SEC 13F Intelligence

Managers / Q4 2019 · view latest →

Uniplan Investment Counsel, Inc.

CIK 0001520710 · 839 N JEFFERSON ST, SUITE 502, MILWAUKEE, WI, 53202 · 262-534-3000

Reported Value
$1.7B
Q4 2019
Positions
136
Filings on Record
31
2019–present window
Filed
Feb 14, 2020
original filing

Summary

Uniplan Investment Counsel, Inc. reported $1.7B in U.S.-listed holdings across 136 positions for Q4 2019.

Its largest position, AMT, represents 5.9% of the portfolio.

Compared with Q3 2019, the fund opened 17 new positions and exited 11.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $1.5BQ4 ’18Q1 ’19: $1.6BQ2 ’19: $1.6BQ3 ’19: $1.6BQ4 ’19: $1.7BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $1.4BQ3 ’20: $1.4BQ4 ’20: $1.5BQ4 ’20Q1 ’21: $1.6BQ2 ’21: $1.7BQ3 ’21: $1.6BQ4 ’21: $1.8BQ4 ’21Q1 ’22: $1.7BQ2 ’22: $1.4BQ3 ’22: $1.3BQ4 ’22: $1.4BQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $1MQ4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ3 ’24: $1.1BQ4 ’24: $1.1BQ4 ’24Q1 ’25: $1.0BQ2 ’25: $989MQ3 ’25: $1.0BQ4 ’25: $996MQ4 ’25Q1 ’26: $974Mfilingsflow.com

Portfolio Composition

By security type
REIT: 72.6%Common Stock: 13.4%Other: 9.5%ETP: 1.1%MLP: 0.9%Other: 2.4%
  • REIT · 72.6% · $1.2B
  • Common Stock · 13.4% · $227M
  • Other · 9.5% · $161M
  • ETP · 1.1% · $19M
  • MLP · 0.9% · $16M
  • Other · 2.4% · $40M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q4 2019

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$974M221May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$996M227Feb 17, 2026RESTATEMENTchanges · EDGAR ↗
Q3 2025$1.0B226Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$989M205Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.0B209May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$1.1B143Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.1B132Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$1M131Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1M137May 15, 202413F-HRchanges · EDGAR ↗
Q4 2023$1M133Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1M140Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$1M136Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$1M133May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$1.4B137Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$1.3B132Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$1.4B132Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.7B141May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.8B146Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$1.6B150Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$1.7B149Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$1.6B144May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$1.5B135Feb 12, 202113F-HRchanges · EDGAR ↗
Q3 2020$1.4B140Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$1.4B136Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B137May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.7B136Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.6B131Nov 14, 201913F-HRchanges · EDGAR ↗
Q2 2019$1.6B132Aug 14, 201913F-HRchanges · EDGAR ↗
Q1 2019$1.6B130May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$1.5B126Feb 14, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.