Filed: 8/14/2025ACC: 0001520710-25-000007
📋 What this filing means
UNIPLAN INVESTMENT COUNSEL, INC. filed this quarterly 13F‑HR report disclosing 175 equity positions with a total reported market value of $988.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
175
Positions
$988.58M
Total AUM (reported)
24.86M
Total Shares
Allocation by class
COM$954.77M96.6%
PFD$33.81M3.4%
Portfolio Concentration
Top 3$152.60M15.4%
4–10$202.93M20.5%
11–25$226.80M22.9%
Rest$406.25M41.1%
Top 3 weight
15.4%
Top 10 weight
36.0%
Voting Authority Distribution
Total shares with voting rights: 24.86M
Sole
Full voting authority
24.86M
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)
Sole175
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings175
Rows:
American Tower Corporation
SOLEShares249.86K
TypeSH
Market value$55.22M
5.59%
Sole
249.86K
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares61.69K
TypeSH
Market value$49.07M
4.96%
Sole
61.69K
Shared
0.00
None
0.00
Welltower Inc.
SOLEShares314.20K
TypeSH
Market value$48.30M
4.89%
Sole
314.20K
Shared
0.00
None
0.00
Simon Property Group, Inc.
SOLEShares231.90K
TypeSH
Market value$37.28M
3.77%
Sole
231.90K
Shared
0.00
None
0.00
WisdomTree Floating Rate Treasury Fund
SOLEShares616.07K
TypeSH
Market value$30.99M
3.14%
Sole
616.07K
Shared
0.00
None
0.00
EastGroup Properties, Inc.
SOLEShares185.21K
TypeSH
Market value$30.95M
3.13%
Sole
185.21K
Shared
0.00
None
0.00
Terreno Realty Corporation
SOLEShares494.66K
TypeSH
Market value$27.74M
2.81%
Sole
494.66K
Shared
0.00
None
0.00
Kite Realty Group Trust
SOLEShares1.18M
TypeSH
Market value$26.79M
2.71%
Sole
1.18M
Shared
0.00
None
0.00
Crown Castle Inc.
SOLEShares252.27K
TypeSH
Market value$25.92M
2.62%
Sole
252.27K
Shared
0.00
None
0.00
Gaming and Leisure Properties, Inc.
SOLEShares498.30K
TypeSH
Market value$23.26M
2.35%
Sole
498.30K
Shared
0.00
None
0.00
VICI Properties Inc
SOLEShares698.96K
TypeSH
Market value$22.79M
2.30%
Sole
698.96K
Shared
0.00
None
0.00
American Homes for Rent Class A
SOLEShares604.67K
TypeSH
Market value$21.81M
2.21%
Sole
604.67K
Shared
0.00
None
0.00
Public Storage
SOLEShares70.88K
TypeSH
Market value$20.80M
2.10%
Sole
70.88K
Shared
0.00
None
0.00
Ventas, Inc.
SOLEShares294.42K
TypeSH
Market value$18.59M
1.88%
Sole
294.42K
Shared
0.00
None
0.00
Extra Space Storage Inc.
SOLEShares125.80K
TypeSH
Market value$18.55M
1.88%
Sole
125.80K
Shared
0.00
None
0.00
Equity LifeStyle Properties, Inc.
SOLEShares252.28K
TypeSH
Market value$15.56M
1.57%
Sole
252.28K
Shared
0.00
None
0.00
Essex Property Trust, Inc.
SOLEShares54.27K
TypeSH
Market value$15.38M
1.56%
Sole
54.27K
Shared
0.00
None
0.00
AvalonBay Communities, Inc.
SOLEShares63.84K
TypeSH
Market value$12.99M
1.31%
Sole
63.84K
Shared
0.00
None
0.00
Invitation Homes, Inc.
SOLEShares367.92K
TypeSH
Market value$12.07M
1.22%
Sole
367.92K
Shared
0.00
None
0.00
Regency Centers Corporation
SOLEShares166.66K
TypeSH
Market value$11.87M
1.20%
Sole
166.66K
Shared
0.00
None
0.00
Prologis, Inc.
SOLEShares111.12K
TypeSH
Market value$11.68M
1.18%
Sole
111.12K
Shared
0.00
None
0.00
Digital Realty Trust, Inc.
SOLEShares66.42K
TypeSH
Market value$11.58M
1.17%
Sole
66.42K
Shared
0.00
None
0.00
Mid-America Apartment Communities, Inc.
SOLEShares76.61K
TypeSH
Market value$11.34M
1.15%
Sole
76.61K
Shared
0.00
None
0.00
Farmland Partners Inc
SOLEShares955.74K
TypeSH
Market value$11.00M
1.11%
Sole
955.74K
Shared
0.00
None
0.00
Camden Property Trust
SOLEShares95.79K
TypeSH
Market value$10.79M
1.09%
Sole
95.79K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
American Tower CorporationSOLE | COM | 249.86K | SH | $55.22M 5.59% | 249.86K | 0.00 | 0.00 |
Equinix, Inc.SOLE | COM | 61.69K | SH | $49.07M 4.96% | 61.69K | 0.00 | 0.00 |
Welltower Inc.SOLE | COM | 314.20K | SH | $48.30M 4.89% | 314.20K | 0.00 | 0.00 |
Simon Property Group, Inc.SOLE | COM | 231.90K | SH | $37.28M 3.77% | 231.90K | 0.00 | 0.00 |
WisdomTree Floating Rate Treasury FundSOLE | COM | 616.07K | SH | $30.99M 3.14% | 616.07K | 0.00 | 0.00 |
EastGroup Properties, Inc.SOLE | COM | 185.21K | SH | $30.95M 3.13% | 185.21K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 494.66K | SH | $27.74M 2.81% | 494.66K | 0.00 | 0.00 |
Kite Realty Group TrustSOLE | COM | 1.18M | SH | $26.79M 2.71% | 1.18M | 0.00 | 0.00 |
Crown Castle Inc.SOLE | COM | 252.27K | SH | $25.92M 2.62% | 252.27K | 0.00 | 0.00 |
Gaming and Leisure Properties, Inc.SOLE | COM | 498.30K | SH | $23.26M 2.35% | 498.30K | 0.00 | 0.00 |
VICI Properties IncSOLE | COM | 698.96K | SH | $22.79M 2.30% | 698.96K | 0.00 | 0.00 |
American Homes for Rent Class ASOLE | COM | 604.67K | SH | $21.81M 2.21% | 604.67K | 0.00 | 0.00 |
Public StorageSOLE | COM | 70.88K | SH | $20.80M 2.10% | 70.88K | 0.00 | 0.00 |
Ventas, Inc.SOLE | COM | 294.42K | SH | $18.59M 1.88% | 294.42K | 0.00 | 0.00 |
Extra Space Storage Inc.SOLE | COM | 125.80K | SH | $18.55M 1.88% | 125.80K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 252.28K | SH | $15.56M 1.57% | 252.28K | 0.00 | 0.00 |
Essex Property Trust, Inc.SOLE | COM | 54.27K | SH | $15.38M 1.56% | 54.27K | 0.00 | 0.00 |
AvalonBay Communities, Inc.SOLE | COM | 63.84K | SH | $12.99M 1.31% | 63.84K | 0.00 | 0.00 |
Invitation Homes, Inc.SOLE | COM | 367.92K | SH | $12.07M 1.22% | 367.92K | 0.00 | 0.00 |
Regency Centers CorporationSOLE | COM | 166.66K | SH | $11.87M 1.20% | 166.66K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 111.12K | SH | $11.68M 1.18% | 111.12K | 0.00 | 0.00 |
Digital Realty Trust, Inc.SOLE | COM | 66.42K | SH | $11.58M 1.17% | 66.42K | 0.00 | 0.00 |
Mid-America Apartment Communities, Inc.SOLE | COM | 76.61K | SH | $11.34M 1.15% | 76.61K | 0.00 | 0.00 |
Farmland Partners IncSOLE | COM | 955.74K | SH | $11.00M 1.11% | 955.74K | 0.00 | 0.00 |
Camden Property TrustSOLE | COM | 95.79K | SH | $10.79M 1.09% | 95.79K | 0.00 | 0.00 |
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