Fund HoldingsUniplan Investment Counsel, Inc.

Total Portfolio Value
$1.15B
Total Bought
$170.03M
Total Sold
$975.07M
Net Transaction
-$805.05M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
American Tower Corporation(AMT)0294,098+294,098068,3965.97%+68,396
Equinix, Inc.(EQIX)075,107+75,107066,6685.82%+66,668
Welltower Inc.(WELL)0350,361+350,361044,8573.91%+44,857
Simon Property Group, Inc.(SPG)0258,378+258,378043,6713.81%+43,671
EastGroup Properties, Inc.(EGP)0205,811+205,811038,4503.35%+38,450
Crown Castle Inc.(CCI)0322,753+322,753038,2883.34%+38,288
Terreno Realty Corporation(TRNO)0536,662+536,662035,8653.13%+35,865
Kite Realty Group Trust(KRG)01,325,150+1,325,150035,1963.07%+35,196
Public Storage(PSA)091,485+91,485033,2892.90%+33,289
Extra Space Storage Inc.(EXR)0168,180+168,180030,3042.64%+30,304
Gaming and Leisure Properties, Inc.(GLPI)0558,758+558,758028,7482.51%+28,748
Prologis, Inc.(PLD)0219,878+219,878027,7662.42%+27,766
WisdomTree Floating Rate Treasury Fund(WT)499,074521,273+22,1992526,1782.28%+26,153
VICI Properties Inc(VICI)0783,472+783,472026,0982.28%+26,098
American Homes 4 Rent Class A(AMH)0675,785+675,785025,9432.26%+25,943
Ventas, Inc.(VTR)215,342329,824+114,4821121,1521.85%+21,141
Equity LifeStyle Properties, Inc.(ELS)0281,827+281,827020,1061.75%+20,106
Weyerhaeuser Company(WY)0583,563+583,563019,7591.72%+19,759
AvalonBay Communities, Inc.76,84170,819-6,0221615,9521.39%+15,936
Essex Property Trust, Inc.(ESS)52,93248,712-4,2201414,3911.26%+14,376
Regency Centers Corporation(REG)203,785186,670-17,1151313,4831.18%+13,471
Camden Property Trust(CPT)118,198107,717-10,4811313,3061.16%+13,293
BXP Inc(BXP)0158,494+158,494012,7521.11%+12,752
SBA Communications Corp. Class A(SBAC)050,903+50,903012,2531.07%+12,253
Digital Realty Trust, Inc.(DLR)81,95775,237-6,7201212,1761.06%+12,163
Farmland Partners Inc1,126,4301,061,140-65,2901311,0890.97%+11,076
Agree Realty Corporation155,117142,332-12,7851010,7220.94%+10,712
Invitation Homes, Inc.(INVH)213,877303,864+89,987810,7140.93%+10,707
Vail Resorts, Inc.(MTN)057,836+57,836010,0800.88%+10,080
AbbVie, Inc.(ABBV)53,51150,439-3,07299,9610.87%+9,952
Realty Income Corporation(O)171,150156,449-14,70199,9220.87%+9,913
Williams Companies, Inc.(WMB)221,542209,150-12,39299,5480.83%+9,538
Mid-America Apartment Communities, Inc.(MAA)65,25259,779-5,47399,4990.83%+9,490
Banco Latinoamericano de Comercio Exterior, S.A. Class E297,453291,887-5,56699,4830.83%+9,475
InterDigital, Inc.(IDCC)77,55765,790-11,76799,3180.81%+9,309
Apartment Investment & Management Co Class A0963,989+963,98908,7140.76%+8,714
UFP Technologies, Inc.(UFPT)26,96626,441-52578,3740.73%+8,367
Healthcare Realty Trust Incorporated Class A(HR)0439,029+439,02907,9680.70%+7,968
Alpha and Omega Semiconductor Limited(AOSL)214,901193,847-21,05487,1960.63%+7,188
Postal Realty Trust, Inc. Class A(PSTL)517,536490,193-27,34377,1760.63%+7,170
Sun Communities, Inc.(SUI)58,02653,097-4,92977,1760.63%+7,169
EPR Properties(EPR)158,083145,391-12,69277,1300.62%+7,123
Kinder Morgan Inc Class P(KMI)339,239320,029-19,21077,0690.62%+7,063
Diamondback Energy, Inc.(FANG)42,38840,119-2,26986,9170.60%+6,908
BioLife Solutions, Inc.(BLFS)252,744248,649-4,09556,2260.54%+6,221
Lincoln Educational Services Corporation(LINC)588,047509,206-78,84176,0800.53%+6,073
Sprott Inc.(SII)112,819137,294+24,47555,9460.52%+5,942
Plymouth Industrial REIT, Inc.263,064258,021-5,04365,8310.51%+5,826
Gorman-Rupp Company(GRC)150,659147,566-3,09365,7480.50%+5,742
Hawkins, Inc.(HWKN)46,10244,976-1,12645,7330.50%+5,729
Collegium Pharmaceutical, Inc.(COLL)146,375143,884-2,49155,5600.49%+5,555
CMB.TECH NV(CMBT)343,084325,470-17,61465,4090.47%+5,404
AZZ Inc.65,85964,670-1,18955,3420.47%+5,337
Ligand Pharmaceuticals Incorporated(LGND)49,61753,104+3,48745,3150.46%+5,311
Iron Mountain, Inc.(IRM)47,38544,702-2,68345,3120.46%+5,308
Mama's Creations, Inc.719,667706,362-13,30555,1560.45%+5,152
CTS Corporation(CTS)106,814104,725-2,08955,0670.44%+5,061
Equitable Holdings, Inc.126,405119,157-7,24855,0080.44%+5,003
Innoviva, Inc.(INVA)249,092244,854-4,23844,7280.41%+4,724
ONEOK, Inc.(OKE)53,93550,838-3,09744,6330.40%+4,628
NAPCO Security Technologies, Inc.(NSSC)158,312114,535-43,77784,6340.40%+4,626
Solaris Energy Infrastructure, Inc. Class A(SEI)368,727361,701-7,02634,6150.40%+4,612
Omega Healthcare Investors, Inc.(OHI)0111,585+111,58504,5420.40%+4,542
Daktronics, Inc.(DAKT)274,947349,568+74,62144,5130.39%+4,509
MetLife, Inc.(MET)56,84453,424-3,42044,4060.38%+4,402
Safehold Inc.(SAFE)178,513163,037-15,47634,2760.37%+4,273
Uranium Energy Corp.(UEC)562,049685,001+122,95234,2540.37%+4,250
AT&T Inc Perp Series C(T)209,203197,540-11,66344,1500.36%+4,146
Howard Hughes Holdings Inc.(HHH)052,448+52,44804,0610.35%+4,061
DuPont de Nemours, Inc.(DD)45,65543,076-2,57943,8390.33%+3,835
Cass Information Systems, Inc.93,85191,823-2,02843,8090.33%+3,805
Verizon Communications Inc.(VZ)89,57984,631-4,94843,8010.33%+3,797
Ares Capital Corporation(ARCC)186,508175,725-10,78343,6800.32%+3,676
International Business Machines Corporation(IBM)16,95015,889-1,06133,5130.31%+3,510
Newpark Resources, Inc.(NPKI)400,231494,442+94,21133,4260.30%+3,423
Grid Dynamics Holdings, Inc. Class A249,164244,599-4,56533,4240.30%+3,422
SIGA Technologies Inc0506,389+506,38903,4180.30%+3,418
Armada Hoffler Properties, Inc.1,050,466310,358-740,10893,3610.29%+3,352
Spectrum Brands Holdings, Inc.(SPB)37,37635,149-2,22733,3440.29%+3,341
H&E Equipment Services, Inc.067,684+67,68403,2950.29%+3,295
Valero Energy Corporation(VLO)24,65823,236-1,42243,1380.27%+3,134
Smurfit Westrock PLC(SW)063,126+63,12603,1200.27%+3,120
Spok Holdings, Inc.209,825205,741-4,08433,0980.27%+3,095
Amgen Inc.(AMGN)10,2109,534-67633,0720.27%+3,069
Blade Air Mobility, Inc. Class A844,8271,042,047+197,22033,0640.27%+3,061
Universal Technical Institute, Inc.(UTI)0187,730+187,73003,0520.27%+3,052
Bowman Consulting Group, Ltd.51,855126,591+74,73623,0480.27%+3,047
Bank of America Corp Pfd Series L2,5042,285-21932,9090.25%+2,906
Coherent Corp.(COHR)032,251+32,25102,8670.25%+2,867
Cogent Communications Holdings Inc39,67237,325-2,34722,8340.25%+2,831
Civeo Corp103,499101,949-1,55032,7930.24%+2,791
Public Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H(PSA)118,702111,890-6,81232,7860.24%+2,783
Northwest Pipe Company(NWPX)61,35259,952-1,40022,7060.24%+2,704
Global X S&P 500 Covered Call ETF
S&P 500 COVERED
68,37364,119-4,25432,6610.23%+2,658
Park Aerospace Corp.(PKE)168,315203,159+34,84422,6470.23%+2,645
BK Technologies Corp.131,466115,724-15,74222,5190.22%+2,518
Equity Commonwealth Pfd Series D104,80498,935-5,86932,4980.22%+2,496
Red Violet, Inc.(RDVT)87,45885,996-1,46222,4470.21%+2,444
Ellington Financial Inc.(EFC)191,959181,171-10,78822,3350.20%+2,333
Vishay Precision Group, Inc.(VPG)177,45586,638-90,81752,2440.20%+2,239
Page 1 of 1