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Uniplan Investment Counsel, Inc.

CIK:0001520710
Investment Adviser
$989M AUM
175 holdings
Milwaukee, WI, United States
Founded:1984
20 employees
Latest filing:Jun 30, 2025

Uniplan Investment Counsel, Inc. is an SEC-registered investment adviser headquartered in Milwaukee, Wisconsin. Founded in 1984, the firm manages investment portfolios primarily for institutional clients and high-net-worth individuals. Uniplan is a boutique investment firm known for its focus on income-oriented equity strategies, serving pension plans, endowments, foundations, and individuals. The firm typically maintains a team of 11-50 employees.

Investment Strategy

Uniplan specializes in income-oriented equity portfolios, with a strong emphasis on listed real estate securities (REITs), dividend growth stocks, and income-generating assets. Their investment approach combines fundamental bottom-up company analysis, macroeconomic trend assessment, and diversification across sectors to achieve attractive risk-adjusted returns for clients. The firm seeks to provide consistent income and capital appreciation by focusing on companies with favorable dividend policies and sustainable business models.

Top Buys
U
USFRWisdomTree Floating Rate Treasury Fund
+$11.1M
I
INODInnodata Inc.
+$2.8M
S
SIISprott Inc.
+$2.5M
I
INVHInvitation Homes, Inc.
+$2.4M
M
MAAMid-America Apartment Communities, Inc.
+$2.3M
Top Sells
M
MTNVail Resorts, Inc.
-$9.3M
P
PLDPrologis, Inc.
-$7.2M
W
WMBWilliams Companies, Inc.
-$6.7M
E
EQIXEquinix, Inc.
-$6.6M
G
GDYNGrid Dynamics Holdings, Inc. Class A
-$5.5M

Top Holdings

A
AMTAmerican Tower Corporation
+5.6%$55.2M
E
EQIXEquinix, Inc.
+5.0%$49.1M
W
WELLWelltower Inc.
+4.9%$48.3M
S
SPGSimon Property Group, Inc.
+3.8%$37.3M
U
USFRWisdomTree Floating Rate Treasury Fund
+3.1%$31.0M

Equity Positions (165)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
A
AMT
American Tower Corporation5.59%$55.2M249,861$127.69$221.02-$307.2K
E
EQIX
Equinix, Inc.4.96%$49.1M61,688$501.03$795.47-$6.6M
W
WELL
Welltower Inc.4.89%$48.3M314,203$77.55$153.73-$750.0K
S
SPG
Simon Property Group, Inc.3.77%$37.3M231,904$94.26$160.76-$2.4M
U
USFR
WisdomTree Floating Rate Treasury Fund3.14%$31.0M616,069$50.31$50.31+$11.1M

Industry Allocation

REAL ESTATE INVESTMENT TRUSTS
+63.6%
REAL ESTATE
+3.5%
PHARMACEUTICAL PREPARATIONS
+2.6%
SERVICES-EDUCATIONAL SERVICES
+1.6%
FINANCE SERVICES
+1.5%