Uniplan Investment Counsel, Inc. Q4 2024 Filing

Filed February 14, 2025

Portfolio Value

$1.1T

Holdings

130

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (130 positions)

#StockSharesValue% PortfolioType
1
EQIXEquinix, Inc.
73,869$69.7B6.47%
2
AMTAmerican Tower Corporation
273,711$50.2B4.67%
3
SPGSimon Property Group, Inc.
254,305$43.8B4.07%
4
WELLWelltower Inc.
343,038$43.2B4.02%
5
KRGKite Realty Group Trust
1,303,231$32.9B3.06%
6
EGPEastGroup Properties, Inc.
201,498$32.3B3.01%
7
TRNOTerreno Realty Corporation
542,030$32.1B2.98%
8
PSAPublic Storage
89,550$26.8B2.49%
9
GLPIGaming and Leisure Properties, Inc.
550,333$26.5B2.46%
10
8CWCrown Castle Inc.
275,875$25.0B2.33%
11
AMHAmerican Homes 4 Rent Class A
661,545$24.8B2.30%
12
EXRExtra Space Storage Inc.
164,643$24.6B2.29%
13
PLDPrologis, Inc.
215,169$22.7B2.11%
14
VICIVICI Properties Inc
771,839$22.5B2.10%
15
VENVentas, Inc.
322,812$19.0B1.77%
16
ELSEquity LifeStyle Properties, Inc.
275,892$18.4B1.71%
17
WYWeyerhaeuser Company
626,702$17.6B1.64%
18
USFRWisdomTree Floating Rate Treasury Fund
348,728$17.5B1.63%
19
AVBAvalonBay Communities, Inc.
69,326$15.2B1.42%
20
ESSEssex Property Trust, Inc.
47,661$13.6B1.26%
21
REGRegency Centers Corporation
182,710$13.5B1.26%
22
FQIDigital Realty Trust, Inc.
73,639$13.1B1.21%
23
FPIFarmland Partners Inc
1,047,557$12.3B1.14%
24
CPTCamden Property Trust
105,444$12.2B1.14%
25
IDIInterDigital, Inc.
61,903$12.0B1.11%
26
BXPBXP Inc
155,251$11.5B1.07%
27
MTNVail Resorts, Inc.
61,581$11.5B1.07%
28
WMBWilliams Companies, Inc.
210,825$11.4B1.06%
29
SBACSBA Communications Corp. Class A
49,828$10.2B0.94%
30
ADCAgree Realty Corporation
139,337$9.8B0.91%
31
INVHInvitation Homes, Inc.
297,533$9.5B0.88%
32
BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E
263,212$9.4B0.87%
33
MAAMid-America Apartment Communities, Inc.
58,498$9.0B0.84%
34
KMIKinder Morgan Inc Class P
322,854$8.8B0.82%
35
AIVApartment Investment & Management Co Class A
942,251$8.6B0.80%
36
ORealty Income Corporation
153,116$8.2B0.76%
37
LINCLincoln Educational Services Corporation
503,991$8.0B0.74%
38
SEISolaris Energy Infrastructure, Inc. Class A
265,814$7.7B0.71%
39
LGNDLigand Pharmaceuticals Incorporated
68,155$7.3B0.68%
40
HRHealthcare Realty Trust Incorporated Class A
429,863$7.3B0.68%
41
AOSLAlpha and Omega Semiconductor Limited
191,776$7.1B0.66%
42
GDYNGrid Dynamics Holdings, Inc. Class A
318,913$7.1B0.66%
43
FANGDiamondback Energy, Inc.
40,690$6.7B0.62%
44
SUISun Communities, Inc.
51,999$6.4B0.59%
45
BLFSBioLife Solutions, Inc.
245,517$6.4B0.59%
46
EPREPR Properties
142,223$6.3B0.59%
47
PSTLPostal Realty Trust, Inc. Class A
482,512$6.3B0.59%
48
DAKTDaktronics, Inc.
345,491$5.8B0.54%
49
SIISprott Inc.
135,613$5.7B0.53%
50
AZZAZZ Inc.
69,566$5.7B0.53%
51
EQHEquitable Holdings, Inc.
120,524$5.7B0.53%
52
UFPTUFP Technologies, Inc.
23,117$5.7B0.53%
53
GRCGorman-Rupp Company
145,736$5.5B0.51%
54
CTSCTS Corporation
103,545$5.5B0.51%
55
ABBVAbbVie, Inc.
29,265$5.2B0.48%
56
OKEONEOK, Inc.
50,970$5.1B0.48%
57
MAMAMama's Creations, Inc.
610,606$4.9B0.45%
58
UTIUniversal Technical Institute, Inc.
185,864$4.8B0.44%
59
NSSCNAPCO Security Technologies, Inc.
129,714$4.6B0.43%
60
PLYMPlymouth Industrial REIT, Inc.
254,912$4.5B0.42%
61
U6ZUranium Energy Corp.
678,241$4.5B0.42%
62
METMetLife, Inc.
53,874$4.4B0.41%
63
HWKNHawkins, Inc.
35,852$4.4B0.41%
64
CMBTCMB.TECH NV
429,093$4.3B0.40%
65
OHIOmega Healthcare Investors, Inc.
112,416$4.3B0.40%
66
INVAInnoviva, Inc.
242,014$4.2B0.39%
67
BBWBuild-A-Bear Workshop, Inc.
90,817$4.2B0.39%
68
SRTABlade Air Mobility, Inc. Class A
973,736$4.1B0.38%
69
COLLCollegium Pharmaceutical, Inc.
142,004$4.1B0.38%
70
PUMPProPetro Holding Corp.
436,058$4.1B0.38%
71
T 4.75 PERP CAT&T Inc Depositary Shs Perp Pfd Shs Series C
199,208$4.0B0.37%
72
RDVTRed Violet, Inc.
109,209$4.0B0.37%
73
OUTOUTFRONT Media Inc.
222,713$4.0B0.37%
74
HHHHoward Hughes Holdings Inc.
51,316$3.9B0.37%
75
ARCCAres Capital Corporation
177,480$3.9B0.36%
76
NPKINPK International Inc.
489,764$3.8B0.35%
77
FIHLFidelis Insurance Holdings Ltd.
207,075$3.8B0.35%
78
PKEPark Aerospace Corp.
244,636$3.6B0.33%
79
IBMInternational Business Machines Corporation
16,278$3.6B0.33%
80
SWSmurfit Westrock PLC
63,574$3.4B0.32%
81
DDDuPont de Nemours, Inc.
43,609$3.3B0.31%
82
HEESEURH&E Equipment Services, Inc.
67,236$3.3B0.31%
83
SPOKSpok Holdings, Inc.
203,587$3.3B0.30%
84
WULFTeraWulf Inc.
557,375$3.2B0.29%
85
AHHArmada Hoffler Properties, Inc.
304,085$3.1B0.29%
86
COHRCoherent Corp.
32,554$3.1B0.29%
87
SIGASIGA Technologies Inc
500,989$3.0B0.28%
88
SAFESafehold Inc.
159,729$3.0B0.27%
89
OGM1Cogent Communications Holdings Inc
37,781$2.9B0.27%
90
VLOValero Energy Corporation
23,445$2.9B0.27%
91
NWPXNorthwest Pipe Company
59,181$2.9B0.27%
92
EPR 5.75 PERP CEPR Properties Conv Pfd Shs Series C
137,232$2.9B0.27%
93
BA 6 10/15/27Bank of America Corp Conv Pfd Registered Shs Series L
2,324$2.8B0.26%
94
XYLDGlobal X S&P 500 Covered Call ETF
65,292$2.7B0.25%
95
BKTIBK Technologies Corp.
77,227$2.6B0.25%
96
PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H
112,562$2.6B0.24%
97
AMGNAmgen Inc.
9,107$2.4B0.22%
98
EFCEllington Financial Inc.
182,960$2.2B0.21%
99
TRTN-PATriton International Ltd. Conv Red Perp Pfd Registered Shs Series B
86,248$2.2B0.20%
100
EUenCore Energy Corp.
629,306$2.1B0.20%
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