Uniplan Investment Counsel, Inc. Q3 2022 Filing

Filed November 14, 2022

Portfolio Value

$1.3T

Holdings

122

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (122 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP
409,274$87.9B6.74%
2
8CWCROWN CASTLE INC
505,315$73.0B5.60%
3
EQIXEQUINIX INC
119,452$67.9B5.21%
4
EGPEASTGROUP PROPERTIES INC
330,125$47.6B3.65%
5
TRNOTERRENO REALTY CORP
849,361$45.0B3.45%
6
PSAPUBLIC STORAGE
145,844$42.7B3.27%
7
FRFIRST INDUSTRIAL REALTY TR
915,472$41.0B3.15%
8
GLPIGAMING AND LEISURE PROPERTIE
891,132$39.4B3.02%
9
VICIVICI PROPERTIES INC
1,235,018$36.9B2.83%
10
SPGSIMON PROPERTY GROUP INC
386,155$34.7B2.66%
11
AREALEXANDRIA REAL ESTATE EQUIT
236,248$33.1B2.54%
12
KRGKITE REALTY GROUP TRUST
1,784,169$30.7B2.36%
13
WELLWELLTOWER INC
450,079$28.9B2.22%
14
ELSEQUITY LIFESTYLE PROPERTIES
449,483$28.2B2.17%
15
HSTHOST HOTELS & RESORTS INC
1,728,600$27.4B2.11%
16
WYWEYERHAEUSER CO
815,826$23.3B1.79%
17
AIRCUSDAPARTMENT INCOME REIT CO
533,874$20.6B1.58%
18
CPTCAMDEN PROPERTY TRUST
171,585$20.5B1.57%
19
AVBAVALONBAY COMMUNITIES INC
110,832$20.4B1.57%
20
BXPBOSTON PROPERTIES INC
253,393$19.0B1.46%
21
ESSESSEX PROPERTY TRUST INC
76,951$18.6B1.43%
22
AMHAMERICAN HOMES 4 RENT- A
546,675$17.9B1.38%
23
FRTFEDERAL REALTY INVS TRUST
189,976$17.1B1.31%
24
ADCAGREE REALTY CORP
226,330$15.3B1.17%
25
SBACSBA COMMUNICATIONS CORP
53,626$15.3B1.17%
26
MAAMID-AMERICA APARTMENT COMM
95,676$14.8B1.14%
27
EXREXTRA SPACE STORAGE INC
85,136$14.7B1.13%
28
SSS1EURLIFE STORAGE INC
130,545$14.5B1.11%
29
OREALTY INCOME CORP
248,440$14.5B1.11%
30
VENVENTAS INC
313,498$12.6B0.97%
31
CUBECUBESMART
285,850$11.5B0.88%
32
AIVAPARTMENT INVT & MGMT CO -A
1,536,525$11.2B0.86%
33
INVHINVITATION HOMES INC
311,615$10.5B0.81%
34
CMBTEURONAV NV
620,857$9.6B0.73%
35
HRHEALTHCARE REALTY TRUST INC
450,426$9.4B0.72%
36
FQIDIGITAL REALTY TRUST INC
93,250$9.2B0.71%
37
PSTLPOSTAL REALTY TRUST INC- A
593,179$8.7B0.67%
38
NSSCNAPCO SECURITY TECHNOLOGIES
296,614$8.6B0.66%
39
ABBVABBVIE INC
63,879$8.6B0.66%
40
WMBWILLIAMS COS INC
295,432$8.5B0.65%
41
HROWHARROW HEALTH INC
694,257$8.4B0.64%
42
ALBALBEMARLE CORP
31,661$8.4B0.64%
43
FPIFARMLAND PARTNERS INC
649,254$8.2B0.63%
44
KMIKINDER MORGAN INC
452,430$7.5B0.58%
45
BUNGE LTD
89,728$7.4B0.57%
46
FANGDIAMONDBACK ENERGY INC
56,427$6.8B0.52%
47
CPKCHESAPEAKE UTILITIES CORP
52,273$6.0B0.46%
48
AOSLALPHA & OMEGA SEMICONDUCTOR
190,847$5.9B0.45%
49
VPGVISHAY PRECISION GROUP
191,163$5.7B0.43%
50
ATSG*AIR TRANSPORT SERVICES GROUP
231,302$5.6B0.43%
51
AVGOBROADCOM INC
12,284$5.5B0.42%
52
OHIOMEGA HEALTHCARE INVESTORS
178,420$5.3B0.40%
53
XIFRNEXTERA ENERGY PARTNERS LP
69,128$5.0B0.38%
54
NBNNORTHEAST BANK
134,038$4.9B0.38%
55
PLUSEPLUS INC
115,388$4.8B0.37%
56
CTSCTS CORP
114,993$4.8B0.37%
57
PLYMPLYMOUTH INDUSTRIAL REIT INC
283,912$4.8B0.37%
58
HEESEURH&E EQUIPMENT SERVICES INC
164,761$4.7B0.36%
59
METMETLIFE INC
75,632$4.6B0.35%
60
CATCATERPILLAR INC
27,328$4.5B0.34%
61
EQHEQUITABLE HOLDINGS INC
167,606$4.4B0.34%
62
PINEALPINE INCOME PROPERTY TRUST
271,908$4.4B0.34%
63
SITIO ROYALTIES CORP
194,380$4.3B0.33%
64
BIOXBIOCERES CROP SOLUTIONS CORP
321,584$4.2B0.32%
65
ALCOALICO INC
147,269$4.2B0.32%
66
RADIGUSDRADIUS GLOBAL INFRASTRUCTU-A
423,364$4.0B0.31%
67
BEPCBROOKFIELD RENEWABLE COR-A
120,087$3.9B0.30%
68
GLWCORNING INC
130,489$3.8B0.29%
69
SEISOLARIS OILFIELD INFRAST-A
400,012$3.7B0.29%
70
CTBICOMMUNITY TRUST BANCORP INC
92,240$3.7B0.29%
71
ESQESQUIRE FINANCIAL HOLDINGS I
98,060$3.7B0.28%
72
BXBLACKSTONE INC
43,489$3.6B0.28%
73
BAC 7.25 PERP LBANK OF AMERICA CORP
3,089$3.6B0.28%
74
ABXBARRICK GOLD CORP
232,952$3.6B0.28%
75
CWCOCONSOLIDATED WATER CO-ORD SH
230,750$3.5B0.27%
76
LINCLINCOLN EDUCATIONAL SERVICES
647,892$3.5B0.27%
77
VLOVALERO ENERGY CORP
32,779$3.5B0.27%
78
VIRTVIRTU FINANCIAL INC-CLASS A
166,565$3.5B0.27%
79
MTRNMATERION CORP
41,945$3.4B0.26%
80
CSTECAESARSTONE LTD
352,167$3.3B0.25%
81
CWENCLEARWAY ENERGY INC-C
98,913$3.1B0.24%
82
USOIX-LINKS CRUDE OIL COV CALL
38,655$3.1B0.24%
83
UFPTUFP TECHNOLOGIES INC
36,533$3.1B0.24%
84
VERIVERITONE INC
548,357$3.1B0.24%
85
BLFSBIOLIFE SOLUTIONS INC
134,548$3.1B0.23%
86
TRTN-PATRITON INTERNATIONAL LTD
118,549$3.0B0.23%
87
EFCELLINGTON FINANCIAL INC
255,048$2.9B0.22%
88
ETWEATON VANCE TAX MAN GLBL BR
379,798$2.9B0.22%
89
CERSCERUS CORP
784,064$2.8B0.22%
90
SLGSL GREEN REALTY CORP
68,443$2.7B0.21%
91
AZZAZZ INC
71,296$2.6B0.20%
92
ISTAR INC
279,288$2.6B0.20%
93
SEELOS THERAPEUTICS INC
2,485,327$2.6B0.20%
9499,668$2.4B0.19%
95
RMNIRIMINI STREET INC
516,710$2.4B0.18%
96
NREFNEXPOINT REAL ESTATE FINANCE
159,987$2.4B0.18%
97
PSA 5.6 PERP HPUBLIC STORAGE
98,561$2.4B0.18%
98
MEDBNK V0 PERP FMEDALLION BANK UTAH
95,508$2.3B0.18%
99
G7AGRUPO AEROPORTUARIO CEN-ADR
46,268$2.3B0.18%
100
VMWEURVMWARE INC-CLASS A
21,621$2.3B0.18%
Page 1 of 2Next