EdgeMarket › What Duff & Phelps Investment Management Co reported owning

What Duff & Phelps Investment Management Co reported owning

As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.

Reported value

9.6B

Positions

148

Quarter

2026-03-31

Shown below

50
largest by value
holdingvalue% of booksharesprice1y
WELL
WELLTOWER INC.
520.5M5.4%2.6M239.22+44.1%
EQIX
EQUINIX INC
463.2M4.8%472.6K1,065.39+37.2%
PLD
Prologis, Inc.
395.2M4.1%3.0M141.80+28.7%
DLR
DIGITAL REALTY TRUST, INC.
278.8M2.9%1.5M190.62+15.3%
VTR
Ventas, Inc.
213.6M2.2%2.6M93.06+34.5%
SRE
SEMPRA
202.8M2.1%2.1M82.89+0.6%
XEL
XCEL ENERGY INC
192.6M2.0%2.4M76.30+4.3%
NEE
NEXTERA ENERGY INC
178.5M1.9%1.9M83.65+9.8%
ETR
ENTERGY CORP /DE/
172.2M1.8%1.5M104.62+16.5%
CNP
CENTERPOINT ENERGY INC
166.9M1.7%3.9M38.77+0.7%
SPG
SIMON PROPERTY GROUP INC.
161.8M1.7%867.4K218.29+25.4%
IRM
IRON MOUNTAIN INC
160.9M1.7%1.6M122.02+33.7%
AMT
AMERICAN TOWER CORP /MA/
158.9M1.7%920.9K175.80-16.1%
PSA
Public Storage
149.8M1.6%553.2K322.49+12.4%
NI
NISOURCE INC.
145.0M1.5%3.1M40.62-4.5%
WMB
WILLIAMS COMPANIES, INC.
140.7M1.5%1.9M70.49+23.2%
LNT
ALLIANT ENERGY CORP
136.2M1.4%1.9M67.86+2.3%
EVRG
Evergy, Inc.
135.6M1.4%1.7M80.92+11.5%
AVB
AVALONBAY COMMUNITIES INC
131.8M1.4%806.8K184.06-3.7%
BRX
Brixmor Property Group Inc.
129.1M1.3%4.5M29.31+8.5%
AMH
American Homes 4 Rent
127.8M1.3%4.6M34.35-2.1%
TRGP
Targa Resources Corp.
127.7M1.3%509.4K299.10+83.6%
AEE
AMEREN CORP
127.5M1.3%1.2M106.13+4.1%
FR
FIRST INDUSTRIAL REALTY TRUST INC
127.0M1.3%2.2M62.93+25.8%
DUK
Duke Energy CORP
117.5M1.2%897.0K119.85-3.7%
DTE
DTE ENERGY CO
115.9M1.2%792.5K135.22-3.8%
PPL
PPL Corp
115.2M1.2%3.0M34.38-7.3%
WEC
WEC ENERGY GROUP, INC.
113.6M1.2%981.3K106.01-2.7%
CMS
CMS ENERGY CORP
112.8M1.2%1.5M68.27-6.5%
ATO
ATMOS ENERGY CORP
112.3M1.2%607.9K166.85+0.5%
LNG
Cheniere Energy, Inc.
105.3M1.1%371.0K277.51+17.6%
EPRT
ESSENTIAL PROPERTIES REALTY TRUST, INC.
104.2M1.1%3.4M30.84-0.8%
MAA
MID AMERICA APARTMENT COMMUNITIES INC.
103.8M1.1%849.7K131.31-7.8%
SO
SOUTHERN CO
103.6M1.1%1.1M88.94-6.3%
TRP
TC ENERGY CORP
101.8M1.1%1.6M62.02+19.6%
OGE
OGE ENERGY CORP.
100.5M1.0%2.1M45.62+0.8%
CUBE
CubeSmart
100.3M1.0%2.7M40.89+2.3%
unmapped CUSIP 02553710199.9M1.0%762.2K
EMA
EMERA INC
97.3M1.0%1.3M50.08+4.4%
D
DOMINION ENERGY, INC
97.2M1.0%1.6M66.60+8.3%
CCI
CROWN CASTLE INC.
97.0M1.0%1.2M75.51-26.6%
PEG
PUBLIC SERVICE ENTERPRISE GROUP INC
95.5M1.0%1.2M72.61-14.7%
MPLX
MPLX LP
95.2M1.0%1.7M58.41+15.7%
OKE
ONEOK INC /NEW/
93.2M1.0%1.0M93.33+26.7%
ELS
EQUITY LIFESTYLE PROPERTIES INC
91.4M0.9%1.5M65.46+8.0%
T
AT&T INC.
91.0M0.9%3.1M25.29-13.6%
PCG
PG&E Corp
89.2M0.9%5.1M17.60+14.6%
WTRG
Essential Utilities, Inc.
88.1M0.9%2.2M40.18+2.3%
SR
SPIRE INC
84.4M0.9%932.6K80.92+6.3%
ET
Energy Transfer LP
83.9M0.9%4.3M21.19+22.3%

A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →

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