Uniplan Investment Counsel, Inc. Q3 2017 Filing

Filed November 14, 2017

Portfolio Value

$2.4B

Holdings

117

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (117 positions)

StockValue
SPGSimon Property Group Inc
$89.4M
8CWCrown Castle
$86.5M
AREAlexandria Real Estate Equities Inc
$86.3M
EPREntertainment Properties Trust
$84.9M
AMTAmerican Tower
$77.2M
GLPIGaming and Leisure Properties
$61.0M
WYWeyhauser
$60.4M
Iron Mountain
$57.5M
WELLHealth Care Reit Inc
$51.0M
HSTHost Hotels & Resorts Inc
$50.7M
FRTEURFederal Realty Investment Trust
$50.1M
EGPEastgroup Properties Inc
$49.8M
BXPBoston Properties Inc
$49.5M
HPTUSDHospitality Properties Trust
$48.5M
OUTOutfront Media
$46.8M
TRNOTerreno
$46.7M
CUBECubeSmart
$46.1M
AVBAvalonbay Communities Inc
$46.1M
FRFirst Industrial
$43.7M
ETRACS Alerian MLP Index
$43.6M
Gramercy Property Trust
$41.5M
Apartment Investment & Management Company
$38.9M
EQIXEquinix
$36.0M
ACCUSDAmerican Campus Communities Inc
$35.6M
Education Realty Trust Inc
$34.8M
LTCLTC Properties Inc
$34.1M
Weingarten Realty Investors
$33.3M
FQIDigital Realty
$32.5M
TYGEURTortoise Energy Infrastructure
$26.5M
VENVentas Inc
$26.3M
Investors Real Estate Trust
$24.2M
Colony Starwood Homes
$23.5M
KRGKite Realty Group Trust
$22.9M
VNOVornado Realty Trust
$22.3M
Colony NorthStar, Inc.
$22.3M
PFEPfizer Inc
$21.9M
ADCAgree Realty
$19.8M
CSCOCisco
$18.5M
BRXBrixmore
$18.2M
LAMRLamar Advertising Co.
$17.7M
CECelanese Corporation
$17.3M
CATCaterpillar Inc
$17.2M
HDHome Depot
$16.8M
EXRExtra Space Storage
$16.8M
ELSEquity LifeStyle Properties, Inc.
$16.5M
Western Refining Logistics
$16.5M
OHIOmega Healthcare Investors
$16.0M
CMICummins
$15.8M
Pennsylvania Real Estate Investment Trust
$15.3M
HONHoneywell International Inc.
$14.9M
MRKMerck & Co, Inc
$14.4M
American Homes Preferred A Series
$14.2M
PFFIShares S&P U.S.Preferred Stock Index
$14.1M
TKRThe Timken Company
$13.6M
Jernigan Capital
$13.3M
Eaton Corporation
$13.0M
American Tower Preferred Class B
$12.8M
AYRAircastle LTD
$12.8M
Powershares Senior Bank Loan
$12.8M
VERIVeritone, Inc.
$12.6M
Farmland Partners Inc
$11.4M
ETWEaton Vance Tax-Managed Global Buy-Write Opp Fd
$11.4M
TREXTrex Company Inc.
$11.1M
PETSPetMed Express, Inc.
$11.0M
ATSG*Air Transport Services Group
$10.9M
APLEApple Hospitality REIT, Inc.
$10.8M
PLUSePlus, Inc.
$10.6M
Kraton Performance Polymers Inc.
$9.6M
NEONeogenomics Inc.
$9.3M
UNITUniti Group Inc
$9.1M
Dynamic Materials
$9.1M
PLOWDouglas Dynamics
$9.1M
CEVACeva Inc
$8.1M
HBAN 8.5 PERP AHuntington Bancshares
$8.1M
MGPIMGP Ingredients
$7.8M
RUNSunRun Inc
$7.7M
Fly Leasing
$7.7M
VPGVishay Precision Group
$7.3M
PJ4APark City Group Inc.
$7.2M
MCRIMonarch Casino
$7.2M
ODCOil Drill Corp of America
$6.9M
MTRNMaterion Corporation
$6.9M
Nustar Energy L.P.
$6.5M
ETDEthan Allen Interiors, Inc.
$6.4M
Waterstone Financial
$6.4M
TGNATEGNA Inc
$6.0M
BLXBanco LatinoAmericano de Comercio Exterior SA
$6.0M
UFIUnifi Inc.
$6.0M
STRTStrattec
$5.7M
Sigma Designs, Inc.
$5.3M
SGASaga Communications
$5.2M
FPIFarmland Partners
$5.1M
Condor Hospitality
$5.1M
CWCOConsolidated Water Co. Ltd.
$5.1M
EPDEnterprise Products Partners LP
$4.7M
EQT Midstream Partners LP
$4.7M
FUNCedar Fair LP
$4.7M
HEPUSDHolly Energy Partners
$4.7M
BXUSDBlackstone Group LP
$4.5M
RAILFreightCar America
$4.5M
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