Filed: 2/14/2025ACC: 0001520710-25-000001
📋 What this filing means
UNIPLAN INVESTMENT COUNSEL, INC. filed this quarterly 13F‑HR report disclosing 130 equity positions with a total reported market value of $1.08B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
130
Positions
$1.08B
Total AUM (reported)
26.68M
Total Shares
Allocation by class
COM$1.05B97.3%
PFD$29.49M2.7%
Portfolio Concentration
Top 3$163.65M15.2%
4–10$218.88M20.3%
11–25$259.22M24.1%
Rest$434.21M40.4%
Top 3 weight
15.2%
Top 10 weight
35.6%
Voting Authority Distribution
Total shares with voting rights: 26.68M
Sole
Full voting authority
26.68M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole130
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings130
Rows:
Equinix, Inc.
SOLEShares73.87K
TypeSH
Market value$69.65M
6.47%
Sole
73.87K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares273.71K
TypeSH
Market value$50.20M
4.67%
Sole
273.71K
Shared
0.00
None
0.00
Simon Property Group, Inc.
SOLEShares254.31K
TypeSH
Market value$43.79M
4.07%
Sole
254.31K
Shared
0.00
None
0.00
Welltower Inc.
SOLEShares343.04K
TypeSH
Market value$43.23M
4.02%
Sole
343.04K
Shared
0.00
None
0.00
Kite Realty Group Trust
SOLEShares1.30M
TypeSH
Market value$32.89M
3.06%
Sole
1.30M
Shared
0.00
None
0.00
EastGroup Properties, Inc.
SOLEShares201.50K
TypeSH
Market value$32.34M
3.01%
Sole
201.50K
Shared
0.00
None
0.00
Terreno Realty Corporation
SOLEShares542.03K
TypeSH
Market value$32.06M
2.98%
Sole
542.03K
Shared
0.00
None
0.00
Public Storage
SOLEShares89.55K
TypeSH
Market value$26.82M
2.49%
Sole
89.55K
Shared
0.00
None
0.00
Gaming and Leisure Properties, Inc.
SOLEShares550.33K
TypeSH
Market value$26.50M
2.46%
Sole
550.33K
Shared
0.00
None
0.00
Crown Castle Inc.
SOLEShares275.88K
TypeSH
Market value$25.04M
2.33%
Sole
275.88K
Shared
0.00
None
0.00
American Homes 4 Rent Class A
SOLEShares661.54K
TypeSH
Market value$24.76M
2.30%
Sole
661.54K
Shared
0.00
None
0.00
Extra Space Storage Inc.
SOLEShares164.64K
TypeSH
Market value$24.63M
2.29%
Sole
164.64K
Shared
0.00
None
0.00
Prologis, Inc.
SOLEShares215.17K
TypeSH
Market value$22.74M
2.11%
Sole
215.17K
Shared
0.00
None
0.00
VICI Properties Inc
SOLEShares771.84K
TypeSH
Market value$22.55M
2.10%
Sole
771.84K
Shared
0.00
None
0.00
Ventas, Inc.
SOLEShares322.81K
TypeSH
Market value$19.01M
1.77%
Sole
322.81K
Shared
0.00
None
0.00
Equity LifeStyle Properties, Inc.
SOLEShares275.89K
TypeSH
Market value$18.37M
1.71%
Sole
275.89K
Shared
0.00
None
0.00
Weyerhaeuser Company
SOLEShares626.70K
TypeSH
Market value$17.64M
1.64%
Sole
626.70K
Shared
0.00
None
0.00
WisdomTree Floating Rate Treasury Fund
SOLEShares348.73K
TypeSH
Market value$17.55M
1.63%
Sole
348.73K
Shared
0.00
None
0.00
AvalonBay Communities, Inc.
SOLEShares69.33K
TypeSH
Market value$15.25M
1.42%
Sole
69.33K
Shared
0.00
None
0.00
Essex Property Trust, Inc.
SOLEShares47.66K
TypeSH
Market value$13.60M
1.26%
Sole
47.66K
Shared
0.00
None
0.00
Regency Centers Corporation
SOLEShares182.71K
TypeSH
Market value$13.51M
1.26%
Sole
182.71K
Shared
0.00
None
0.00
Digital Realty Trust, Inc.
SOLEShares73.64K
TypeSH
Market value$13.06M
1.21%
Sole
73.64K
Shared
0.00
None
0.00
Farmland Partners Inc
SOLEShares1.05M
TypeSH
Market value$12.32M
1.14%
Sole
1.05M
Shared
0.00
None
0.00
Camden Property Trust
SOLEShares105.44K
TypeSH
Market value$12.24M
1.14%
Sole
105.44K
Shared
0.00
None
0.00
InterDigital, Inc.
SOLEShares61.90K
TypeSH
Market value$11.99M
1.11%
Sole
61.90K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Equinix, Inc.SOLE | COM | 73.87K | SH | $69.65M 6.47% | 73.87K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 273.71K | SH | $50.20M 4.67% | 273.71K | 0.00 | 0.00 |
Simon Property Group, Inc.SOLE | COM | 254.31K | SH | $43.79M 4.07% | 254.31K | 0.00 | 0.00 |
Welltower Inc.SOLE | COM | 343.04K | SH | $43.23M 4.02% | 343.04K | 0.00 | 0.00 |
Kite Realty Group TrustSOLE | COM | 1.30M | SH | $32.89M 3.06% | 1.30M | 0.00 | 0.00 |
EastGroup Properties, Inc.SOLE | COM | 201.50K | SH | $32.34M 3.01% | 201.50K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 542.03K | SH | $32.06M 2.98% | 542.03K | 0.00 | 0.00 |
Public StorageSOLE | COM | 89.55K | SH | $26.82M 2.49% | 89.55K | 0.00 | 0.00 |
Gaming and Leisure Properties, Inc.SOLE | COM | 550.33K | SH | $26.50M 2.46% | 550.33K | 0.00 | 0.00 |
Crown Castle Inc.SOLE | COM | 275.88K | SH | $25.04M 2.33% | 275.88K | 0.00 | 0.00 |
American Homes 4 Rent Class ASOLE | COM | 661.54K | SH | $24.76M 2.30% | 661.54K | 0.00 | 0.00 |
Extra Space Storage Inc.SOLE | COM | 164.64K | SH | $24.63M 2.29% | 164.64K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 215.17K | SH | $22.74M 2.11% | 215.17K | 0.00 | 0.00 |
VICI Properties IncSOLE | COM | 771.84K | SH | $22.55M 2.10% | 771.84K | 0.00 | 0.00 |
Ventas, Inc.SOLE | COM | 322.81K | SH | $19.01M 1.77% | 322.81K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 275.89K | SH | $18.37M 1.71% | 275.89K | 0.00 | 0.00 |
Weyerhaeuser CompanySOLE | COM | 626.70K | SH | $17.64M 1.64% | 626.70K | 0.00 | 0.00 |
WisdomTree Floating Rate Treasury FundSOLE | COM | 348.73K | SH | $17.55M 1.63% | 348.73K | 0.00 | 0.00 |
AvalonBay Communities, Inc.SOLE | COM | 69.33K | SH | $15.25M 1.42% | 69.33K | 0.00 | 0.00 |
Essex Property Trust, Inc.SOLE | COM | 47.66K | SH | $13.60M 1.26% | 47.66K | 0.00 | 0.00 |
Regency Centers CorporationSOLE | COM | 182.71K | SH | $13.51M 1.26% | 182.71K | 0.00 | 0.00 |
Digital Realty Trust, Inc.SOLE | COM | 73.64K | SH | $13.06M 1.21% | 73.64K | 0.00 | 0.00 |
Farmland Partners IncSOLE | COM | 1.05M | SH | $12.32M 1.14% | 1.05M | 0.00 | 0.00 |
Camden Property TrustSOLE | COM | 105.44K | SH | $12.24M 1.14% | 105.44K | 0.00 | 0.00 |
InterDigital, Inc.SOLE | COM | 61.90K | SH | $11.99M 1.11% | 61.90K | 0.00 | 0.00 |
Page 1 of 6
…