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Uniplan Investment Counsel, Inc.

Q3 2025 · 13F-HR

Uniplan Investment Counsel, Inc.holdings as filed

Filed 2025-11-14 · accession 0001520710-25-000008

$1.02B
Reported value
181
Positions
2025-09-30
Period end
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The Brief · Uniplan Investment Counsel, Inc. · Q3 2025

AI · grounded in 13F

Uniplan Investment Counsel, Inc. established a new position in Welltower Inc. WELL valued at $57.9M. The fund also initiated new stakes in Equinix, Inc. EQIX for $48.8M and American Tower Corporation AMT for $48.3M. Other new additions include Simon Property Group, Inc. SPG and EastGroup Properties, Inc. EGP.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95040Q104WELLWelltower Inc.$57.9M5.67%324,776CommonSOLE
29444U700EQIXEquinix, Inc.$48.8M4.78%62,284CommonSOLE
03027X100AMTAmerican Tower Corporation$48.3M4.74%251,400CommonSOLE
828806109SPGSimon Property Group, Inc.$43.4M4.26%231,481CommonSOLE
277276101EGPEastGroup Properties, Inc.$31.6M3.09%186,418CommonSOLE
88146M101TRNOTerreno Realty Corporation$28.2M2.76%497,204CommonSOLE
49803T300KRGKite Realty Group Trust$26.4M2.59%1,183,371CommonSOLE
92276F100VTRVentas, Inc.$25.5M2.49%363,690CommonSOLE
22822V101CCICrown Castle Inc.$24.5M2.40%253,947CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$23.2M2.27%496,759CommonSOLE
925652109VICIVICI Properties Inc$22.7M2.22%696,419CommonSOLE
74460D109PSAPublic Storage$20.6M2.02%71,458CommonSOLE
30225T102EXRExtra Space Storage Inc.$17.8M1.74%126,338CommonSOLE
29472R108ELSEquity LifeStyle Properties, Inc.$15.4M1.51%253,904CommonSOLE
97717Y527USFRWisdomTree Floating Rate Treasury Fund$15.1M1.48%299,956CommonSOLE
297178105ESSEssex Property Trust, Inc.$14.7M1.44%54,885CommonSOLE
101121101BXPBXP Inc$13.8M1.35%185,675CommonSOLE
756109104ORealty Income Corporation$13.5M1.32%221,391CommonSOLE
74340W103PLDPrologis, Inc.$12.8M1.25%111,666CommonSOLE
053484101AVBAvalonBay Communities, Inc.$12.4M1.22%64,449CommonSOLE
758849103REGRegency Centers Corporation$12.2M1.20%167,799CommonSOLE
253868103DLRDigital Realty Trust, Inc.$11.6M1.13%66,990CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$10.8M1.06%77,218CommonSOLE
133131102CPTCamden Property Trust$10.3M1.01%96,322CommonSOLE
31154R109FPIFarmland Partners Inc$9.8M0.96%904,653CommonSOLE
681936100OHIOmega Healthcare Investors, Inc.$9.8M0.96%231,527CommonSOLE
45867G101IDCCInterDigital, Inc.$9.6M0.94%27,842CommonSOLE
008492100ADCAgree Realty Corporation$9.2M0.90%128,874CommonSOLE
78410G104SBACSBA Communications Corp. Class A$8.8M0.86%45,303CommonSOLE
46187W107INVHInvitation Homes, Inc.$8.1M0.80%277,536CommonSOLE
962166104WYWeyerhaeuser Company$8.1M0.79%327,333CommonSOLE
69007J304OUTOUTFRONT Media Inc.$7.8M0.77%427,158CommonSOLE
49456B101KMIKinder Morgan Inc Class P$7.7M0.75%270,297CommonSOLE
852066208SIISprott Inc.$7.5M0.73%90,119CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$7.5M0.73%42,176CommonSOLE
533535100LINCLincoln Educational Services Corporation$7.4M0.72%314,038CommonSOLE
83418M103SEISolaris Energy Infrastructure, Inc. Class A$7.3M0.72%183,793CommonSOLE
866674104SUISun Communities, Inc.$7.2M0.71%56,173CommonSOLE
88080T104WULFTeraWulf Inc.$7.0M0.68%610,242CommonSOLE
913915104UTIUniversal Technical Institute, Inc.$6.5M0.64%200,142CommonSOLE
092667104SRTAStrata Critical Medical, Inc. Class A$6.4M0.63%1,265,849CommonSOLE
651718504NPKINPK International Inc.$6.4M0.62%562,645CommonSOLE
120076104BBWBuild-A-Bear Workshop, Inc.$6.2M0.61%95,041CommonSOLE
26884U109EPREPR Properties$6.1M0.60%105,324CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E$5.9M0.58%128,563CommonSOLE
02665T306AMHAmerican Homes 4 Rent Class A$5.7M0.56%171,083CommonSOLE
05587G104BK Technologies Corp.$5.7M0.56%67,328CommonSOLE
46266A109IRMDIRadimed Corp.$5.5M0.54%77,314CommonSOLE
14174T107CTRECareTrust REIT, Inc.$5.5M0.54%157,585CommonSOLE
56146T103MAMAMama's Creations, Inc.$5.4M0.52%509,242CommonSOLE
383082104GRCGorman-Rupp Company$5.3M0.52%114,900CommonSOLE
969457100WMBWilliams Companies, Inc.$5.3M0.52%83,378CommonSOLE
420261109HWKNHawkins, Inc.$5.2M0.51%28,548CommonSOLE
002474104AZZAZZ Inc.$5.2M0.51%47,798CommonSOLE
630402105NSSCNAPCO Security Technologies, Inc.$5.2M0.51%120,735CommonSOLE
457642205INODInnodata Inc.$5.1M0.50%65,775CommonSOLE
78573L106SBRASabra Health Care REIT, Inc.$5.1M0.50%271,269CommonSOLE
25278X109FANGDiamondback Energy, Inc.$5.0M0.49%34,993CommonSOLE
75704L104RDVTRed Violet, Inc.$5.0M0.49%95,780CommonSOLE
09062W204BLFSBioLife Solutions, Inc.$5.0M0.49%194,763CommonSOLE
097023204BA 6 10/15/27Boeing Company Pfd Registered shs Series A$4.9M0.48%69,829CommonSOLE
G6331P104AOSLAlpha and Omega Semiconductor Limited$4.5M0.44%160,515CommonSOLE
302301106EZPWEZCORP, Inc. Class A$4.2M0.41%220,393CommonSOLE
737630103PCHPotlatchDeltic Corporation$4.1M0.40%101,105CommonSOLE
70014A104PKEPark Aerospace Corp.$4.0M0.40%198,634CommonSOLE
29452E101EQHEquitable Holdings, Inc.$4.0M0.39%79,001CommonSOLE
19459J104COLLCollegium Pharmaceutical, Inc.$3.9M0.38%112,028CommonSOLE
00287Y109ABBVAbbVie, Inc.$3.9M0.38%16,870CommonSOLE
046224101ASTEAstec Industries, Inc.$3.9M0.38%80,896CommonSOLE
44267T102HHHHoward Hughes Holdings Inc.$3.8M0.37%46,540CommonSOLE
37954A303XRNGlobal Medical REIT, Inc.$3.8M0.37%112,691CommonSOLE
73757R102PSTLPostal Realty Trust, Inc. Class A$3.7M0.37%238,552CommonSOLE
B38564108CMBTCMB.TECH NV$3.7M0.36%391,064CommonSOLE
826917106SIGASIGA Technologies Inc$3.6M0.36%396,519CommonSOLE
45781M101INVAInnoviva, Inc.$3.5M0.34%191,470CommonSOLE
11120U105BRXBrixmor Property Group, Inc.$3.5M0.34%125,704CommonSOLE
91913Y100VLOValero Energy Corporation$3.4M0.34%20,133CommonSOLE
887389104TKRAT&T Inc Depositary Shs Repr Red Perp Pfd Shs Series C$3.4M0.33%170,916CommonSOLE
14808P109CASSCass Information Systems, Inc.$3.3M0.32%83,771CommonSOLE
126349109CSNCSG Systems International, Inc.$3.2M0.32%50,378CommonSOLE
682680103OKEONEOK, Inc.$3.2M0.31%43,837CommonSOLE
015271109AREAlexandria Real Estate Equities, Inc.$3.2M0.31%38,303CommonSOLE
92936U109WPCW. P. Carey Inc.$3.1M0.31%46,581CommonSOLE
754907103RYNRayonier Inc.$3.1M0.31%117,392CommonSOLE
23128Q101CURBCurbline Properties Corp.$3.1M0.30%139,140CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$3.1M0.30%182,305CommonSOLE
04010L103ARCCAres Capital Corporation$3.1M0.30%151,295CommonSOLE
234264109DAKTDaktronics, Inc.$3.0M0.29%142,497CommonSOLE
26884U208EPR 5.75 PERP CEPR Properties Cum Conv Pfd Shs Series C$3.0M0.29%116,447CommonSOLE
667746101NWPXNWPX Infrastructure Inc.$3.0M0.29%55,906CommonSOLE
20459V105GPGICompoSecure, Inc. Class A$3.0M0.29%142,014CommonSOLE
05463X106AXGNAxogen, Inc.$2.8M0.28%158,738CommonSOLE
20451Q401CODI 7.875 PERP CCompass Diversified Holdings Cum Red Perp Pfd Registered Shs Series C$2.8M0.28%153,574CommonSOLE
84863T106SPOKSpok Holdings, Inc.$2.8M0.27%161,242CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp Non Cum Perp Conv Pfd Registered Shs Series L$2.6M0.25%2,028CommonSOLE
583928106MFINMedallion Financial Corp.$2.6M0.25%252,802CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A$2.5M0.25%71,816CommonSOLE
36831E108GCMGGCM Grosvenor, Inc. Class A$2.5M0.25%208,088CommonSOLE
02215L209KNTKKinetik Holdings Inc. Class A$2.5M0.24%58,334CommonSOLE
69331C306PCG 6 12/01/27 APG&E Corporation Pfd Shs A Non Voting$2.5M0.24%62,999CommonSOLE
28852N109EFCEllington Financial Inc.$2.5M0.24%189,506CommonSOLE
400501102OMABGrupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B$2.4M0.24%23,359CommonSOLE
74460W644PSA 5.6 PERP HPublic Storage Depositary Shs Repr Cum Red Pfd Registered Shs Series H$2.3M0.23%95,705CommonSOLE
18539C204CWENClearway Energy, Inc. Class C$2.3M0.23%82,401CommonSOLE
06849F108BBarrick Mining Corporation$2.3M0.23%70,928CommonSOLE
729640102PLYMPlymouth Industrial REIT, Inc.$2.3M0.22%102,163CommonSOLE
384556106GHMGraham Corporation$2.2M0.22%40,554CommonSOLE
012653200ALB 7.25 03/01/27Albemarle Corporation Depository Shs Conv Pfd Registered Shs$2.2M0.22%58,433CommonSOLE
031162100AMGNAmgen Inc.$2.2M0.22%7,824CommonSOLE
37954Y475XYLDGlobal X S&P 500 Covered Call ETF$2.2M0.21%55,438CommonSOLE
400506101PACGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B$2.2M0.21%9,116CommonSOLE
594972861MSTR 10 PERP AStrategy Inc Stride Pfd Registered Shs Series A$2.1M0.21%26,735CommonSOLE
594972887MSTR 8 PERPStrategy Inc Pfd Registered shs Series A$2.1M0.20%22,814CommonSOLE
398182303AHRAmerican Healthcare REIT, Inc.$1.9M0.19%46,155CommonSOLE
446413106HIIHuntington Ingalls Industries, Inc.$1.9M0.19%6,606CommonSOLE
P31076105CPACopa Holdings, S.A. Class A$1.9M0.18%15,767CommonSOLE
785688102SBRSabine Royalty Trust$1.9M0.18%23,405CommonSOLE
G9078F131TRTN 8 PERPTriton International Ltd. Conv Cum Red Perp Pfd Registered Shs Series B$1.8M0.18%73,336CommonSOLE
Y2065G121DHTDHT Holdings, Inc.$1.8M0.18%152,687CommonSOLE
00912X302ALAir Lease Corporation Class A$1.7M0.17%26,676CommonSOLE
G3934V109GENIGenius Sports Limited$1.7M0.16%135,205CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A$1.7M0.16%23,708CommonSOLE
92333E104VENUVenu Holding Corporation$1.7M0.16%129,057CommonSOLE
29667J101ESQEsquire Financial Holdings, Inc.$1.6M0.16%16,012CommonSOLE
G69451105PAXPatria Investments Ltd. Class A$1.6M0.16%111,359CommonSOLE
863182101STRWStrawberry Fields REIT Inc$1.6M0.16%131,970CommonSOLE
16115Q407GTLS 6.75 12/15/25 BChart Industries, Inc. Shs Depository Shs Repr Pfd Shs Series B$1.6M0.16%22,705CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B$1.6M0.16%32,152CommonSOLE
53216B104LFMDLifeMD, Inc.$1.6M0.15%230,663CommonSOLE
23834J201DAVEDave, Inc. Class A$1.5M0.15%7,732CommonSOLE
758075808RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A$1.5M0.14%57,543CommonSOLE
649604873ADAM V7.875 PERP EAdamas Trust, Inc. Cum Conv Red Pfd Registered Shs Series E$1.4M0.14%56,153CommonSOLE
84265V105SCCOSouthern Copper Corporation$1.4M0.14%11,508CommonSOLE
25179M103DVNDevon Energy Corporation$1.4M0.13%39,233CommonSOLE
G5960L103MDTMedtronic Plc$1.3M0.13%13,966CommonSOLE
94106L109WMWaste Management, Inc.$1.3M0.13%5,935CommonSOLE
427866108HSYHershey Company$1.3M0.13%6,998CommonSOLE
50050N103KTBKontoor Brands, Inc.$1.3M0.12%15,969CommonSOLE
268158201DVAXDynavax Technologies Corporation$1.3M0.12%127,239CommonSOLE
595017302MCHP 7.5 03/15/28Microchip Technology Incorporated Pfd Shs Depositary Shares Repr Conv Pfd Shs Series A$1.2M0.12%20,686CommonSOLE
75644T100RCATRed Cat Holdings Inc$1.2M0.12%115,549CommonSOLE
984017103XHRXenia Hotels & Resorts, Inc.$1.2M0.11%85,025CommonSOLE
040CSH017Aris Water Solutions, Inc. Class A$1.1M0.11%43,675CommonSOLE
374297109GTYGetty Realty Corp.$1.1M0.11%40,003CommonSOLE
902653104UDRUDR, Inc.$1.1M0.10%28,664CommonSOLE
05156V102AUPHAurinia Pharmaceuticals Inc.$1.0M0.10%91,557CommonSOLE
55318A108MNTNMNTN, Inc Class A$995,8760.10%53,686CommonSOLE
70509V704PEB 6.3 PERP FPebblebrook Hotel Trust Cum Red Pfd Registered Shs of Benef Interest Series F$973,0090.10%48,168CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitton SE Unsponsored ADR$904,3880.09%7,394CommonSOLE
64361Q101VNOMViper Energy, Inc.$883,2740.09%23,110CommonSOLE
74965L200RLJ 1.95 PERP ARLJ Lodging Trust USD Cum Conv Pfd Registered Shs Series A$863,9190.08%34,241CommonSOLE
601137102MRPMillrose Properties Inc Class A$841,0460.08%25,023CommonSOLE
00206R706T 4.75 PERP CTimken Company$837,5270.08%11,140CommonSOLE
63845R107EYENational Vision Holdings, Inc.$570,3260.06%19,538CommonSOLE
05587G203BKTIBK Technologies Corp.$105,5150.01%1,249CommonSOLE
874054109TTWOTake-Two Interactive Software, Inc.$98,1760.01%380CommonSOLE
69608A108PLTRPalantir Technologies Inc. Class A$62,2050.01%341CommonSOLE
85208P873SLVRSprott Silver Miners & Physical Silver ETF$59,9340.01%1,352CommonSOLE
75734B100RDDTReddit, Inc. Class A$59,5670.01%259CommonSOLE
464289180EUFNiShares MSCI Europe Financials ETF$49,2770.00%1,435CommonSOLE
50077B207KTOSKratos Defense & Security Solutions, Inc.$46,4150.00%508CommonSOLE
12503M108CBOECboe Global Markets Inc$45,8610.00%187CommonSOLE
023135106AMZNAmazon.com, Inc.$44,1330.00%201CommonSOLE
85208P865GBUGSprott Active Gold & Silver Miners ETF$42,3290.00%1,130CommonSOLE
000980552Nebius Group N.V. Class A$30,8740.00%275CommonSOLE
19260Q107COINCoinbase Global, Inc. Class A$30,3740.00%90CommonSOLE
85207Q104SPPPSprott Physical Platinum and Palladium Trust Trust Units$29,5090.00%2,173CommonSOLE
37954Y327COLOGlobal X MSCI Colombia ETF$29,4480.00%897CommonSOLE
743410102Prologis, Inc.$28,7440.00%251CommonSOLE
02079K107GOOGAlphabet Inc. Class C$23,8670.00%98CommonSOLE
037833100AAPLApple Inc.$20,3700.00%80CommonSOLE
78464A698KRESPDR S&P Regional Banking ETF$18,3560.00%290CommonSOLE
85208P303URNMSprott Uranium Miners ETF$16,6180.00%275CommonSOLE
46438F101IBITiShares Bitcoin Trust ETF$16,0550.00%247CommonSOLE
449109107HYLNHyliion Holdings Corp. Class A$11,1970.00%5,684CommonSOLE
12572Q105CMECME Group Inc. Class A$10,2670.00%38CommonSOLE
514952100LBLandBridge Company LLC Class A$9,7630.00%183CommonSOLE
G51405101CRGOFreightos Limited$5,1240.00%1,553CommonSOLE
55087P104LYFTLyft, Inc. Class A$4,9740.00%226CommonSOLE
59356Q108MIAXMiami International Holdings, Inc.$4,7900.00%119CommonSOLE
009279100EADSYAirbus SE Unsponsored ADR$4,7540.00%82CommonSOLE

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.