Uniplan Investment Counsel, Inc. — 13F Holdings & Portfolio

CIK 1520710 · latest 13F-HR filed 2026-08-14

Uniplan Investment Counsel, Inc. manages $1.07B in 13F-reported U.S. long-equity assets across 213 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are WELL (5.58%), EQIX (4.92%), DLR (3.15%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
839 N JEFFERSON ST
SUITE 502
MILWAUKEE, WI 53202
Phone
(262) 534-3000
Filing Manager
Uniplan Investment Counsel, Inc.
MILWAUKEE, WI
Signatory
Mary Beth Jacobson
Chief Compliance Officer and Director of Financial Reporting
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AUM

$1.07B

Long-equity book

Holdings

213

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+0 / −0 / ↑0 / ↓0

vs 2026-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
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Top Trims

  • No decreased positions.
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New Positions

  • No new positions this quarter.
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Exited Positions

  • No exits this quarter.
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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 Welltower Inc. WELL 95040Q104 $59.5M 5.58% 261,996 SH
2 Equinix, Inc. EQIX 29444U700 $52.5M 4.92% 50,389 SH
3 Digital Realty Trust, Inc. DLR 253868103 $33.6M 3.15% 187,087 SH
4 Prologis, Inc. PLD 74340W103 $32.0M 3.00% 236,175 SH
5 American Tower Corporation AMT 03027X100 $30.6M 2.87% 187,048 SH
6 Simon Property Group, Inc. SPG 828806109 $29.6M 2.77% 132,308 SH
7 EastGroup Properties, Inc. EGP 277276101 $29.6M 2.77% 146,075 SH
8 Ventas, Inc. VTR 92276F100 $28.1M 2.64% 316,780 SH
9 Terreno Realty Corporation TRNO 88146M101 $26.1M 2.45% 403,000 SH
10 Kite Realty Group Trust KRG 49803T300 $24.9M 2.34% 878,915 SH
11 Realty Income Corporation O 756109104 $17.1M 1.61% 276,441 SH
12 Regency Centers Corporation REG 758849103 $16.4M 1.54% 205,990 SH
13 Extra Space Storage Inc. EXR 30225T102 $16.0M 1.50% 110,162 SH
14 Essex Property Trust, Inc. ESS 297178105 $14.1M 1.33% 48,510 SH
15 AvalonBay Communities, Inc. AVB 053484101 $13.4M 1.26% 71,176 SH
16 Public Storage PSA 74460D109 $12.8M 1.20% 40,314 SH
17 Iron Mountain, Inc. IRM 46284V101 $12.4M 1.16% 98,324 SH
18 WisdomTree Floating Rate Treasury Fund USFR 97717Y527 $12.0M 1.12% 237,638 SH
19 WisdomTree Floating Rate Treasury Fund USFR 97717Y527 $11.2M 1.05% 221,878 SH
20 Ligand Pharmaceuticals Incorporated LGND 53220K504 $10.5M 0.98% 33,204 SH
21 Lincoln Educational Services Corporation LINC 533535100 $10.4M 0.98% 209,252 SH
22 Agree Realty Corporation ADC 008492100 $10.4M 0.97% 136,713 SH
23 Weyerhaeuser Company WY 962166104 $10.3M 0.97% 430,723 SH
24 Solaris Energy Infrastructure, Inc. Class A SEI 83418M103 $10.0M 0.94% 124,677 SH
25 TeraWulf Inc. WULF 88080T104 $10.0M 0.94% 405,218 SH
26 Sun Communities, Inc. SUI 866674104 $9.4M 0.89% 78,746 SH
27 Host Hotels & Resorts, Inc. HST 44107P104 $9.3M 0.87% 393,049 SH
28 CareTrust REIT, Inc. CTRE 14174T107 $9.1M 0.85% 225,612 SH
29 Universal Technical Institute, Inc. UTI 913915104 $9.1M 0.85% 212,453 SH
30 Axogen, Inc. AXGN 05463X106 $9.0M 0.84% 193,905 SH
31 Gorman-Rupp Company GRC 383082104 $8.8M 0.83% 96,365 SH
32 Bladex, Inc. Class E BLX P16994132 $8.8M 0.82% 142,944 SH
33 Mama's Creations, Inc. MAMA 56146T103 $8.7M 0.82% 489,403 SH
34 NPK International Inc. NPKI 651718504 $8.7M 0.81% 544,278 SH
35 Crown Castle Inc. CCI 22822V101 $8.1M 0.76% 107,594 SH
36 AZZ Inc. AZZ 002474104 $8.0M 0.75% 51,598 SH
37 NWPX Infrastructure Inc. NWPX 667746101 $8.0M 0.75% 53,300 SH
38 Mid-America Apartment Communities, Inc. MAA 59522J103 $7.8M 0.73% 56,072 SH
39 W. P. Carey Inc. WPC 92936U109 $7.7M 0.72% 107,753 SH
40 Strata Critical Medical, Inc. Class A SRTA 092667104 $7.5M 0.71% 1,429,514 SH
41 Simon Property Group, Inc. SPG 828806109 $7.4M 0.70% 33,247 SH
42 Omega Healthcare Investors, Inc. OHI 681936100 $7.4M 0.69% 154,474 SH
43 Graham Corporation GHM 384556106 $7.2M 0.68% 58,389 SH
44 Lamar Advertising Company Class A LAMR 512816109 $7.1M 0.66% 45,362 SH
45 EZCORP, Inc. Class A EZPW 302301106 $6.9M 0.64% 198,690 SH
46 OUTFRONT Media Inc. OUT 69007J304 $6.8M 0.64% 207,330 SH
47 Astec Industries, Inc. ASTE 046224101 $6.5M 0.61% 106,057 SH
48 Equity LifeStyle Properties, Inc. ELS 29472R108 $6.4M 0.60% 99,552 SH
49 Equity Residential EQR 29476L107 $6.4M 0.60% 94,452 SH
50 IRadimed Corp. IRMD 46266A109 $6.3M 0.59% 66,402 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-13 $1.07B 213 0001520710-26-000006
2026-06-30 2026-08-14 $1.07B 213 0001520710-26-000007
2026-03-31 2026-05-15 $973.9M 221 0001520710-26-000005
2025-12-31 2026-02-17 $995.9M 227 0001520710-26-000003
2025-12-31 2026-02-17 $355.8M 227 0001520710-26-000002