Sign In
test

Mary Beth Jacobson

Uniplan Investment Counsel, Inc.

Assets Managed
$973.898M
Holdings
183
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-2.21%(2Q avg: -2.32%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Uniplan Investment Counsel, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 183 positions.

Assets under management

The assets under management (AUM) of Uniplan Investment Counsel, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 973.898M in assets, with a quarterly growth rate of -2.21% and a 2-quarter average growth rate of -2.32%. The portfolio is managed by Mary Beth Jacobson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
EQIX
Equinix Inc
Recent Activity
Increased 0.74%
5.74%
$55.85M
56,974 shares@ $980.27 avg price
WELL
Welltower Inc
Recent Activity
Decreased -4.09%
5.59%
$54.39M
275,099 shares@ $197.72 avg price
AMT
American Tower Corp
Recent Activity
Decreased -7%
3.93%
$38.206M
221,379 shares@ $172.59 avg price
SPG
Simon Property Group Inc
Recent Activity
Decreased -13.91%
3.77%
$36.68M
196,642 shares@ $186.54 avg price
USFR
Wisdomtree Floating Rate Tre
Recent Activity
Increased 164.33%
3.36%
$32.707M
649,711 shares@ $50.35 avg price
PLD
Prologis Inc
Recent Activity
Increased 5.22%
3.35%
$32.569M
246,394 shares@ $132.19 avg price
EGP
Eastgroup Properties Inc
Recent Activity
Decreased -6.69%
2.92%
$28.388M
153,375 shares@ $185.1 avg price
TRNO
Terreno Realty Corp
Recent Activity
Decreased -6.84%
2.87%
$27.937M
454,847 shares@ $61.43 avg price
VTR
Ventas Inc
Recent Activity
Decreased -7.14%
2.79%
$27.132M
331,765 shares@ $81.79 avg price
KRG
Kite Realty Group Trust
Recent Activity
Decreased -6.29%
2.75%
$26.754M
1.09M shares@ $24.56 avg price

1-10 of 183