Duff & Phelps Investment Management Co

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$9.63B
Q ending 2026-03-31
Prior quarter
$8.82B
Q ending 2025-12-31
Change
+9.2% QoQ · +12.8% YoY
Positions
148
reported holdings

Largest positions

Top 100 of 148 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Welltower IncWELLShares$520.5M2.6M
Equinix IncEQIXShares$463.2M473K
Prologis Inc.PLDShares$395.2M3.0M
Digital Rlty Tr IncDLRShares$278.8M1.5M
Ventas IncVTRShares$213.6M2.6M
SempraSREShares$202.8M2.1M
Xcel Energy IncXELShares$192.6M2.4M
Nextera Energy IncNEEShares$178.5M1.9M
Entergy Corp NewETRShares$172.2M1.5M
Centerpoint Energy IncCNPShares$166.9M3.9M
Simon Ppty Group Inc NewSPGShares$161.8M867K
Iron Mtn Inc DelIRMShares$160.9M1.6M
American Tower CorpAMTShares$158.9M921K
Public Storage Oper CoPSAShares$149.8M553K
Nisource IncNIShares$145.0M3.1M
Williams Cos IncWMBShares$140.7M1.9M
Alliant Energy CorpLNTShares$136.2M1.9M
Evergy IncEVRGShares$135.6M1.7M
Avalonbay Cmntys IncAVBShares$131.8M807K
Brixmor Ppty Group IncBRXShares$129.1M4.5M
American Homes 4 RentAMHShares$127.8M4.6M
Targa Res CorpTRGPShares$127.7M509K
Ameren CorpAEEShares$127.5M1.2M
First Indl Rlty Tr IncFRShares$127.0M2.2M
Duke Energy Corp NewDUKShares$117.5M897K
Dte Energy CoDTEShares$115.9M792K
Ppl CorpPPLShares$115.2M3.0M
Wec Energy Group IncWECShares$113.6M981K
Cms Energy CorpCMSShares$112.8M1.5M
Atmos Energy CorpATOShares$112.3M608K
Cheniere Energy IncLNGShares$105.3M371K
Essential Pptys Rlty Tr IncEPRTShares$104.2M3.4M
Mid-Amer Apt Cmntys IncMAAShares$103.8M850K
Southern CoSOShares$103.6M1.1M
Tc Energy CorpTRPShares$101.8M1.6M
Oge Energy CorpOGEShares$100.5M2.1M
CubesmartCUBEShares$100.3M2.7M
American Elec Pwr Co IncAEPShares$99.9M762K
Emera IncEMAShares$97.3M1.3M
Dominion Energy IncDShares$97.2M1.6M
Crown Castle IncCCIShares$97.0M1.2M
Public Svc Enterprise GroupPEGShares$95.5M1.2M
Mplx LpMPLXShares$95.2M1.7M
Oneok Inc NewOKEShares$93.2M1.0M
Equity Lifestyle PropertiesELSShares$91.4M1.5M
At&T IncTShares$91.0M3.1M
Pg&E CorpPCGShares$89.2M5.1M
Essential Utils IncWTRGShares$88.1M2.2M
Spire IncSRShares$84.4M933K
Energy Transfer L PETShares$83.9M4.3M
Enbridge IncENBShares$83.3M1.5M
Essex Ppty Tr IncESSShares$79.0M326K
Fortis IncFTSShares$76.2M982K
Agree Rlty CorpADCShares$76.1M1.0M
American Wtr Wks Co Inc NewAWKShares$75.2M553K
Ryman Hospitality Pptys IncRHPShares$72.0M780K
Phillips Edison & Co IncPECOShares$67.4M1.8M
Verizon Communications IncVZShares$67.2M1.3M
Firstenergy CorpFEShares$66.1M1.3M
Pinnacle West Cap CorpPNWShares$63.0M625K
Union Pac CorpUNPShares$62.2M256K
Enterprise Prods Partners LEPDShares$59.0M1.6M
Dt Midstream IncDTMShares$56.6M420K
Sabra Health Care Reit IncSBRAShares$54.4M2.8M
Pembina Pipeline CorpPBAShares$52.9M860K
American Healthcare Reit IncAHRShares$51.1M1.1M
Gaming & Leisure PGLPIShares$50.4M1.1M
Kinder Morgan Inc DelKMIShares$50.4M1.5M
One Gas IncOGSShares$49.6M576K
Cousins Pptys IncCUZShares$48.1M2.1M
Telus CorporationTUShares$47.7M2.7M
Canadian Pacific Kansas CityCPShares$46.5M425K
Bxp IncBXPShares$46.1M889K
Alexandria Real Estate Eq InAREShares$45.2M973K
Companhia De Saneamento BasiSBSShares$44.2M1.4M
Pebblebrook Hotel TrPEBShares$40.2M3.2M
Vornado Rlty TrVNOShares$39.9M1.5M
Plains All Amern Pipeline LPAAShares$39.7M1.8M
Rexford Indl Rlty IncREXRShares$37.9M1.2M
Csx CorpCSXShares$37.4M912K
Veralto CorpVLTOShares$36.5M413K
Xylem IncXYLShares$36.4M304K
Northwest Nat Hldg CoNWNShares$32.6M613K
Black Hills CorpBKHShares$31.9M460K
Eversource EnergyESShares$29.4M424K
Bce IncBCEShares$28.5M1.1M
Smartstop Self Storag Reit ISMAShares$25.2M832K
Ferrovial SeShares$21.9M396K
Kimco Realty CorpKIMShares$21.5M956K
Kodiak Gas Svcs IncKGSShares$20.4M349K
Ecolab IncECLShares$19.9M75K
Advanced Drain Sys Inc DelWMSShares$19.1M140K
Pentair PlcShares$19.1M220K
Core & Main IncCNMShares$17.6M357K
Gfl Environmental IncGFLShares$14.7M353K
Valmont Inds IncVMIShares$13.8M35K
Mueller Wtr Prods IncMWAShares$13.5M492K
Watts Water Technologies IncWTSShares$10.8M37K
Waste Mgmt Inc DelWMShares$10.0M44K
Edison IntlEIXShares$9.0M124K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.