MondegarAI
Uniplan Investment Counsel, Inc.

Q4 2024 · 13F-HR

Uniplan Investment Counsel, Inc.holdings as filed

Filed 2025-02-14 · accession 0001520710-25-000001

$1.08B
Reported value
130
Positions
2024-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
29444U700EQIXEquinix, Inc.$69.7M6.47%73,869CommonSOLE
03027X100AMTAmerican Tower Corporation$50.2M4.67%273,711CommonSOLE
828806109SPGSimon Property Group, Inc.$43.8M4.07%254,305CommonSOLE
95040Q104WELLWelltower Inc.$43.2M4.02%343,038CommonSOLE
49803T300KRGKite Realty Group Trust$32.9M3.06%1,303,231CommonSOLE
277276101EGPEastGroup Properties, Inc.$32.3M3.01%201,498CommonSOLE
88146M101TRNOTerreno Realty Corporation$32.1M2.98%542,030CommonSOLE
74460D109PSAPublic Storage$26.8M2.49%89,550CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$26.5M2.46%550,333CommonSOLE
22822V101CCICrown Castle Inc.$25.0M2.33%275,875CommonSOLE
02665T306AMHAmerican Homes 4 Rent Class A$24.8M2.30%661,545CommonSOLE
30225T102EXRExtra Space Storage Inc.$24.6M2.29%164,643CommonSOLE
74340W103PLDPrologis, Inc.$22.7M2.11%215,169CommonSOLE
925652109VICIVICI Properties Inc$22.5M2.10%771,839CommonSOLE
92276F100VTRVentas, Inc.$19.0M1.77%322,812CommonSOLE
29472R108ELSEquity LifeStyle Properties, Inc.$18.4M1.71%275,892CommonSOLE
962166104WYWeyerhaeuser Company$17.6M1.64%626,702CommonSOLE
97717Y527USFRWisdomTree Floating Rate Treasury Fund$17.5M1.63%348,728CommonSOLE
053484101AVBAvalonBay Communities, Inc.$15.2M1.42%69,326CommonSOLE
297178105ESSEssex Property Trust, Inc.$13.6M1.26%47,661CommonSOLE
758849103REGRegency Centers Corporation$13.5M1.26%182,710CommonSOLE
253868103DLRDigital Realty Trust, Inc.$13.1M1.21%73,639CommonSOLE
31154R109FPIFarmland Partners Inc$12.3M1.14%1,047,557CommonSOLE
133131102CPTCamden Property Trust$12.2M1.14%105,444CommonSOLE
45867G101IDCCInterDigital, Inc.$12.0M1.11%61,903CommonSOLE
101121101BXPBXP Inc$11.5M1.07%155,251CommonSOLE
91879Q109MTNVail Resorts, Inc.$11.5M1.07%61,581CommonSOLE
969457100WMBWilliams Companies, Inc.$11.4M1.06%210,825CommonSOLE
78410G104SBACSBA Communications Corp. Class A$10.2M0.94%49,828CommonSOLE
008492100ADCAgree Realty Corporation$9.8M0.91%139,337CommonSOLE
46187W107INVHInvitation Homes, Inc.$9.5M0.88%297,533CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E$9.4M0.87%263,212CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$9.0M0.84%58,498CommonSOLE
49456B101KMIKinder Morgan Inc Class P$8.8M0.82%322,854CommonSOLE
03748R747AIVApartment Investment & Management Co Class A$8.6M0.80%942,251CommonSOLE
756109104ORealty Income Corporation$8.2M0.76%153,116CommonSOLE
533535100LINCLincoln Educational Services Corporation$8.0M0.74%503,991CommonSOLE
83418M103SEISolaris Energy Infrastructure, Inc. Class A$7.7M0.71%265,814CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$7.3M0.68%68,155CommonSOLE
42226K105HRHealthcare Realty Trust Incorporated Class A$7.3M0.68%429,863CommonSOLE
G6331P104AOSLAlpha and Omega Semiconductor Limited$7.1M0.66%191,776CommonSOLE
39813G109GDYNGrid Dynamics Holdings, Inc. Class A$7.1M0.66%318,913CommonSOLE
25278X109FANGDiamondback Energy, Inc.$6.7M0.62%40,690CommonSOLE
866674104SUISun Communities, Inc.$6.4M0.59%51,999CommonSOLE
09062W204BLFSBioLife Solutions, Inc.$6.4M0.59%245,517CommonSOLE
26884U109EPREPR Properties$6.3M0.59%142,223CommonSOLE
73757R102PSTLPostal Realty Trust, Inc. Class A$6.3M0.59%482,512CommonSOLE
234264109DAKTDaktronics, Inc.$5.8M0.54%345,491CommonSOLE
852066208SIISprott Inc.$5.7M0.53%135,613CommonSOLE
002474104AZZAZZ Inc.$5.7M0.53%69,566CommonSOLE
29452E101EQHEquitable Holdings, Inc.$5.7M0.53%120,524CommonSOLE
902673102UFPTUFP Technologies, Inc.$5.7M0.53%23,117CommonSOLE
383082104GRCGorman-Rupp Company$5.5M0.51%145,736CommonSOLE
126501105CTSCTS Corporation$5.5M0.51%103,545CommonSOLE
00287Y109ABBVAbbVie, Inc.$5.2M0.48%29,265CommonSOLE
682680103OKEONEOK, Inc.$5.1M0.48%50,970CommonSOLE
56146T103MAMAMama's Creations, Inc.$4.9M0.45%610,606CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$4.8M0.44%185,864CommonSOLE
630402105NSSCNAPCO Security Technologies, Inc.$4.6M0.43%129,714CommonSOLE
729640102PLYMPlymouth Industrial REIT, Inc.$4.5M0.42%254,912CommonSOLE
916896103UECUranium Energy Corp.$4.5M0.42%678,241CommonSOLE
59156R108METMetLife, Inc.$4.4M0.41%53,874CommonSOLE
420261109HWKNHawkins, Inc.$4.4M0.41%35,852CommonSOLE
B38564108CMBTCMB.TECH NV$4.3M0.40%429,093CommonSOLE
681936100OHIOmega Healthcare Investors, Inc.$4.3M0.40%112,416CommonSOLE
45781M101INVAInnoviva, Inc.$4.2M0.39%242,014CommonSOLE
120076104BBWBuild-A-Bear Workshop, Inc.$4.2M0.39%90,817CommonSOLE
092667104SRTABlade Air Mobility, Inc. Class A$4.1M0.38%973,736CommonSOLE
74347M108PUMPProPetro Holding Corp.$4.1M0.38%436,058CommonSOLE
19459J104COLLCollegium Pharmaceutical, Inc.$4.1M0.38%142,004CommonSOLE
00206R706T 4.75 PERP CAT&T Inc Depositary Shs Perp Pfd Shs Series C$4.0M0.37%199,208CommonSOLE
75704L104RDVTRed Violet, Inc.$4.0M0.37%109,209CommonSOLE
69007J106OUTFRONT Media Inc.$4.0M0.37%222,713CommonSOLE
44267T102HHHHoward Hughes Holdings Inc.$3.9M0.37%51,316CommonSOLE
04010L103ARCCAres Capital Corporation$3.9M0.36%177,480CommonSOLE
651718504NPKINPK International Inc.$3.8M0.35%489,764CommonSOLE
G3398L118PLGOFidelis Insurance Holdings Ltd.$3.8M0.35%207,075CommonSOLE
70014A104PKEPark Aerospace Corp.$3.6M0.33%244,636CommonSOLE
459200101IBMInternational Business Machines Corporation$3.6M0.33%16,278CommonSOLE
G8267P108SWSmurfit Westrock PLC$3.4M0.32%63,574CommonSOLE
26614N102DDDuPont de Nemours, Inc.$3.3M0.31%43,609CommonSOLE
404030108HEESEURH&E Equipment Services, Inc.$3.3M0.31%67,236CommonSOLE
84863T106SPOKSpok Holdings, Inc.$3.3M0.30%203,587CommonSOLE
88080T104WULFTeraWulf Inc.$3.2M0.29%557,375CommonSOLE
04208T108AHRTArmada Hoffler Properties, Inc.$3.1M0.29%304,085CommonSOLE
19247G107COHRCoherent Corp.$3.1M0.29%32,554CommonSOLE
826917106SIGASIGA Technologies Inc$3.0M0.28%500,989CommonSOLE
78646V107SAFESafehold Inc.$3.0M0.27%159,729CommonSOLE
19239V302CCOICogent Communications Holdings Inc$2.9M0.27%37,781CommonSOLE
91913Y100VLOValero Energy Corporation$2.9M0.27%23,445CommonSOLE
667746101NWPXNorthwest Pipe Company$2.9M0.27%59,181CommonSOLE
26884U208EPR 5.75 PERP CEPR Properties Conv Pfd Shs Series C$2.9M0.27%137,232CommonSOLE
097023204BA 6 10/15/27Bank of America Corp Conv Pfd Registered Shs Series L$2.8M0.26%2,324CommonSOLE
37954Y475XYLDGlobal X S&P 500 Covered Call ETF$2.7M0.25%65,292CommonSOLE
05587G203BKTIBK Technologies Corp.$2.6M0.25%77,227CommonSOLE
74460W644PSA 5.6 PERP HPublic Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H$2.6M0.24%112,562CommonSOLE
031162100AMGNAmgen Inc.$2.4M0.22%9,107CommonSOLE
28852N109EFCEllington Financial Inc.$2.2M0.21%182,960CommonSOLE
G9078F131TRTN 8 PERPTriton International Ltd. Conv Red Perp Pfd Registered Shs Series B$2.2M0.20%86,248CommonSOLE
29259W700EUenCore Energy Corp.$2.1M0.20%629,306CommonSOLE
060505682BAC 7.25 PERP LBoeing Pfd Registered shs Series A$2.1M0.19%34,306CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B$2.0M0.18%35,472CommonSOLE
53216B104LFMDLifeMD, Inc.$1.9M0.18%385,253CommonSOLE
400501102OMABGrupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B$1.8M0.17%26,945CommonSOLE
400506101PACGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B$1.8M0.17%10,467CommonSOLE
46266A109IRMDIRadimed Corp.$1.8M0.17%32,540CommonSOLE
14808P109CASSCass Information Systems, Inc.$1.7M0.16%42,403CommonSOLE
758075808RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A$1.7M0.16%67,248CommonSOLE
58403B205Medallion Bank Non-Cum Perp Pfd Registered Shs Series F$1.7M0.16%67,814CommonSOLE
18539C204CWENClearway Energy, Inc. Class C$1.7M0.16%65,506CommonSOLE
829214105SLPSimulations Plus, Inc.$1.7M0.15%59,640CommonSOLE
649604873ADAM V7.875 PERP ENew York Mortgage Trust, Inc. Cum Conv Red Pfd Registered Shs Series E$1.6M0.15%65,911CommonSOLE
165303108CPKChesapeake Utilities Corporation$1.6M0.15%13,171CommonSOLE
20451Q401CODI 7.875 PERP CCompass Diversified Holdings Red Perp Pfd Registered Shs Series C$1.5M0.14%62,181CommonSOLE
398182303AHRAmerican Healthcare REIT, Inc.$1.5M0.14%53,455CommonSOLE
49427F108KRCKilroy Realty Corporation$1.5M0.14%36,432CommonSOLE
25179M103DVNDevon Energy Corporation$1.5M0.14%44,784CommonSOLE
902653104UDRUDR, Inc.$1.5M0.14%33,720CommonSOLE
374297109GTYGetty Realty Corp.$1.4M0.13%47,073CommonSOLE
984017103XHRXenia Hotels & Resorts, Inc.$1.4M0.13%95,179CommonSOLE
737630103PCHPotlatchDeltic Corporation$1.4M0.13%35,480CommonSOLE
16115Q407GTLS 6.75 12/15/25 BChart Industries, Inc. Shs Depository Shs Repr 1/20th Pfd Shs Series B$1.4M0.13%19,562CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A$1.2M0.11%13,952CommonSOLE
G1144A105BTBTBit Digital, Inc.$1.1M0.10%358,534CommonSOLE
G2717B108Cushman & Wakefield Plc$1.0M0.10%78,817CommonSOLE
02215L209KNTKKinetik Holdings Inc. Class A$1.0M0.10%18,033CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A$1.0M0.09%39,934CommonSOLE
00912X302ALAir Lease Corporation Class A$981,1530.09%20,351CommonSOLE
74965L200RLJ 1.95 PERP ARLJ Lodging Trust USD 1.95 Cum Conv Pfd Registered Shs Series A$961,3720.09%39,143CommonSOLE
012653200ALB 7.25 03/01/27Albemarle Corporation Depository Shs Conv Pfd Registered Shs$850,5960.08%20,904CommonSOLE

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.