UNIPLAN INVESTMENT COUNSEL INC
Q1 2023 Form 13-F
MILWAUKEE, WISCONSIN
CIK 0001520710
· CRD 154718
· SEC-registered investment adviser
$1.4B Reported Value Total
UNIPLAN INVESTMENT COUNSEL, INC. reports 4,133 total accounts under management (AUM). There are 1,565 discretionary accounts valued at $628,700,000, and 2,568 non-discretionary accounts valued at $821,600,000.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-05-15
Reported value
$1.4B
Quarter over quarter
+2.2%
Holdings
117
Top-10 concentration
41.3%
Filing Structure
Reports holdings for
- Uniplan Real Estate Advisors, Inc. (not a 13F filer in our records) · File #028-16992 · Q2 2015 – Q4 2016
- Uniplan Real Estate Advisors, Inc. (not a 13F filer in our records) · Q2 2015 – Q2 2015 · declared by one filing
Holdings reported by
- Claraphi Advisory Network LLC · Q1 2018 – Q3 2019 · declared by one filing
Key People
Form ADV owners & control persons
Richard Paul Imperiale
CHAIRMAN, SECRETARY-TREASURER, DIRECTOR, CHIEF INVESTMENT OFFICER
Kris Hunter Jamison
PRESIDENT AND CHIEF EXECUTIVE OFFICER
Mary Beth Jacobson
VICE PRESIDENT, DIRECTOR OF REPORTING AND COMPLIANCE, CHIEF COMPLIANCE OFFICER, SECRETARY
Filing Navigation
13F Metrics
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Q1 2023 13F record
Q1 2023 13F filing summary
| Period of report | March 31, 2023 |
|---|---|
| Filed | May 15, 2023 |
| Form | 13F-HR |
| Reported value | $1.4B |
| Positions | 117 |
| Change in reported value | +0.7% |
| New positions | 2 |
| Exited positions | 5 |
| Position turnover | 5.7% |
| Top-10 concentration | 41.3% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 13, 2026
|
175 | $1.1B |
|
Q1 2026 13F
Filed May 15, 2026
|
183 | $973.9M |
|
Q4 2025 13F
Filed Feb 17, 2026
|
186 | $995.9M |
|
Q3 2025 13F
Filed Nov 14, 2025
|
181 | $1.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
175 | $988.6M |
|
Q1 2025 13F
Filed May 15, 2025
|
177 | $1.0B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
130 | $1.1B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
118 | $1.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
117 | $1.1B |
|
Q1 2024 13F
Filed May 15, 2024
|
122 | $1.3B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
118 | $1.3B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
122 | $1.3B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
118 | $1.4B |
|
Q1 2023 13F
Filed May 15, 2023
|
117 | $1.4B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
120 | $1.4B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
122 | $1.3B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
121 | $1.4B |
|
Q1 2022 13F
Filed May 16, 2022
|
128 | $1.7B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
132 | $1.8B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
137 | $1.6B |
25 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2023
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | EQIX EQUINIX INC | $81.7M | 5.77% |
| 2 | USFR WISDOMTREE FLOATING RATE TRE | $80.6M | 5.68% |
| 3 | AMT AMERICAN TOWER CORP | $79.7M | 5.62% |
| 4 | CCI CROWN CASTLE INC | $64.9M | 4.58% |
| 5 | TRNO TERRENO REALTY CORP | $52.4M | 3.7% |
| 6 | EGP EASTGROUP PROPERTIES INC | $51.9M | 3.67% |
| 7 | FR FIRST INDUSTRIAL REALTY TR | $46.4M | 3.27% |
| 8 | GLPI GAMING AND LEISURE PROPERTIE | $44.4M | 3.13% |
| 9 | PSA PUBLIC STORAGE | $41.9M | 2.95% |
| 10 | KRG KITE REALTY GROUP TRUST | $41.4M | 2.92% |
| 11 | SPG SIMON PROPERTY GROUP INC | $41.3M | 2.91% |
| 12 | VICI VICI PROPERTIES INC | $39.0M | 2.75% |
| 13 | WELL WELLTOWER INC | $30.7M | 2.17% |
| 14 | ELS EQUITY LIFESTYLE PROPERTIES | $28.8M | 2.03% |
| 15 | ARE ALEXANDRIA REAL ESTATE EQUIT | $28.2M | 1.99% |
| 16 | HST HOST HOTELS & RESORTS INC | $27.2M | 1.92% |
| 17 | WY WEYERHAEUSER CO | $23.4M | 1.65% |
| 18 | AIRC APARTMENT INCOME REIT CO | $18.2M | 1.29% |
| 19 | AVB AVALONBAY COMMUNITIES INC | $17.9M | 1.26% |
| 20 | FRT FEDERAL REALTY INVS TRUST | $17.9M | 1.26% |
Values as reported on the Q1 2023 Form 13F. Every position is in the holdings table below.