Uniplan Investment Counsel, Inc.
•CIK: 1520710•Filing: Q4 2025
**Uniplan Investment Counsel, Inc.** manages $996M across a diversified portfolio of 186 positions. The firm maintains significant exposure to key technology and infrastructure names, highlighted by top holdings including WELL ($53.2M) and EQIX ($43.3M). Further concentration is evident in SPG ($42.3M) and AMT ($41.8M), suggesting a focus on growth sectors with substantial capital allocation. This positioning reflects a tactical, conviction-driven approach within the current market cycle.
Total AUM
$995.9M
QoQ Performance
-2.4%
Positions
186
Top 10 Concentration
34.8%
Latest Filing
Q4 2025
Top Holdings Allocation
WELL
WELL5.3%
EQIX4.4%
SPG4.2%
AMT4.2%
PLD3.0%
EGP2.9%
TRNO2.9%
KRG2.8%
📈 Biggest Buys
PLD
Prologis, Inc.
+109.7%
3.0% of portfolio
MAR
Marriott International, Inc. Class A
NEW
0.3% of portfolio
AHR
American Healthcare REIT, Inc.
+141.5%
0.5% of portfolio
HST
Host Hotels & Resorts, Inc.
+94.7%
0.6% of portfolio
T 4.75 PERP C
AT&T Inc Depositary Shs Pfd Series C
+1400.5%
0.3% of portfolio
📉 Biggest Sells
Sector Breakdown
Other79.5%
Real Estate18.7%
Healthcare0.9%
Consumer0.3%
Energy0.3%
Technology0.1%
Industrial0.1%
Consumer Staples0.1%
🚪 Exited Positionssold since Q3 2025
+30 more exited positions
Changes from Q3 2025
NEW40 new positions
↑53 increased
↓93 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023