Uniplan Investment Counsel, Inc. Q2 2025 Filing

Filed August 14, 2025

Portfolio Value

$988.6M

Holdings

175

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (175 positions)

StockValue
XYLDGlobal X S&P 500 Covered Call ETF
$2.2M
PSA 5.6 PERP HPublic Storage Depositary Shs Repr Cum Red Pfd Registered Shs Series H
$2.2M
RPRXRoyalty Pharma Plc Class A
$2.2M
MFINMedallion Financial Corp.
$2.1M
G9NGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B
$2.1M
AXGNAxogen, Inc.
$2.0M
TRTN-PATriton International Ltd. Conv Cum Red Perp Pfd Registered Shs Series B
$1.8M
APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A
$1.7M
AHRAmerican Healthcare REIT, Inc.
$1.7M
ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B
$1.6M
ALAir Lease Corporation Class A
$1.6M
OGM1Cogent Communications Holdings Inc
$1.6M
ALB 7.25 03/01/27Albemarle Corporation Depository Shs Repr Conv Pfd Registered Shs
$1.5M
RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A
$1.5M
MEDBNK V0 PERP FMedallion Bank Non-Cum Perp Pfd Registered Shs Series F
$1.5M
BBarrick Mining Corporation
$1.5M
DVAXDynavax Technologies Corporation
$1.5M
ADAM V7.875 PERP ENew York Mortgage Trust, Inc. Cum Conv Red Pfd Registered Shs Series E
$1.4M
GCMGGCM Grosvenor, Inc. Class A
$1.4M
DAVEDave, Inc. Class A
$1.3M
DVNDevon Energy Corporation
$1.2M
ARISUSDAris Water Solutions, Inc. Class A
$1.2M
UDRUDR, Inc.
$1.2M
GTYGetty Realty Corp.
$1.1M
GMREUSDGlobal Medical REIT, Inc.
$1.1M
PAXPatria Investments Ltd. Class A
$1.1M
GPGICompoSecure, Inc. Class A
$1.1M
XHRXenia Hotels & Resorts, Inc.
$1.0M
GTLS 6.75 12/15/25 BChart Industries, Inc. Shs Depository Shs Repr Pfd Shs Series B
$1.0M
HIIHuntington Ingalls Industries, Inc.
$911K
CPACopa Holdings, S.A. Class A
$887K
STRWStrawberry Fields REIT Inc
$862K
SBRSabine Royalty Trust
$857K
SB9Sitio Royalties Corp. Class A
$849K
DHTDHT Holdings, Inc.
$823K
RLJ 1.95 PERP ARLJ Lodging Trust USD Cum Conv Pfd Registered Shs Series A
$804K
LKQ1LKQ Corporation
$756K
KNTKKinetik Holdings Inc. Class A
$695K
RCATRed Cat Holdings Inc
$550K
VENUVenu Holding Corporation
$544K
GENIGenius Sports Limited
$535K
EYENational Vision Holdings, Inc.
$529K
CRWDCrowdStrike Holdings, Inc. Class A
$83K
METAMeta Platforms Inc Class A
$71K
PLTRPalantir Technologies Inc. Class A
$63K
AMZNAmazon.com, Inc.
$61K
KTOSKratos Defense & Security Solutions, Inc.
$59K
TTWOTake-Two Interactive Software, Inc.
$58K
RDDTReddit, Inc. Class A
$55K
GOOGAlphabet Inc. Class C
$54K
CBOECboe Global Markets Inc
$43K
COINCoinbase Global, Inc. Class A
$41K
LBLandBridge Company LLC Class A
$37K
GBUGSprott Active Gold & Silver Miners ETF
$32K
AVGOBroadcom Inc.
$25K
TXNTexas Instruments Incorporated
$24K
EWZiShares MSCI Brazil ETF
$22K
GOLFAcushnet Holdings Corp.
$22K
HOODRobinhood Markets, Inc. Class A
$21K
IBITiShares Bitcoin Trust ETF
$20K
NBISNebius Group N.V. Class A
$19K
CMECME Group Inc. Class A
$19K
SERVServe Robotics Inc
$19K
EUFNiShares MSCI Europe Financials ETF
$18K
SWKHSWK Holdings Corporation
$18K
COLOGlobal X MSCI Colombia ETF
$17K
NFLXNetflix, Inc.
$17K
U6ZUranium Energy Corp.
$15K
VRSNVeriSign, Inc.
$15K
SLVRSprott Silver Miners & Physical Silver ETF
$13K
SPPPSprott Physical Platinum and Palladium Trust Trust Units
$11K
SCHWCharles Schwab Corp
$9K
URNMSprott Uranium Miners ETF
$8K
EADSYAirbus SE Unsponsored ADR
$4K
COPPSprott Copper Miners ETF
$4K
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