Uniplan Investment Counsel, Inc. Portfolio Holdings

Uniplan Investment Counsel, Inc.

  • $917 Million
  • Q2 2025

Uniplan Investment Counsel, Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $917 Million distributed in 205 stocks.

Among their holdings, we can observe that their the top five positions include companies like: American Tower Corp with a value of $55.2M, Equinix Inc with a value of $49.1M, Welltower Inc. with a value of $48.3M, Simon Property Group Inc with a value of $37.3M, and Wisdomtree Floating Rate Treas with a value of $31M.

Examining the 13F form we can see an decrease of $43.3M in the current position value, from $961M to 917M.

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 $917 Million
Real Estate: $652 Million
Healthcare: $50.7 Million
Industrials: $43 Million
Energy: $40.3 Million
ETFs: $33.3 Million
Financial Services: $32.8 Million
Technology: $19.8 Million
Consumer Defensive: $18.4 Million
Other: $26 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$278M
$3.82 Million 0.42% of portfolio
259,593
Q2 2025 Reduced 44.61%
$211M
$3.67 Million 0.4% of portfolio
269,129
Q2 2025 Reduced 30.69%
$139M
$2.26 Million 0.25% of portfolio
590,804
Q2 2025 Added 30.95%
$252M
$2.11 Million 0.23% of portfolio
221,286
Q2 2025 Added 299.45%
$285M
$1.07 Million 0.12% of portfolio
75,983
Q2 2025 New
$66.2M
$862,000 0.09% of portfolio
81,805
Q2 2025 New
$189M
$17,000 0.0% of portfolio
1,216
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 205
  • Current Value $917 Million
  • Prior Value $961 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 36 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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