Filed: 5/15/2026ACC: 0001520710-26-000005
π What this filing means
UNIPLAN INVESTMENT COUNSEL, INC. filed this quarterly 13FβHR report disclosing 183 equity positions with a total reported market value of $973.90M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
183
Positions
$973.90M
Total AUM (reported)
20.73M
Total Shares
Allocation by class
COM$943.61M96.9%
PFD$30.29M3.1%
Portfolio Concentration
Top 3$148.45M15.2%
4β10$212.17M21.8%
11β25$196.18M20.1%
Rest$417.10M42.8%
Top 3 weight
15.2%
Top 10 weight
37.0%
Voting Authority Distribution
Total shares with voting rights: 20.73M
Sole
Full voting authority
20.73M
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)
Sole183
Shared0
Other0
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings183
Rows:
Equinix, Inc.
SOLEShares56.97K
TypeSH
Market value$55.85M
5.73%
Sole
56.97K
Shared
0.00
None
0.00
Welltower Inc.
SOLEShares275.10K
TypeSH
Market value$54.39M
5.58%
Sole
275.10K
Shared
0.00
None
0.00
American Tower Corporation
SOLEShares221.38K
TypeSH
Market value$38.21M
3.92%
Sole
221.38K
Shared
0.00
None
0.00
Simon Property Group, Inc.
SOLEShares196.64K
TypeSH
Market value$36.68M
3.77%
Sole
196.64K
Shared
0.00
None
0.00
WisdomTree Floating Rate Treasury Fund
SOLEShares649.71K
TypeSH
Market value$32.71M
3.36%
Sole
649.71K
Shared
0.00
None
0.00
Prologis, Inc.
SOLEShares246.39K
TypeSH
Market value$32.57M
3.34%
Sole
246.39K
Shared
0.00
None
0.00
EastGroup Properties, Inc.
SOLEShares153.38K
TypeSH
Market value$28.39M
2.91%
Sole
153.38K
Shared
0.00
None
0.00
Terreno Realty Corporation
SOLEShares454.85K
TypeSH
Market value$27.94M
2.87%
Sole
454.85K
Shared
0.00
None
0.00
Ventas, Inc.
SOLEShares331.76K
TypeSH
Market value$27.13M
2.79%
Sole
331.76K
Shared
0.00
None
0.00
Kite Realty Group Trust
SOLEShares1.09M
TypeSH
Market value$26.75M
2.75%
Sole
1.09M
Shared
0.00
None
0.00
Digital Realty Trust, Inc.
SOLEShares127.97K
TypeSH
Market value$23.06M
2.37%
Sole
127.97K
Shared
0.00
None
0.00
Realty Income Corporation
SOLEShares337.05K
TypeSH
Market value$20.62M
2.12%
Sole
337.05K
Shared
0.00
None
0.00
Sun Communities, Inc.
SOLEShares123.12K
TypeSH
Market value$15.51M
1.59%
Sole
123.12K
Shared
0.00
None
0.00
Extra Space Storage Inc.
SOLEShares115.72K
TypeSH
Market value$15.17M
1.56%
Sole
115.72K
Shared
0.00
None
0.00
Crown Castle Inc.
SOLEShares158.15K
TypeSH
Market value$12.86M
1.32%
Sole
158.15K
Shared
0.00
None
0.00
Essex Property Trust, Inc.
SOLEShares50.16K
TypeSH
Market value$12.14M
1.25%
Sole
50.16K
Shared
0.00
None
0.00
VICI Properties Inc
SOLEShares430.34K
TypeSH
Market value$11.76M
1.21%
Sole
430.34K
Shared
0.00
None
0.00
Public Storage
SOLEShares42.35K
TypeSH
Market value$11.47M
1.18%
Sole
42.35K
Shared
0.00
None
0.00
Regency Centers Corporation
SOLEShares149.78K
TypeSH
Market value$11.33M
1.16%
Sole
149.78K
Shared
0.00
None
0.00
Equity LifeStyle Properties, Inc.
SOLEShares181.36K
TypeSH
Market value$11.32M
1.16%
Sole
181.36K
Shared
0.00
None
0.00
Omega Healthcare Investors, Inc.
SOLEShares252.20K
TypeSH
Market value$11.05M
1.13%
Sole
252.20K
Shared
0.00
None
0.00
Agree Realty Corporation
SOLEShares143.16K
TypeSH
Market value$10.79M
1.11%
Sole
143.16K
Shared
0.00
None
0.00
OUTFRONT Media Inc.
SOLEShares387.14K
TypeSH
Market value$10.26M
1.05%
Sole
387.14K
Shared
0.00
None
0.00
AvalonBay Communities, Inc.
SOLEShares58.48K
TypeSH
Market value$9.55M
0.98%
Sole
58.48K
Shared
0.00
None
0.00
Weyerhaeuser Company
SOLEShares379.96K
TypeSH
Market value$9.28M
0.95%
Sole
379.96K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Equinix, Inc.SOLE | COM | 56.97K | SH | $55.85M 5.73% | 56.97K | 0.00 | 0.00 |
Welltower Inc.SOLE | COM | 275.10K | SH | $54.39M 5.58% | 275.10K | 0.00 | 0.00 |
American Tower CorporationSOLE | COM | 221.38K | SH | $38.21M 3.92% | 221.38K | 0.00 | 0.00 |
Simon Property Group, Inc.SOLE | COM | 196.64K | SH | $36.68M 3.77% | 196.64K | 0.00 | 0.00 |
WisdomTree Floating Rate Treasury FundSOLE | COM | 649.71K | SH | $32.71M 3.36% | 649.71K | 0.00 | 0.00 |
Prologis, Inc.SOLE | COM | 246.39K | SH | $32.57M 3.34% | 246.39K | 0.00 | 0.00 |
EastGroup Properties, Inc.SOLE | COM | 153.38K | SH | $28.39M 2.91% | 153.38K | 0.00 | 0.00 |
Terreno Realty CorporationSOLE | COM | 454.85K | SH | $27.94M 2.87% | 454.85K | 0.00 | 0.00 |
Ventas, Inc.SOLE | COM | 331.76K | SH | $27.13M 2.79% | 331.76K | 0.00 | 0.00 |
Kite Realty Group TrustSOLE | COM | 1.09M | SH | $26.75M 2.75% | 1.09M | 0.00 | 0.00 |
Digital Realty Trust, Inc.SOLE | COM | 127.97K | SH | $23.06M 2.37% | 127.97K | 0.00 | 0.00 |
Realty Income CorporationSOLE | COM | 337.05K | SH | $20.62M 2.12% | 337.05K | 0.00 | 0.00 |
Sun Communities, Inc.SOLE | COM | 123.12K | SH | $15.51M 1.59% | 123.12K | 0.00 | 0.00 |
Extra Space Storage Inc.SOLE | COM | 115.72K | SH | $15.17M 1.56% | 115.72K | 0.00 | 0.00 |
Crown Castle Inc.SOLE | COM | 158.15K | SH | $12.86M 1.32% | 158.15K | 0.00 | 0.00 |
Essex Property Trust, Inc.SOLE | COM | 50.16K | SH | $12.14M 1.25% | 50.16K | 0.00 | 0.00 |
VICI Properties IncSOLE | COM | 430.34K | SH | $11.76M 1.21% | 430.34K | 0.00 | 0.00 |
Public StorageSOLE | COM | 42.35K | SH | $11.47M 1.18% | 42.35K | 0.00 | 0.00 |
Regency Centers CorporationSOLE | COM | 149.78K | SH | $11.33M 1.16% | 149.78K | 0.00 | 0.00 |
Equity LifeStyle Properties, Inc.SOLE | COM | 181.36K | SH | $11.32M 1.16% | 181.36K | 0.00 | 0.00 |
Omega Healthcare Investors, Inc.SOLE | COM | 252.20K | SH | $11.05M 1.13% | 252.20K | 0.00 | 0.00 |
Agree Realty CorporationSOLE | COM | 143.16K | SH | $10.79M 1.11% | 143.16K | 0.00 | 0.00 |
OUTFRONT Media Inc.SOLE | COM | 387.14K | SH | $10.26M 1.05% | 387.14K | 0.00 | 0.00 |
AvalonBay Communities, Inc.SOLE | COM | 58.48K | SH | $9.55M 0.98% | 58.48K | 0.00 | 0.00 |
Weyerhaeuser CompanySOLE | COM | 379.96K | SH | $9.28M 0.95% | 379.96K | 0.00 | 0.00 |
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