Uniplan Investment Counsel, Inc. Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$1.6T

Holdings

137

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (137 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP
422,689$112.2B6.89%
2
EQIXEQUINIX INC
109,274$86.3B5.31%
3
8CWCROWN CASTLE INTL CORP
481,910$83.5B5.13%
4
EGPEASTGROUP PROPERTIES INC
316,058$52.7B3.24%
5
TRNOTERRENO REALTY CORP
813,161$51.4B3.16%
6
INVHINVITATION HOMES INC
1,294,160$49.6B3.05%
7
WYWEYERHAEUSER CO
1,346,632$47.9B2.94%
8
FRFIRST INDUSTRIAL REALTY TR
874,699$45.6B2.80%
9
SPGSIMON PROPERTY GROUP INC
316,804$41.2B2.53%
10
GLPIGAMING AND LEISURE PROPERTIE
855,048$39.6B2.43%
11
SAFESAFEHOLD INC
537,866$38.7B2.38%
12
WELLWELLTOWER INC
430,558$35.5B2.18%
13
VICIVICI PROPERTIES INC
1,183,733$33.6B2.07%
14
ELSEQUITY LIFESTYLE PROPERTIES
430,272$33.6B2.06%
15
CPTCAMDEN PROPERTY TRUST
215,081$31.7B1.95%
16
HSTHOST HOTELS & RESORTS INC
1,667,231$27.2B1.67%
17
ADCAGREE REALTY CORP
403,586$26.7B1.64%
18
NXRTNEXPOINT RESIDENTIAL
283,293$26.7B1.64%
19
BXPBOSTON PROPERTIES INC
242,000$26.2B1.61%
20
AREALEXANDRIA REAL ESTATE EQUIT
136,148$26.0B1.60%
21
ISTAR INC
1,023,340$25.7B1.58%
22
AIRCUSDAPARTMENT INCOME REIT CO
511,013$24.9B1.53%
23
ESSESSEX PROPERTY TRUST INC
73,895$23.6B1.45%
24
FQIDIGITAL REALTY TRUST INC
161,161$23.3B1.43%
25
COLDAMERICOLD REALTY TRUST
769,434$22.4B1.37%
26
S76STORE CAPITAL CORP
685,356$22.0B1.35%
27
CSRCENTERSPACE
227,699$21.5B1.32%
28
KRGKITE REALTY GROUP TRUST
1,048,325$21.3B1.31%
29
AMHAMERICAN HOMES 4 RENT- A
524,105$20.0B1.23%
30
HRUSDHEALTHCARE REALTY TRUST INC
658,798$19.6B1.21%
31
SLG2EURSL GREEN REALTY CORP
267,253$18.9B1.16%
32
DOCUSDPHYSICIANS REALTY TRUST
900,057$15.9B0.97%
33
MLPAUSDGLOBAL X MLP ETF
399,601$14.1B0.87%
34
LTCLTC PROPERTIES INC
430,349$13.6B0.84%
35
CUBECUBESMART
275,590$13.4B0.82%
36
COR1EURCORESITE REALTY CORP
94,139$13.0B0.80%
37
EXREXTRA SPACE STORAGE INC
73,942$12.4B0.76%
38
PSTLPOSTAL REALTY TRUST INC- A
524,140$10.8B0.66%
39
AIVAPARTMENT INVT & MGMT CO -A
1,478,240$10.1B0.62%
40
AVGOBROADCOM INC
18,938$9.2B0.56%
41
ETNEATON CORP PLC
59,326$8.9B0.54%
42
NSSCNAPCO SECURITY TECHNOLOGIES
184,467$7.9B0.49%
43
PSAPUBLIC STORAGE
24,739$7.3B0.45%
44
HONHONEYWELL INTERNATIONAL INC
34,099$7.2B0.44%
45
AOSLALPHA & OMEGA SEMICONDUCTOR
230,018$7.2B0.44%
46
BUNGE LTD
85,864$7.0B0.43%
47
VERIVERITONE INC
286,930$6.9B0.42%
48
ALBALBEMARLE CORP
30,331$6.6B0.41%
49
CSTECAESARSTONE LTD
526,064$6.5B0.40%
50
ABBVABBVIE INC
60,556$6.5B0.40%
51
KHCKRAFT HEINZ CO/THE
176,802$6.5B0.40%
52
VPGVISHAY PRECISION GROUP
182,520$6.3B0.39%
53
HRIHERC HOLDINGS INC
38,709$6.3B0.39%
54
CPKCHESAPEAKE UTILITIES CORP
50,071$6.0B0.37%
55
PLUSEPLUS INC
55,795$5.7B0.35%
56
ATSG*AIR TRANSPORT SERVICES GROUP
220,913$5.7B0.35%
57
WMBWILLIAMS COS INC
217,395$5.6B0.35%
58
RADIGUSDRADIUS GLOBAL INFRASTRUCTU-A
343,849$5.6B0.35%
59
TACTTRANSACT TECHNOLOGIES INC
391,653$5.4B0.33%
60
KRATON CORP
111,578$5.1B0.31%
61
CMTLCOMTECH TELECOMMUNICATIONS
191,251$4.9B0.30%
62
BXBLACKSTONE INC
41,672$4.8B0.30%
63
RMNIRIMINI STREET INC
494,202$4.8B0.29%
64
PINEALPINE INCOME PROPERTY TRUST
258,335$4.7B0.29%
65
GLWCORNING INC
126,387$4.6B0.28%
66
CATCHMARK TIMBER TRUST INC-A
387,163$4.6B0.28%
67
HROWHARROW HEALTH INC
503,249$4.6B0.28%
68
IIPRINNOVATIVE INDUSTRIAL PROPER
19,362$4.5B0.28%
69
VLOVALERO ENERGY CORP
63,166$4.5B0.27%
70
BAC 7.25 PERP LBANK OF AMERICA CORP
3,038$4.4B0.27%
71
CEVACEVA INC
102,484$4.4B0.27%
72
NAGECHROMADEX CORP
681,002$4.3B0.26%
73
FORTRESS BIOTECH INC
160,111$4.2B0.26%
74
CMBTEURONAV NV
411,359$4.0B0.25%
75
PLOWDOUGLAS DYNAMICS INC
109,041$4.0B0.24%
76
ETWEATON VANCE TAX MAN GLBL BR
364,039$3.9B0.24%
77
FFICFLUSHING FINANCIAL CORP
168,504$3.8B0.23%
78
CTBICOMMUNITY TRUST BANCORP INC
88,786$3.7B0.23%
79
SEELOS THERAPEUTICS INC
1,546,136$3.7B0.23%
80
XIFRNEXTERA ENERGY PARTNERS LP
49,248$3.7B0.23%
81
AZZAZZ INC
68,455$3.6B0.22%
82
DANAHER CORP
1,781$3.6B0.22%
83
FPIFARMLAND PARTNERS INC
293,574$3.5B0.22%
8453,040$3.5B0.21%
85
KRNTKORNIT DIGITAL LTD
23,914$3.5B0.21%
86
BEPCBrookfield Renweable
87,407$3.4B0.21%
87
CTSCTS CORP
109,328$3.4B0.21%
88
BMYBRISTOL-MYERS SQUIBB CO
55,619$3.3B0.20%
89
FLXSFLEXSTEEL INDS
104,729$3.2B0.20%
90
INFRASTRUCTURE AND ENERGY AL
282,328$3.2B0.20%
91
WEPMAGELLAN MIDSTREAM PARTNERS
70,729$3.2B0.20%
92
SUNLIGHT FINANCIAL HOLDINGS
596,250$3.2B0.19%
93
VINTAGE WINE ESTATES INC
307,342$3.1B0.19%
94
NBNNORTHEAST BANK
88,820$3.0B0.18%
95
LINCLINCOLN EDUCATIONAL SERVICES
446,283$3.0B0.18%
96
SFSTSOUTHERN FIRST BANCSHARES
55,806$3.0B0.18%
97
ZIX CORP
414,341$2.9B0.18%
98
BOOMDMC GLOBAL INC
77,397$2.9B0.18%
99
1847 GOEDEKER INC
889,639$2.8B0.17%
100
ACELACCEL ENTERTAINMENT INC
229,718$2.8B0.17%
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