Uniplan Investment Counsel, Inc.
SEC Form 13F institutional filer · CIK 0001520710
13F-HR · 54 reported holdings · 2026-03-31
Reported long-US-equity value
$0.45B
Top-10 concentration
69.9%
Uniplan Investment Counsel, Inc. — $453M AUM allocation strategy
Uniplan Investment Counsel, Inc. files SEC Form 13F and reports $453M of long US equity value across 54 reported holdings for 2026-03-31.
Its largest sector bet is Real Estate 85.6%, followed by Energy 2.1% and Industrials 1.1%.
The top 10 holdings account for 70% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Uniplan Investment Counsel, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$453M
total across 54 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
70% of value
higher = narrower conviction; lower = spread / hedging
Biggest trims (shares)
−$CCI −91.7K sh · −$13.1M−$CPT −51.7K sh · −$8.02M−$PSA −32.5K sh · −$11.2M
Exited to nil (held last quarter, gone now)
$BXP ($14.4M last qtr)$INVH ($8.85M last qtr)$SBAC ($7.98M last qtr)$MAR ($3.82M last qtr)$IRM ($2.94M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care REITs18.0%—
- Data Center REITs17.4%—
- Retail REITs15.2%—
- Telecom Tower REITs11.3%—
- Industrial REITs7.2%—
- Self-Storage REITs5.9%—
- Hotel & Resort REITs4.4%—
- Multi-Family Residential REITs4.3%—
- Other holdings16.4%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $EQIX | Equinix Inc. Common Stock REIT | 57K | $55.8M | +418 | 12.3% |
| $WELL | Welltower Inc | 275K | $54.4M | -11.7K | 12.0% |
| $AMT | American Tower Corporation | 221K | $38.2M | -16.7K | 8.4% |
| $SPG | Simon Property Group Inc | 197K | $36.7M | -31.8K | 8.1% |
| $PLD | Prologis Inc | 246K | $32.6M | +12.2K | 7.2% |
| $VTR | Ventas Inc | 332K | $27.1M | -25.5K | 6.0% |
| $DLR | Digital Realty Trust Inc | 128K | $23.1M | +53.1K | 5.1% |
| $O | Realty Income Corporation | 337K | $20.6M | +120K | 4.6% |
| $EXR | Extra Space Storage Inc | 116K | $15.2M | -7.99K | 3.4% |
| $CCI | Crown Castle Inc | 158K | $12.9M | -91.7K | 2.8% |
…and 44 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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