Uniplan Investment Counsel, Inc. Portfolio Holdings

Uniplan Investment Counsel, Inc.

  • $1 Billion
  • Q4 2024

Uniplan Investment Counsel, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1 Billion distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Equinix Inc with a value of $69.7M, American Tower Corp with a value of $50.2M, Simon Property Group Inc with a value of $43.8M, Welltower Inc. with a value of $43.2M, and Kite Realty Group Trust with a value of $32.9M.

Examining the 13F form we can see an decrease of $80.5M in the current position value, from $1.08B to 1B.

Uniplan Investment Counsel, Inc. is based out at Union Grove, WI

Below you can find more details about Uniplan Investment Counsel, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1 Billion
Real Estate: $724 Million
Energy: $56.3 Million
Healthcare: $47.9 Million
Industrials: $36.1 Million
Technology: $33 Million
Financial Services: $25.6 Million
ETFs: $20.3 Million
Consumer Cyclical: $15.7 Million
Other: $41 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.5 Million 1.76% of portfolio
348,728
Q4 2024 Reduced 33.1%
$0
$2.74 Million 0.27% of portfolio
65,292
Q4 2024 Added 1.83%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $1 Billion
  • Prior Value $1.08 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 20 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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