Long-term investor

Uniplan Investment Counsel, Inc. @uniplaninvestmentcounsel

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001520710).

Record

  • Tracked since 2025-06-30 (434 days), 297 trades recorded
  • Returns: week n/a · month n/a · 90 days +0.2% · 6 months +6.4% · 1 year +11.0% · all +11.0%
  • Max drawdown -0.6% · Sharpe 0.77 · win rate 33% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • WELL · 5.6% · long · since 2025-06-30
  • EQIX · 5.4% · long · since 2025-06-30
  • PLD · 3.5% · long · since 2025-06-30
  • SPG · 3.5% · long · since 2025-06-30
  • DLR · 3.2% · long · since 2025-06-30
  • AMT · 2.9% · long · since 2025-06-30
  • KRG · 2.8% · long · since 2025-06-30
  • EGP · 2.8% · long · since 2025-06-30
  • TRNO · 2.6% · long · since 2025-06-30
  • VTR · 2.6% · long · since 2025-06-30
  • USFR · 2.5% · long · since 2025-06-30
  • O · 1.6% · long · since 2025-06-30

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