Filed: 11/14/2025ACC: 0001520710-25-000008
π What this filing means
UNIPLAN INVESTMENT COUNSEL, INC. filed this quarterly 13FβHR report disclosing 181 equity positions with a total reported market value of $1.02B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
181
Positions
$1.02B
Total AUM (reported)
22.83M
Total Shares
Allocation by class
COM$981.95M96.2%
PFD$38.86M3.8%
Portfolio Concentration
Top 3$154.99M15.2%
4β10$202.71M19.9%
11β25$213.57M20.9%
Rest$449.54M44.0%
Top 3 weight
15.2%
Top 10 weight
35.0%
Voting Authority Distribution
Total shares with voting rights: 22.83M
Sole
Full voting authority
22.83M
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)
Sole181
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings181
Rows:
Welltower Inc.
SOLEShares324.78K
TypeSH
Market value$57.86M
5.67%
Sole
324.78K
Shared
0.00
None
0.00
Equinix, Inc.
SOLEShares62.28K
TypeSH
Market value$48.78M
4.78%
Sole
62.28K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares251.40K
TypeSH
Market value$48.35M
4.74%
Sole
251.40K
Shared
0.00
None
0.00
Simon Property Group, Inc.
SOLEShares231.48K
TypeSH
Market value$43.44M
4.26%
Sole
231.48K
Shared
0.00
None
0.00
EastGroup Properties, Inc.
SOLEShares186.42K
TypeSH
Market value$31.55M
3.09%
Sole
186.42K
Shared
0.00
None
0.00
Terreno Realty Corporation
SOLEShares497.20K
TypeSH
Market value$28.22M
2.76%
Sole
497.20K
Shared
0.00
None
0.00
Kite Realty Group Trust
SOLEShares1.18M
TypeSH
Market value$26.39M
2.59%
Sole
1.18M
Shared
0.00
None
0.00
Ventas, Inc.
SOLEShares363.69K
TypeSH
Market value$25.45M
2.49%
Sole
363.69K
Shared
0.00
None
0.00
Crown Castle Inc.
SOLEShares253.95K
TypeSH
Market value$24.50M
2.40%
Sole
253.95K
Shared
0.00
None
0.00
Gaming and Leisure Properties, Inc.
SOLEShares496.76K
TypeSH
Market value$23.15M
2.27%
Sole
496.76K
Shared
0.00
None
0.00
VICI Properties Inc
SOLEShares696.42K
TypeSH
Market value$22.71M
2.22%
Sole
696.42K
Shared
0.00
None
0.00
Public Storage
SOLEShares71.46K
TypeSH
Market value$20.64M
2.02%
Sole
71.46K
Shared
0.00
None
0.00
Extra Space Storage Inc.
SOLEShares126.34K
TypeSH
Market value$17.81M
1.74%
Sole
126.34K
Shared
0.00
None
0.00
Equity LifeStyle Properties, Inc.
SOLEShares253.90K
TypeSH
Market value$15.41M
1.51%
Sole
253.90K
Shared
0.00
None
0.00
WisdomTree Floating Rate Treasury Fund
SOLEShares299.96K
TypeSH
Market value$15.08M
1.48%
Sole
299.96K
Shared
0.00
None
0.00
Essex Property Trust, Inc.
SOLEShares54.88K
TypeSH
Market value$14.69M
1.44%
Sole
54.88K
Shared
0.00
None
0.00
BXP Inc
SOLEShares185.68K
TypeSH
Market value$13.80M
1.35%
Sole
185.68K
Shared
0.00
None
0.00
Realty Income Corporation
SOLEShares221.39K
TypeSH
Market value$13.46M
1.32%
Sole
221.39K
Shared
0.00
None
0.00
Prologis, Inc.
SOLEShares111.67K
TypeSH
Market value$12.79M
1.25%
Sole
111.67K
Shared
0.00
None
0.00
AvalonBay Communities, Inc.
SOLEShares64.45K
TypeSH
Market value$12.45M
1.22%
Sole
64.45K
Shared
0.00
None
0.00
Regency Centers Corporation
SOLEShares167.80K
TypeSH
Market value$12.23M
1.20%
Sole
167.80K
Shared
0.00
None
0.00
Digital Realty Trust, Inc.
SOLEShares66.99K
TypeSH
Market value$11.58M
1.13%
Sole
66.99K
Shared
0.00
None
0.00
Mid-America Apartment Communities, Inc.
SOLEShares77.22K
TypeSH
Market value$10.79M
1.06%
Sole
77.22K
Shared
0.00
None
0.00
Camden Property Trust
SOLEShares96.32K
TypeSH
Market value$10.29M
1.01%
Sole
96.32K
Shared
0.00
None
0.00
Farmland Partners Inc
SOLEShares904.65K
TypeSH
Market value$9.84M
0.96%
Sole
904.65K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Welltower Inc.SOLE | COM | 324.78K | SH | $57.86M 5.67% | 324.78K | 0.00 | 0.00 |
Equinix, Inc.SOLE | COM | 62.28K | SH | $48.78M 4.78% | 62.28K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 251.40K | SH | $48.35M 4.74% | 251.40K | 0.00 | 0.00 |
Simon Property Group, Inc.SOLE | COM | 231.48K | SH | $43.44M 4.26% | 231.48K | 0.00 | 0.00 |
EastGroup Properties, Inc.SOLE | COM | 186.42K | SH | $31.55M 3.09% | 186.42K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 497.20K | SH | $28.22M 2.76% | 497.20K | 0.00 | 0.00 |
Kite Realty Group TrustSOLE | COM | 1.18M | SH | $26.39M 2.59% | 1.18M | 0.00 | 0.00 |
Ventas, Inc.SOLE | COM | 363.69K | SH | $25.45M 2.49% | 363.69K | 0.00 | 0.00 |
Crown Castle Inc.SOLE | COM | 253.95K | SH | $24.50M 2.40% | 253.95K | 0.00 | 0.00 |
Gaming and Leisure Properties, Inc.SOLE | COM | 496.76K | SH | $23.15M 2.27% | 496.76K | 0.00 | 0.00 |
VICI Properties IncSOLE | COM | 696.42K | SH | $22.71M 2.22% | 696.42K | 0.00 | 0.00 |
Public StorageSOLE | COM | 71.46K | SH | $20.64M 2.02% | 71.46K | 0.00 | 0.00 |
Extra Space Storage Inc.SOLE | COM | 126.34K | SH | $17.81M 1.74% | 126.34K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 253.90K | SH | $15.41M 1.51% | 253.90K | 0.00 | 0.00 |
WisdomTree Floating Rate Treasury FundSOLE | COM | 299.96K | SH | $15.08M 1.48% | 299.96K | 0.00 | 0.00 |
Essex Property Trust, Inc.SOLE | COM | 54.88K | SH | $14.69M 1.44% | 54.88K | 0.00 | 0.00 |
BXP IncSOLE | COM | 185.68K | SH | $13.80M 1.35% | 185.68K | 0.00 | 0.00 |
Realty Income CorporationSOLE | COM | 221.39K | SH | $13.46M 1.32% | 221.39K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 111.67K | SH | $12.79M 1.25% | 111.67K | 0.00 | 0.00 |
AvalonBay Communities, Inc.SOLE | COM | 64.45K | SH | $12.45M 1.22% | 64.45K | 0.00 | 0.00 |
Regency Centers CorporationSOLE | COM | 167.80K | SH | $12.23M 1.20% | 167.80K | 0.00 | 0.00 |
Digital Realty Trust, Inc.SOLE | COM | 66.99K | SH | $11.58M 1.13% | 66.99K | 0.00 | 0.00 |
Mid-America Apartment Communities, Inc.SOLE | COM | 77.22K | SH | $10.79M 1.06% | 77.22K | 0.00 | 0.00 |
Camden Property TrustSOLE | COM | 96.32K | SH | $10.29M 1.01% | 96.32K | 0.00 | 0.00 |
Farmland Partners IncSOLE | COM | 904.65K | SH | $9.84M 0.96% | 904.65K | 0.00 | 0.00 |
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