The Real Estate Investment Fund Shuffle: A Look into Uniplan's 13F Holdings

Uniplan Real Estate Advisors, Inc. has just released its Q3 2018 13F filings, and there have been significant changes in their holdings compared to Q2 2018. While some of their investments have remained steady, others have seen a substantial increase or decrease in shares and value.

In this blog post, we'll take a closer look at Uniplan's 13F holdings comparison, analyzing each issuer's changes and what they mean for the real estate investment fund.

Introduction:

Uniplan Real Estate Advisors is a real estate investment fund that has seen significant success over the years through its precise investment strategy. However, the fund recently made headlines with its Q3 2018 13F filings, which revealed a massive shift in their holdings compared to Q2 2018.

With changes ranging from a total divestment to a significant buy-in, the fund seems to have made some bold investment moves.

Main Body:

Let us start with some steady holdings. Uniplan continued to maintain its investment in the healthcare REIT giant Ventas, Inc. (VTR), holding steady through Q2 2018 and Q3 2018 with 168,462 shares. The reported value for their investment remained at $11,653,000 all throughout.

Another real estate trust that remained unchanged in Uniplan's portfolio is American Tower Corporation (AMT), with a consistent investment of 55,709 shares.

However, some of their sharpest drops in holdings came in the form of Vornado Realty Trust (VNO), shedding 90% of its shares from 1,200,000 to just 120,000 shares in Q3 2018. The reported value for their investment plummeted from $60,660,000 in Q2 2018 to $6,072,000 in Q3 2018.

Uniplan also made a substantial divestment from UDR, Inc. (UDR), decreasing investment from 1,725,000 shares to 720,000 shares, representing a 58% reduction. Despite this, the value for their UDR investment increased slightly within Q3 2018.

On the other hand, Uniplan made some strategic buys, such as acquiring 1,100,000 shares of residential REIT Equity Residential (EQR), valued at $78,815,000. Their investment in Camden Property Trust (CPT) also saw a significant increase, jumping from 8,734 shares to 105,503 shares.

Conclusion:

The real estate investment game is one where every move matters, and Uniplan Real Estate Advisors has shown that with their recent 13F filings. With significant investments in Equity Residential and a decreased interest in Vornado Realty Trust and UDR, Inc., it seems that the fund is keeping a close eye on the residential market.

It is yet to be seen how these moves will play out in the long run, but it is evident that Uniplan is actively adjusting its portfolio to best serve its investors.