MondegarAI
Uniplan Investment Counsel, Inc.

Q3 2024 · 13F-HR

Uniplan Investment Counsel, Inc.holdings as filed

Filed 2024-11-14 · accession 0001520710-24-000005

$1.15B
Reported value
118
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
03027X100AMTAmerican Tower Corporation$68.4M5.97%294,098CommonSOLE
29444U700EQIXEquinix, Inc.$66.7M5.82%75,107CommonSOLE
95040Q104WELLWelltower Inc.$44.9M3.91%350,361CommonSOLE
828806109SPGSimon Property Group, Inc.$43.7M3.81%258,378CommonSOLE
277276101EGPEastGroup Properties, Inc.$38.4M3.35%205,811CommonSOLE
22822V101CCICrown Castle Inc.$38.3M3.34%322,753CommonSOLE
88146M101TRNOTerreno Realty Corporation$35.9M3.13%536,662CommonSOLE
49803T300KRGKite Realty Group Trust$35.2M3.07%1,325,150CommonSOLE
74460D109PSAPublic Storage$33.3M2.90%91,485CommonSOLE
30225T102EXRExtra Space Storage Inc.$30.3M2.64%168,180CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$28.7M2.51%558,758CommonSOLE
74340W103PLDPrologis, Inc.$27.8M2.42%219,878CommonSOLE
97717Y527USFRWisdomTree Floating Rate Treasury Fund$26.2M2.28%521,273CommonSOLE
925652109VICIVICI Properties Inc$26.1M2.28%783,472CommonSOLE
02665T306AMHAmerican Homes 4 Rent Class A$25.9M2.26%675,785CommonSOLE
92276F100VTRVentas, Inc.$21.2M1.85%329,824CommonSOLE
29472R108ELSEquity LifeStyle Properties, Inc.$20.1M1.75%281,827CommonSOLE
962166104WYWeyerhaeuser Company$19.8M1.72%583,563CommonSOLE
053484101AVBAvalonBay Communities, Inc.$16.0M1.39%70,819CommonSOLE
297178105ESSEssex Property Trust, Inc.$14.4M1.26%48,712CommonSOLE
758849103REGRegency Centers Corporation$13.5M1.18%186,670CommonSOLE
133131102CPTCamden Property Trust$13.3M1.16%107,717CommonSOLE
101121101BXPBXP Inc$12.8M1.11%158,494CommonSOLE
78410G104SBACSBA Communications Corp. Class A$12.3M1.07%50,903CommonSOLE
253868103DLRDigital Realty Trust, Inc.$12.2M1.06%75,237CommonSOLE
31154R109FPIFarmland Partners Inc$11.1M0.97%1,061,140CommonSOLE
008492100ADCAgree Realty Corporation$10.7M0.94%142,332CommonSOLE
46187W107INVHInvitation Homes, Inc.$10.7M0.93%303,864CommonSOLE
91879Q109MTNVail Resorts, Inc.$10.1M0.88%57,836CommonSOLE
00287Y109ABBVAbbVie, Inc.$10.0M0.87%50,439CommonSOLE
756109104ORealty Income Corporation$9.9M0.87%156,449CommonSOLE
969457100WMBWilliams Companies, Inc.$9.5M0.83%209,150CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$9.5M0.83%59,779CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E$9.5M0.83%291,887CommonSOLE
45867G101IDCCInterDigital, Inc.$9.3M0.81%65,790CommonSOLE
04208T108AHRTApartment Investment & Management Co Class A$8.7M0.76%963,989CommonSOLE
902673102UFPTUFP Technologies, Inc.$8.4M0.73%26,441CommonSOLE
42226K105HRHealthcare Realty Trust Incorporated Class A$8.0M0.70%439,029CommonSOLE
G6331P104AOSLAlpha and Omega Semiconductor Limited$7.2M0.63%193,847CommonSOLE
73757R102PSTLPostal Realty Trust, Inc. Class A$7.2M0.63%490,193CommonSOLE
866674104SUISun Communities, Inc.$7.2M0.63%53,097CommonSOLE
26884U109EPREPR Properties$7.1M0.62%145,391CommonSOLE
49456B101KMIKinder Morgan Inc Class P$7.1M0.62%320,029CommonSOLE
25278X109FANGDiamondback Energy, Inc.$6.9M0.60%40,119CommonSOLE
09062W204BLFSBioLife Solutions, Inc.$6.2M0.54%248,649CommonSOLE
533535100LINCLincoln Educational Services Corporation$6.1M0.53%509,206CommonSOLE
852066208SIISprott Inc.$5.9M0.52%137,294CommonSOLE
729640102PLYMPlymouth Industrial REIT, Inc.$5.8M0.51%258,021CommonSOLE
383082104GRCGorman-Rupp Company$5.7M0.50%147,566CommonSOLE
420261109HWKNHawkins, Inc.$5.7M0.50%44,976CommonSOLE
19459J104COLLCollegium Pharmaceutical, Inc.$5.6M0.49%143,884CommonSOLE
B38564108CMBTCMB.TECH NV$5.4M0.47%325,470CommonSOLE
002474104AZZAZZ Inc.$5.3M0.47%64,670CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$5.3M0.46%53,104CommonSOLE
46284V101IRMIron Mountain, Inc.$5.3M0.46%44,702CommonSOLE
56146T103MAMAMama's Creations, Inc.$5.2M0.45%706,362CommonSOLE
126501105CTSCTS Corporation$5.1M0.44%104,725CommonSOLE
29452E101EQHEquitable Holdings, Inc.$5.0M0.44%119,157CommonSOLE
45781M101INVAInnoviva, Inc.$4.7M0.41%244,854CommonSOLE
630402105NSSCNAPCO Security Technologies, Inc.$4.6M0.40%114,535CommonSOLE
682680103OKEONEOK, Inc.$4.6M0.40%50,838CommonSOLE
83418M103SEISolaris Energy Infrastructure, Inc. Class A$4.6M0.40%361,701CommonSOLE
681936100OHIOmega Healthcare Investors, Inc.$4.5M0.40%111,585CommonSOLE
234264109DAKTDaktronics, Inc.$4.5M0.39%349,568CommonSOLE
59156R108METMetLife, Inc.$4.4M0.38%53,424CommonSOLE
78646V107SAFESafehold Inc.$4.3M0.37%163,037CommonSOLE
916896103UECUranium Energy Corp.$4.3M0.37%685,001CommonSOLE
00206R706T 4.75 PERP CAT&T Inc Perp Series C$4.2M0.36%197,540CommonSOLE
44267T102HHHHoward Hughes Holdings Inc.$4.1M0.35%52,448CommonSOLE
26614N102DDDuPont de Nemours, Inc.$3.8M0.33%43,076CommonSOLE
14808P109CASSCass Information Systems, Inc.$3.8M0.33%91,823CommonSOLE
92343V104VZVerizon Communications Inc.$3.8M0.33%84,631CommonSOLE
04010L103ARCCAres Capital Corporation$3.7M0.32%175,725CommonSOLE
459200101IBMInternational Business Machines Corporation$3.5M0.31%15,889CommonSOLE
651718504NPKINewpark Resources, Inc.$3.4M0.30%494,442CommonSOLE
39813G109GDYNGrid Dynamics Holdings, Inc. Class A$3.4M0.30%244,599CommonSOLE
826917106SIGASIGA Technologies Inc$3.4M0.30%506,389CommonSOLE
03748R747AIVArmada Hoffler Properties, Inc.$3.4M0.29%310,358CommonSOLE
84790A105SPBSpectrum Brands Holdings, Inc.$3.3M0.29%35,149CommonSOLE
404030108HEESEURH&E Equipment Services, Inc.$3.3M0.29%67,684CommonSOLE
91913Y100VLOValero Energy Corporation$3.1M0.27%23,236CommonSOLE
G8267P108SWSmurfit Westrock PLC$3.1M0.27%63,126CommonSOLE
84863T106SPOKSpok Holdings, Inc.$3.1M0.27%205,741CommonSOLE
031162100AMGNAmgen Inc.$3.1M0.27%9,534CommonSOLE
092667104SRTABlade Air Mobility, Inc. Class A$3.1M0.27%1,042,047CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$3.1M0.27%187,730CommonSOLE
103002101BWMNBowman Consulting Group, Ltd.$3.0M0.27%126,591CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp Pfd Series L$2.9M0.25%2,285CommonSOLE
19247G107COHRCoherent Corp.$2.9M0.25%32,251CommonSOLE
19239V302CCOICogent Communications Holdings Inc$2.8M0.25%37,325CommonSOLE
17878Y207CVEOCiveo Corp$2.8M0.24%101,949CommonSOLE
74460W644PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H$2.8M0.24%111,890CommonSOLE
667746101NWPXNorthwest Pipe Company$2.7M0.24%59,952CommonSOLE
37954Y475XYLDGlobal X S&P 500 Covered Call ETF$2.7M0.23%64,119CommonSOLE
70014A104PKEPark Aerospace Corp.$2.6M0.23%203,159CommonSOLE
05587G203BKTIBK Technologies Corp.$2.5M0.22%115,724CommonSOLE
294628201EQC 6.5 PERP DEquity Commonwealth Pfd Series D$2.5M0.22%98,935CommonSOLE
75704L104RDVTRed Violet, Inc.$2.4M0.21%85,996CommonSOLE
28852N109EFCEllington Financial Inc.$2.3M0.20%181,171CommonSOLE
92835K103VPGVishay Precision Group, Inc.$2.2M0.20%86,638CommonSOLE
G9078F131TRTN 8 PERPTriton International Ltd. Pfd Series B$2.2M0.19%85,566CommonSOLE
88080T104WULFTeraWulf Inc.$2.1M0.19%458,936CommonSOLE
29259W700EUenCore Energy Corp.$2.1M0.18%522,847CommonSOLE
G3398L118PLGOFidelis Insurance Holdings Ltd.$2.1M0.18%115,456CommonSOLE
829214105SLPSimulations Plus, Inc.$2.1M0.18%64,059CommonSOLE
53216B104LFMDLifeMD, Inc.$2.0M0.18%390,352CommonSOLE
74347M108PUMPProPetro Holding Corp.$2.0M0.17%260,210CommonSOLE
18539C204CWENClearway Energy, Inc. Class C$2.0M0.17%64,920CommonSOLE
26884U208EPR 5.75 PERP CEPR Properties Pfd Series C$1.9M0.17%84,447CommonSOLE
25179M103DVNDevon Energy Corporation$1.7M0.15%44,264CommonSOLE
758075808RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A$1.7M0.15%66,526CommonSOLE
58403B205Medallion Bank Non-Cum Perp Pfd Registered Shs Series F$1.6M0.14%66,919CommonSOLE
649604873ADAM V7.875 PERP ENew York Mortgage Trust, Inc. Cum Conv Red Pfd Registered Shs Series E$1.6M0.14%65,949CommonSOLE
165303108CPKChesapeake Utilities Corporation$1.6M0.14%12,906CommonSOLE
20451Q401CODI 7.875 PERP CCompass Diversified Holdings Pfd Series C$1.5M0.13%62,086CommonSOLE
G1144A105BTBTBit Digital, Inc.$1.2M0.10%341,514CommonSOLE
120076104BBWBuildABear Workshop, Inc.$1.1M0.10%32,096CommonSOLE
109504100BRLTBrilliant Earth Group, Inc. Class A$1.1M0.09%490,890CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.