Filed: 5/15/2025ACC: 0001520710-25-000003
📋 What this filing means
UNIPLAN INVESTMENT COUNSEL, INC. filed this quarterly 13F‑HR report disclosing 177 equity positions with a total reported market value of $1.03B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
177
Positions
$1.03B
Total AUM (reported)
26.77M
Total Shares
Allocation by class
COM$997.38M97.0%
PFD$30.34M3.0%
Portfolio Concentration
Top 3$160.28M15.6%
4–10$209.02M20.3%
11–25$240.02M23.4%
Rest$418.41M40.7%
Top 3 weight
15.6%
Top 10 weight
35.9%
Voting Authority Distribution
Total shares with voting rights: 26.77M
Sole
Full voting authority
26.77M
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)
Sole177
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings177
Rows:
Equinix, Inc.
SOLEShares68.30K
TypeSH
Market value$55.69M
5.42%
Sole
68.30K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares255.20K
TypeSH
Market value$55.53M
5.40%
Sole
255.20K
Shared
0.00
None
0.00
Welltower Inc.
SOLEShares320.17K
TypeSH
Market value$49.05M
4.77%
Sole
320.17K
Shared
0.00
None
0.00
Simon Property Group, Inc.
SOLEShares238.92K
TypeSH
Market value$39.68M
3.86%
Sole
238.92K
Shared
0.00
None
0.00
EastGroup Properties, Inc.
SOLEShares188.64K
TypeSH
Market value$33.23M
3.23%
Sole
188.64K
Shared
0.00
None
0.00
Terreno Realty Corporation
SOLEShares506.68K
TypeSH
Market value$32.03M
3.12%
Sole
506.68K
Shared
0.00
None
0.00
Kite Realty Group Trust
SOLEShares1.22M
TypeSH
Market value$27.32M
2.66%
Sole
1.22M
Shared
0.00
None
0.00
Crown Castle Inc.
SOLEShares257.01K
TypeSH
Market value$26.79M
2.61%
Sole
257.01K
Shared
0.00
None
0.00
Gaming and Leisure Properties, Inc.
SOLEShares516.71K
TypeSH
Market value$26.30M
2.56%
Sole
516.71K
Shared
0.00
None
0.00
VICI Properties Inc
SOLEShares725.52K
TypeSH
Market value$23.67M
2.30%
Sole
725.52K
Shared
0.00
None
0.00
American Homes 4 Rent Class A
SOLEShares616.99K
TypeSH
Market value$23.33M
2.27%
Sole
616.99K
Shared
0.00
None
0.00
Public Storage
SOLEShares71.63K
TypeSH
Market value$21.44M
2.09%
Sole
71.63K
Shared
0.00
None
0.00
Ventas, Inc.
SOLEShares300.37K
TypeSH
Market value$20.65M
2.01%
Sole
300.37K
Shared
0.00
None
0.00
WisdomTree Floating Rate Treasury Fund
SOLEShares395.97K
TypeSH
Market value$19.93M
1.94%
Sole
395.97K
Shared
0.00
None
0.00
Extra Space Storage Inc.
SOLEShares128.20K
TypeSH
Market value$19.04M
1.85%
Sole
128.20K
Shared
0.00
None
0.00
Prologis, Inc.
SOLEShares168.98K
TypeSH
Market value$18.89M
1.84%
Sole
168.98K
Shared
0.00
None
0.00
Equity LifeStyle Properties, Inc.
SOLEShares257.08K
TypeSH
Market value$17.15M
1.67%
Sole
257.08K
Shared
0.00
None
0.00
Essex Property Trust, Inc.
SOLEShares55.87K
TypeSH
Market value$17.13M
1.67%
Sole
55.87K
Shared
0.00
None
0.00
AvalonBay Communities, Inc.
SOLEShares64.42K
TypeSH
Market value$13.83M
1.35%
Sole
64.42K
Shared
0.00
None
0.00
Regency Centers Corporation
SOLEShares170.32K
TypeSH
Market value$12.56M
1.22%
Sole
170.32K
Shared
0.00
None
0.00
Williams Companies, Inc.
SOLEShares203.10K
TypeSH
Market value$12.14M
1.18%
Sole
203.10K
Shared
0.00
None
0.00
Camden Property Trust
SOLEShares97.28K
TypeSH
Market value$11.90M
1.16%
Sole
97.28K
Shared
0.00
None
0.00
Farmland Partners Inc
SOLEShares1.01M
TypeSH
Market value$11.28M
1.10%
Sole
1.01M
Shared
0.00
None
0.00
InterDigital, Inc.
SOLEShares51.49K
TypeSH
Market value$10.65M
1.04%
Sole
51.49K
Shared
0.00
None
0.00
SBA Communications Corp. Class A
SOLEShares46.03K
TypeSH
Market value$10.13M
0.99%
Sole
46.03K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Equinix, Inc.SOLE | COM | 68.30K | SH | $55.69M 5.42% | 68.30K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 255.20K | SH | $55.53M 5.40% | 255.20K | 0.00 | 0.00 |
Welltower Inc.SOLE | COM | 320.17K | SH | $49.05M 4.77% | 320.17K | 0.00 | 0.00 |
Simon Property Group, Inc.SOLE | COM | 238.92K | SH | $39.68M 3.86% | 238.92K | 0.00 | 0.00 |
EastGroup Properties, Inc.SOLE | COM | 188.64K | SH | $33.23M 3.23% | 188.64K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 506.68K | SH | $32.03M 3.12% | 506.68K | 0.00 | 0.00 |
Kite Realty Group TrustSOLE | COM | 1.22M | SH | $27.32M 2.66% | 1.22M | 0.00 | 0.00 |
Crown Castle Inc.SOLE | COM | 257.01K | SH | $26.79M 2.61% | 257.01K | 0.00 | 0.00 |
Gaming and Leisure Properties, Inc.SOLE | COM | 516.71K | SH | $26.30M 2.56% | 516.71K | 0.00 | 0.00 |
VICI Properties IncSOLE | COM | 725.52K | SH | $23.67M 2.30% | 725.52K | 0.00 | 0.00 |
American Homes 4 Rent Class ASOLE | COM | 616.99K | SH | $23.33M 2.27% | 616.99K | 0.00 | 0.00 |
Public StorageSOLE | COM | 71.63K | SH | $21.44M 2.09% | 71.63K | 0.00 | 0.00 |
Ventas, Inc.SOLE | COM | 300.37K | SH | $20.65M 2.01% | 300.37K | 0.00 | 0.00 |
WisdomTree Floating Rate Treasury FundSOLE | COM | 395.97K | SH | $19.93M 1.94% | 395.97K | 0.00 | 0.00 |
Extra Space Storage Inc.SOLE | COM | 128.20K | SH | $19.04M 1.85% | 128.20K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 168.98K | SH | $18.89M 1.84% | 168.98K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 257.08K | SH | $17.15M 1.67% | 257.08K | 0.00 | 0.00 |
Essex Property Trust, Inc.SOLE | COM | 55.87K | SH | $17.13M 1.67% | 55.87K | 0.00 | 0.00 |
AvalonBay Communities, Inc.SOLE | COM | 64.42K | SH | $13.83M 1.35% | 64.42K | 0.00 | 0.00 |
Regency Centers CorporationSOLE | COM | 170.32K | SH | $12.56M 1.22% | 170.32K | 0.00 | 0.00 |
Williams Companies, Inc.SOLE | COM | 203.10K | SH | $12.14M 1.18% | 203.10K | 0.00 | 0.00 |
Camden Property TrustSOLE | COM | 97.28K | SH | $11.90M 1.16% | 97.28K | 0.00 | 0.00 |
Farmland Partners IncSOLE | COM | 1.01M | SH | $11.28M 1.10% | 1.01M | 0.00 | 0.00 |
InterDigital, Inc.SOLE | COM | 51.49K | SH | $10.65M 1.04% | 51.49K | 0.00 | 0.00 |
SBA Communications Corp. Class ASOLE | COM | 46.03K | SH | $10.13M 0.99% | 46.03K | 0.00 | 0.00 |
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