MondegarAI
Uniplan Investment Counsel, Inc.

Q4 2025 · 13F-HR/A

Uniplan Investment Counsel, Inc.holdings as filed

Filed 2026-02-17 · accession 0001520710-26-000003

$995.9M
Reported value
186
Positions
2025-12-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95040Q104WELLWelltower Inc.$53.2M5.35%286,847CommonSOLE
29444U700EQIXEquinix, Inc.$43.3M4.35%56,556CommonSOLE
828806109SPGSimon Property Group, Inc.$42.3M4.25%228,437CommonSOLE
03027X100AMTAmerican Tower Corporation$41.8M4.20%238,053CommonSOLE
74340W103PLDPrologis, Inc.$29.9M3.00%234,171CommonSOLE
277276101EGPEastGroup Properties, Inc.$29.3M2.94%164,388CommonSOLE
88146M101TRNOTerreno Realty Corporation$28.7M2.88%488,281CommonSOLE
49803T300KRGKite Realty Group Trust$27.9M2.80%1,162,961CommonSOLE
92276F100VTRVentas, Inc.$27.6M2.78%357,303CommonSOLE
22822V101CCICrown Castle Inc.$22.2M2.23%249,854CommonSOLE
74460D109PSAPublic Storage$19.4M1.95%74,805CommonSOLE
30225T102EXRExtra Space Storage Inc.$16.1M1.62%123,706CommonSOLE
36467J108GLPIGaming and Leisure Properties, Inc.$14.7M1.47%327,877CommonSOLE
297178105ESSEssex Property Trust, Inc.$14.1M1.41%53,803CommonSOLE
925652109VICIVICI Properties Inc$12.9M1.29%458,249CommonSOLE
97717Y527USFRWisdomTree Floating Rate Treasury Fund$12.4M1.24%245,801CommonSOLE
101121101BXPBXP Inc$12.3M1.24%182,484CommonSOLE
756109104ORealty Income Corporation$12.2M1.23%217,140CommonSOLE
59522J103MAAMid-America Apartment Communities, Inc.$11.9M1.20%85,946CommonSOLE
29472R108ELSEquity LifeStyle Properties, Inc.$11.8M1.19%194,846CommonSOLE
253868103DLRDigital Realty Trust, Inc.$11.6M1.16%74,863CommonSOLE
053484101AVBAvalonBay Communities, Inc.$11.5M1.16%63,676CommonSOLE
758849103REGRegency Centers Corporation$11.4M1.14%165,110CommonSOLE
133131102CPTCamden Property Trust$10.5M1.05%95,213CommonSOLE
681936100OHIOmega Healthcare Investors, Inc.$10.2M1.02%229,771CommonSOLE
69007J304OUTOUTFRONT Media Inc.$10.2M1.02%421,690CommonSOLE
008492100ADCAgree Realty Corporation$9.0M0.91%125,613CommonSOLE
852066208SIISprott Inc.$8.8M0.89%90,199CommonSOLE
31154R109FPIFarmland Partners Inc$8.6M0.87%892,669CommonSOLE
45867G101IDCCInterDigital, Inc.$8.1M0.81%25,352CommonSOLE
53220K504LGNDLigand Pharmaceuticals Incorporated$8.0M0.80%42,364CommonSOLE
533535100LINCLincoln Educational Services Corporation$7.6M0.76%313,567CommonSOLE
46187W107INVHInvitation Homes, Inc.$7.6M0.76%272,240CommonSOLE
88080T104WULFTeraWulf Inc.$7.1M0.72%620,674CommonSOLE
120076104BBWBuild-A-Bear Workshop, Inc.$7.0M0.70%114,349CommonSOLE
14174T107CTRECareTrust REIT, Inc.$7.0M0.70%192,894CommonSOLE
56146T103MAMAMama's Creations, Inc.$6.9M0.70%513,256CommonSOLE
866674104SUISun Communities, Inc.$6.9M0.69%55,646CommonSOLE
78410G104SBACSBA Communications Corp. Class A$6.8M0.68%35,264CommonSOLE
651718504NPKINPK International Inc.$6.7M0.67%561,109CommonSOLE
83418M103SEISolaris Energy Infrastructure, Inc. Class A$6.6M0.67%144,375CommonSOLE
46266A109IRMDIRadimed Corp.$6.4M0.64%65,695CommonSOLE
44107P104HSTHost Hotels & Resorts, Inc.$6.3M0.63%354,897CommonSOLE
092667104SRTAStrata Critical Medical, Inc. Class A$6.1M0.61%1,263,987CommonSOLE
962166104WYWeyerhaeuser Company$6.0M0.61%254,965CommonSOLE
05463X106AXGNAxogen, Inc.$5.8M0.59%178,576CommonSOLE
002474104AZZAZZ Inc.$5.8M0.58%53,676CommonSOLE
P16994132BLXBanco Latinoamericano de Comercio Exterior, S.A. Class E$5.7M0.57%128,089CommonSOLE
75704L104RDVTRed Violet, Inc.$5.5M0.55%96,789CommonSOLE
383082104GRCGorman-Rupp Company$5.5M0.55%114,859CommonSOLE
02665T306AMHAmerican Homes Rent Class A$5.4M0.54%167,663CommonSOLE
398182303AHRAmerican Healthcare REIT, Inc.$5.2M0.53%111,461CommonSOLE
913915104UTIU.S. Dollar$5.2M0.52%213,339CommonSOLE
19459J104COLLCollegium Pharmaceutical, Inc.$5.2M0.52%111,739CommonSOLE
26884U109EPREPR Properties$5.2M0.52%103,295CommonSOLE
44267T102HHHHoward Hughes Holdings Inc.$5.0M0.51%63,150CommonSOLE
78573L106SBRASabra Health Care REIT, Inc.$5.0M0.50%265,324CommonSOLE
630402105NSSCNAPCO Security Technologies, Inc.$5.0M0.50%120,416CommonSOLE
969457100WMBWilliams Companies, Inc.$5.0M0.50%82,849CommonSOLE
302301106EZPWEZCORP, Inc. Class A$4.8M0.49%248,771CommonSOLE
097023204BA 6 10/15/27Boeing Company Pfd Registered shs Series A$4.8M0.48%69,169CommonSOLE
09062W204BLFSBioLife Solutions, Inc.$4.7M0.47%194,617CommonSOLE
420261109HWKNHawkins, Inc.$4.6M0.47%32,653CommonSOLE
92936U109WPCW. P. Carey Inc.$4.4M0.44%68,618CommonSOLE
45781M101INVAInnoviva, Inc.$4.4M0.44%219,514CommonSOLE
70014A104PKEPark Aerospace Corp.$4.3M0.43%199,852CommonSOLE
37954A303XRNGlobal Medical REIT, Inc.$4.2M0.43%125,676CommonSOLE
05587G104BK Technologies Corp.$4.2M0.42%56,570CommonSOLE
667746101NWPXNWPX Infrastructure Inc.$4.2M0.42%67,320CommonSOLE
457642205INODInnodata Inc.$4.0M0.41%79,317CommonSOLE
234264109DAKTDaktronics, Inc.$4.0M0.40%201,017CommonSOLE
00287Y109ABBVAbbVie, Inc.$4.0M0.40%17,356CommonSOLE
126349109CSNCSG Systems International, Inc.$3.8M0.38%49,763CommonSOLE
73757R102PSTLPostal Realty Trust, Inc. Class A$3.8M0.38%236,300CommonSOLE
25278X109FANGDiamondback Energy, Inc.$3.7M0.37%24,616CommonSOLE
446413106HIIHuntington Ingalls Industries, Inc.$3.7M0.37%10,798CommonSOLE
583928106MFINMedallion Financial Corp.$3.7M0.37%355,984CommonSOLE
G7709Q104RPRXRoyalty Pharma Plc Class A$3.5M0.36%91,746CommonSOLE
046224101ASTEAstec Industries, Inc.$3.5M0.35%80,839CommonSOLE
012653200ALB 7.25 03/01/27Albemarle Corporation Depository Shs Repr Conv Pfd Registered Shs$3.3M0.34%56,210CommonSOLE
031162100AMGNAmgen Inc.$3.3M0.33%10,091CommonSOLE
571903202MARMarriott International, Inc. Class A$3.3M0.33%10,507CommonSOLE
11120U105BRXBrixmor Property Group, Inc.$3.2M0.33%123,627CommonSOLE
384556106GHMGraham Corporation$3.2M0.32%50,097CommonSOLE
91913Y100VLOValero Energy Corporation$3.2M0.32%19,693CommonSOLE
00206R706T 4.75 PERP CAT&T Inc Depositary Shs Pfd Series C$3.2M0.32%167,154CommonSOLE
G6331P104AOSLAlpha and Omega Semiconductor Limited$3.2M0.32%159,947CommonSOLE
682680103OKEONEOK, Inc.$3.2M0.32%43,013CommonSOLE
23128Q101CURBCurbline Properties Corp.$3.2M0.32%135,949CommonSOLE
18539C204CWENClearway Energy, Inc. Class C$3.0M0.30%90,806CommonSOLE
04010L103ARCCAres Capital Corporation$3.0M0.30%149,119CommonSOLE
G69451105PAXPatria Investments Ltd. Class A$3.0M0.30%187,294CommonSOLE
06849F108BBarrick Mining Corporation$3.0M0.30%68,336CommonSOLE
Y2065G121DHTDHT Holdings, Inc.$3.0M0.30%243,159CommonSOLE
400501102OMABGrupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B$3.0M0.30%27,263CommonSOLE
20459V105GPGICompoSecure, Inc. Class A$2.9M0.30%152,737CommonSOLE
84265V105SCCOSouthern Copper Corporation$2.9M0.30%20,487CommonSOLE
268158201DVAXDynavax Technologies Corporation$2.8M0.28%181,429CommonSOLE
502441306LVMUYLVMH Moet Hennessy Louis Vuitton SE Unsponsored ADR$2.8M0.28%18,433CommonSOLE
29667J101ESQEsquire Financial Holdings, Inc.$2.7M0.27%26,402CommonSOLE
69331C306PCG 6 12/01/27 APG&E Corporation Pfd Shs A Non Voting$2.6M0.26%62,931CommonSOLE
26884U208EPR 5.75 PERP CEPR Properties Conv Pfd Shs Series C$2.6M0.26%115,771CommonSOLE
060505682BAC 7.25 PERP LBank of America Corp Non Cum Perp Conv Pfd Registered Shs Series L$2.5M0.26%2,032CommonSOLE
28852N109EFCEllington Financial Inc.$2.5M0.25%186,615CommonSOLE
46284v101Iron Mountain, Inc.$2.5M0.25%30,327CommonSOLE
754907103RYNRayonier Inc.$2.5M0.25%115,630CommonSOLE
601137102MRPMillrose Properties Inc Class A$2.4M0.25%81,943CommonSOLE
826917106SIGASIGA Technologies Inc$2.4M0.24%395,897CommonSOLE
36831E108GCMGGCM Grosvenor, Inc. Class A$2.3M0.24%207,558CommonSOLE
400506101PACGrupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B$2.2M0.23%8,500CommonSOLE
37954Y475XYLDGlobal X S&P Covered Call ETF$2.2M0.22%54,935CommonSOLE
729640102PLYMPlymouth Industrial REIT, Inc.$2.2M0.22%101,759CommonSOLE
74460W644PSA 5.6 PERP HPublic Storage Depositary Shs Pfd Series H$2.1M0.22%93,696CommonSOLE
84863T106SPOKSpok Holdings, Inc.$2.1M0.21%160,997CommonSOLE
G3934V109GENIGenius Sports Limited$2.1M0.21%186,405CommonSOLE
05156V102AUPHAurinia Pharmaceuticals Inc.$2.0M0.20%125,616CommonSOLE
785688102SBRSabine Royalty Trust$2.0M0.20%29,046CommonSOLE
63845R107EYENational Vision Holdings, Inc.$2.0M0.20%76,611CommonSOLE
02215L209KNTKKinetik Holdings Inc. Class A$1.9M0.19%53,140CommonSOLE
P31076105CPACopa Holdings, S.A. Class A$1.8M0.18%15,062CommonSOLE
G9078F131TRTN 8 PERPTriton International Ltd. Pfd Series B$1.8M0.18%71,923CommonSOLE
78433H675QQQINEOS Nasdaq High Income ETF$1.8M0.18%32,746CommonSOLE
863182101STRWStrawberry Fields REIT Inc$1.7M0.17%131,869CommonSOLE
03769M304APO 6.75 07/31/26Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A$1.7M0.17%22,652CommonSOLE
00912X302ALAir Lease Corporation Class A$1.7M0.17%26,221CommonSOLE
374297109GTYGetty Realty Corp.$1.7M0.17%61,082CommonSOLE
16115Q308GTLSChart Industries, Inc.$1.6M0.17%7,969CommonSOLE
50050N103KTBKontoor Brands, Inc.$1.6M0.16%26,730CommonSOLE
903002103UMHUMH Properties, Inc.$1.5M0.16%97,037CommonSOLE
03990B309ARES 6.75 10/01/27 BAres Management Corporation Pfd Registered shs Series B$1.5M0.15%30,295CommonSOLE
32054K103FRFirst Industrial Realty Trust, Inc.$1.5M0.15%25,991CommonSOLE
887389104TKRTimken Company$1.4M0.14%16,636CommonSOLE
758075808RWT V10 PERPRedwood Trust, Inc. Cum Red Pfd Registered Shs A Series A$1.4M0.14%56,818CommonSOLE
25179M103DVNDevon Energy Corporation$1.4M0.14%37,535CommonSOLE
649604873ADAM V7.875 PERP EAdamas Trust, Inc. Cum Conv Red Pfd Registered Shs Series E$1.4M0.14%55,423CommonSOLE
747525103QCOMQUALCOMM Incorporated$1.4M0.14%7,924CommonSOLE
68213N109OMCLOmnicell, Inc.$1.3M0.13%29,341CommonSOLE
G5960L103MDTMedtronic Plc$1.3M0.13%13,816CommonSOLE
94106L109WMWaste Management, Inc.$1.2M0.12%5,662CommonSOLE
55318A108MNTNMNTN, Inc Class A$1.2M0.12%98,577CommonSOLE
595017302MCHP 7.5 03/15/28Microchip Technology Incorporated Pfd Shs Conv Pfd Shs Series A$1.2M0.12%19,831CommonSOLE
984017103XHRXenia Hotels & Resorts, Inc.$1.1M0.11%79,863CommonSOLE
911312106UPSUnited Parcel Service, Inc. Class B$900,4310.09%9,076CommonSOLE
724479506PBI 6.7 03/07/43Pitney Bowes Inc. Pfd Shares$887,1580.09%43,509CommonSOLE
112585104Brookfield Asset Management Ltd. Class A$881,8570.09%16,832CommonSOLE
893870204TGSTransportadora de Gas del Sur SA Sponsored ADR Class B RegS$871,2530.09%28,023CommonSOLE
70509V704PEB 6.3 PERP FPebblebrook Hotel Trust Pfd Series F$869,4860.09%45,642CommonSOLE
00BMT7GT6Marex Group plc$869,4860.09%22,666CommonSOLE
57686G105MATXMatson, Inc.$853,5810.09%6,908CommonSOLE
713448108PEPPepsiCo, Inc.$839,4430.08%5,848CommonSOLE
74965L200RLJ 1.95 PERP ARLJ Lodging Trust USD Pfd Series A$816,4680.08%32,789CommonSOLE
14167L103CDNACareDx, Inc.$532,5670.05%28,267CommonSOLE
50012A108KGSKodiak Gas Services, Inc.$457,7170.05%12,238CommonSOLE
03957W106AROCArchrock Inc.$455,9500.05%17,523CommonSOLE
023135106AMZNAmazon.com, Inc.$89,4240.01%387CommonSOLE
38259P508Alphabet Inc. Class C$64,7010.01%206CommonSOLE
28414H103ELANElanco Animal Health, Inc.$41,4390.00%1,831CommonSOLE
12572Q105CMECME Group Inc. Class A$39,8130.00%145CommonSOLE
406216101HALHalliburton Company$38,7830.00%1,372CommonSOLE
12503M108CBOECboe Global Markets Inc$37,6300.00%149CommonSOLE
31428X106FDXFedEx Corporation$36,1070.00%125CommonSOLE
631103108NDAQNasdaq, Inc.$34,9950.00%360CommonSOLE
85208P402SETMSprott Critical Materials ETF$34,0690.00%1,176CommonSOLE
85208P873SLVRSprott Silver Miners & Physical Silver ETF$33,8220.00%606CommonSOLE
75734B100RDDTReddit, Inc. Class A$27,2550.00%118CommonSOLE
69608A108PLTRPalantir Technologies Inc. Class A$26,6580.00%149CommonSOLE
85207Q104SPPPSprott Physical Platinum and Palladium Trust Trust Units$26,3910.00%1,567CommonSOLE
550021109LULUlululemon athletica inc.$25,5470.00%122CommonSOLE
034164103ANDEAndersons, Inc.$25,1350.00%472CommonSOLE
75513E101RTXRTX Corporation$18,3420.00%100CommonSOLE
37954Y327COLOGlobal X MSCI Colombia ETF$18,3420.00%514CommonSOLE
91332U101UUnity Software, Inc.$17,0240.00%385CommonSOLE
88224Q107TCBITexas Capital Bancshares, Inc.$16,4060.00%181CommonSOLE
683344105ONTOOnto Innovation, Inc.$16,0980.00%101CommonSOLE
81369Y605XLFState Street Financial Select Sector SPDR ETF$15,3980.00%281CommonSOLE
459200101IBMInternational Business Machines Corporation$14,8010.00%49CommonSOLE
665859104NTRSNorthern Trust Corporation$12,2280.00%89CommonSOLE
874054109TTWOTake-Two Interactive Software, Inc.$10,9310.00%42CommonSOLE
85208P881COPPSprott Copper Miners ETF$10,8690.00%312CommonSOLE
83443Q103SOLSSolstice Advanced Materials, Inc.$10,4160.00%214CommonSOLE
92333E104VENUVenu Holding Corporation$10,2510.00%800CommonSOLE
30231G102XOMExxon Mobil Corporation$10,0250.00%83CommonSOLE
22788C105CRWDCrowdStrike Holdings, Inc. Class A$9,2840.00%19CommonSOLE
013872106AAAlcoa Corporation$5,8660.00%110CommonSOLE
483007704KALUKaiser Aluminum Corporation$5,4960.00%47CommonSOLE
92343V104VZVerizon Communications Inc.$5,2690.00%129CommonSOLE

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.