Fund HoldingsUniplan Investment Counsel, Inc.

Total Portfolio Value
$1.08B
Total Bought
$71.57M
Total Sold
$158.00M
Net Transaction
-$86.43M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Apartment Investment & Management Co Class A310,358942,251+631,8933,3618,5650.80%+5,204
OUTFRONT Media Inc.(OUT)0222,713+222,71303,9510.37%+3,951
Grid Dynamics Holdings, Inc. Class A244,599318,913+74,3143,4247,0930.66%+3,668
Build-A-Bear Workshop, Inc.(BBW)090,817+90,81704,1810.39%+4,181
Solaris Energy Infrastructure, Inc. Class A(SEI)361,701265,814-95,8874,6157,6500.71%+3,035
Equinix, Inc.(EQIX)75,10773,869-1,23866,66869,6516.47%+2,984
Bank of America Corp Conv Pfd Registered Shs Series L02,324+2,32402,8350.26%+2,835
InterDigital, Inc.(IDCC)65,79061,903-3,8879,31811,9921.11%+2,674
ProPetro Holding Corp.(PUMP)0436,058+436,05804,0680.38%+4,068
Ligand Pharmaceuticals Incorporated(LGND)53,10468,155+15,0515,3157,3030.68%+1,988
Ares Management Corporation Pfd Registered shs Series B(ARES)035,472+35,47201,9520.18%+1,952
Lincoln Educational Services Corporation(LINC)509,206503,991-5,2156,0807,9730.74%+1,893
Williams Companies, Inc.(WMB)209,150210,825+1,6759,54811,4101.06%+1,862
Grupo Aeroportuario del Centro Norte SAB de CV Sponsored ADR Class B(OMAB)026,945+26,94501,8500.17%+1,850
Grupo Aeroportuario del Pacifico SAB de CV Sponsored ADR Class B(PAC)010,467+10,46701,8320.17%+1,832
IRadimed Corp.(IRMD)032,540+32,54001,7900.17%+1,790
Kinder Morgan Inc Class P(KMI)320,029322,854+2,8257,0698,8460.82%+1,777
Universal Technical Institute, Inc.(UTI)187,730185,864-1,8663,0524,7790.44%+1,726
Fidelis Insurance Holdings Ltd.
COM
0207,075+207,07503,7540.35%+3,754
American Healthcare REIT, Inc.(AHR)053,455+53,45501,5190.14%+1,519
Red Violet, Inc.(RDVT)85,996109,209+23,2132,4473,9530.37%+1,507
Kilroy Realty Corporation(KRC)036,432+36,43201,4740.14%+1,474
UDR, Inc.(UDR)033,720+33,72001,4640.14%+1,464
Vail Resorts, Inc.(MTN)57,83661,581+3,74510,08011,5441.07%+1,463
Getty Realty Corp.(GTY)047,073+47,07301,4180.13%+1,418
Xenia Hotels & Resorts, Inc.(XHR)095,179+95,17901,4140.13%+1,414
PotlatchDeltic Corporation035,480+35,48001,3930.13%+1,393
Chart Industries, Inc. Shs Depository Shs Repr 1/20th Pfd Shs Series B019,562+19,56201,3790.13%+1,379
Daktronics, Inc.(DAKT)349,568345,491-4,0774,5135,8250.54%+1,312
Farmland Partners Inc1,061,1401,047,557-13,58311,08912,3191.14%+1,230
Apollo Global Management Inc Mandatory Conv Pfd Registered Shs Series A(APO)013,952+13,95201,2130.11%+1,213
Blade Air Mobility, Inc. Class A1,042,047973,736-68,3113,0644,1380.38%+1,075
Cushman & Wakefield Plc(CWK)078,817+78,81701,0310.10%+1,031
Kinetik Holdings Inc. Class A(KNTK)018,033+18,03301,0230.10%+1,023
Royalty Pharma Plc Class A(RPRX)039,934+39,93401,0190.09%+1,019
TeraWulf Inc.(WULF)0557,375+557,37503,1550.29%+3,155
Air Lease Corporation Class A
CL A
020,351+20,35109810.09%+981
EPR Properties Conv Pfd Shs Series C(EPR)0137,232+137,23202,8540.27%+2,854
RLJ Lodging Trust USD 1.95 Cum Conv Pfd Registered Shs Series A(RLJ)039,143+39,14309610.09%+961
Park Aerospace Corp.(PKE)203,159244,636+41,4772,6473,5840.33%+937
Digital Realty Trust, Inc.(DLR)75,23773,639-1,59812,17613,0581.21%+883
Albemarle Corporation Depository Shs Conv Pfd Registered Shs020,904+20,90408510.08%+851
Equitable Holdings, Inc.119,157120,524+1,3675,0085,6850.53%+677
ONEOK, Inc.(OKE)50,83850,970+1324,6335,1170.48%+485
CTS Corporation(CTS)104,725103,545-1,1805,0675,4600.51%+393
AZZ Inc.64,67069,566+4,8965,3425,6990.53%+356
NPK International Inc.(NPKI)494,442489,764-4,6783,4263,7560.35%+330
Smurfit Westrock PLC(SW)63,12663,574+4483,1203,4240.32%+304
Uranium Energy Corp.(UEC)685,001678,241-6,7604,2544,5370.42%+284
Coherent Corp.(COHR)32,25132,554+3032,8673,0840.29%+216
Ares Capital Corporation(ARCC)175,725177,480+1,7553,6803,8850.36%+205
Spok Holdings, Inc.205,741203,587-2,1543,0983,2680.30%+169
Northwest Pipe Company(NWPX)59,95259,181-7712,7062,8560.27%+150
BioLife Solutions, Inc.(BLFS)248,649245,517-3,1326,2266,3740.59%+147
BK Technologies Corp.115,72477,227-38,4972,5192,6480.25%+129
Simon Property Group, Inc.(SPG)258,378254,305-4,07343,67143,7944.07%+123
Cogent Communications Holdings Inc37,32537,781+4562,8342,9120.27%+78
Global X S&P 500 Covered Call ETF
S&P 500 COVERED
64,11965,292+1,1732,6612,7360.25%+75
Medallion Bank Non-Cum Perp Pfd Registered Shs Series F067,814+67,81401,7150.16%+1,715
International Business Machines Corporation(IBM)15,88916,278+3893,5133,5780.33%+66
enCore Energy Corp.0629,306+629,30602,1460.20%+2,146
Regency Centers Corporation(REG)186,670182,710-3,96013,48313,5081.26%+25
Compass Diversified Holdings Red Perp Pfd Registered Shs Series C062,181+62,18101,5390.14%+1,539
New York Mortgage Trust, Inc. Cum Conv Red Pfd Registered Shs Series E(ADAM)065,911+65,91101,6320.15%+1,632
Triton International Ltd. Conv Red Perp Pfd Registered Shs Series B086,248+86,24802,1700.20%+2,170
Redwood Trust, Inc. Cum Red Pfd Registered Shs A Series A067,248+67,24801,7250.16%+1,725
MetLife, Inc.(MET)53,42453,874+4504,4064,4110.41%+5
H&E Equipment Services, Inc.67,68467,236-4483,2953,2920.31%-3
Chesapeake Utilities Corporation(CPK)013,171+13,17101,5980.15%+1,598
NAPCO Security Technologies, Inc.(NSSC)114,535129,714+15,1794,6344,6130.43%-21
Alpha and Omega Semiconductor Limited(AOSL)193,847191,776-2,0717,1967,1010.66%-94
Howard Hughes Holdings Inc.(HHH)52,44851,316-1,1324,0613,9470.37%-114
Ellington Financial Inc.(EFC)181,171182,960+1,7892,3352,2170.21%-118
Banco Latinoamericano de Comercio Exterior, S.A. Class E291,887263,212-28,6759,4839,3620.87%-121
LifeMD, Inc.0385,253+385,25301,9070.18%+1,907
Bit Digital, Inc.0358,534+358,53401,0510.10%+1,051
Public Storage Depositary Shs Repr 1/1000th Cum Red Pfd Registered Shs Series H(PSA)111,890112,562+6722,7862,6170.24%-169
AT&T Inc Depositary Shs Perp Pfd Shs Series C(T)197,540199,208+1,6684,1503,9540.37%-196
Gorman-Rupp Company(GRC)147,566145,736-1,8305,7485,5260.51%-221
Sprott Inc.(SII)137,294135,613-1,6815,9465,7190.53%-227
Diamondback Energy, Inc.(FANG)40,11940,690+5716,9176,6660.62%-250
Valero Energy Corporation(VLO)23,23623,445+2093,1382,8740.27%-263
Devon Energy Corporation(DVN)044,784+44,78401,4660.14%+1,466
Omega Healthcare Investors, Inc.(OHI)111,585112,416+8314,5424,2550.40%-287
Clearway Energy, Inc. Class C(CWEN)065,506+65,50601,7030.16%+1,703
Mama's Creations, Inc.706,362610,606-95,7565,1564,8600.45%-296
Simulations Plus, Inc.059,640+59,64001,6630.15%+1,663
SIGA Technologies Inc506,389500,989-5,4003,4183,0110.28%-407
Mid-America Apartment Communities, Inc.(MAA)59,77958,498-1,2819,4999,0420.84%-457
DuPont de Nemours, Inc.(DD)43,07643,609+5333,8393,3250.31%-513
Innoviva, Inc.(INVA)244,854242,014-2,8404,7284,1990.39%-529
Healthcare Realty Trust Incorporated Class A(HR)439,029429,863-9,1667,9687,2860.68%-682
Amgen Inc.(AMGN)9,5349,107-4273,0722,3740.22%-698
AvalonBay Communities, Inc.70,81969,326-1,49315,95215,2501.42%-702
Sun Communities, Inc.(SUI)53,09751,999-1,0987,1766,3940.59%-782
Essex Property Trust, Inc.(ESS)48,71247,661-1,05114,39113,6051.26%-786
Boeing Pfd Registered shs Series A2,28534,306+32,0212,9092,0890.19%-820
EPR Properties(EPR)145,391142,223-3,1687,1306,2980.59%-832
Postal Realty Trust, Inc. Class A(PSTL)490,193482,512-7,6817,1766,2970.59%-880
Agree Realty Corporation142,332139,337-2,99510,7229,8160.91%-906
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