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
181 檔
21.6%
Q3 2025 季度申報顯示，Uniplan Investment Counsel, Inc. 揭露的美股組合總市值為 US$10.7億，涵蓋 181 個不同之權益投資部位。
Uniplan Investment Counsel, Inc. 在 Q3 2025 進行了結構性的板塊輪動與部位換股。在開立 48 個全新部位及加碼 37 檔持股的同時，亦同步清倉 23 檔並減碼 92 檔標的。
檢視投資組合結構，前 5 大主力部位（包含 WELL, EQIX, AMT）占據了總市值的 21.6%，展現出該機構在 Q3 2025 的重點資金聚焦與風險分佈特徵。
| # | 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 | WELL | Welltower Inc | 股票-房地產 | 5.67% | — | +3.37% | |
| 2 | EQIX | Equinix Inc | 股票-房地產 | 4.78% | -0.31% | +0.97% | |
| 3 | AMT | American Tower CORP | 股票-房地產 | 4.74% | -1.05% | +0.62% | |
| 4 | SPG | Simon Property Group Inc | 股票-房地產 | 4.26% | -0.30% | -0.18% | |
| 5 | EGP | Eastgroup Properties Inc | 股票-房地產 | 3.09% | -0.14% | +0.65% | |
| 6 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.76% | -0.23% | +0.51% | |
| 7 | KRG | Kite Realty Group Trust | 股票-房地產 | 2.59% | +0.03% | +0.05% | |
| 8 | VTR | Ventas Inc | 股票-房地產 | 2.49% | -0.15% | +23.53% | |
| 9 | CCI | Crown Castle Inc | 股票-房地產 | 2.40% | -0.56% | +0.67% | |
| 10 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 2.27% | -0.02% | -0.31% | |
| 11 | VICI | Vici Properties Inc | 股票-房地產 | 2.22% | -1.21% | EXIT | |
| 12 | PSA | Public Storage | 股票-房地產 | 2.02% | +0.02% | +0.82% | |
| 13 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.74% | -0.06% | +0.43% | |
| 14 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.51% | -0.56% | +0.64% | |
| 15 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 1.48% | -0.89% | -51.31% | |
| 16 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.44% | +0.08% | +1.13% | |
| 17 | BXP | Bxp Inc | 股票-房地產 | 1.35% | — | +29.76% | |
| 18 | O | Realty Income CORP | 股票-房地產 | 1.32% | -0.51% | +57.54% | |
| 19 | PLD | Prologis Inc | 股票-房地產 | 1.25% | +0.14% | +0.49% | |
| 20 | AVB | Avalonbay Communities Inc | 股票-房地產 | 1.22% | +0.28% | +0.95% | |
| 21 | REG | Regency Centers CORP | 股票-房地產 | 1.20% | +0.38% | +0.68% | |
| 22 | DLR | Digital Realty Trust Inc | 股票-房地產 | 1.13% | +0.78% | +0.85% | |
| 23 | MAA | Mid-america Apartment Comm | 股票-房地產 | 1.06% | — | +0.79% | |
| 24 | CPT | Camden Property Trust | 股票-房地產 | 1.01% | +0.01% | +0.56% | |
| 25 | FPI | Farmland Partners Inc | 股票-其他 | 0.96% | -0.21% | -5.35% | |
| 26 | OHI | Omega Healthcare Investors | 股票-房地產 | 0.96% | -0.04% | +136.75% | |
| 27 | IDCC | Interdigital Inc | 股票-科技 | 0.94% | -0.09% | -15.78% | |
| 28 | ADC | Agree Realty CORP | 股票-房地產 | 0.90% | -0.14% | +0.43% | |
| 29 | SBAC | Sba Communications CORP | 股票-房地產 | 0.86% | — | -0.09% | |
| 30 | INVH | Invitation Homes Inc | 股票-房地產 | 0.80% | — | -24.57% | |
| 31 | WY | Weyerhaeuser Co | 股票-房地產 | 0.79% | +0.02% | +0.49% | |
| 32 | OUT | Outfront Media Inc | 股票-其他 | 0.77% | +0.38% | +5.22% | |
| 33 | KMI | Kinder Morgan, Inc. | 股票-能源 | 0.75% | — | -3.70% | |
| 34 | SII | Sprott Inc | 股票-其他 | 0.73% | -0.41% | -28.13% | |
| 35 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.73% | +0.20% | -33.00% | |
| 36 | LINC | Lincoln Educational Services | 股票-其他 | 0.72% | +0.06% | -13.40% | |
| 37 | SEI | Solaris Energy Infrastructur | 股票-能源 | 0.72% | +0.16% | -14.34% | |
| 38 | SUI | Sun Communities Inc | 股票-房地產 | 0.71% | -0.63% | +20.48% | |
| 39 | WULF | Terawulf Inc | 股票-金融 | 0.68% | +0.22% | -29.40% | |
| 40 | UTI | Universal Technical Institut | 股票-其他 | 0.64% | +0.18% | -13.16% | |
| 41 | SRTA | Strata Critical Medical Inc | 股票-其他 | 0.63% | +0.15% | -7.11% | |
| 42 | NPKI | Npk International Inc | 股票-其他 | 0.62% | +0.02% | -14.21% | |
| 43 | BBW | Build-a-bear Workshop Inc | 股票-其他 | 0.61% | — | -21.60% | |
| 44 | EPR | Epr Properties | 股票-房地產 | 0.60% | -0.49% | EXIT | |
| 45 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.58% | +0.21% | -14.01% | |
| 46 | AMH | American Homes 4 Rent- A | 股票-房地產 | 0.56% | — | -71.71% | |
| 47 | ✓ | Bk Technologies CORP | 股票-其他 | 0.56% | -0.41% | EXIT | |
| 48 | IRMD | Iradimed CORP | 股票-其他 | 0.54% | -0.01% | -3.77% | |
| 49 | CTRE | Caretrust Reit Inc | 股票-房地產 | 0.54% | -0.04% | +39.42% | |
| 50 | MAMA | Mama's Creations Inc | 股票-其他 | 0.52% | +0.06% | -13.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | +0.9% | +3.37% | 加碼 |
| 2 | OHI | Omega Healthcare Investors | +0.6% | +136.75% | 加碼 |
| 3 | O | Realty Income CORP | +0.5% | +57.54% | 加碼 |
| 4 | WULF | Terawulf Inc | +0.5% | -29.40% | 減碼 |
| 5 | VTR | Ventas Inc | +0.5% | +23.53% | 加碼 |
| 6 | BXP | Bxp Inc | +0.4% | +29.76% | 加碼 |
| 7 | SPG | Simon Property Group Inc | +0.4% | -0.18% | 減碼 |
| 8 | EZPW | Ezcorp Inc-cl A | +0.3% | +11.92% | 加碼 |
| 9 | IRMD | Iradimed CORP | +0.3% | -3.77% | 加碼 |
| 10 | ASTE | Astec Industries Inc | +0.3% | +7.01% | 加碼 |
| 11 | SEI | Solaris Energy Infrastructur | +0.3% | -14.34% | 減碼 |
| 12 | MAMA | Mama's Creations Inc | +0.2% | -13.81% | 加碼 |
| 13 | NPKI | Npk International Inc | +0.2% | -14.21% | 減碼 |
| 14 | CTRE | Caretrust Reit Inc | +0.2% | +39.42% | 加碼 |
| 15 | NSSC | Napco Security Technologies | +0.2% | -1.81% | 減碼 |
| 16 | MFIN | Medallion Financial CORP | +0.2% | +14.24% | 加碼 |
| 17 | DLR | Digital Realty Trust Inc | +0.2% | +0.85% | 減碼 |
| 18 | BBW | Build-a-bear Workshop Inc | +0.2% | -21.60% | 減碼 |
| 19 | SBRA | Sabra Health Care Reit Inc | +0.2% | +47.05% | 加碼 |
| 20 | MAA | Mid-america Apartment Comm | +0.2% | +0.79% | 加碼 |
| 21 | SRTA | Strata Critical Medical Inc | +0.2% | -7.11% | 減碼 |
| 22 | KNTK | Kinetik Holdings Inc | +0.2% | +269.98% | 加碼 |
| 23 | PCG 6 12-01-27 A債券 | Pg&e CORP | +0.2% | -3.88% | 加碼 |
| 24 | GCMG | Gcm Grosvenor Inc - Class A | +0.2% | +74.53% | 加碼 |
| 25 | CODI 7.875 PERP C債券 | Compass Diversif Holding | +0.2% | +7.45% | 加碼 |
| 26 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.2% | +24.72% | 加碼 |
| 27 | HWKN | Hawkins Inc | +0.1% | -14.38% | 減碼 |
| 28 | ✓ | Csg Systems International In | +0.1% | +11.37% | 加碼 |
| 29 | SII | Sprott Inc | +0.1% | -28.13% | 減碼 |
| 30 | SUI | Sun Communities Inc | +0.1% | +20.48% | 加碼 |
| 31 | DAVE | Dave Inc | +0.1% | +54.89% | 加碼 |
| 32 | BA 6 10-15-27債券 | Boeing Co/the | +0.1% | -2.40% | 加碼 |
| 33 | RPRX | Royalty Pharma plc | +0.1% | +19.56% | 加碼 |
| 34 | OUT | Outfront Media Inc | +0.1% | +5.22% | 減碼 |
| 35 | SIGA | Siga Technologies Inc | +0.1% | -14.09% | 減碼 |
| 36 | PKE | Park Aerospace CORP | +0.1% | -13.01% | 減碼 |
| 37 | DVAX | Dynavax Technologies CORP | +0.1% | -14.11% | 加碼 |
| 38 | APO 6.75 07-31-26債券 | Apollo Global Management | +0.1% | +1.65% | 加碼 |
| 39 | UTI | Universal Technical Institut | +0.1% | -13.16% | 減碼 |
| 40 | GTLS 6.75 12-15-25 B債券 | Chart Industries Inc | +0.1% | +32.40% | 加碼 |
| 41 | VLO | Valero Energy CORP | +0.1% | -0.56% | 減碼 |
| 42 | CWEN | Clearway Energy Inc-c | 0% | -1.37% | 加碼 |
| 43 | AHR | American Healthcare Reit Inc | 0% | -1.51% | 減碼 |
| 44 | OMAB | Grupo Aeroportuario Cen-adr | 0% | -1.37% | 減碼 |
| 45 | AXGN | Axogen Inc | 0% | -14.18% | 加碼 |
| 46 | LINC | Lincoln Educational Services | 0% | -13.40% | 減碼 |
| 47 | PAC | Grupo Aeroportuario Pac-adr | 0% | +0.22% | 減碼 |
| 48 | AL | Air Lease CORP | 0% | -2.17% | 減碼 |
| 49 | LGND | Ligand Pharmaceuticals | 0% | -33.00% | 減碼 |
| 50 | HHH | Howard Hughes Holdings Inc | 0% | -0.22% | 減碼 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q3 2025 季度的美股持倉總市值約為 US$10.7億，共申報了 181 個公開持股部位。
在 Q3 2025 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：WELL (5.7%)、EQIX (4.8%)、AMT (4.7%)。其中最大持股部位 WELL 佔據整體投資組合約 5.7% 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
BK TECHNOLOGIES CORP
市值: US$568.8萬
本季最大獲利了結 / 清倉標的
MTN
前期市值: US$927.4萬
在 Q3 2025 季度中，Uniplan Investment Counsel, Inc. 共進行了 200 項持倉異動，包含新建倉 48 個部位、加碼 37 個部位、減碼 92 個部位以及清倉 23 個部位。 其中最大新建倉標的為 BK TECHNOLOGIES CORP。 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。