Uniplan Investment Counsel, Inc. Q4 2021 Filing

Filed February 14, 2022

Portfolio Value

$1.8T

Holdings

132

Report Date

Q4 2021

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
1
AMTAMERICAN TOWER CORP
407,537$119.2B6.66%
2
8CWCROWN CASTLE INTL CORP
462,495$96.5B5.40%
3
EQIXEQUINIX INC
104,860$88.7B4.96%
4
EGPEASTGROUP PROPERTIES INC
304,396$69.4B3.88%
5
TRNOTERRENO REALTY CORP
781,322$66.6B3.73%
6
SPGSIMON PROPERTY GROUP INC
354,655$56.7B3.17%
7
FRFIRST INDUSTRIAL REALTY TR
841,504$55.7B3.11%
8
INVHINVITATION HOMES INC
1,225,367$55.6B3.11%
9
PSAPUBLIC STORAGE
135,067$50.6B2.83%
10
SAFESAFEHOLD INC
517,270$41.3B2.31%
11
GLPIGAMING AND LEISURE PROPERTIE
816,765$39.7B2.22%
12
CPTCAMDEN PROPERTY TRUST
207,439$37.1B2.07%
13
ELSEQUITY LIFESTYLE PROPERTIES
413,283$36.2B2.03%
14
KRGKITE REALTY GROUP TRUST
1,641,338$35.7B2.00%
15
WELLWELLTOWER INC
413,274$35.4B1.98%
16
NXRTNEXPOINT RESIDENTIAL
413,347$34.6B1.94%
17
VICIVICI PROPERTIES INC
1,132,336$34.1B1.91%
18
AREALEXANDRIA REAL ESTATE EQUIT
132,144$29.5B1.65%
19
HSTHOST HOTELS & RESORTS INC
1,591,853$27.7B1.55%
20
FQIDIGITAL REALTY TRUST INC
154,185$27.3B1.52%
21
AIRCUSDAPARTMENT INCOME REIT CO
493,054$27.0B1.51%
22
BXPBOSTON PROPERTIES INC
232,002$26.7B1.49%
23
WYWEYERHAEUSER CO
634,252$26.1B1.46%
24
ISTAR INC
978,118$25.3B1.41%
25
ESSESSEX PROPERTY TRUST INC
70,958$25.0B1.40%
26
CSRCENTERSPACE
219,062$24.3B1.36%
27
FRTEURFEDERAL REALTY INVS TRUST
173,182$23.6B1.32%
28
AMHAMERICAN HOMES 4 RENT- A
504,859$22.0B1.23%
29
HRUSDHEALTHCARE REALTY TRUST INC
634,725$20.1B1.12%
30
SBACSBA COMMUNICATIONS CORP
49,120$19.1B1.07%
31
SLG2EURSL GREEN REALTY CORP
255,543$18.3B1.02%
32
DOCUSDPHYSICIANS REALTY TRUST
866,918$16.3B0.91%
33
EXREXTRA SPACE STORAGE INC
70,969$16.1B0.90%
34
PSTLPOSTAL REALTY TRUST INC- A
742,969$15.0B0.84%
35
CUBECUBESMART
262,012$14.9B0.83%
36
LTCLTC PROPERTIES INC
413,459$14.1B0.79%
37
PCHPOTLATCHDELTIC CORP
226,426$13.6B0.76%
38
AVGOBROADCOM INC
18,705$12.4B0.70%
39
AOSLALPHA & OMEGA SEMICONDUCTOR
182,873$11.1B0.62%
40
MLPAGLOBAL X MLP ETF
315,044$11.0B0.62%
41
AIVAPARTMENT INVT & MGMT CO -A
1,407,308$10.9B0.61%
42
ETNEATON CORP PLC
56,833$9.8B0.55%
43
NSSCNAPCO SECURITY TECHNOLOGIES
185,298$9.3B0.52%
44
ABBVABBVIE INC
58,058$7.9B0.44%
45
BUNGE LTD
81,390$7.6B0.42%
46
IIPRINNOVATIVE INDUSTRIAL PROPER
28,348$7.5B0.42%
47
CPKCHESAPEAKE UTILITIES CORP
50,553$7.4B0.41%
48
ADCAGREE REALTY CORP
98,230$7.0B0.39%
49
WMBWILLIAMS COS INC
267,384$7.0B0.39%
50
FPIFARMLAND PARTNERS INC
582,369$7.0B0.39%
51
VPGVISHAY PRECISION GROUP
182,636$6.8B0.38%
52
HONHONEYWELL INTERNATIONAL INC
32,061$6.7B0.37%
53
ALBALBEMARLE CORP
28,424$6.6B0.37%
54
PLYMPLYMOUTH INDUSTRIAL REIT INC
204,251$6.5B0.37%
55
ATSG*AIR TRANSPORT SERVICES GROUP
221,491$6.5B0.36%
56
VERIVERITONE INC
288,733$6.5B0.36%
57
ZIMZIM INTEGRATED SHIPPING SERV
109,288$6.4B0.36%
58
CSTECAESARSTONE LTD
529,024$6.0B0.34%
59
PLUSEPLUS INC
110,899$6.0B0.33%
60
KHCKRAFT HEINZ CO/THE
165,195$5.9B0.33%
61
RADIGUSDRADIUS GLOBAL INFRASTRUCTU-A
343,863$5.5B0.31%
62
KMIKINDER MORGAN INC
345,128$5.5B0.31%
63
ALCOALICO INC
141,386$5.2B0.29%
64
PINEALPINE INCOME PROPERTY TRUST
259,944$5.2B0.29%
65
KRATON CORP
110,608$5.1B0.29%
66
BXBLACKSTONE INC
39,339$5.1B0.28%
67
CEVACEVA INC
103,255$4.5B0.25%
68
VLOVALERO ENERGY CORP
59,033$4.4B0.25%
69
GLWCORNING INC
118,352$4.4B0.25%
70
BAC 7.25 PERP LBANK OF AMERICA CORP
3,039$4.4B0.25%
71
HROWHARROW HEALTH INC
505,154$4.4B0.24%
72
PLOWDOUGLAS DYNAMICS INC
110,700$4.3B0.24%
73
HRIHERC HOLDINGS INC
26,736$4.2B0.23%
74
FFICFLUSHING FINANCIAL CORP
167,826$4.1B0.23%
75
CTSCTS CORP
110,606$4.1B0.23%
76
TACTTRANSACT TECHNOLOGIES INC
369,879$4.0B0.23%
77
EFCELLINGTON FINANCIAL INC
231,836$4.0B0.22%
78
XIFRNEXTERA ENERGY PARTNERS LP
46,645$3.9B0.22%
79
FORTRESS BIOTECH INC
150,364$3.9B0.22%
80
CTBICOMMUNITY TRUST BANCORP INC
88,699$3.9B0.22%
81
ETWEATON VANCE TAX MAN GLBL BR
341,670$3.8B0.21%
82
AZZAZZ INC
68,364$3.8B0.21%
83
DANAHER CORP
1,709$3.8B0.21%
84
KRNTKORNIT DIGITAL LTD
24,325$3.7B0.21%
85
VINTAGE WINE ESTATES INC
310,904$3.7B0.21%
86
FALCON MINERALS CORP
747,738$3.6B0.20%
87
MTRNMATERION CORP
39,581$3.6B0.20%
88
SFSTSOUTHERN FIRST BANCSHARES
55,332$3.5B0.19%
89
HEESEURH&E EQUIPMENT SERVICES INC
77,728$3.4B0.19%
90
CMBTEURONAV NV
386,918$3.4B0.19%
91
MRKMERCK & CO. INC.
44,453$3.4B0.19%
92
LINCLINCOLN EDUCATIONAL SERVICES
447,230$3.3B0.19%
93
NBNNORTHEAST BANK
88,960$3.2B0.18%
94
BOOMDMC GLOBAL INC
79,402$3.1B0.18%
95
ACELACCEL ENTERTAINMENT INC
230,565$3.0B0.17%
96
BEPCBrookfield Renweable
80,911$3.0B0.17%
97
RMNIRIMINI STREET INC
495,645$3.0B0.17%
98
SUNLIGHT FINANCIAL HOLDINGS
595,575$2.8B0.16%
99
FLXSFLEXSTEEL INDS
105,633$2.8B0.16%
100
BWBABCOCK & WILCOX ENTERPR
312,705$2.8B0.16%
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