Uniplan Investment Counsel, Inc. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.1B

Holdings

118

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
AMTAmerican Tower Corporation
294,098$68.4T5967859.53%
2
EQIXEquinix, Inc.
75,107$66.7T5817063.46%
3
WELLWelltower Inc.
350,361$44.9T3913970.45%
4
SPGSimon Property Group, Inc.
258,378$43.7T3810520.92%
5
EGPEastGroup Properties, Inc.
205,811$38.4T3354927.67%
6
8CWCrown Castle Inc.
322,753$38.3T3340830.44%
7
TRNOTerreno Realty Corporation
536,662$35.9T3129409.05%
8
KRGKite Realty Group Trust
1,325,150$35.2T3071020.59%
9
PSAPublic Storage
91,485$33.3T2904606.35%
10
EXRExtra Space Storage Inc.
168,180$30.3T2644211.82%
11
GLPIGaming and Leisure Properties, Inc.
558,758$28.7T2508409.88%
12
PLDPrologis, Inc.
219,878$27.8T2422742.35%
13
USFRWisdomTree Floating Rate Treasury Fund
521,273$26.2T2284190.39%
14
VICIVICI Properties Inc
783,472$26.1T2277132.27%
15
AMHAmerican Homes 4 Rent Class A
675,785$25.9T2263686.92%
16
VENVentas, Inc.
329,824$21.2T1845579.28%
17
ELSEquity LifeStyle Properties, Inc.
281,827$20.1T1754307.03%
18
WYWeyerhaeuser Company
583,563$19.8T1724106.66%
19
AVBAvalonBay Communities, Inc.
70,819$16.0T1391902.32%
20
ESSEssex Property Trust, Inc.
48,712$14.4T1255665.06%
21
REGRegency Centers Corporation
186,670$13.5T1176472.88%
22
CPTCamden Property Trust
107,717$13.3T1161037.16%
23
BXPBXP Inc
158,494$12.8T1112716.51%
24
SBACSBA Communications Corp. Class A
50,903$12.3T1069093.75%
25
FQIDigital Realty Trust, Inc.
75,237$12.2T1062382.54%
26
FPIFarmland Partners Inc
1,061,140$11.1T967561.99%
27
ADCAgree Realty Corporation
142,332$10.7T935540.88%
28
INVHInvitation Homes, Inc.
303,864$10.7T934869.80%
29
MTNVail Resorts, Inc.
57,836$10.1T879561.44%
30
ABBVAbbVie, Inc.
50,439$10.0T869124.28%
31
ORealty Income Corporation
156,449$9.9T865744.47%
32
WMBWilliams Companies, Inc.
209,150$9.5T833084.05%
33
MAAMid-America Apartment Communities, Inc.
59,779$9.5T828832.91%
34
BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E
291,887$9.5T827474.70%
35
IDIInterDigital, Inc.
65,790$9.3T813047.47%
36
AHHApartment Investment & Management Co Class A
963,989$8.7T760378.65%
37
UFPTUFP Technologies, Inc.
26,441$8.4T730671.63%
38
HRHealthcare Realty Trust Incorporated Class A
439,029$8.0T695280.04%
39
AOSLAlpha and Omega Semiconductor Limited
193,847$7.2T627852.51%
40
PSTLPostal Realty Trust, Inc. Class A
490,193$7.2T626179.23%
41
SUISun Communities, Inc.
53,097$7.2T626154.71%
42
EPREPR Properties
145,391$7.1T622127.99%
43
KMIKinder Morgan Inc Class P
320,029$7.1T616842.53%
44
FANGDiamondback Energy, Inc.
40,119$6.9T603500.75%
45
BLFSBioLife Solutions, Inc.
248,649$6.2T543263.80%
46
LINCLincoln Educational Services Corporation
509,206$6.1T530502.61%
47
SIISprott Inc.
137,294$5.9T518835.17%
48
PLYMPlymouth Industrial REIT, Inc.
258,021$5.8T508808.46%
49
GRCGorman-Rupp Company
147,566$5.7T501516.31%
50
HWKNHawkins, Inc.
44,976$5.7T500240.21%
51
COLLCollegium Pharmaceutical, Inc.
143,884$5.6T485109.01%
52
CMBTCMB.TECH NV
325,470$5.4T471988.51%
53
AZZAZZ Inc.
64,670$5.3T466149.51%
54
LGNDLigand Pharmaceuticals Incorporated
53,104$5.3T463779.58%
55
IRMIron Mountain, Inc.
44,702$5.3T463498.27%
56
MAMAMama's Creations, Inc.
706,362$5.2T449924.48%
57
CTSCTS Corporation
104,725$5.1T442085.51%
58
EQHEquitable Holdings, Inc.
119,157$5.0T436987.91%
59
INVAInnoviva, Inc.
244,854$4.7T412552.30%
60
NSSCNAPCO Security Technologies, Inc.
114,535$4.6T404348.69%
61
OKEONEOK, Inc.
50,838$4.6T404239.80%
62
SEISolaris Energy Infrastructure, Inc. Class A
361,701$4.6T402707.95%
63
OHIOmega Healthcare Investors, Inc.
111,585$4.5T396269.33%
64
DAKTDaktronics, Inc.
349,568$4.5T393775.07%
65
METMetLife, Inc.
53,424$4.4T384486.97%
66
SAFESafehold Inc.
163,037$4.3T373142.54%
67
U6ZUranium Energy Corp.
685,001$4.3T371169.45%
68
T 4.75 PERP CAT&T Inc Perp Series C
197,540$4.2T362135.09%
69
HHHHoward Hughes Holdings Inc.
52,448$4.1T354351.18%
70
DDDuPont de Nemours, Inc.
43,076$3.8T334931.67%
71
CASSCass Information Systems, Inc.
91,823$3.8T332338.89%
72
BACVerizon Communications Inc.
84,631$3.8T331639.46%
73
ARCCAres Capital Corporation
175,725$3.7T321070.02%
74
IBMInternational Business Machines Corporation
15,889$3.5T306515.31%
75
NPKINewpark Resources, Inc.
494,442$3.4T298977.37%
76
GDYNGrid Dynamics Holdings, Inc. Class A
244,599$3.4T298795.10%
77
SIGASIGA Technologies Inc
506,389$3.4T298248.19%
78
AIVArmada Hoffler Properties, Inc.
310,358$3.4T293279.29%
79
SPBSpectrum Brands Holdings, Inc.
35,149$3.3T291787.32%
80
HEESEURH&E Equipment Services, Inc.
67,684$3.3T287492.29%
81
VLOValero Energy Corporation
23,236$3.1T273767.20%
82
SWSmurfit Westrock PLC
63,126$3.1T272207.78%
83
SPOKSpok Holdings, Inc.
205,741$3.1T270355.80%
84
AMGNAmgen Inc.
9,534$3.1T268049.22%
85
SRTABlade Air Mobility, Inc. Class A
1,042,047$3.1T267315.49%
86
UTIUniversal Technical Institute, Inc.
187,730$3.1T266345.05%
87
BWMNBowman Consulting Group, Ltd.
126,591$3.0T265980.50%
88
BAC 7.25 PERP LBank of America Corp Pfd Series L
2,285$2.9T253841.09%
89
COHRCoherent Corp.
32,251$2.9T250202.39%
90
OGM1Cogent Communications Holdings Inc
37,325$2.8T247256.84%
91
CVEOCiveo Corp
101,949$2.8T243739.51%
92
PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H
111,890$2.8T243098.36%
93
NWPXNorthwest Pipe Company
59,952$2.7T236082.73%
94
XYLDGlobal X S&P 500 Covered Call ETF
64,119$2.7T232182.27%
95
PKEPark Aerospace Corp.
203,159$2.6T230978.24%
96
BKTIBK Technologies Corp.
115,724$2.5T219822.28%
97
EQC 6.5 PERP DEquity Commonwealth Pfd Series D
98,935$2.5T217974.14%
98
RDVTRed Violet, Inc.
85,996$2.4T213477.11%
99
EFCEllington Financial Inc.
181,171$2.3T203765.92%
100
VPGVishay Precision Group, Inc.
86,638$2.2T195793.71%
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