13F 申報指南13F 觀念全攻略
什麼是 SEC Form 13F 申報？美股機構大戶持股全攻略
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
AlphaSMO 權威研究指南閱讀專題
CIK: 0001520710
申報總市值
US$10.7億
US$10.7億
118 檔
24.6%
在 Q3 2024 的 13F 官方備案中，Uniplan Investment Counsel, Inc. 管理的美股投資組合規模來到 US$10.7億，整體持股檔數為 118 檔。
數據顯示 Uniplan Investment Counsel, Inc. 於 Q3 2024 季度持續回收資金，對 91 個既有部位進行裁減並清倉 9 個標的，組合整體流動性比重有所上升。
在資產配置集中度方面，Uniplan Investment Counsel, Inc. 的前 5 大核心持股（包含 AMT, EQIX, WELL 等）合計佔整體申報市值的 24.6%，反映機構在主要關鍵部位上的權重分佈。
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMT | American Tower CORP | 股票-房地產 | 5.97% | -1.05% | -8.49% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 5.82% | -0.31% | -8.50% | |
| 3 | WELL | Welltower Inc | 股票-房地產 | 3.91% | — | -8.49% | |
| 4 | SPG | Simon Property Group Inc | 股票-房地產 | 3.81% | -0.30% | -7.98% | |
| 5 | EGP | Eastgroup Properties Inc | 股票-房地產 | 3.35% | -0.14% | -8.43% | |
| 6 | CCI | Crown Castle Inc | 股票-房地產 | 3.34% | -0.56% | -8.18% | |
| 7 | TRNO | Terreno Realty CORP | 股票-房地產 | 3.13% | -0.23% | -8.39% | |
| 8 | KRG | Kite Realty Group Trust | 股票-房地產 | 3.07% | +0.03% | -7.99% | |
| 9 | PSA | Public Storage | 股票-房地產 | 2.90% | +0.02% | -7.90% | |
| 10 | EXR | Extra Space Storage Inc | 股票-房地產 | 2.64% | -0.06% | -8.69% | |
| 11 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.51% | -0.02% | -7.83% | |
| 12 | PLD | Prologis Inc | 股票-房地產 | 2.42% | +0.14% | -8.67% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 2.28% | -0.89% | +4.45% | |
| 14 | VICI | Vici Properties Inc | 股票-房地產 | 2.28% | -1.21% | EXIT | |
| 15 | AMH | American Homes 4 Rent- A | 股票-房地產 | 2.26% | — | -8.45% | |
| 16 | VTR | Ventas Inc | 股票-房地產 | 1.85% | -0.15% | +53.16% | |
| 17 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.75% | -0.56% | -8.55% | |
| 18 | WY | Weyerhaeuser Co | 股票-房地產 | 1.72% | +0.02% | +4.50% | |
| 19 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.39% | +0.28% | -7.84% | |
| 20 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.26% | +0.08% | -7.97% | |
| 21 | REG | Regency Centers CORP | 股票-房地產 | 1.18% | +0.38% | -8.40% | |
| 22 | CPT | Camden Property Trust | 股票-房地產 | 1.16% | +0.01% | -8.87% | |
| 23 | BXP | Bxp Inc | 股票-房地產 | 1.11% | — | -8.56% | |
| 24 | SBAC | Sba Communications CORP | 股票-房地產 | 1.07% | — | -8.81% | |
| 25 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.06% | +0.78% | -8.20% | |
| 26 | FPI | Farmland Partners Inc | 股票-其他 | 0.97% | -0.21% | -5.80% | |
| 27 | ADC | Agree Realty CORP | 股票-房地產 | 0.94% | -0.14% | -8.24% | |
| 28 | INVH | Invitation Homes Inc | 股票-房地產 | 0.93% | — | +42.07% | |
| 29 | MTN | Vail Resorts Inc | 股票-循環性消費 | 0.88% | — | — | |
| 30 | ABBV | Abbvie Inc | 股票-醫療保健 | 0.87% | -0.38% | EXIT | |
| 31 | O | Realty Income CORP | 股票-房地產 | 0.87% | -0.51% | -8.59% | |
| 32 | WMB | Williams Cos Inc | 股票-能源 | 0.83% | -0.04% | -5.59% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.83% | — | -8.39% | |
| 34 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.83% | +0.21% | -1.87% | |
| 35 | IDCC | Interdigital Inc | 股票-科技 | 0.81% | -0.09% | -15.17% | |
| 36 | AHRT | Ah Realty Trust Inc | 股票-其他 | 0.76% | — | — | |
| 37 | UFPT | Ufp Technologies Inc | 股票-其他 | 0.73% | — | -1.95% | |
| 38 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 0.70% | — | — | |
| 39 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.63% | -0.34% | EXIT | |
| 40 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.63% | +0.07% | -5.28% | |
| 41 | SUI | Sun Communities Inc | 股票-房地產 | 0.63% | -0.63% | -8.49% | |
| 42 | EPR | Epr Properties | 股票-房地產 | 0.62% | -0.49% | EXIT | |
| 43 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.62% | — | -5.66% | |
| 44 | FANG | Diamondback Energy Inc | 股票-能源 | 0.60% | -0.10% | -5.35% | |
| 45 | BLFS | Biolife Solutions Inc | 股票-其他 | 0.54% | +0.14% | -1.62% | |
| 46 | LINC | Lincoln Educational Services | 股票-其他 | 0.53% | +0.06% | -13.41% | |
| 47 | SII | Sprott Inc | 股票-其他 | 0.52% | -0.41% | +21.69% | |
| 48 | PLYM | Plymouth Industrial Reit Inc | 股票-其他 | 0.51% | — | -1.92% | |
| 49 | GRC | Gorman-rupp Co | 股票-其他 | 0.50% | +0.15% | -2.05% | |
| 50 | HWKN | Hawkins Inc | 股票-其他 | 0.50% | +0.01% | -2.44% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MTN | Vail Resorts Inc | +0.9% | NEW | 新建倉 |
| 2 | VTR | Ventas Inc | +0.9% | +53.16% | 加碼 |
| 3 | AHRT | Ah Realty Trust Inc | +0.8% | NEW | 新建倉 |
| 4 | HR | Healthcare Realty Trust Inc | +0.7% | NEW | 新建倉 |
| 5 | HHH | Howard Hughes Holdings Inc | +0.4% | NEW | 新建倉 |
| 6 | PSA | Public Storage | +0.3% | -7.90% | 減碼 |
| 7 | AMT | American Tower CORP | +0.3% | -8.49% | 減碼 |
| 8 | WELL | Welltower Inc | +0.3% | -8.49% | 減碼 |
| 9 | WY | Weyerhaeuser Co | +0.3% | +4.50% | 加碼 |
| 10 | SW | Smurfit Westrock Plc | +0.3% | NEW | 新建倉 |
| 11 | UTI | Universal Technical Institut | +0.3% | NEW | 新建倉 |
| 12 | INVH | Invitation Homes Inc | +0.2% | +42.07% | 加碼 |
| 13 | CCI | Crown Castle Inc | +0.2% | -8.18% | 減碼 |
| 14 | ✓ | Fidelis Insurance Hldgs Ltd | +0.2% | NEW | 新建倉 |
| 15 | EQIX | Equinix Inc | +0.2% | -8.50% | 減碼 |
| 16 | CWEN | Clearway Energy Inc-c | +0.2% | NEW | 新建倉 |
| 17 | KRG | Kite Realty Group Trust | +0.1% | -7.99% | 減碼 |
| 18 | BXP | Bxp Inc | +0.1% | -8.56% | 減碼 |
| 19 | HWKN | Hawkins Inc | +0.1% | -2.44% | 減碼 |
| 20 | BWMN | Bowman Consulting Group LTD | +0.1% | +144.13% | 加碼 |
| 21 | SEI | Solaris Energy Infrastructur | +0.1% | -1.91% | 減碼 |
| 22 | SII | Sprott Inc | +0.1% | +21.69% | 加碼 |
| 23 | EU | Encore Energy CORP | +0.1% | +142.15% | 加碼 |
| 24 | ✓ | Bit Digital Inc | +0.1% | NEW | 新建倉 |
| 25 | BBW | Build-a-bear Workshop Inc | +0.1% | NEW | 新建倉 |
| 26 | WULF | Terawulf Inc | +0.1% | +92.52% | 加碼 |
| 27 | UFPT | Ufp Technologies Inc | +0.1% | -1.95% | 減碼 |
| 28 | LGND | Ligand Pharmaceuticals | +0.1% | +7.03% | 加碼 |
| 29 | VICI | Vici Properties Inc | +0.1% | -7.87% | 減碼 |
| 30 | SBAC | Sba Communications CORP | +0.1% | -8.81% | 減碼 |
| 31 | ADC | Agree Realty CORP | +0.1% | -8.24% | 減碼 |
| 32 | IRM | Iron Mountain Inc | +0.1% | -5.66% | 減碼 |
| 33 | PUMP | Propetro Holding CORP | +0.1% | +111.84% | 加碼 |
| 34 | BKTI | Bk Technologies CORP | +0.1% | -11.97% | 減碼 |
| 35 | UEC | Uranium Energy CORP | +0.1% | +21.88% | 加碼 |
| 36 | COLL | Collegium Pharmaceutical Inc | +0.1% | -1.70% | 減碼 |
| 37 | SAFE | Safehold Inc | +0.1% | -8.67% | 減碼 |
| 38 | GDYN | Grid Dynamics Holdings Inc | +0.1% | -1.83% | 減碼 |
| 39 | SIGA | Siga Technologies Inc | +0.1% | +45.95% | 加碼 |
| 40 | O | Realty Income CORP | +0.1% | -8.59% | 減碼 |
| 41 | BLFS | Biolife Solutions Inc | +0.1% | -1.62% | 減碼 |
| 42 | NWPX | Nwpx Infrastructure Inc | +0.1% | -2.28% | 減碼 |
| 43 | CCOI | Cogent Communications Holdin | +0.1% | -5.92% | 減碼 |
| 44 | EXR | Extra Space Storage Inc | 0% | -8.69% | 減碼 |
| 45 | ABBV | Abbvie Inc | 0% | -5.74% | 減碼 |
| 46 | DAKT | Daktronics Inc | 0% | +27.14% | 加碼 |
| 47 | INVA | Innoviva Inc | 0% | -1.70% | 減碼 |
| 48 | IBM | Intl Business Machines CORP | 0% | -6.26% | 減碼 |
| 49 | REG | Regency Centers CORP | 0% | -8.40% | 減碼 |
| 50 | ✓ | Banco Latinoamericano Come | 0% | -1.87% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q3 2024 季度的美股持倉總市值約為 US$10.7億，共申報了 118 個公開持股部位。
在 Q3 2024 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：AMT (6.0%)、EQIX (5.8%)、WELL (3.9%)。其中最大持股部位 AMT 佔據整體投資組合約 6.0% 的權重。
精選 AlphaSMO 大戶持股與內部人交易深度分析，提升投資決策勝率
完整解讀 Form 13F 申報規範、1 億美元門檻與 45 天延遲申報機制，學會如何追蹤頂級對沖基金與機構法人持倉動向。
本季最大新建倉標的
MTN
市值: US$1008.0萬
本季最大獲利了結 / 清倉標的
HST
前期市值: US$2132.4萬
在 Q3 2024 季度中，Uniplan Investment Counsel, Inc. 共進行了 127 項持倉異動，包含新建倉 10 個部位、加碼 17 個部位、減碼 91 個部位以及清倉 9 個部位。 其中最大新建倉標的為 MTN。 本季清倉部位包含 HST。
本頁面所有持股數據均直接同步自美國證券交易委員會（SEC）EDGAR 官方系統之 13F-HR / 13F-HR/A 季度申報文件。AlphaSMO 透過機器解析 CUSIP 與個股對照，提供 100% 精準對齊的歷史時序數據集，並支援 Schema.org 結構化資料格式。
解析公司高管、董事與 10% 大股東之 Form 4 內部人交易申報，掌握高管自家股票買賣第一手訊號。
深入剖析 5% 股益申報門檻、13D 與 13G 之差異，以及最新 SEC 申報時程規範，洞察機構法人的激進投資動向。