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
130 檔
22.5%
截至 Q4 2024 季度末，Uniplan Investment Counsel, Inc. 的美股持倉估值約為 US$10.7億，全數申報部位共有 130 檔。
Uniplan Investment Counsel, Inc. 在 Q4 2024 進行了結構性的板塊輪動與部位換股。在開立 20 個全新部位及加碼 44 檔持股的同時，亦同步清倉 8 檔並減碼 66 檔標的。
整體而言，Uniplan Investment Counsel, Inc. 的前 5 大持股（包含 EQIX, AMT, SPG）貢獻了組合市值的 22.5%，形成該機構在 Q4 2024 季度的基本面基石。
| # | 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 | EQIX | Equinix Inc | 股票-房地產 | 6.47% | -0.31% | -1.65% | |
| 2 | AMT | American Tower CORP | 股票-房地產 | 4.67% | -1.05% | -6.93% | |
| 3 | SPG | Simon Property Group Inc | 股票-房地產 | 4.07% | -0.30% | -1.58% | |
| 4 | WELL | Welltower Inc | 股票-房地產 | 4.02% | — | -2.09% | |
| 5 | KRG | Kite Realty Group Trust | 股票-房地產 | 3.06% | +0.03% | -1.65% | |
| 6 | EGP | Eastgroup Properties Inc | 股票-房地產 | 3.01% | -0.14% | -2.10% | |
| 7 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.98% | -0.23% | +1.00% | |
| 8 | PSA | Public Storage | 股票-房地產 | 2.49% | +0.02% | -2.12% | |
| 9 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.46% | -0.02% | -1.51% | |
| 10 | CCI | Crown Castle Inc | 股票-房地產 | 2.33% | -0.56% | -14.52% | |
| 11 | AMH | American Homes 4 Rent- A | 股票-房地產 | 2.30% | — | -2.11% | |
| 12 | EXR | Extra Space Storage Inc | 股票-房地產 | 2.29% | -0.06% | -2.10% | |
| 13 | PLD | Prologis Inc | 股票-房地產 | 2.11% | +0.14% | -2.14% | |
| 14 | VICI | Vici Properties Inc | 股票-房地產 | 2.10% | -1.21% | EXIT | |
| 15 | VTR | Ventas Inc | 股票-房地產 | 1.77% | -0.15% | -2.13% | |
| 16 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.71% | -0.56% | -2.11% | |
| 17 | WY | Weyerhaeuser Co | 股票-房地產 | 1.64% | +0.02% | +7.39% | |
| 18 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.63% | -0.89% | -33.10% | |
| 19 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.42% | +0.28% | -2.11% | |
| 20 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.26% | +0.08% | -2.16% | |
| 21 | REG | Regency Centers CORP | 股票-房地產 | 1.26% | +0.38% | -2.12% | |
| 22 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.21% | +0.78% | -2.12% | |
| 23 | FPI | Farmland Partners Inc | 股票-其他 | 1.14% | -0.21% | -1.28% | |
| 24 | CPT | Camden Property Trust | 股票-房地產 | 1.14% | +0.01% | -2.11% | |
| 25 | IDCC | Interdigital Inc | 股票-科技 | 1.11% | -0.09% | -5.91% | |
| 26 | BXP | Bxp Inc | 股票-房地產 | 1.07% | — | -2.05% | |
| 27 | MTN | Vail Resorts Inc | 股票-循環性消費 | 1.07% | — | +6.48% | |
| 28 | WMB | Williams Cos Inc | 股票-能源 | 1.06% | -0.04% | +0.80% | |
| 29 | SBAC | Sba Communications CORP | 股票-房地產 | 0.94% | — | -2.11% | |
| 30 | ADC | Agree Realty CORP | 股票-房地產 | 0.91% | -0.14% | -2.10% | |
| 31 | INVH | Invitation Homes Inc | 股票-房地產 | 0.88% | — | -2.08% | |
| 32 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.87% | +0.21% | -9.82% | |
| 33 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.84% | — | -2.14% | |
| 34 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.82% | — | +0.88% | |
| 35 | AIV | Apartment Invt & Mgmt Co -a | 股票-其他 | 0.80% | — | +203.60% | |
| 36 | O | Realty Income CORP | 股票-房地產 | 0.76% | -0.51% | -2.13% | |
| 37 | LINC | Lincoln Educational Services | 股票-其他 | 0.74% | +0.06% | -1.02% | |
| 38 | SEI | Solaris Energy Infrastructur | 股票-能源 | 0.71% | +0.16% | -26.51% | |
| 39 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.68% | +0.20% | +28.34% | |
| 40 | HR | Healthcare Realty Trust Inc | 股票-房地產 | 0.68% | — | -2.09% | |
| 41 | GOOG | Alphabet Inc. | 股票-通訊服務 | 0.66% | -0.34% | EXIT | |
| 42 | GDYN | Grid Dynamics Holdings Inc | 股票-其他 | 0.66% | — | +30.38% | |
| 43 | FANG | Diamondback Energy Inc | 股票-能源 | 0.62% | -0.10% | +1.42% | |
| 44 | SUI | Sun Communities Inc | 股票-房地產 | 0.59% | -0.63% | -2.07% | |
| 45 | BLFS | Biolife Solutions Inc | 股票-其他 | 0.59% | +0.14% | -1.26% | |
| 46 | EPR | Epr Properties | 股票-房地產 | 0.59% | -0.49% | EXIT | |
| 47 | PSTL | Postal Realty Trust Inc- A | 股票-其他 | 0.59% | +0.07% | -1.57% | |
| 48 | DAKT | Daktronics Inc | 股票-其他 | 0.54% | -0.02% | -1.17% | |
| 49 | SII | Sprott Inc | 股票-其他 | 0.53% | -0.41% | -1.22% | |
| 50 | AZZ | Azz Inc | 股票-工業 | 0.53% | +0.11% | +7.57% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | +0.7% | -1.65% | 減碼 |
| 2 | AIV | Apartment Invt & Mgmt Co -a | +0.5% | +203.60% | 加碼 |
| 3 | OUT | OUTFRONT Media Inc. | +0.4% | NEW | 新建倉 |
| 4 | GDYN | Grid Dynamics Holdings Inc | +0.4% | +30.38% | 加碼 |
| 5 | SEI | Solaris Energy Infrastructur | +0.3% | -26.51% | 減碼 |
| 6 | IDCC | Interdigital Inc | +0.3% | -5.91% | 減碼 |
| 7 | BBW | Build-a-bear Workshop Inc | +0.3% | +182.95% | 加碼 |
| 8 | BA 6 10-15-27債券 | Boeing Co/the | +0.3% | NEW | 新建倉 |
| 9 | SPG | Simon Property Group Inc | +0.3% | -1.58% | 減碼 |
| 10 | WMB | Williams Cos Inc | +0.2% | +0.80% | 加碼 |
| 11 | LGND | Ligand Pharmaceuticals | +0.2% | +28.34% | 加碼 |
| 12 | PUMP | Propetro Holding CORP | +0.2% | +67.58% | 加碼 |
| 13 | LINC | Lincoln Educational Services | +0.2% | -1.02% | 減碼 |
| 14 | KMI | Kinder Morgan, Inc. | +0.2% | +0.88% | 加碼 |
| 15 | MTN | Vail Resorts Inc | +0.2% | +6.48% | 加碼 |
| 16 | ARES 6.75 10-01-27 B債券 | Ares Management CORP | +0.2% | NEW | 新建倉 |
| 17 | OMAB | Grupo Aeroportuario Cen-adr | +0.2% | NEW | 新建倉 |
| 18 | PAC | Grupo Aeroportuario Pac-adr | +0.2% | NEW | 新建倉 |
| 19 | IRMD | Iradimed CORP | +0.2% | NEW | 新建倉 |
| 20 | UTI | Universal Technical Institut | +0.2% | -0.99% | 減碼 |
| 21 | ✓ | Fidelis Insurance Hldgs Ltd | +0.2% | +79.35% | 加碼 |
| 22 | FPI | Farmland Partners Inc | +0.2% | -1.28% | 減碼 |
| 23 | RDVT | Red Violet Inc | +0.2% | +26.99% | 加碼 |
| 24 | DAKT | Daktronics Inc | +0.2% | -1.17% | 減碼 |
| 25 | DLR | Digital Realty Trust Inc | +0.2% | -2.12% | 減碼 |
| 26 | AHR | American Healthcare Reit Inc | +0.1% | NEW | 新建倉 |
| 27 | KRC | Kilroy Realty CORP | +0.1% | NEW | 新建倉 |
| 28 | UDR | Udr Inc | +0.1% | NEW | 新建倉 |
| 29 | GTY | Getty Realty CORP | +0.1% | NEW | 新建倉 |
| 30 | XHR | Xenia Hotels & Resorts Inc | +0.1% | NEW | 新建倉 |
| 31 | PCH | Potlatchdeltic CORP | +0.1% | NEW | 新建倉 |
| 32 | GTLS 6.75 12-15-25 B債券 | Chart Industries Inc | +0.1% | NEW | 新建倉 |
| 33 | WELL | Welltower Inc | +0.1% | -2.09% | 減碼 |
| 34 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | NEW | 新建倉 |
| 35 | SRTA | Strata Critical Medical Inc | +0.1% | -6.56% | 減碼 |
| 36 | CWK | Cushman & Wakefield Limited | +0.1% | NEW | 新建倉 |
| 37 | KNTK | Kinetik Holdings Inc | +0.1% | NEW | 新建倉 |
| 38 | WULF | Terawulf Inc | +0.1% | +21.45% | 加碼 |
| 39 | EPR 5.75 PERP C債券 | Epr Properties | +0.1% | +62.51% | 加碼 |
| 40 | PKE | Park Aerospace CORP | +0.1% | +20.42% | 加碼 |
| 41 | RPRX | Royalty Pharma plc | +0.1% | NEW | 新建倉 |
| 42 | AL | Air Lease CORP | +0.1% | NEW | 新建倉 |
| 43 | RLJ 1.95 PERP A債券 | Rlj Lodging Trust | +0.1% | NEW | 新建倉 |
| 44 | EQH | Equitable Holdings Inc | +0.1% | +1.15% | 加碼 |
| 45 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | NEW | 新建倉 |
| 46 | OKE | Oneok Inc | +0.1% | +0.26% | 加碼 |
| 47 | REG | Regency Centers CORP | +0.1% | -2.12% | 減碼 |
| 48 | CTS | Cts CORP | +0.1% | -1.13% | 減碼 |
| 49 | AZZ | Azz Inc | +0.1% | +7.57% | 加碼 |
| 50 | NPKI | Npk International Inc | +0.1% | -0.95% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q4 2024 季度的美股持倉總市值約為 US$10.7億，共申報了 130 個公開持股部位。
在 Q4 2024 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：EQIX (6.5%)、AMT (4.7%)、SPG (4.1%)。其中最大持股部位 EQIX 佔據整體投資組合約 6.5% 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
OUT
市值: US$395.1萬
本季最大獲利了結 / 清倉標的
IRM
前期市值: US$531.2萬
在 Q4 2024 季度中，Uniplan Investment Counsel, Inc. 共進行了 138 項持倉異動，包含新建倉 20 個部位、加碼 44 個部位、減碼 66 個部位以及清倉 8 個部位。 其中最大新建倉標的為 OUT。 本季清倉部位包含 IRM。
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。