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DUFF & PHELPS INVESTMENT MANAGEMENT CO
DUFF & PHELPS INVESTMENT MANAGEMENT CO · Investor
1Y performance ⓘ
+17%
AUM (13F)
$9.6B
# of Holdings
148
3Y performance ⓘ
+29%
vs S&P 500 ⓘ
−43%
Updated
Mar 31
DUFF & PHELPS INVESTMENT MANAGEMENT CO's DUFF & PHELPS INVESTMENT MANAGEMENT CO holds 148 U.S.-equity positions worth $9.6B (SEC 13F, Q1 2026). Top positions: Welltower Inc. 5.4%, Equinix, Inc. Common Stock REIT 4.8%, PROLOGIS, INC. 4.1%. 13F-replication return is +29% over 3 years (-43 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| WELL Welltower Inc. | 5.4% | 2.6M | $520M | ▲ 0.9% (+23K) | $71.69 | $211.45 (+195%) | 2026-03-31 |
| EQIX Equinix, Inc. Common Stock REIT | 4.8% | 473K | $463M | ▼ 1.2% (−6K) | $721.04 | $1,115.94 (+55%) | 2026-03-31 |
| PLD PROLOGIS, INC. | 4.1% | 3.0M | $395M | ▼ 5.3% (−167K) | $124.77 | $143.83 (+15%) | 2026-03-31 |
| DLR Digital Realty Trust, Inc. | 2.9% | 1.5M | $279M | — | $98.31 | $195.54 (+99%) | 2026-03-31 |
| VTR Ventas, Inc. | 2.2% | 2.6M | $214M | ▲ 1.4% (+36K) | $43.35 | $83.04 (+92%) | 2026-03-31 |
| SRE Sempra | 2.1% | 2.1M | $203M | — | $151.16 | $91.62 (−39%) | 2026-03-31 |
| XEL Xcel Energy, Inc. | 2.0% | 2.4M | $193M | ▲ 3.1% (+73K) | $67.44 | $78.81 (+17%) | 2026-03-31 |
| NEE NextEra Energy, Inc. | 1.9% | 1.9M | $178M | ▼ 7.1% (−147K) | $77.08 | $86.08 (+12%) | 2026-03-31 |
| ETR Entergy Corporation | 1.8% | 1.5M | $172M | ▼ 3.0% (−47K) | $107.74 | $112.20 (+4%) | 2026-03-31 |
| CNP CenterPoint Energy, Inc. | 1.7% | 3.9M | $167M | ▲ 1.5% (+55K) | $29.46 | $43.12 (+46%) | 2026-03-31 |
| SPG Simon Property Group, Inc. | 1.7% | 867K | $162M | ▼ 1.2% (−10K) | $111.97 | $214.57 (+92%) | 2026-03-31 |
| IRM Iron Mountain Inc. | 1.7% | 1.6M | $161M | — | $59.45 | $131.86 (+122%) | 2026-03-31 |
| AMT American Tower Corporation | 1.6% | 921K | $159M | — | $204.34 | $176.43 (−14%) | 2026-03-31 |
| PSA Public Storage | 1.6% | 553K | $150M | ▲ 23% (+104K) | $302.14 | $320.22 (+6%) | 2026-03-31 |
| NI NiSource Inc. | 1.5% | 3.1M | $145M | — | $27.96 | $47.63 (+70%) | 2026-03-31 |
| WMB Williams Companies Inc. | 1.5% | 1.9M | $141M | ▲ 3.6% (+67K) | $29.86 | $74.95 (+151%) | 2026-03-31 |
| LNT Alliant Energy Corporation Common Stock | 1.4% | 1.9M | $136M | — | $53.40 | $73.21 (+37%) | 2026-03-31 |
| EVRG Evergy, Inc. | 1.4% | 1.7M | $136M | ▼ 3.5% (−60K) | $61.12 | $83.25 (+36%) | 2026-03-31 |
| AVB AvalonBay Communities, Inc. | 1.4% | 807K | $132M | ▼ 14% (−133K) | $168.06 | $179.89 (+7%) | 2026-03-31 |
| BRX BRIXMOR PROPERTY GROUP INC. | 1.3% | 4.5M | $129M | ▲ 1.2% (+52K) | $21.52 | $31.18 (+45%) | 2026-03-31 |
| AMH AMERICAN HOMES 4 RENT | 1.3% | 4.6M | $128M | — | $31.45 | $31.64 (+1%) | 2026-03-31 |
| TRGP Targa Resources Corp. | 1.3% | 509K | $128M | ▼ 2.5% (−13K) | $72.95 | $264.51 (+263%) | 2026-03-31 |
| AEE Ameren Corporation | 1.3% | 1.2M | $127M | ▼ 3.7% (−45K) | $86.39 | $109.70 (+27%) | 2026-03-31 |
| FR First Industrial Realty Trust, Inc. | 1.3% | 2.2M | $127M | ▲ 0.5% (+11K) | $51.47 | $63.12 (+23%) | 2026-03-31 |
| DUK Duke Energy Corporation | 1.2% | 897K | $117M | — | $96.47 | $123.52 (+28%) | 2026-03-31 |
| DTE DTE Energy Company | 1.2% | 792K | $116M | — | $109.54 | $146.83 (+34%) | 2026-03-31 |
| PPL PPL Corporation | 1.2% | 3.0M | $115M | ▼ 1.3% (−40K) | $27.79 | $35.59 (+28%) | 2026-03-31 |
| WEC WEC Energy Group, Inc. | 1.2% | 981K | $114M | — | $94.79 | $113.04 (+19%) | 2026-03-31 |
| CMS CMS Energy Corporation | 1.2% | 1.5M | $113M | — | $61.38 | $73.80 (+20%) | 2026-03-31 |
| ATO Atmos Energy Corporation | 1.2% | 608K | $112M | ▼ 6.8% (−44K) | $112.36 | $169.59 (+51%) | 2026-03-31 |
| LNG Cheniere Energy Inc | 1.1% | 371K | $105M | ▼ 20% (−91K) | $157.60 | $230.85 (+46%) | 2026-03-31 |
| EPRT Essential Properties Realty Trust, Inc. | 1.1% | 3.4M | $104M | — | $34.15 | $29.46 (−14%) | 2026-03-31 |
| MAA Mid-America Apartment Communities, Inc. | 1.1% | 850K | $104M | — | $151.04 | $132.13 (−13%) | 2026-03-31 |
| SO The Southern Company | 1.1% | 1.1M | $104M | ▼ 13% (−165K) | $69.58 | $93.43 (+34%) | 2026-03-31 |
| TRP TC Energy Corporation | 1.1% | 1.6M | $102M | ▼ 4.1% (−70K) | $38.91 | $68.43 (+76%) | 2026-03-31 |
| OGE OGE Energy Corp. | 1.0% | 2.1M | $101M | — | $37.66 | $47.69 (+27%) | 2026-03-31 |
| CUBE CubeSmart | 1.0% | 2.7M | $100M | ▲ 0.7% (+18K) | $46.22 | $40.49 (−12%) | 2026-03-31 |
| AEP American Electric Power Company, Inc. | 1.0% | 762K | $100M | — | $90.99 | $130.30 (+43%) | 2026-03-31 |
| EMA Emera Incorporated | 1.0% | 1.3M | $97M | NEW (+1.3M) | $72.11 | $51.84 (−28%) | 2026-03-31 |
| D Dominion Energy, Inc Common Stock | 1.0% | 1.6M | $97M | ▲ 5.3% (+80K) | $55.91 | $68.04 (+22%) | 2026-03-31 |
| CCI Crown Castle Inc. | 1.0% | 1.2M | $97M | — | $133.84 | $83.12 (−38%) | 2026-03-31 |
| PEG Public Service Enterprise Group Incorporated | 1.0% | 1.2M | $95M | — | $62.45 | $80.61 (+29%) | 2026-03-31 |
| MPLX MPLX LP | 1.0% | 1.7M | $95M | ▼ 8.9% (−164K) | $34.45 | $56.90 (+65%) | 2026-03-31 |
| OKE Oneok, Inc. | 1.0% | 1.0M | $93M | ▲ 44% (+313K) | $63.54 | $86.29 (+36%) | 2026-03-31 |
| ELS Equity Lifestyle Properties, Inc. | 0.9% | 1.5M | $91M | ▼ 5.2% (−81K) | $67.13 | $62.01 (−8%) | 2026-03-31 |
| T AT&T Inc. | 0.9% | 3.1M | $91M | — | $19.25 | $22.10 (+15%) | 2026-03-31 |
| PCG PG&E Corporation | 0.9% | 5.1M | $89M | ▼ 2.5% (−132K) | $16.17 | $16.63 (+3%) | 2026-03-31 |
| WTRG Essential Utilities, Inc. | 0.9% | 2.2M | $88M | — | $43.65 | $36.68 (−16%) | 2026-03-31 |
| SR Spire Inc. | 0.9% | 933K | $84M | ▼ 5.2% (−51K) | $70.14 | $75.94 (+8%) | 2026-03-31 |
| ET Energy Transfer LP Common Units representing limited partner interests | 0.9% | 4.3M | $84M | ▲ 15% (+581K) | $12.47 | $18.89 (+51%) | 2026-03-31 |
Showing top 50 of 148 holdings by value.
FAQ ▾
What are DUFF & PHELPS INVESTMENT MANAGEMENT CO's largest holdings?
As of the latest 13F: Welltower Inc. 5.4%, Equinix, Inc. Common Stock REIT 4.8%, PROLOGIS, INC. 4.1%, Digital Realty Trust, Inc. 2.9%, Ventas, Inc. 2.2%.
How big is DUFF & PHELPS INVESTMENT MANAGEMENT CO's 13F portfolio?
$9.6B across 148 disclosed U.S.-equity positions.
What is DUFF & PHELPS INVESTMENT MANAGEMENT CO's 3-year performance?
+29% (13F-replication, price return), -43 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.