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| Happy Holidays!! thanks for using AUM13F!! |
| Uniplan Investment Counsel Inc
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| CRD # | 154718 |
| SEC # | 801-71802 |
| CIK # | 0001520710 |
| AUM | $1.1 B (2025-03-19) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 262-534-3000 |
| Address | 839 N Jefferson St Milwaukee, WI 53202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| American Tower Corp /MA/ | 0.1 | ||
| Equinix Inc | 0.0 | ||
| Health Care REIT Inc /DE/ | 0.0 | ||
| Simon Property Group Inc /DE/ | 0.0 | ||
| Eastgroup Properties Inc | 0.0 | ||
| Terreno Realty Corp | 0.0 | ||
| Kite Realty Group Trust | 0.0 | ||
| Crown Castle International Corp | 0.0 | ||
| Gaming & Leisure Properties Inc | 0.0 | ||
| VICI Properties Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,285 | 0.6 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 33 | 0.3 |
| (h) Charitable organizations | 57 | 0.0 |
| (i) State or municipal government entities | 11 | 0.0 |
| (j) Other investment advisers | 7 | 0.0 |
| (k) Insurance companies | 4 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 86 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,483 | 1.1 |
| By Discretionary | ||
| Discretionary | 691 | 0.4 |
| Non-Discretionary | 1,792 | 0.7 |
| Total | 2,483 | 1.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1.1 | |
| Total | 2,483 | 1.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001520710] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Uniplan Investment Counsel Inc
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|
WI | 1.1 |
|
Uniplan Real Estate Advisors Inc
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|
WI | 0.0 |
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|
Destiny Wealth Partners LLC
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|
Portside Wealth Group LLC
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|
UT | 1.1 |
|
Spirepoint Private Client LLC
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|
FL | 1.1 |
|
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MS | 1.1 |
|
Fishman Jay A Ltd
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|
MI | 1.1 |