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
183 檔
20.4%
截至 Q1 2026 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 183 檔。
在 Q1 2026，Uniplan Investment Counsel, Inc. 操作展現出積極擴展與加碼意向。本季共新建倉 34 個新部位，並對 105 個既有持股進行加碼（合計增持 139 檔），相較減碼與清倉部位顯著佔優。
整體而言，Uniplan Investment Counsel, Inc. 的前 5 大持股（包含 EQIX, WELL, AMT）貢獻了組合市值的 20.4%，形成該機構在 Q1 2026 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 | 5.73% | -0.31% | +471.17% | |
| 2 | WELL | Welltower Inc | 股票-房地產 | 5.58% | — | +462.70% | |
| 3 | AMT | American Tower CORP | 股票-房地產 | 3.92% | -1.05% | +445.64% | |
| 4 | SPG | Simon Property Group Inc | 股票-房地產 | 3.77% | -0.30% | +377.46% | |
| 5 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 3.36% | -0.89% | +250.20% | |
| 6 | PLD | Prologis Inc | 股票-房地產 | 3.34% | +0.14% | +484.69% | |
| 7 | EGP | Eastgroup Properties Inc | 股票-房地產 | 2.91% | -0.14% | +447.44% | |
| 8 | TRNO | Terreno Realty CORP | 股票-房地產 | 2.87% | -0.23% | +432.60% | |
| 9 | VTR | Ventas Inc | 股票-房地產 | 2.79% | -0.15% | +444.80% | |
| 10 | KRG | Kite Realty Group Trust | 股票-房地產 | 2.75% | +0.03% | +420.25% | |
| 11 | DLR | Digital Realty Trust Inc | 股票-房地產 | 2.37% | +0.78% | +902.98% | |
| 12 | O | Realty Income CORP | 股票-房地產 | 2.12% | -0.51% | +810.75% | |
| 13 | SUI | Sun Communities Inc | 股票-房地產 | 1.59% | -0.63% | +1198.22% | |
| 14 | EXR | Extra Space Storage Inc | 股票-房地產 | 1.56% | -0.06% | +448.84% | |
| 15 | CCI | Crown Castle Inc | 股票-房地產 | 1.32% | -0.56% | +271.39% | |
| 16 | ESS | Essex Property Trust Inc | 股票-房地產 | 1.25% | +0.08% | +446.97% | |
| 17 | VICI | Vici Properties Inc | 股票-房地產 | 1.21% | -1.21% | EXIT | |
| 18 | PSA | Public Storage | 股票-房地產 | 1.18% | +0.02% | +232.15% | |
| 19 | REG | Regency Centers CORP | 股票-房地產 | 1.16% | +0.38% | +432.27% | |
| 20 | ELS | Equity Lifestyle Properties | 股票-房地產 | 1.16% | -0.56% | +446.13% | |
| 21 | OHI | Omega Healthcare Investors | 股票-房地產 | 1.13% | -0.04% | +457.31% | |
| 22 | ADC | Agree Realty CORP | 股票-房地產 | 1.11% | -0.14% | +568.72% | |
| 23 | OUT | Outfront Media Inc | 股票-其他 | 1.05% | +0.38% | +133.14% | |
| 24 | AVB | Avalonbay Communities Inc | 股票-房地產 | 0.98% | +0.28% | +438.90% | |
| 25 | WY | Weyerhaeuser Co | 股票-房地產 | 0.95% | +0.02% | +774.37% | |
| 26 | FPI | Farmland Partners Inc | 股票-其他 | 0.95% | -0.21% | +104.90% | |
| 27 | LINC | Lincoln Educational Services | 股票-其他 | 0.94% | +0.06% | -24.73% | |
| 28 | CTRE | Caretrust Reit Inc | 股票-房地產 | 0.89% | -0.04% | +616.99% | |
| 29 | LGND | Ligand Pharmaceuticals | 股票-醫療保健 | 0.82% | +0.20% | -0.76% | |
| 30 | SII | Sprott Inc | 股票-其他 | 0.82% | -0.41% | -35.13% | |
| 31 | XRN | Chiron Real Estate Inc | 股票-其他 | 0.81% | +0.24% | +310.36% | |
| 32 | HST | Host Hotels & Resorts Inc | 股票-房地產 | 0.81% | +0.06% | +580.60% | |
| 33 | SEI | Solaris Energy Infrastructur | 股票-能源 | 0.79% | +0.16% | -0.70% | |
| 34 | WPC | Wp Carey Inc | 股票-房地產 | 0.79% | -0.07% | +864.42% | |
| 35 | NPKI | Npk International Inc | 股票-其他 | 0.79% | +0.02% | -1.57% | |
| 36 | MAMA | Mama's Creations Inc | 股票-其他 | 0.76% | +0.06% | -1.22% | |
| 37 | WULF | Terawulf Inc | 股票-金融 | 0.75% | +0.22% | -15.24% | |
| 38 | MAA | Mid-america Apartment Comm | 股票-房地產 | 0.73% | — | +299.26% | |
| 39 | UTI | Universal Technical Institut | 股票-其他 | 0.70% | +0.18% | -7.92% | |
| 40 | GRC | Gorman-rupp Co | 股票-其他 | 0.69% | +0.15% | -1.67% | |
| 41 | AHR | American Healthcare Reit Inc | 股票-房地產 | 0.67% | -0.02% | +529.63% | |
| 42 | AZZ | Azz Inc | 股票-工業 | 0.64% | +0.11% | -2.30% | |
| 43 | ✓ | Banco Latinoamericano Come | 股票-其他 | 0.63% | +0.21% | -1.99% | |
| 44 | IRMD | Iradimed CORP | 股票-其他 | 0.61% | -0.01% | -1.03% | |
| 45 | EZPW | Ezcorp Inc-cl A | 股票-其他 | 0.61% | +0.03% | -1.48% | |
| 46 | FR | First Industrial Realty Tr | 股票-房地產 | 0.61% | -0.05% | +2204.15% | |
| 47 | AXGN | Axogen Inc | 股票-其他 | 0.57% | +0.27% | -1.59% | |
| 48 | SRTA | Strata Critical Medical Inc | 股票-其他 | 0.56% | +0.15% | +7.67% | |
| 49 | INVA | Innoviva Inc | 股票-其他 | 0.55% | +0.01% | +9.35% | |
| 50 | PKE | Park Aerospace CORP | 股票-其他 | 0.53% | +0.07% | -1.89% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | +3.6% | +471.17% | 加碼 |
| 2 | WELL | Welltower Inc | +3% | +462.70% | 加碼 |
| 3 | AMT | American Tower CORP | +1.9% | +445.64% | 加碼 |
| 4 | PLD | Prologis Inc | +1.8% | +484.69% | 加碼 |
| 5 | DLR | Digital Realty Trust Inc | +1.8% | +902.98% | 加碼 |
| 6 | SPG | Simon Property Group Inc | +1.6% | +377.46% | 加碼 |
| 7 | O | Realty Income CORP | +1.5% | +810.75% | 加碼 |
| 8 | EGP | Eastgroup Properties Inc | +1.5% | +447.44% | 加碼 |
| 9 | VTR | Ventas Inc | +1.5% | +444.80% | 加碼 |
| 10 | TRNO | Terreno Realty CORP | +1.5% | +432.60% | 加碼 |
| 11 | KRG | Kite Realty Group Trust | +1.3% | +420.25% | 加碼 |
| 12 | SUI | Sun Communities Inc | +1.3% | +1198.22% | 加碼 |
| 13 | EXR | Extra Space Storage Inc | +0.8% | +448.84% | 加碼 |
| 14 | USFR | Wisdomtree Floating Rate Tre | +0.7% | +250.20% | 加碼 |
| 15 | ADC | Agree Realty CORP | +0.7% | +568.72% | 加碼 |
| 16 | WY | Weyerhaeuser Co | +0.7% | +774.37% | 加碼 |
| 17 | REG | Regency Centers CORP | +0.6% | +432.27% | 加碼 |
| 18 | ELS | Equity Lifestyle Properties | +0.6% | +446.13% | 加碼 |
| 19 | ESS | Essex Property Trust Inc | +0.6% | +446.97% | 加碼 |
| 20 | WPC | Wp Carey Inc | +0.6% | +864.42% | 加碼 |
| 21 | OHI | Omega Healthcare Investors | +0.6% | +457.31% | 加碼 |
| 22 | VICI | Vici Properties Inc | +0.6% | +419.90% | 加碼 |
| 23 | CTRE | Caretrust Reit Inc | +0.6% | +616.99% | 加碼 |
| 24 | FR | First Industrial Realty Tr | +0.5% | +2204.15% | 加碼 |
| 25 | HST | Host Hotels & Resorts Inc | +0.5% | +580.60% | 加碼 |
| 26 | AVB | Avalonbay Communities Inc | +0.4% | +438.90% | 加碼 |
| 27 | AHR | American Healthcare Reit Inc | +0.4% | +529.63% | 加碼 |
| 28 | HII | Huntington Ingalls Industrie | +0.3% | +411.15% | 加碼 |
| 29 | VLO | Valero Energy CORP | +0.3% | +308.25% | 加碼 |
| 30 | CCI | Crown Castle Inc | +0.3% | +271.39% | 加碼 |
| 31 | XRN | Chiron Real Estate Inc | +0.3% | +310.36% | 加碼 |
| 32 | PSA | Public Storage | +0.3% | +232.15% | 加碼 |
| 33 | SBRA | Sabra Health Care Reit Inc | +0.3% | +448.94% | 加碼 |
| 34 | EPR | Epr Properties | +0.2% | +445.45% | 加碼 |
| 35 | FANG | Diamondback Energy Inc | +0.2% | +310.05% | 加碼 |
| 36 | RPRX | Royalty Pharma plc | +0.2% | +311.61% | 加碼 |
| 37 | WMB | Williams Cos Inc | +0.2% | +257.21% | 加碼 |
| 38 | ALB 7.25 03-01-27債券 | Albemarle CORP | +0.2% | +312.39% | 加碼 |
| 39 | DHT | DHT Holdings, Inc. | +0.2% | +252.45% | 加碼 |
| 40 | CURB | Curbline Properties CORP | +0.2% | +435.24% | 加碼 |
| 41 | OKE | Oneok Inc | +0.2% | +303.94% | 加碼 |
| 42 | BRX | Brixmor Property Group Inc | +0.2% | +434.99% | 加碼 |
| 43 | SBR | Sabine Royalty Trust | +0.2% | +473.55% | 加碼 |
| 44 | MAA | Mid-america Apartment Comm | +0.2% | +299.26% | 加碼 |
| 45 | CWEN | Clearway Energy Inc-c | +0.2% | +311.78% | 加碼 |
| 46 | SCCO | Southern Copper CORP | +0.2% | +301.75% | 加碼 |
| 47 | WM | Waste Management Inc | +0.2% | +634.59% | 加碼 |
| 48 | TGS | Transportador Gas-adr Sp B | +0.2% | +812.36% | 加碼 |
| 49 | ✓ | +0.2% | +746.70% | 加碼 | |
| 50 | AMGN | Amgen Inc | +0.1% | +308.14% | 加碼 |
根據 SEC 官方 Form 13F 申報備案，Uniplan Investment Counsel, Inc. 在 Q1 2026 季度的美股持倉總市值約為 US$10.7億，共申報了 183 個公開持股部位。
在 Q1 2026 季度，Uniplan Investment Counsel, Inc. 按市值排列的前三大核心持股分別為：EQIX (5.7%)、WELL (5.6%)、AMT (3.9%)。其中最大持股部位 EQIX 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
LAMR
市值: US$302.4萬
本季最大獲利了結 / 清倉標的
BBW
前期市值: US$669.4萬
在 Q1 2026 季度中，Uniplan Investment Counsel, Inc. 共進行了 200 項持倉異動，包含新建倉 34 個部位、加碼 105 個部位、減碼 29 個部位以及清倉 32 個部位。 其中最大新建倉標的為 LAMR。 本季清倉部位包含 BBW。
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。