Uniplan Investment Counsel, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $961 Million distributed in 209 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Equinix Inc with a value of $55.7M, American Tower Corp with a value of $55.5M, Welltower Inc. with a value of $49.1M, Simon Property Group Inc with a value of $39.7M, and Eastgroup Properties Inc with a value of $33.2M.

Examining the 13F form we can see an decrease of $38.8M in the current position value, from $1B to 961M.

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 $961 Million
Real Estate: $693 Million
Healthcare: $53.9 Million
Energy: $51.1 Million
Industrials: $35.7 Million
Financial Services: $28.4 Million
Technology: $25.2 Million
ETFs: $22.5 Million
Consumer Defensive: $14.7 Million
Other: $35.9 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 209
  • Current Value $961 Million
  • Prior Value $1 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 59 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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