Uniplan Investment Counsel, Inc. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$1.1T

Holdings

118

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (118 positions)

#StockSharesValue% PortfolioType
1
AMTAmerican Tower Corporation
294,098$68.4B5.97%
2
EQIXEquinix, Inc.
75,107$66.7B5.82%
3
WELLWelltower Inc.
350,361$44.9B3.91%
4
SPGSimon Property Group, Inc.
258,378$43.7B3.81%
5
EGPEastGroup Properties, Inc.
205,811$38.4B3.35%
6
8CWCrown Castle Inc.
322,753$38.3B3.34%
7
TRNOTerreno Realty Corporation
536,662$35.9B3.13%
8
KRGKite Realty Group Trust
1,325,150$35.2B3.07%
9
PSAPublic Storage
91,485$33.3B2.90%
10
EXRExtra Space Storage Inc.
168,180$30.3B2.64%
11
GLPIGaming and Leisure Properties, Inc.
558,758$28.7B2.51%
12
PLDPrologis, Inc.
219,878$27.8B2.42%
13
USFRWisdomTree Floating Rate Treasury Fund
521,273$26.2B2.28%
14
VICIVICI Properties Inc
783,472$26.1B2.28%
15
AMHAmerican Homes 4 Rent Class A
675,785$25.9B2.26%
16
VENVentas, Inc.
329,824$21.2B1.85%
17
ELSEquity LifeStyle Properties, Inc.
281,827$20.1B1.75%
18
WYWeyerhaeuser Company
583,563$19.8B1.72%
19
AVBAvalonBay Communities, Inc.
70,819$16.0B1.39%
20
ESSEssex Property Trust, Inc.
48,712$14.4B1.26%
21
REGRegency Centers Corporation
186,670$13.5B1.18%
22
CPTCamden Property Trust
107,717$13.3B1.16%
23
BXPBXP Inc
158,494$12.8B1.11%
24
SBACSBA Communications Corp. Class A
50,903$12.3B1.07%
25
FQIDigital Realty Trust, Inc.
75,237$12.2B1.06%
26
FPIFarmland Partners Inc
1,061,140$11.1B0.97%
27
ADCAgree Realty Corporation
142,332$10.7B0.94%
28
INVHInvitation Homes, Inc.
303,864$10.7B0.93%
29
MTNVail Resorts, Inc.
57,836$10.1B0.88%
30
ABBVAbbVie, Inc.
50,439$10.0B0.87%
31
ORealty Income Corporation
156,449$9.9B0.87%
32
WMBWilliams Companies, Inc.
209,150$9.5B0.83%
33
MAAMid-America Apartment Communities, Inc.
59,779$9.5B0.83%
34
BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E
291,887$9.5B0.83%
35
IDIInterDigital, Inc.
65,790$9.3B0.81%
36
AHHApartment Investment & Management Co Class A
963,989$8.7B0.76%
37
UFPTUFP Technologies, Inc.
26,441$8.4B0.73%
38
HRHealthcare Realty Trust Incorporated Class A
439,029$8.0B0.70%
39
AOSLAlpha and Omega Semiconductor Limited
193,847$7.2B0.63%
40
PSTLPostal Realty Trust, Inc. Class A
490,193$7.2B0.63%
41
SUISun Communities, Inc.
53,097$7.2B0.63%
42
EPREPR Properties
145,391$7.1B0.62%
43
KMIKinder Morgan Inc Class P
320,029$7.1B0.62%
44
FANGDiamondback Energy, Inc.
40,119$6.9B0.60%
45
BLFSBioLife Solutions, Inc.
248,649$6.2B0.54%
46
LINCLincoln Educational Services Corporation
509,206$6.1B0.53%
47
SIISprott Inc.
137,294$5.9B0.52%
48
PLYMPlymouth Industrial REIT, Inc.
258,021$5.8B0.51%
49
GRCGorman-Rupp Company
147,566$5.7B0.50%
50
HWKNHawkins, Inc.
44,976$5.7B0.50%
51
COLLCollegium Pharmaceutical, Inc.
143,884$5.6B0.49%
52
CMBTCMB.TECH NV
325,470$5.4B0.47%
53
AZZAZZ Inc.
64,670$5.3B0.47%
54
LGNDLigand Pharmaceuticals Incorporated
53,104$5.3B0.46%
55
IRMIron Mountain, Inc.
44,702$5.3B0.46%
56
MAMAMama's Creations, Inc.
706,362$5.2B0.45%
57
CTSCTS Corporation
104,725$5.1B0.44%
58
EQHEquitable Holdings, Inc.
119,157$5.0B0.44%
59
INVAInnoviva, Inc.
244,854$4.7B0.41%
60
NSSCNAPCO Security Technologies, Inc.
114,535$4.6B0.40%
61
OKEONEOK, Inc.
50,838$4.6B0.40%
62
SEISolaris Energy Infrastructure, Inc. Class A
361,701$4.6B0.40%
63
OHIOmega Healthcare Investors, Inc.
111,585$4.5B0.40%
64
DAKTDaktronics, Inc.
349,568$4.5B0.39%
65
METMetLife, Inc.
53,424$4.4B0.38%
66
SAFESafehold Inc.
163,037$4.3B0.37%
67
U6ZUranium Energy Corp.
685,001$4.3B0.37%
68
T 4.75 PERP CAT&T Inc Perp Series C
197,540$4.2B0.36%
69
HHHHoward Hughes Holdings Inc.
52,448$4.1B0.35%
70
DDDuPont de Nemours, Inc.
43,076$3.8B0.33%
71
CASSCass Information Systems, Inc.
91,823$3.8B0.33%
72
BACVerizon Communications Inc.
84,631$3.8B0.33%
73
ARCCAres Capital Corporation
175,725$3.7B0.32%
74
IBMInternational Business Machines Corporation
15,889$3.5B0.31%
75
NPKINewpark Resources, Inc.
494,442$3.4B0.30%
76
GDYNGrid Dynamics Holdings, Inc. Class A
244,599$3.4B0.30%
77
SIGASIGA Technologies Inc
506,389$3.4B0.30%
78
AIVArmada Hoffler Properties, Inc.
310,358$3.4B0.29%
79
SPBSpectrum Brands Holdings, Inc.
35,149$3.3B0.29%
80
HEESEURH&E Equipment Services, Inc.
67,684$3.3B0.29%
81
VLOValero Energy Corporation
23,236$3.1B0.27%
82
SWSmurfit Westrock PLC
63,126$3.1B0.27%
83
SPOKSpok Holdings, Inc.
205,741$3.1B0.27%
84
AMGNAmgen Inc.
9,534$3.1B0.27%
85
SRTABlade Air Mobility, Inc. Class A
1,042,047$3.1B0.27%
86
UTIUniversal Technical Institute, Inc.
187,730$3.1B0.27%
87
BWMNBowman Consulting Group, Ltd.
126,591$3.0B0.27%
88
BAC 7.25 PERP LBank of America Corp Pfd Series L
2,285$2.9B0.25%
89
COHRCoherent Corp.
32,251$2.9B0.25%
90
OGM1Cogent Communications Holdings Inc
37,325$2.8B0.25%
91
CVEOCiveo Corp
101,949$2.8B0.24%
92
PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H
111,890$2.8B0.24%
93
NWPXNorthwest Pipe Company
59,952$2.7B0.24%
94
XYLDGlobal X S&P 500 Covered Call ETF
64,119$2.7B0.23%
95
PKEPark Aerospace Corp.
203,159$2.6B0.23%
96
BKTIBK Technologies Corp.
115,724$2.5B0.22%
97
EQC 6.5 PERP DEquity Commonwealth Pfd Series D
98,935$2.5B0.22%
98
RDVTRed Violet, Inc.
85,996$2.4B0.21%
99
EFCEllington Financial Inc.
181,171$2.3B0.20%
100
VPGVishay Precision Group, Inc.
86,638$2.2B0.20%
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