Uniplan Investment Counsel, Inc.
Net buyer this quarter
$1.07B
160
+$1.36M
34.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WELL | $59.5M | 5.58% | 0.04% | -4.8% | Q4 2016 |
 EQIX | $57.8M | 5.42% | 0.06% | -2.7% | Q2 2017 |
 PLD | $37.1M | 3.48% | 0.03% | +11.0% | Q4 2023 |
 SPG | $37M | 3.47% | 2069.44% | -15.8% | Q2 2015 |
 DLR | $33.6M | 3.15% | 0.05% | +46.4% | Q2 2015 |
 AMT | $30.6M | 2.87% | 0.04% | -15.5% | Q3 2015 |
 KRG | $29.7M | 2.78% | 0.52% | -4.1% | Q2 2015 |
 EGP | $29.6M | 2.77% | 0.27% | -4.8% | Q2 2015 |
 TRNO | $28.2M | 2.64% | 0.40% | -4.3% | Q2 2015 |
 VTR | $28.1M | 2.64% | 0.06% | -4.5% | Q2 2015 |
 O | $17.1M | 1.61% | 0.03% | -18.0% | Q3 2022 |
 REG | $16.4M | 1.54% | 0.11% | +37.5% | Q4 2023 |
 EXR | $16M | 1.50% | 0.05% | -4.7% | Q3 2017 |
 OUT | $15.2M | 1.43% | 0.26% | +20.2% | Q3 2015 |
 ESS | $14.1M | 1.33% | 0.08% | -3.3% | Q2 2015 |
 AVBC | $13.4M | 1.26% | 0.35% | +21.7% | Q2 2015 |
 PSA | $12.8M | 1.20% | 0.02% | -4.8% | Q2 2015 |
 IRM | $12.4M | 1.16% | 0.03% | Not reported | Q2 2015 |
 OHI | $11.6M | 1.09% | 0.08% | -3.1% | Q2 2015 |
 XRN | $11.2M | 1.05% | 2.25% | +24.3% | Q3 2025 |
 LGND | $10.8M | 1.02% | 0.17% | -14.8% | Q1 2024 |
 LINC | $10.7M | 1.00% | 0.68% | -5.0% | Q4 2021 |
 ADC | $10.4M | 0.97% | 0.11% | -4.5% | Q2 2015 |
 WULF | $10.3M | 0.97% | 0.08% | -16.9% | Q2 2024 |
 WY | $10.3M | 0.97% | 0.06% | +13.4% | Q2 2015 |
 SUI | $10.2M | 0.96% | 0.07% | -30.7% | Q4 2023 |
 SEI | $10.1M | 0.95% | Not reported | -8.2% | Q4 2017 |
 UTI | $9.37M | 0.88% | 0.40% | +16.3% | Q3 2024 |
 HST | $9.32M | 0.87% | 0.06% | -4.5% | Q2 2015 |
 CTRE | $9.1M | 0.85% | 0.10% | -4.3% | Q1 2025 |
 AXGN | $8.96M | 0.84% | 0.36% | +15.5% | Q1 2025 |
 GRC | $8.94M | 0.84% | 0.37% | -9.7% | Q2 2015 |
 BLX | $8.93M | 0.84% | 0.40% | +21.1% | Q3 2017 |
 MAMA | $8.8M | 0.82% | 1.21% | +1.7% | Q2 2023 |
 NPKI | $8.66M | 0.81% | 0.64% | +3.1% | Q3 2023 |
 CCI | $8.15M | 0.76% | 0.03% | -32.0% | Q2 2015 |
 AZZ | $8M | 0.75% | 0.17% | +3.0% | Q2 2020 |
 NWPX | $7.99M | 0.75% | 0.55% | -15.7% | Q2 2024 |
 FPI | $7.88M | 0.74% | 1.86% | -1.5% | Q2 2015 |
 MAA | $7.79M | 0.73% | 0.05% | -4.1% | Q3 2022 |
 WPC | $7.7M | 0.72% | 0.05% | -4.5% | Q3 2025 |
 SRTA | $7.53M | 0.71% | 1.65% | +9.9% | Q3 2023 |
 GHM | $7.23M | 0.68% | 0.50% | +3.2% | Q3 2025 |
 LAMR | $7.08M | 0.66% | Not reported | +90.0% | Q4 2016 |
 AHR | $6.94M | 0.65% | 0.07% | -3.6% | Q4 2024 |
 EZPW | $6.87M | 0.64% | Not reported | -15.2% | Q1 2025 |
 ASTE | $6.49M | 0.61% | 0.46% | +23.6% | Q1 2025 |
 ELS | $6.42M | 0.60% | 0.05% | -45.1% | Q2 2015 |
 VMRK | $6.42M | 0.60% | 0.03% | +88.5% | Q1 2026 |
 PKE | $6.35M | 0.60% | 0.80% | -11.3% | Q3 2023 |
| Q1 2026 | |||||
| EQIX | $55.8M | 5.73% | 0.06% | +0.7% | Q2 2017 |
| WELL | $54.4M | 5.58% | 0.04% | -4.1% | Q4 2016 |
| AMT | $38.2M | 3.92% | 0.05% | -7.0% | Q3 2015 |
| SPG | $36.7M | 3.77% | 2458.03% | -13.9% | Q2 2015 |
| PLD | $32.6M | 3.34% | 0.03% | +5.2% | Q4 2023 |
| EGP | $28.4M | 2.91% | 0.29% | -6.7% | Q2 2015 |
| TRNO | $27.9M | 2.87% | 0.43% | -6.9% | Q2 2015 |
| VTR | $27.1M | 2.79% | 0.07% | -7.2% | Q2 2015 |
| KRG | $26.8M | 2.75% | 0.54% | -6.3% | Q2 2015 |
| DLR | $23.1M | 2.37% | 0.04% | +70.9% | Q2 2015 |
| O | $20.6M | 2.12% | 0.04% | +55.2% | Q3 2022 |
| SUI | $15.5M | 1.59% | 0.10% | +121.3% | Q4 2023 |
| EXR | $15.2M | 1.56% | 0.05% | -6.5% | Q3 2017 |
| CCI | $12.9M | 1.32% | 0.04% | -36.7% | Q2 2015 |
| ESS | $12.1M | 1.25% | 0.08% | -6.8% | Q2 2015 |
 VICI | $11.8M | 1.21% | 0.04% | -6.1% | Q3 2019 |
| PSA | $11.5M | 1.18% | 0.02% | -43.4% | Q2 2015 |
| REG | $11.3M | 1.16% | 0.08% | -9.3% | Q4 2023 |
| ELS | $11.3M | 1.16% | 0.09% | -6.9% | Q2 2015 |
| OHI | $11.1M | 1.13% | 0.08% | +9.8% | Q2 2015 |
| ADC | $10.8M | 1.11% | 0.12% | +14.0% | Q2 2015 |
| OUT | $10.3M | 1.05% | 0.22% | -8.2% | Q3 2015 |
| AVBC | $9.55M | 0.98% | 0.29% | -8.2% | Q2 2015 |
| WY | $9.28M | 0.95% | 0.05% | +49.0% | Q2 2015 |
| FPI | $9.28M | 0.95% | 1.89% | -7.5% | Q2 2015 |
| LINC | $9.18M | 0.94% | 0.71% | -28.0% | Q4 2021 |
| CTRE | $8.64M | 0.89% | 0.10% | +22.2% | Q1 2025 |
| LGND | $8.02M | 0.82% | 0.20% | -5.1% | Q1 2024 |
 SII | $7.99M | 0.82% | 0.22% | -38.0% | Q2 2023 |
| XRN | $7.92M | 0.81% | 1.81% | +90.6% | Q3 2025 |
| HST | $7.89M | 0.81% | 0.06% | +16.0% | Q2 2015 |
| SEI | $7.74M | 0.79% | Not reported | -5.1% | Q4 2017 |
| WPC | $7.67M | 0.79% | 0.05% | +64.4% | Q3 2025 |
| NPKI | $7.65M | 0.79% | 0.62% | -6.0% | Q3 2023 |
| MAMA | $7.44M | 0.76% | 1.19% | -5.6% | Q2 2023 |
| WULF | $7.27M | 0.75% | 0.12% | -18.9% | Q2 2024 |
| MAA | $7.14M | 0.73% | 0.05% | -32.0% | Q3 2022 |
| UTI | $6.8M | 0.70% | 0.34% | -11.7% | Q3 2024 |
| GRC | $6.7M | 0.69% | 0.41% | -6.1% | Q2 2015 |
| AHR | $6.51M | 0.67% | 0.07% | +23.8% | Q4 2024 |
| AZZ | $6.27M | 0.64% | 0.17% | -6.7% | Q2 2020 |
| BLX | $6.13M | 0.63% | 0.33% | -6.4% | Q3 2017 |
 IRMD | $5.98M | 0.61% | 0.49% | -5.4% | Q4 2024 |
| EZPW | $5.94M | 0.61% | Not reported | -5.9% | Q1 2025 |
 FR | $5.9M | 0.61% | 0.08% | +292.6% | Q2 2015 |
| AXGN | $5.56M | 0.57% | 0.32% | -6.0% | Q1 2025 |
| SRTA | $5.44M | 0.56% | 1.49% | +2.9% | Q3 2023 |
 INVA | $5.34M | 0.55% | 0.31% | +4.5% | Q3 2023 |
| PKE | $5.14M | 0.53% | 0.94% | -6.1% | Q3 2023 |
 WMB | $5.06M | 0.52% | 0.01% | -16.1% | Q1 2018 |
| Q4 2025 | |||||
| WELL | $53.2M | 5.35% | 0.04% | -11.7% | Q4 2016 |
| EQIX | $43.3M | 4.35% | 0.06% | -9.2% | Q2 2017 |
| SPG | $42.3M | 4.25% | 2855.46% | -1.3% | Q2 2015 |
| AMT | $41.8M | 4.20% | 0.05% | -5.3% | Q3 2015 |
| PLD | $29.9M | 3.00% | 0.03% | +109.7% | Q4 2023 |
| EGP | $29.3M | 2.94% | 0.31% | -11.8% | Q2 2015 |
| TRNO | $28.7M | 2.88% | 0.47% | -1.8% | Q2 2015 |
| KRG | $27.9M | 2.80% | 0.56% | -1.7% | Q2 2015 |
| VTR | $27.6M | 2.78% | 0.08% | -1.8% | Q2 2015 |
| CCI | $22.2M | 2.23% | 0.06% | -1.6% | Q2 2015 |
| PSA | $19.4M | 1.95% | 0.04% | +4.7% | Q2 2015 |
| EXR | $16.1M | 1.62% | 0.06% | -2.1% | Q3 2017 |
 GLPI | $14.7M | 1.47% | 0.12% | -34.0% | Q4 2016 |
| ESS | $14.1M | 1.41% | 0.08% | -2.0% | Q2 2015 |
| VICI | $12.9M | 1.29% | 0.04% | -34.2% | Q3 2019 |
 BXP | $12.3M | 1.24% | 0.12% | -1.7% | Q2 2015 |
| O | $12.2M | 1.23% | 0.02% | -1.9% | Q3 2022 |
| MAA | $11.9M | 1.20% | 0.07% | +11.3% | Q3 2022 |
| ELS | $11.8M | 1.19% | 0.10% | -23.3% | Q2 2015 |
| DLR | $11.6M | 1.16% | 0.02% | +11.8% | Q2 2015 |
| AVBC | $11.5M | 1.16% | 0.32% | -1.2% | Q2 2015 |
| REG | $11.4M | 1.14% | 0.09% | -1.6% | Q4 2023 |
 CPT | $10.5M | 1.05% | 0.09% | -1.2% | Q2 2018 |
| OHI | $10.2M | 1.02% | 0.08% | -0.8% | Q2 2015 |
| OUT | $10.2M | 1.02% | 0.24% | -1.3% | Q3 2015 |
| ADC | $9.05M | 0.91% | 0.10% | -2.5% | Q2 2015 |
| SII | $8.83M | 0.89% | 0.35% | +0.1% | Q2 2023 |
| FPI | $8.65M | 0.87% | 2.07% | -1.3% | Q2 2015 |
 IDCC | $8.07M | 0.81% | 0.10% | -8.9% | Q4 2022 |
| LGND | $8.01M | 0.80% | 0.21% | +0.5% | Q1 2024 |
| LINC | $7.57M | 0.76% | 0.99% | -0.2% | Q4 2021 |
 INVH | $7.57M | 0.76% | 0.04% | -1.9% | Q4 2017 |
| WULF | $7.13M | 0.72% | 0.15% | +1.7% | Q2 2024 |
 BBW | $7.01M | 0.70% | 0.88% | +20.3% | Q3 2024 |
| CTRE | $6.98M | 0.70% | 0.09% | +22.4% | Q1 2025 |
| MAMA | $6.92M | 0.70% | 1.26% | +0.8% | Q2 2023 |
| SUI | $6.9M | 0.69% | 0.05% | -0.9% | Q4 2023 |
 SBAC | $6.82M | 0.68% | 0.03% | -22.2% | Q4 2021 |
| NPKI | $6.69M | 0.67% | 0.62% | -0.3% | Q3 2023 |
| SEI | $6.64M | 0.67% | Not reported | -21.5% | Q4 2017 |
| IRMD | $6.39M | 0.64% | 0.51% | -15.0% | Q4 2024 |
| HST | $6.29M | 0.63% | 0.05% | +94.7% | Q2 2015 |
| SRTA | $6.08M | 0.61% | 1.46% | -0.2% | Q3 2023 |
| WY | $6.04M | 0.61% | 0.04% | -22.1% | Q2 2015 |
| AXGN | $5.84M | 0.59% | 0.38% | +12.5% | Q1 2025 |
| AZZ | $5.75M | 0.58% | 0.18% | +12.3% | Q2 2020 |
| BLX | $5.71M | 0.57% | 0.35% | -0.4% | Q3 2017 |
 RDVT | $5.51M | 0.55% | 0.68% | +1.1% | Q2 2024 |
| GRC | $5.48M | 0.55% | 0.44% | 0.0% | Q2 2015 |
 AMH | $5.38M | 0.54% | Not reported | -2.0% | Q2 2015 |
| Q3 2025 | |||||
| WELL | $57.9M | 5.67% | 0.05% | +3.4% | Q4 2016 |
| EQIX | $48.8M | 4.78% | 0.06% | +1.0% | Q2 2017 |
| AMT | $48.3M | 4.74% | 0.05% | +0.6% | Q3 2015 |
| SPG | $43.4M | 4.26% | 2893.51% | -0.2% | Q2 2015 |
| EGP | $31.6M | 3.09% | 0.35% | +0.7% | Q2 2015 |
| TRNO | $28.2M | 2.76% | 0.48% | +0.5% | Q2 2015 |
| KRG | $26.4M | 2.59% | 0.55% | +0.1% | Q2 2015 |
| VTR | $25.5M | 2.49% | 0.08% | +23.5% | Q2 2015 |
| CCI | $24.5M | 2.40% | 0.06% | +0.7% | Q2 2015 |
| GLPI | $23.2M | 2.27% | 0.18% | -0.3% | Q4 2016 |
| VICI | $22.7M | 2.22% | 0.07% | -0.4% | Q3 2019 |
| PSA | $20.6M | 2.02% | 0.04% | +0.8% | Q2 2015 |
| EXR | $17.8M | 1.74% | 0.06% | +0.4% | Q3 2017 |
| ELS | $15.4M | 1.51% | 0.13% | +0.6% | Q2 2015 |
| ESS | $14.7M | 1.44% | 0.09% | +1.1% | Q2 2015 |
| BXP | $13.8M | 1.35% | 0.12% | +29.8% | Q2 2015 |
| O | $13.5M | 1.32% | 0.02% | +57.5% | Q3 2022 |
| PLD | $12.8M | 1.25% | 0.01% | +0.5% | Q4 2023 |
| AVBC | $12.4M | 1.22% | 0.32% | +1.0% | Q2 2015 |
| REG | $12.2M | 1.20% | 0.09% | +0.7% | Q4 2023 |
| DLR | $11.6M | 1.13% | 0.02% | +0.9% | Q2 2015 |
| MAA | $10.8M | 1.06% | 0.07% | +0.8% | Q3 2022 |
| CPT | $10.3M | 1.01% | 0.09% | +0.6% | Q2 2018 |
| FPI | $9.84M | 0.96% | 2.10% | -5.4% | Q2 2015 |
| OHI | $9.78M | 0.96% | 0.08% | +136.8% | Q2 2015 |
| IDCC | $9.61M | 0.94% | 0.11% | -15.8% | Q4 2022 |
| ADC | $9.16M | 0.90% | 0.11% | +0.4% | Q2 2015 |
| SBAC | $8.76M | 0.86% | 0.04% | -0.1% | Q4 2021 |
| INVH | $8.14M | 0.80% | 0.05% | -24.6% | Q4 2017 |
| WY | $8.11M | 0.79% | 0.05% | +0.5% | Q2 2015 |
| OUT | $7.83M | 0.77% | 0.26% | +5.2% | Q3 2015 |
 KMI | $7.65M | 0.75% | 0.01% | -3.7% | Q2 2015 |
| SII | $7.5M | 0.73% | 0.35% | -28.1% | Q2 2023 |
| LGND | $7.47M | 0.73% | 0.21% | -33.0% | Q1 2024 |
| LINC | $7.38M | 0.72% | 0.99% | -13.4% | Q4 2021 |
| SEI | $7.35M | 0.72% | Not reported | -14.3% | Q4 2017 |
| SUI | $7.25M | 0.71% | 0.05% | +20.5% | Q4 2023 |
| WULF | $6.97M | 0.68% | 0.14% | -29.4% | Q2 2024 |
| UTI | $6.51M | 0.64% | 0.37% | -13.2% | Q3 2024 |
| SRTA | $6.41M | 0.63% | 1.55% | -7.1% | Q3 2023 |
| NPKI | $6.36M | 0.62% | 0.67% | -14.2% | Q3 2023 |
| BBW | $6.2M | 0.61% | 0.72% | -21.6% | Q3 2024 |
 EPR | $6.11M | 0.60% | 0.14% | -19.1% | Q2 2015 |
| BLX | $5.91M | 0.58% | 0.35% | -14.0% | Q3 2017 |
 BKTI | $5.79M | 0.57% | 1.83% | -13.2% | Q4 2021 |
| AMH | $5.69M | 0.56% | Not reported | -71.7% | Q2 2015 |
| IRMD | $5.5M | 0.54% | 0.61% | -3.8% | Q4 2024 |
| CTRE | $5.47M | 0.54% | 0.07% | +39.4% | Q1 2025 |
| MAMA | $5.35M | 0.52% | 1.26% | -13.8% | Q2 2023 |
| GRC | $5.33M | 0.52% | 0.44% | -14.2% | Q2 2015 |