDIRadimed Corp.
48,727$2.6B0.25%
96
AXGNAxogen, Inc.
135,479$2.5B0.24%
97
PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H
108,809$2.5B0.24%
98
XYLDGlobal X S&P 500 Covered Call ETF
62,794$2.5B0.24%
99
OGM1Cogent Communications Holdings Inc
36,463$2.2B0.22%
100
BTBTBit Digital, Inc.
1,089,300$2.2B0.21%
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