Uniplan Investment Counsel, Inc. Q1 2025 Filing

Filed May 15, 2025

Portfolio Value

$1.0T

Holdings

177

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (177 positions)

StockValue
LFMDLifeMD, Inc.
$2.1M
TRTN-PATriton International Ltd. Conv Red Perp Pfd Registered Shs Series B
$2.1M
G7AGrupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B
$2.1M
CWKCushman & Wakefield Plc
$2.0M
CWENClearway Energy, Inc. Class C
$1.9M
CSGSCSG Systems International, Inc.
$1.9M
WULFTeraWulf Inc.
$1.8M
G9NGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B
$1.8M
MEDBNK V0 PERP FMedallion Bank Non-Cum Perp Pfd Registered Shs Series F
$1.7M
ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B
$1.6M
RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A
$1.6M
DVNDevon Energy Corporation
$1.6M
RPRXRoyalty Pharma Plc Class A
$1.6M
CPKChesapeake Utilities Corporation
$1.6M
AHRAmerican Healthcare REIT, Inc.
$1.6M
ADAM V7.875 PERP ENew York Mortgage Trust, Inc. Cum Conv Red Pfd Registered Shs Series E
$1.6M
UDRUDR, Inc.
$1.5M
ALAir Lease Corporation Class A
$1.5M
GTYGetty Realty Corp.
$1.4M
CODI 7.875 PERP CCompass Diversified Holdings Red Perp Pfd Registered Shs Series C
$1.3M
XHRXenia Hotels & Resorts, Inc.
$1.1M
GTLS 6.75 12/15/25 BChart Industries, Inc. Shs Depository Shs Repr 1/20th Pfd Shs Series B
$1.0M
GCMGGCM Grosvenor, Inc. Class A
$1.0M
ARISUSDAris Water Solutions, Inc. Class A
$1.0M
EZPWEZCORP, Inc. Class A
$999K
ABXBarrick Gold Corporation
$980K
ASTEAstec Industries, Inc.
$979K
APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A
$975K
PCG 6 12/01/27 APG&E Corporation Pfd Shs A Non Voting
$961K
RLJ 1.95 PERP ARLJ Lodging Trust USD 1.95 Cum Conv Pfd Registered Shs Series A
$916K
KNTKKinetik Holdings Inc. Class A
$908K
ALB 7.25 03/01/27Albemarle Corporation Depository Shs Conv Pfd Registered Shs
$746K
DAVEDave, Inc. Class A
$489K
MFINMedallion Financial Corp.
$483K
DVAXDynavax Technologies Corporation
$475K
LBLandBridge Company LLC Class A
$30K
RSPInvesco S&P 500 Equal Weight ETF
$26K
CMECME Group Inc. Class A
$22K
KTOSKratos Defense & Security Solutions, Inc.
$20K
RDDTReddit, Inc. Class A
$18K
SPYSPDR S&P 500 ETF Trust
$16K
ORLYO'Reilly Automotive, Inc.
$16K
CLBTCellebrite DI Ltd.
$15K
DEDeere & Company
$13K
EUFNiShares MSCI Europe Financials ETF
$13K
AMZNAmazon.com, Inc.
$13K
TTWOTake-Two Interactive Software, Inc.
$13K
VRSNVeriSign, Inc.
$12K
RSGRepublic Services, Inc.
$12K
PLTRPalantir Technologies Inc. Class A
$10K
WMTWalmart Inc.
$10K
RBBNRibbon Communications, Inc.
$10K
CNPCenterPoint Energy, Inc.
$8K
QQQMInvesco NASDAQ 100 ETF
$8K
KGSKodiak Gas Services, Inc.
$8K
PGRProgressive Corporation
$8K
METAMeta Platforms Inc Class A
$7K
MSBMesabi Trust
$7K
BACBank of America Corp
$7K
CRWDCrowdStrike Holdings, Inc. Class A
$7K
ABTAbbott Laboratories
$7K
AIGAmerican International Group, Inc.
$7K
DDominion Energy Inc
$5K
ELMDElectromed, Inc.
$5K
DUKDuke Energy Corporation
$4K
MOAltria Group, Inc.
$4K
ATMUAtmus Filtration Technologies, Inc.
$3K
GOOGAlphabet Inc. Class C
$3K
AGQProShares DJ Brookfield Global Infrastructure ETF
$3K
UNHUnitedHealth Group Incorporated
$3K
NBISNebius Group N.V. Class A
$3K
FTNTFortinet, Inc.
$3K
GLGlobe Life Inc.
$2K
KOCoca-Cola Company
$2K
TPBTurning Point Brands Inc
$2K
PEOExelon Corporation
$2K
CBOECboe Global Markets Inc
$2K
PreviousPage 2 of 2