Uniplan Investment Counsel, Inc. holds a diversified book of 175 stocks worth $1.1B as of Q2 2026 (disclosed Aug 14, 2026, a ~45-day 13F lag). This quarter they opened Iron Mountain Inc and trimmed Welltower Inc. Their largest long position is Welltower Inc at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
94% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Uniplan Investment Counsel, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $161.9B |
| FMR LLC | 79 / 80 | $30.8B |
| MORGAN STANLEY | 79 / 80 | $29.3B |
| JPMORGAN CHASE & CO | 79 / 80 | $27.2B |
| BANK OF AMERICA CORP /DE/ | 79 / 80 | $23.2B |
| UBS Group AG | 79 / 80 | $9.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $7.6B |
| WELLS FARGO & COMPANY/MN | 79 / 80 | $7.4B |
Ranked by how many of Uniplan Investment Counsel, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc. COM | $59.5M | 262.0K | 5.6% | ▼−4.8% Reduced · −13K sh | |
| 2 | Equinix, Inc. COM | $57.8M | 55.4K | 5.4% | ▼−2.7% Reduced · −2K sh | |
| 3 | Prologis, Inc. COM | $37.1M | 273.6K | 3.5% | ▲+11% Added · +27K sh | |
| 4 | Simon Property Group, Inc. COM | $37.0M | 165.6K | 3.5% | ▼−16% Reduced · −31K sh | |
| 5 | Digital Realty Trust, Inc. COM | $33.6M | 187.3K | 3.2% | ▲+46% Added · +59K sh | |
| 6 | American Tower Corporation COM | $30.6M | 187.0K | 2.9% | ▼−16% Reduced · −34K sh | |
| 7 | Kite Realty Group Trust COM | $29.7M | 1.04M | 2.8% | ▼−4.1% Reduced · −45K sh | |
| 8 | EastGroup Properties, Inc. COM | $29.6M | 146.1K | 2.8% | ▼−4.8% Reduced · −7K sh | |
| 9 | Terreno Realty Corporation COM | $28.2M | 435.3K | 2.6% | ▼−4.3% Reduced · −20K sh | |
| 10 | Ventas, Inc. COM | $28.1M | 316.8K | 2.6% | ▼−4.5% Reduced · −15K sh | |
| 11 | WisdomTree Floating Rate Treasury Fund COM | $26.4M | 523.5K | 2.5% | ▼−19% Reduced · −126K sh | |
| 12 | Realty Income Corporation COM | $17.1M | 276.4K | 1.6% | ▼−18% Reduced · −61K sh | |
| 13 | Regency Centers Corporation COM | $16.4M | 206.0K | 1.5% | ▲+38% Added · +56K sh | |
| 14 | Extra Space Storage Inc. COM | $16.0M | 110.3K | 1.5% | ▼−4.6% Reduced · −5K sh | |
| 15 | OUTFRONT Media Inc. COM | $15.2M | 465.4K | 1.4% | ▲+20% Added · +78K sh | |
| 16 | Essex Property Trust, Inc. COM | $14.1M | 48.5K | 1.3% | ▼−3.3% Reduced · −2K sh | |
| 17 | AvalonBay Communities, Inc. COM | $13.4M | 71.2K | 1.3% | ▲+22% Added · +13K sh | |
| 18 | Public Storage COM | $12.8M | 40.3K | 1.2% | ▼−4.8% Reduced · −2K sh | |
| 19 | Iron Mountain, Inc. COM | $12.4M | 98.3K | 1.2% | ▲New New position | |
| 20 | Omega Healthcare Investors, Inc. COM | $11.6M | 244.3K | 1.1% | ▼−3.1% Reduced · −8K sh | |
| 21 | Chiron Real Estate Inc. COM | $11.2M | 297.8K | 1.0% | ▲+24% Added · +58K sh | |
| 22 | Ligand Pharmaceuticals Incorporated COM | $10.8M | 34.2K | 1.0% | ▼−15% Reduced · −6K sh | |
| 23 | Lincoln Educational Services Corporation COM | $10.7M | 214.5K | 1.0% | ▼−5.0% Reduced · −11K sh | |
| 24 | Agree Realty Corporation COM | $10.4M | 136.7K | 1.0% | ▼−4.5% Reduced · −6K sh | |
| 25 | TeraWulf Inc. COM | $10.3M | 418.6K | 1.0% | ▼−17% Reduced · −85K sh | |
| 26 | Weyerhaeuser Company COM | $10.3M | 430.7K | 1.0% | ▲+13% Added · +51K sh | |
| 27 | Sun Communities, Inc. COM | $10.2M | 85.3K | 1.0% | ▼−31% Reduced · −38K sh | |
| 28 | Solaris Energy Infrastructure, Inc. Class A COM | $10.1M | 125.8K | 0.9% | ▼−8.2% Reduced · −11K sh | |
| 29 | Universal Technical Institute, Inc. COM | $9.4M | 219.1K | 0.9% | ▲+16% Added · +31K sh | |
| 30 | Host Hotels & Resorts, Inc. COM | $9.3M | 393.0K | 0.9% | ▼−4.5% Reduced · −19K sh | |
| 31 | CareTrust REIT, Inc. COM | $9.1M | 225.6K | 0.9% | ▼−4.3% Reduced · −10K sh | |
| 32 | Axogen, Inc. COM | $9.0M | 193.9K | 0.8% | ▲+15% Added · +26K sh | |
| 33 | Gorman-Rupp Company COM | $8.9M | 97.5K | 0.8% | ▼−9.7% Reduced · −10K sh | |
| 34 | Bladex, Inc. Class E COM | $8.9M | 145.3K | 0.8% | ▲+21% Added · +25K sh | |
| 35 | Mama's Creations, Inc. COM | $8.8M | 492.8K | 0.8% | ▲+1.7% Added · +8K sh | |
| 36 | NPK International Inc. COM | $8.7M | 544.3K | 0.8% | ▲+3.1% Added · +17K sh | |
| 37 | Crown Castle Inc. COM | $8.1M | 107.6K | 0.8% | ▼−32% Reduced · −51K sh | |
| 38 | AZZ Inc. COM | $8.0M | 51.6K | 0.8% | ▲+3.0% Added · +1K sh | |
| 39 | NWPX Infrastructure Inc. COM | $8.0M | 53.3K | 0.7% | ▼−16% Reduced · −10K sh | |
| 40 | Farmland Partners Inc COM | $7.9M | 813.6K | 0.7% | ▼−1.5% Reduced · −12K sh | |
| 41 | Mid-America Apartment Communities, Inc. COM | $7.8M | 56.1K | 0.7% | ▼−4.1% Reduced · −2K sh | |
| 42 | W. P. Carey Inc. COM | $7.7M | 107.8K | 0.7% | ▼−4.5% Reduced · −5K sh | |
| 43 | Strata Critical Medical, Inc. Class A COM | $7.5M | 1.43M | 0.7% | ▲+9.9% Added · +129K sh | |
| 44 | Graham Corporation COM | $7.2M | 58.4K | 0.7% | ▲+3.2% Added · +2K sh | |
| 45 | Lamar Advertising Company Class A COM | $7.1M | 45.4K | 0.7% | ▲+90% Added · +21K sh | |
| 46 | American Healthcare REIT, Inc. COM | $6.9M | 133.1K | 0.7% | ▼−3.6% Reduced · −5K sh | |
| 47 | EZCORP, Inc. Class A COM | $6.9M | 198.7K | 0.6% | ▼−15% Reduced · −35K sh | |
| 48 | Astec Industries, Inc. COM | $6.5M | 106.1K | 0.6% | ▲+24% Added · +20K sh | |
| 49 | Equity LifeStyle Properties, Inc. COM | $6.4M | 99.6K | 0.6% | ▼−45% Reduced · −82K sh | |
| 50 | Equity Residential COM | $6.4M | 94.5K | 0.6% | ▲+89% Added · +44K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1520710/holdings"
Use Arkolith to show Uniplan Investment Counsel, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 14, 2026 | 213 | $1.1B | 13F-HR/A |
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 221 | $973.9M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 227 | $995.9M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 226 | $1.0B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.