Uniplan Investment Counsel, Inc. Q2 2019 Filing

Filed August 14, 2019

Portfolio Value

$1.6T

Holdings

123

Report Date

Q2 2019

Filing Type

13F-HR

All Holdings (123 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP
507,290$103.7B6.57%
2
8CWCROWN CASTLE INTL CORP
585,301$76.3B4.83%
3
SPGSIMON PROPERTY GROUP INC
411,398$65.7B4.16%
4
AREALEXANDRIA REAL ESTATE EQUIT
460,617$65.0B4.12%
5
EQIXEQUINIX INC
118,044$59.5B3.77%
6
EGPEASTGROUP PROPERTIES INC
397,189$46.1B2.92%
7
TRNOTERRENO REALTY CORP
918,115$45.0B2.85%
8
EPREPR PROPERTIES
590,583$44.1B2.79%
9
WELLWELLTOWER INC
508,897$41.5B2.63%
10
WYWEYERHAEUSER CO
1,563,416$41.2B2.61%
11
GLPIGAMING AND LEISURE PROPERTIE
1,041,223$40.6B2.57%
12
FRFIRST INDUSTRIAL REALTY TR
1,042,896$38.3B2.43%
13
BXPBOSTON PROPERTIES INC
279,144$36.0B2.28%
14
FRTEURFEDERAL REALTY INVS TRUST
279,086$35.9B2.28%
15
INVHINVITATION HOMES INC
1,313,883$35.1B2.22%
16
HSTHOST HOTELS & RESORTS INC
1,922,612$35.0B2.22%
17
AVBAVALONBAY COMMUNITIES INC
155,015$31.5B1.99%
18
ELSEQUITY LIFESTYLE PROPERTIES
254,356$30.9B1.95%
19
APARTMENT INVT & MGMT CO -A
608,371$30.5B1.93%
20
ADCAGREE REALTY CORP
459,409$29.4B1.86%
21
HPTUSDHOSPITALITY PROPERTIES TRUST
1,150,210$28.8B1.82%
22
CPTCAMDEN PROPERTY TRUST
254,319$26.5B1.68%
23
CUBECUBESMART
782,416$26.2B1.66%
24
LTCLTC PROPERTIES INC
508,926$23.2B1.47%
25
FQIDIGITAL REALTY TRUST INC
185,910$21.9B1.39%
26
WEINGARTEN REALTY INVESTORS
757,476$20.8B1.32%
27
DOCUSDPHYSICIANS REALTY TRUST
1,080,022$18.8B1.19%
28
VNOVORNADO REALTY TRUST
291,525$18.7B1.18%
29
SLG2EURSL GREEN REALTY CORP
228,961$18.4B1.17%
30
CSCOCISCO SYSTEMS INC
243,775$13.3B0.84%
31
COLDAMERICOLD REALTY TRUST
398,161$12.9B0.82%
32
ACCUSDAMERICAN CAMPUS COMMUNITIES
279,376$12.9B0.82%
33
TYGEURTortoise Energy Infrastructure
640,969$12.8B0.81%
34
AMJEURJPMorgan Alerian MLP ETN
543,772$12.1B0.77%
35
COR1EURCORESITE REALTY CORP
105,298$12.1B0.77%
36
EXREXTRA SPACE STORAGE INC
111,728$11.9B0.75%
37
ETRACS Alerian MLP Index
726,522$11.4B0.73%
38
HONHONEYWELL INTERNATIONAL INC
57,821$10.1B0.64%
39
CECELANESE CORP
90,646$9.8B0.62%
40
NXRTNEXPOINT RESIDENTIAL
235,719$9.8B0.62%
41
NUSTAR ENERGY LP
418,027$9.6B0.61%
42
PFEPFIZER INC
218,828$9.5B0.60%
43
JERNIGAN CAPITAL INC
459,102$9.4B0.60%
44
ESSESSEX PROPERTY TRUST INC
30,964$9.0B0.57%
45
EPDENTERPRISE PRODUCTS PARTNERS
309,431$8.9B0.57%
46
TRPTC ENERGY CORP
165,623$8.2B0.52%
47
PFFIShares S&P U.S.Preferred Stock Index
237,496$8.1B0.51%
48
XLNXEURXILINX INC
65,638$7.7B0.49%
49
TKRTIMKEN CO
149,966$7.7B0.49%
50
ETNEATON CORP PLC
90,716$7.6B0.48%
51
CELGCELGENE CORP
81,251$7.5B0.48%
52
MPLXMPLX LP
215,478$6.9B0.44%
53
WMBWILLIAMS COS INC
246,922$6.9B0.44%
54
CATCATERPILLAR INC
48,474$6.6B0.42%
55
L3 TECHNOLOGIES INC
23,424$5.7B0.36%
56
ENBENBRIDGE INC
153,170$5.5B0.35%
57
ETWEATON VANCE TAX MAN GLBL BR
536,590$5.3B0.33%
58
NEONEOGENOMICS INC
238,668$5.2B0.33%
59
APLEAPPLE HOSPITALITY REIT INC
321,919$5.1B0.32%
60
ATSG*AIR TRANSPORT SERVICES GROUP
207,284$5.1B0.32%
61
NOCNORTHROP GRUMMAN CORP
15,626$5.0B0.32%
62
BOOMDMC GLOBAL INC
75,381$4.8B0.30%
63
NOKNOKIA CORP-SPON ADR
940,746$4.7B0.30%
64
SEISOLARIS OILFIELD INFRAST-A
309,310$4.6B0.29%
65
FLY LEASING LTD-ADR
260,275$4.5B0.29%
66
PLOWDOUGLAS DYNAMICS INC
112,880$4.5B0.28%
67
MGPIMGP INGREDIENTS INC
64,391$4.3B0.27%
68
VPGVISHAY PRECISION GROUP
103,637$4.2B0.27%
69
FRPTFRESHPET INC
89,510$4.1B0.26%
70
MTRNMATERION CORP
59,603$4.0B0.26%
71
CATCHMARK TIMBER TRUST INC-A
386,005$4.0B0.26%
72
MCRIMONARCH CASINO & RESORT INC
94,229$4.0B0.26%
73
RUNSUNRUN INC
210,427$3.9B0.25%
74
PLUSEPLUS INC
56,544$3.9B0.25%
75
ARWRARROWHEAD PHARMACEUTICALS IN
142,887$3.8B0.24%
76
UPSUNITED PARCEL SERVICE-CL B
35,939$3.7B0.23%
77
CMTLCOMTECH TELECOMMUNICATIONS
128,746$3.6B0.23%
78
KRATON CORP
116,172$3.6B0.23%
79
CATASYS INC
177,425$3.4B0.22%
80
FARMLAND PARTNERS INC
145,233$3.4B0.21%
81
CEVACEVA INC
135,067$3.3B0.21%
82
NAGECHROMADEX CORP
705,230$3.3B0.21%
83
CPKCHESAPEAKE UTILITIES CORP
33,722$3.2B0.20%
84
TRITON INTERNATIONAL LTD
125,328$3.2B0.20%
85
CWCOCONSOLIDATED WATER CO-ORD SH
219,899$3.1B0.20%
86
SOHOSOTHERLY HOTELS INC
449,166$3.1B0.20%
87
HBBHAMILTON BEACH BRAND-A
158,830$3.0B0.19%
88
TRECORA RESOURCES
302,833$2.9B0.18%
89
PKOHPARK-OHIO HOLDINGS CORP
87,947$2.9B0.18%
90
CONDOR HOSPITALITY TRUST INC
314,427$2.9B0.18%
91
BXUSDBLACKSTONE GROUP LP/THE
63,472$2.8B0.18%
92
WRKUSDWESTROCK CO
76,455$2.8B0.18%
93
KUSHCO HOLDINGS INC
519,712$2.6B0.17%
94
STTSTATE STREET CORP
46,881$2.6B0.17%
95
DIAMOND S SHIPPING INC
203,590$2.6B0.16%
96
PETSPETMED EXPRESS INC
152,374$2.4B0.15%
97
ODCOIL-DRI CORP OF AMERICA
69,300$2.4B0.15%
98
EYENOVIA INC
544,896$2.3B0.15%
99
KRNTKORNIT DIGITAL LTD
69,120$2.2B0.14%
100
OSWONESPAWORLD HOLDINGS LTD
138,199$2.1B0.14%
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