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
175 檔
20.7%
Uniplan Investment Counsel, Inc. 在 Q2 2025 季度的美股部位總計估值為 US$10.7億，分散於 175 個持倉標的之中，反映其市場參與廣度與投資規模。
數據顯示 Uniplan Investment Counsel, Inc. 於 Q2 2025 季度持續回收資金，對 100 個既有部位進行裁減並清倉 29 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 20.7%，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 | 5.59% | -1.05% | -2.09% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 4.96% | -0.31% | -9.68% | |
| 3 | WELL | Welltower Inc | 股票-房地產 | 4.89% | — | -1.86% | |
| 4 | SPG | Simon Property Group Inc | 股票-房地產 | 3.77% | -0.30% | -2.94% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.14% | -0.89% | +55.59% | |
| 6 | EGP | Eastgroup Properties Inc | 股票-房地產 | 3.13% | -0.14% | -1.82% | |
| 7 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.81% | -0.23% | -2.37% | |
| 8 | KRG | Kite Realty Group Trust | 股票-房地產 | 2.71% | +0.03% | -3.15% | |
| 9 | CCI | Crown Castle Inc | 股票-房地產 | 2.62% | -0.56% | -1.85% | |
| 10 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.35% | -0.02% | -3.56% | |
| 11 | VICI | Vici Properties Inc | 股票-房地產 | 2.30% | -1.21% | EXIT | |
| 12 | AMH | American Homes 4 Rent- A | 股票-房地產 | 2.21% | — | -2.00% | |
| 13 | PSA | Public Storage | 股票-房地產 | 2.10% | +0.02% | -1.05% | |
| 14 | VTR | Ventas Inc | 股票-房地產 | 1.88% | -0.15% | -1.98% | |
| 15 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.88% | -0.06% | -1.87% | |
| 16 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.57% | -0.56% | -1.87% | |
| 17 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.56% | +0.08% | -2.85% | |
| 18 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.31% | +0.28% | -0.90% | |
| 19 | INVH | Invitation Homes Inc | 股票-房地產 | 1.22% | — | +32.99% | |
| 20 | REG | Regency Centers CORP | 股票-房地產 | 1.20% | +0.38% | -2.15% | |
| 21 | PLD | Prologis Inc | 股票-房地產 | 1.18% | +0.14% | -34.24% | |
| 22 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.17% | +0.78% | -1.96% | |
| 23 | MAA | Mid-america Apartment Comm | 股票-房地產 | 1.15% | — | +42.08% | |
| 24 | FPI | Farmland Partners Inc | 股票-其他 | 1.11% | -0.21% | -5.49% | |
| 25 | CPT | Camden Property Trust | 股票-房地產 | 1.09% | +0.01% | -1.53% | |
| 26 | SBAC | Sba Communications CORP | 股票-房地產 | 1.08% | — | -1.49% | |
| 27 | BXP | Bxp Inc | 股票-房地產 | 0.98% | — | -1.91% | |
| 28 | ADC | Agree Realty CORP | 股票-房地產 | 0.95% | -0.14% | -1.93% | |
| 29 | SII | Sprott Inc | 股票-其他 | 0.88% | -0.41% | -8.88% | |
| 30 | WY | Weyerhaeuser Co | 股票-房地產 | 0.85% | +0.02% | -1.89% | |
| 31 | LINC | Lincoln Educational Services | 股票-其他 | 0.85% | +0.06% | -18.39% | |
| 32 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.83% | — | -9.72% | |
| 33 | O | Realty Income CORP | 股票-房地產 | 0.82% | -0.51% | -1.99% | |
| 34 | UTI | Universal Technical Institut | 股票-其他 | 0.79% | +0.18% | -0.03% | |
| 35 | EPR | Epr Properties | 股票-房地產 | 0.77% | -0.49% | EXIT | |
| 36 | AIV | Apartment Invt & Mgmt Co -a | 股票-其他 | 0.76% | — | -1.64% | |
| 37 | IDCC | Interdigital Inc | 股票-科技 | 0.75% | -0.09% | -35.80% | |
| 38 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.72% | +0.20% | -8.49% | |
| 39 | OUT | Outfront Media Inc | 股票-其他 | 0.67% | +0.38% | -5.77% | |
| 40 | AZZ | Azz Inc | 股票-工業 | 0.65% | +0.11% | -8.55% | |
| 41 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 0.63% | — | +3.96% | |
| 42 | SEI | Solaris Energy Infrastructur | 股票-能源 | 0.61% | +0.16% | +0.38% | |
| 43 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.61% | +0.21% | -29.28% | |
| 44 | SUI | Sun Communities Inc | 股票-房地產 | 0.60% | -0.63% | -3.03% | |
| 45 | NPKI | Npk International Inc | 股票-其他 | 0.56% | +0.02% | -8.46% | |
| 46 | RDVT | Red Violet Inc | 股票-其他 | 0.56% | — | -19.92% | |
| 47 | SRTA | Strata Critical Medical Inc | 股票-其他 | 0.56% | +0.15% | -21.16% | |
| 48 | WMB | Williams Cos Inc | 股票-能源 | 0.55% | -0.04% | -57.76% | |
| 49 | GRC | Gorman-rupp Co | 股票-其他 | 0.50% | +0.15% | -8.78% | |
| 50 | MAMA | Mama's Creations Inc | 股票-其他 | 0.50% | +0.06% | +30.95% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +1.2% | +55.59% | 加碼 |
| 2 | INOD | Innodata Inc | +0.3% | NEW | 新建倉 |
| 3 | SII | Sprott Inc | +0.3% | -8.88% | 減碼 |
| 4 | INVH | Invitation Homes Inc | +0.3% | +32.99% | 加碼 |
| 5 | MAA | Mid-america Apartment Comm | +0.3% | +42.08% | 加碼 |
| 6 | IRMD | Iradimed CORP | +0.2% | +64.89% | 加碼 |
| 7 | DLR | Digital Realty Trust Inc | +0.2% | -1.96% | 減碼 |
| 8 | ASTE | Astec Industries Inc | +0.2% | +166.01% | 加碼 |
| 9 | MAMA | Mama's Creations Inc | +0.2% | +30.95% | 加碼 |
| 10 | BBW | Build-a-bear Workshop Inc | +0.2% | +3.96% | 加碼 |
| 11 | UTI | Universal Technical Institut | +0.2% | -0.03% | 減碼 |
| 12 | WULF | Terawulf Inc | +0.2% | +28.30% | 加碼 |
| 13 | AMT | American Tower CORP | +0.2% | -2.09% | 減碼 |
| 14 | EZPW | Ezcorp Inc-cl A | +0.2% | +190.13% | 加碼 |
| 15 | MFIN | Medallion Financial CORP | +0.2% | +299.45% | 加碼 |
| 16 | LFMD | Lifemd Inc | +0.2% | -30.69% | 減碼 |
| 17 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.2% | +205.01% | 加碼 |
| 18 | NPKI | Npk International Inc | +0.2% | -8.46% | 減碼 |
| 19 | SEI | Solaris Energy Infrastructur | +0.2% | +0.38% | 加碼 |
| 20 | LINC | Lincoln Educational Services | +0.2% | -18.39% | 減碼 |
| 21 | B | Barrick Mining CORP | +0.2% | NEW | 新建倉 |
| 22 | CODI 7.875 PERP C債券 | Compass Diversif Holding | +0.1% | +137.99% | 加碼 |
| 23 | ✓ | Csg Systems International In | +0.1% | +45.06% | 加碼 |
| 24 | WELL | Welltower Inc | +0.1% | -1.86% | 減碼 |
| 25 | GMREUSD | Global Medical Reit Inc | +0.1% | NEW | 新建倉 |
| 26 | PAX | Patria Investments Limited | +0.1% | NEW | 新建倉 |
| 27 | GPGI | Gpgi Inc | +0.1% | NEW | 新建倉 |
| 28 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | +11.04% | 加碼 |
| 29 | HWKN | Hawkins Inc | +0.1% | -7.50% | 減碼 |
| 30 | DVAX | Dynavax Technologies CORP | +0.1% | +304.94% | 加碼 |
| 31 | SRTA | Strata Critical Medical Inc | +0.1% | -21.16% | 減碼 |
| 32 | HII | Huntington Ingalls Industrie | +0.1% | NEW | 新建倉 |
| 33 | CPA | Copa Holdings, S.A. | +0.1% | NEW | 新建倉 |
| 34 | STRW | Strawberry Fields Reit Inc | +0.1% | NEW | 新建倉 |
| 35 | SBR | Sabine Royalty Trust | +0.1% | NEW | 新建倉 |
| 36 | DAVE | Dave Inc | +0.1% | -15.53% | 減碼 |
| 37 | SB9 | Sitio Royalties Corp-a | +0.1% | NEW | 新建倉 |
| 38 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | +74.90% | 加碼 |
| 39 | EPR | Epr Properties | +0.1% | -2.38% | 減碼 |
| 40 | SBAC | Sba Communications CORP | +0.1% | -1.49% | 減碼 |
| 41 | DHT | DHT Holdings, Inc. | +0.1% | NEW | 新建倉 |
| 42 | CWEN | Clearway Energy Inc-c | +0.1% | +32.45% | 加碼 |
| 43 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.1% | +123.96% | 加碼 |
| 44 | LKQ | Lkq CORP | +0.1% | NEW | 新建倉 |
| 45 | NSSC | Napco Security Technologies | +0.1% | -6.13% | 減碼 |
| 46 | RPRX | Royalty Pharma plc | +0.1% | +15.87% | 加碼 |
| 47 | RCAT | Red Cat Holdings Inc | +0.1% | NEW | 新建倉 |
| 48 | VENU | Venu Holding CORP | +0.1% | NEW | 新建倉 |
| 49 | GOOG | Alphabet Inc. | +0.1% | +5.57% | 加碼 |
| 50 | GENI | Genius Sports Limited | +0.1% | NEW | 新建倉 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q2 2025 季度的美股持倉總市值約為 US$10.7億，共申報了 175 個公開持股部位。
在 Q2 2025 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：AMT (5.6%)、EQIX (5.0%)、WELL (4.9%)。其中最大持股部位 AMT 佔據整體投資組合約 5.6% 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
INOD
市值: US$281.5萬
本季最大獲利了結 / 清倉標的
MTN
前期市值: US$927.4萬
在 Q2 2025 季度中，Uniplan Investment Counsel, Inc. 共進行了 200 項持倉異動，包含新建倉 35 個部位、加碼 36 個部位、減碼 100 個部位以及清倉 29 個部位。 其中最大新建倉標的為 INOD。 本季清倉部位包含 MTN。
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。