Uniplan Investment Counsel, Inc. Q3 2025 Filing

Filed November 14, 2025

Portfolio Value

$1.0B

Holdings

181

Report Date

Q3 2025

Filing Type

13F-HR

All Holdings (181 positions)

StockValue
EFCEllington Financial Inc.
$2.5M
G7AGrupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B
$2.4M
PSA 5.6 PERP HPublic Storage Depositary Shs Repr Cum Red Pfd Registered Shs Series H
$2.3M
CWENClearway Energy, Inc. Class C
$2.3M
BBarrick Mining Corporation
$2.3M
PLYMPlymouth Industrial REIT, Inc.
$2.3M
GHMGraham Corporation
$2.2M
ALB 7.25 03/01/27Albemarle Corporation Depository Shs Conv Pfd Registered Shs
$2.2M
AMGNAmgen Inc.
$2.2M
XYLDGlobal X S&P 500 Covered Call ETF
$2.2M
G9NGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B
$2.2M
MSTR 10 PERP AStrategy Inc Stride Pfd Registered Shs Series A
$2.1M
MSTR 8 PERPStrategy Inc Pfd Registered shs Series A
$2.1M
AHRAmerican Healthcare REIT, Inc.
$1.9M
HIIHuntington Ingalls Industries, Inc.
$1.9M
CPACopa Holdings, S.A. Class A
$1.9M
SBRSabine Royalty Trust
$1.9M
TRTN-PATriton International Ltd. Conv Cum Red Perp Pfd Registered Shs Series B
$1.8M
DHTDHT Holdings, Inc.
$1.8M
ALAir Lease Corporation Class A
$1.7M
GENIGenius Sports Limited
$1.7M
APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A
$1.7M
VENUVenu Holding Corporation
$1.7M
ESQEsquire Financial Holdings, Inc.
$1.6M
PAXPatria Investments Ltd. Class A
$1.6M
STRWStrawberry Fields REIT Inc
$1.6M
GTLS 6.75 12/15/25 BChart Industries, Inc. Shs Depository Shs Repr Pfd Shs Series B
$1.6M
ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B
$1.6M
LFMDLifeMD, Inc.
$1.6M
DAVEDave, Inc. Class A
$1.5M
RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A
$1.5M
ADAM V7.875 PERP EAdamas Trust, Inc. Cum Conv Red Pfd Registered Shs Series E
$1.4M
SCCOSouthern Copper Corporation
$1.4M
DVNDevon Energy Corporation
$1.4M
MDTMedtronic Plc
$1.3M
WMWaste Management, Inc.
$1.3M
HSYHershey Company
$1.3M
KTBKontoor Brands, Inc.
$1.3M
DVAXDynavax Technologies Corporation
$1.3M
MCHP 7.5 03/15/28Microchip Technology Incorporated Pfd Shs Depositary Shares Repr Conv Pfd Shs Series A
$1.2M
RCATRed Cat Holdings Inc
$1.2M
XHRXenia Hotels & Resorts, Inc.
$1.2M
Aris Water Solutions, Inc. Class A
$1.1M
GTYGetty Realty Corp.
$1.1M
UDRUDR, Inc.
$1.1M
AUPHAurinia Pharmaceuticals Inc.
$1.0M
MNTNMNTN, Inc Class A
$996K
PEB 6.3 PERP FPebblebrook Hotel Trust Cum Red Pfd Registered Shs of Benef Interest Series F
$973K
LVMUYLVMH Moet Hennessy Louis Vuitton SE Unsponsored ADR
$904K
VNOMViper Energy, Inc.
$883K
RLJ 1.95 PERP ARLJ Lodging Trust USD Cum Conv Pfd Registered Shs Series A
$864K
MRPMillrose Properties Inc Class A
$841K
T 4.75 PERP CTimken Company
$838K
EYENational Vision Holdings, Inc.
$570K
BKTIBK Technologies Corp.
$106K
TTWOTake-Two Interactive Software, Inc.
$98K
PLTRPalantir Technologies Inc. Class A
$62K
SLVRSprott Silver Miners & Physical Silver ETF
$60K
RDDTReddit, Inc. Class A
$60K
EUFNiShares MSCI Europe Financials ETF
$49K
KTOSKratos Defense & Security Solutions, Inc.
$46K
CBOECboe Global Markets Inc
$46K
AMZNAmazon.com, Inc.
$44K
GBUGSprott Active Gold & Silver Miners ETF
$42K
NBISNebius Group N.V. Class A
$31K
COINCoinbase Global, Inc. Class A
$30K
SPPPSprott Physical Platinum and Palladium Trust Trust Units
$30K
COLOGlobal X MSCI Colombia ETF
$29K
PLDPrologis, Inc.
$29K
GOOGAlphabet Inc. Class C
$24K
AAPLApple Inc.
$20K
LVLNSPDR S&P Regional Banking ETF
$18K
URNMSprott Uranium Miners ETF
$17K
IBITiShares Bitcoin Trust ETF
$16K
HYLNHyliion Holdings Corp. Class A
$11K
CMECME Group Inc. Class A
$10K
LBLandBridge Company LLC Class A
$10K
CRGOFreightos Limited
$5K
LYFTLyft, Inc. Class A
$5K
MIAXMiami International Holdings, Inc.
$5K
EADSYAirbus SE Unsponsored ADR
$5K
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