Uniplan Investment Counsel, Inc. Q4 2018 Filing

Filed February 14, 2019

Portfolio Value

$1.5T

Holdings

117

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (117 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP
548,370$86.7B5.97%
2
SPGSIMON PROPERTY GROUP INC
451,935$75.9B5.23%
3
8CWCROWN CASTLE INTL CORP
625,171$67.9B4.67%
4
AREALEXANDRIA REAL ESTATE EQUIT
491,148$56.6B3.90%
5
EQIXEQUINIX INC
122,051$43.0B2.96%
6
EPREPR PROPERTIES
623,846$39.9B2.75%
7
EGPEASTGROUP PROPERTIES INC
421,425$38.7B2.66%
8
WELLWELLTOWER INC
541,996$37.6B2.59%
9
WYWEYERHAEUSER CO
1,672,451$36.6B2.52%
10
GLPIGAMING AND LEISURE PROPERTIE
1,127,719$36.4B2.51%
11
FRTEURFEDERAL REALTY INVS TRUST
295,044$34.8B2.40%
12
TRNOTERRENO REALTY CORP
987,330$34.7B2.39%
13
HSTHOST HOTELS & RESORTS INC
2,072,789$34.6B2.38%
14
BXPBOSTON PROPERTIES INC
294,951$33.2B2.29%
15
CUBECUBESMART
1,132,052$32.5B2.24%
16
FRFIRST INDUSTRIAL REALTY TR
1,108,399$32.0B2.20%
17
HPTUSDHOSPITALITY PROPERTIES TRUST
1,236,329$29.5B2.03%
18
AVBAVALONBAY COMMUNITIES INC
168,592$29.3B2.02%
19
APARTMENT INVT & MGMT CO -A
650,278$28.5B1.96%
20
ADCAGREE REALTY CORP
481,877$28.5B1.96%
21
INVHINVITATION HOMES INC
1,413,939$28.4B1.95%
22
ELSEQUITY LIFESTYLE PROPERTIES
270,886$26.3B1.81%
23
CPTCAMDEN PROPERTY TRUST
270,984$23.9B1.64%
24
LTCLTC PROPERTIES INC
542,101$22.6B1.56%
25
FQIDIGITAL REALTY TRUST INC
204,675$21.8B1.50%
26
WEINGARTEN REALTY INVESTORS
806,408$20.0B1.38%
27
VNOVORNADO REALTY TRUST
312,980$19.4B1.34%
28
SLG2EURSL GREEN REALTY CORP
240,887$19.0B1.31%
29
DOCUSDPHYSICIANS REALTY TRUST
1,169,157$18.7B1.29%
30
AMJEURJPMorgan Alerian MLP ETN
580,645$13.0B0.89%
31
KRGKITE REALTY GROUP TRUST
879,474$12.4B0.85%
32
TYGEURTortoise Energy Infrastructure
617,608$12.3B0.85%
33
ACCUSDAMERICAN CAMPUS COMMUNITIES
294,984$12.2B0.84%
34
CSCOCISCO SYSTEMS INC
266,420$11.5B0.79%
35
EXREXTRA SPACE STORAGE INC
120,450$10.9B0.75%
36
ETRACS Alerian MLP Index
771,428$10.8B0.74%
37
PFEPFIZER INC
239,105$10.4B0.72%
38
JERNIGAN CAPITAL INC
493,501$9.8B0.67%
39
COR1EURCORESITE REALTY CORP
108,341$9.4B0.65%
40
CECELANESE CORP
99,851$9.0B0.62%
41
ESSESSEX PROPERTY TRUST INC
36,123$8.9B0.61%
42
HONHONEYWELL INTERNATIONAL INC
63,559$8.4B0.58%
43
PFFIShares S&P U.S.Preferred Stock Index
241,051$8.3B0.57%
44
NEONEOGENOMICS INC
620,767$7.8B0.54%
45
VPGVISHAY PRECISION GROUP
242,228$7.3B0.50%
46
ATSG*AIR TRANSPORT SERVICES GROUP
310,393$7.1B0.49%
47
CATCATERPILLAR INC
54,438$6.9B0.48%
48
ETNEATON CORP PLC
100,017$6.9B0.47%
49
PENN REAL ESTATE INVEST TST
1,107,373$6.6B0.45%
50
TRPTRANSCANADA CORP
181,579$6.5B0.45%
51
TKRTIMKEN CO
166,321$6.2B0.43%
52
ETENERGY TRANSFER LP
469,656$6.2B0.43%
53
XLNXEURXILINX INC
72,670$6.2B0.43%
54
PLOWDOUGLAS DYNAMICS INC
168,596$6.0B0.42%
55
MTRNMATERION CORP
132,972$6.0B0.41%
56
WMBWILLIAMS COS INC
269,420$5.9B0.41%
57
PLUSEPLUS INC
82,341$5.9B0.40%
58
ETWEATON VANCE TAX MAN GLBL BR
586,409$5.6B0.38%
59
SEISOLARIS OILFIELD INFRAST-A
459,611$5.6B0.38%
60
ARWRARROWHEAD PHARMACEUTICALS IN
443,375$5.5B0.38%
61
MGPIMGP INGREDIENTS INC
95,032$5.4B0.37%
62
MCRIMONARCH CASINO & RESORT INC
141,469$5.4B0.37%
63
BOOMDMC GLOBAL INC
152,001$5.3B0.37%
64
RUNSUNRUN INC
489,860$5.3B0.37%
65
PETSPETMED EXPRESS INC
228,072$5.3B0.37%
66
ENBENBRIDGE INC
166,476$5.2B0.36%
67
APLEAPPLE HOSPITALITY REIT INC
351,214$5.0B0.34%
68
FRPTFRESHPET INC
133,011$4.3B0.29%
69
L3 TECHNOLOGIES INC
24,220$4.2B0.29%
70
WSBFWATERSTONE FINANCIAL INC
247,057$4.1B0.28%
71
FLY LEASING LTD-ADR
387,027$4.1B0.28%
72
NOCNORTHROP GRUMMAN CORP
16,643$4.1B0.28%
73
UPSUNITED PARCEL SERVICE-CL B
39,333$3.8B0.26%
74
KRATON CORP
172,726$3.8B0.26%
75
CMTLCOMTECH TELECOMMUNICATIONS
149,889$3.6B0.25%
76
PJ4APARK CITY GROUP INC
606,148$3.6B0.25%
77
CATCHMARK TIMBER TRUST INC-A
497,945$3.5B0.24%
78
HBBHAMILTON BEACH BRAND-A
145,492$3.4B0.23%
79
CWCOCONSOLIDATED WATER CO-ORD SH
287,174$3.3B0.23%
80
STTSTATE STREET CORP
52,986$3.3B0.23%
81
CONDOR HOSPITALITY TRUST INC
470,137$3.2B0.22%
82
WRKUSDWESTROCK CO
84,661$3.2B0.22%
83
FDXFEDEX CORP
19,650$3.2B0.22%
84
CEVACEVA INC
141,443$3.1B0.22%
85
UFIUNIFI INC
132,827$3.0B0.21%
86
SOHOSOTHERLY HOTELS INC
527,914$3.0B0.20%
87
ODCOIL-DRI CORP OF AMERICA
108,824$2.9B0.20%
88
FARMLAND PARTNERS INC
155,435$2.9B0.20%
89
BLXBANCO LATINOAMERICANO COME-E
162,310$2.8B0.19%
90
PKOHPARK-OHIO HOLDINGS CORP
90,770$2.8B0.19%
91
SGASAGA COMMUNICATIONS INC-CL A
82,328$2.7B0.19%
92
CATASYS INC
263,920$2.5B0.17%
93
IIPRINNOVATIVE INDUSTRIAL PROPER
53,788$2.4B0.17%
94
NUSTAR ENERGY LP
124,513$2.4B0.17%
95
PMDUSDPSYCHEMEDICS CORP
145,677$2.3B0.16%
96
NMRKNEWMARK GROUP INC-CLASS A
282,958$2.3B0.16%
97
EPDENTERPRISE PRODUCTS PARTNERS
91,614$2.3B0.16%
98
BXUSDBLACKSTONE GROUP LP/THE
69,533$2.1B0.14%
99
AOSLALPHA & OMEGA SEMICONDUCTOR
198,542$2.0B0.14%
100
HEPUSDHOLLY ENERGY PARTNERS LP
69,635$2.0B0.14%
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