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Duff & Phelps Investment Management

Latest statistics and disclosures from Duff & Phelps Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are WELL, PLD, EQIX, DLR, VTR, and represent 19.18% of Duff & Phelps Investment Management's stock portfolio.
Added to shares of these 10 stocks: FR (+$42M), EQIX (+$32M), ARE (+$27M), DLR (+$24M), PLD (+$24M), WELL (+$20M), D (+$15M), EPRT (+$15M), PCG (+$14M), CUBE (+$14M).
Started 2 new stock positions in AROC, SUNC.
Reduced shares in these 10 stocks: NEE (-$39M), COLD (-$21M), DUK (-$16M), PSA (-$15M), , , O (-$11M), DTM (-$10M), VOD (-$7.9M), ATO (-$7.6M).
Sold out of its positions in ACM, MP, O, SPIB, SUN, VLO, VOD.
Duff & Phelps Investment Management was a net buyer of stock by $233M.
Duff & Phelps Investment Management has $8.8B in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0000765443

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Portfolio Holdings for Duff & Phelps Investment Management

Duff & Phelps Investment Management holds 146 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Welltower Op Common Stock (WELL)	5.5	$484M	+4%	2.6M	185.61	View chart
Prologis Common Stock (PLD)	4.6	$403M	+6%	3.2M	127.66	View chart
Equinix Reit (EQIX)	4.2	$367M	+9%	478k	766.16	View chart
Digital Rlty Tr Reit (DLR)	2.7	$239M	+11%	1.5M	154.71	View chart
Ventas Common Stock (VTR)	2.3	$199M	+6%	2.6M	77.38	View chart
Sempra Master Ltd Part (SRE)	2.1	$184M	-2%	2.1M	88.29	View chart
Xcel Energy Master Ltd Part (XEL)	2.0	$174M		2.4M	73.86	View chart
Avalonbay Communties Reit Reit (AVB)	1.9	$170M	+4%	940k	181.31	View chart
Nextera Energy Master Ltd Part (NEE)	1.9	$166M	-18%	2.1M	80.28	View chart
Simon Ppty Common Stock (SPG)	1.8	$163M	+7%	878k	185.11	View chart
American Tower Corp Reit (AMT)	1.8	$161M		918k	175.57	View chart
American Homes 4 R Cl A Reit (AMH)	1.7	$146M	+8%	4.6M	32.10	View chart
Centerpoint Energy Master Ltd Part (CNP)	1.7	$146M	+2%	3.8M	38.34	View chart
Entergy Corp Master Ltd Part (ETR)	1.7	$146M	+3%	1.6M	92.43	View chart
Iron Mountain Reit (IRM)	1.5	$131M	-3%	1.6M	82.95	View chart
Nisource Master Ltd Part (NI)	1.5	$130M		3.1M	41.76	View chart
First Ind Realty Tr Reit (FR)	1.4	$125M	+50%	2.2M	57.27	View chart
Evergy Common Stock (EVRG)	1.4	$124M	-5%	1.7M	72.49	View chart
Alliant Energy Corp Master Ltd Part (LNT)	1.4	$123M		1.9M	65.01	View chart
Ameren Corporation Common Stock (AEE)	1.4	$120M	-3%	1.2M	99.86	View chart
Mid-amer Apt Cmntys Reit Reit (MAA)	1.3	$118M	+8%	850k	138.91	View chart
Public Storage Reit Common Reit (PSA)	1.3	$117M	-11%	449k	259.50	View chart
Brixmor Property G Com Usd0.01 Common Stock (BRX)	1.3	$116M	+6%	4.4M	26.22	View chart
Williams Cos Master Ltd Part (WMB)	1.3	$112M	+3%	1.9M	60.11	View chart
Atmos Energy Corp Common Stock (ATO)	1.2	$109M	-6%	652k	167.63	View chart
Southern Master Ltd Part (SO)	1.2	$108M	+7%	1.2M	87.20	View chart
Ppl Corp Master Ltd Part (PPL)	1.2	$107M	+4%	3.1M	35.02	View chart
Crown Castle Reit (CCI)	1.2	$106M		1.2M	88.87	View chart
Duke Energy Corp Common Stock (DUK)	1.2	$105M	-13%	897k	117.21	View chart
Wec Energy Group Common Stock (WEC)	1.2	$104M	-4%	981k	105.46	View chart
Dte Energy Master Ltd Part (DTE)	1.2	$102M	+8%	792k	128.98	View chart
Cms Energy Corp Master Ltd Part (CMS)	1.2	$102M		1.5M	69.93	View chart
Essential Pptys Rlty Reit Reit (EPRT)	1.2	$102M	+16%	3.4M	29.66	View chart
Cubesmart Reit (CUBE)	1.1	$98M	+16%	2.7M	36.05	View chart
MPLX Master Ltd Part (MPLX)	1.1	$98M		1.8M	53.37	View chart
Targa Resources In Master Ltd Part (TRGP)	1.1	$96M	+9%	523k	184.50	View chart
Public Svc Enterpr Common Stock (PEG)	1.1	$95M		1.2M	80.30	View chart
Equity Lifestyle Ppt Reit (ELS)	1.1	$94M	+7%	1.5M	60.61	View chart
Transcanada Pipeline Master Ltd Part (TRP)	1.1	$93M		1.7M	55.01	View chart
Cheniere Energy Master Ltd Part (LNG)	1.0	$90M	+12%	463k	194.39	View chart
Oge Energy Corp Master Ltd Part (OGE)	1.0	$90M		2.1M	42.70	View chart
Amern Elec Pwr Common Stock (AEP)	1.0	$88M		762k	115.31	View chart
Dominion Energy Master Ltd Part (D)	1.0	$87M	+20%	1.5M	58.59	View chart
Essex Ppty Tr Inc Reit Reit (ESS)	1.0	$86M	+7%	329k	261.68	View chart
Essential Utilities Common Stock (WTRG)	1.0	$84M		2.2M	38.36	View chart
Pg&e Corp Master Ltd Part (PCG)	0.9	$84M	+19%	5.2M	16.07	View chart
Spire Inc Com Usd1 Common Stock (SR)	0.9	$81M	-3%	983k	82.70	View chart
At&t Common Stock (T)	0.9	$78M		3.1M	24.84	View chart
Ryman Hospitality Common Stock (RHP)	0.8	$73M	+16%	776k	94.62	View chart
Agree Realty Corp Common Stock (ADC)	0.8	$69M	+14%	958k	72.03	View chart
Kinder Morgan Master Ltd Part (KMI)	0.8	$67M	-3%	2.4M	27.49	View chart
Enbridge Master Ltd Part (ENB)	0.7	$65M	+8%	1.4M	47.83	View chart
Phillips Edison & Co Com Usd0.01 Reit (PECO)	0.7	$64M	+5%	1.8M	35.57	View chart
Energy Transfer L P Com Ut Ltd Ptn Master Ltd Part (ET)	0.7	$62M	-3%	3.8M	16.49	View chart
BXP Reit (BXP)	0.7	$59M	+6%	879k	67.48	View chart
American Wtr Wks Common Stock (AWK)	0.7	$59M	-7%	449k	130.50	View chart
Firstenergy Corp Common Stock (FE)	0.7	$58M		1.3M	44.77	View chart
Pinnacle West Cap Common Stock (PNW)	0.6	$55M		625k	88.70	View chart
Verizon Communicatio Common Stock (VZ)	0.6	$55M		1.3M	40.73	View chart
Cousins Pptys Common Stock (CUZ)	0.6	$54M	+15%	2.1M	25.78	View chart
Sabra Healthcare Common Stock (SBRA)	0.6	$53M	+12%	2.8M	18.94	View chart
Oneok Master Ltd Part (OKE)	0.6	$53M	-9%	718k	73.50	View chart
Fortis Common Stock (FTS)	0.6	$51M		982k	52.06	View chart
Xylem Common Stock (XYL)	0.6	$50M	-7%	370k	136.18	View chart
Enterprise Prods Master Ltd Part (EPD)	0.6	$50M	-10%	1.6M	32.06	View chart
Gaming&leisure Pptys Reit (GLPI)	0.6	$50M	+27%	1.1M	44.69	View chart
Alexandria Real Esta Reit Reit (ARE)	0.6	$49M	+122%	1000k	48.94	View chart
Vornado Rlty Tr Sh Ben Int Reit Reit (VNO)	0.6	$49M	+9%	1.5M	33.28	View chart
Union Pac Corp Common Stock (UNP)	0.5	$48M	+34%	207k	231.32	View chart
One Gas Common Stock (OGS)	0.5	$45M		576k	77.25	View chart
Rexford Industrial Com Usd0.01 Common Stock (REXR)	0.5	$44M		1.1M	38.72	View chart
Dt Midstream Master Ltd Part (DTM)	0.5	$44M	-18%	369k	119.68	View chart
Eversource Energy Common Stock (ES)	0.5	$41M	+23%	608k	67.33	View chart
Northwest Natural Hl Common Stock (NWN)	0.5	$40M	-8%	857k	46.74	View chart
Plains All Amern Pip Unit Master Ltd Part (PAA)	0.4	$39M	+17%	2.2M	17.96	View chart
Keyera Corp Master Ltd Part (KEYUF)	0.4	$39M	+6%	1.2M	32.10	View chart
Pembina Pipeline Master Ltd Part (PBA)	0.4	$37M		963k	38.14	View chart
Veralto Corporation Common Stock (VLTO)	0.4	$36M	+3%	356k	99.78	View chart
Telus Corp Common Stock (TU)	0.4	$35M		2.7M	13.20	View chart
Companhia De Saneame Adr (SBS)	0.4	$35M	+7%	1.4M	23.85	View chart
Smartstop Self Stora Reit (SMA)	0.4	$34M	+14%	1.1M	30.94	View chart
Cdn Natl Railway Common Stock (CNI)	0.4	$33M	+11%	337k	99.03	View chart
Csx Corp Common Stock (CSX)	0.3	$29M	-9%	805k	36.25	View chart
Canadian Pacific Kc Common Stock (CP)	0.3	$27M	-2%	371k	73.72	View chart
Black Hills Corp Common Stock (BKH)	0.3	$27M		390k	69.42	View chart
Bce Common Stock (BCE)	0.3	$27M	-7%	1.1M	23.82	View chart
Pentair Common Stock (PNR)	0.3	$26M	+3%	251k	104.14	View chart
Ecolab Common Stock (ECL)	0.3	$24M	-2%	91k	262.52	View chart
Advanced Drainage Com Usd0.01 Common Stock (WMS)	0.2	$20M	+2%	140k	144.83	View chart
Kimco Realty Corp Common Stock (KIM)	0.2	$19M	+11%	935k	20.27	View chart
Valmont Inds Common Stock (VMI)	0.2	$19M	-2%	47k	402.32	View chart
Core & Main Inc Class A Common Stock (CNM)	0.2	$19M	+5%	357k	51.97	View chart
Kodiak Gas Services Master Ltd Part (KGS)	0.2	$17M	-2%	462k	37.40	View chart
American Healthcare Reit (AHR)	0.2	$15M	+30%	328k	47.06	View chart
Gfl Environmental In Sub Vtg Common Stock (GFL)	0.2	$14M	+25%	324k	42.95	View chart
Mueller Wtr Prods Common Stock (MWA)	0.1	$13M	-2%	548k	23.82	View chart
Franklin Elec Common Stock (FELE)	0.1	$11M	+12%	110k	95.53	View chart
Thermo Fisher Sci Common Stock (TMO)	0.1	$9.4M	+14%	16k	579.45	View chart
Watts Water Tech Class A Common Stock (WTS)	0.1	$9.4M	-2%	34k	276.02	View chart
Badger Meter Common Stock (BMI)	0.1	$9.1M	-2%	52k	174.41	View chart
Waste Management Common Stock (WM)	0.1	$8.4M	+66%	38k	219.71	View chart
Danaher Corp Common Stock (DHR)	0.1	$8.0M	+18%	35k	228.92	View chart
Idex Corp Common Stock (IEX)	0.1	$7.9M	-2%	45k	177.94	View chart
Sba Communications Com Usd0.01 Cl A Reit (SBAC)	0.1	$7.5M	-16%	39k	193.43	View chart
Edison Intl Common Stock (EIX)	0.1	$7.4M		124k	60.02	View chart
Zurn Elkay Water Sol Common Stock (ZWS)	0.1	$6.8M	-2%	147k	46.49	View chart
Stantec Common Stock (STN)	0.1	$6.2M	-29%	66k	94.49	View chart
Kinetik Holdings Inc Class A Master Ltd Part (KNTK)	0.1	$6.2M	+380%	171k	36.05	View chart
Host Hotels & Resrts Reit Common Stock (HST)	0.1	$6.0M	+14%	339k	17.73	View chart
Keyera Corp Subscript Receipt Master Ltd Part	0.1	$5.3M		172k	31.00	View chart
Sunococorp Master Ltd Part (SUNC)	0.1	$5.2M	NEW	106k	49.28	View chart
Weyerhaeuser Common Stock (WY)	0.1	$5.2M		218k	23.69	View chart
Grupo Aeroportuario Adr (OMAB)	0.1	$4.7M	+86%	43k	108.77	View chart
Tetra Tech Common Stock (TTEK)	0.0	$4.3M	-52%	129k	33.54	View chart
Ferguson Plc Ord Gbp0.10 Common Stock (FERG)	0.0	$4.3M	-2%	19k	222.63	View chart
Energy Recovery Common Stock (ERII)	0.0	$4.1M	-2%	302k	13.49	View chart
First Solar Common Stock (FSLR)	0.0	$4.0M	-27%	15k	261.23	View chart
Invitation Homes Reit (INVH)	0.0	$3.7M		132k	27.79	View chart
Spdr Index Shares S&p Gl Nat Res Etf Etf (GNR)	0.0	$3.5M	+19%	56k	62.14	View chart
Vici Pptys Reit (VICI)	0.0	$3.2M	-69%	112k	28.12	View chart
Bloom Energy Corpor Class A Common Stock (BE)	0.0	$3.0M		34k	86.89	View chart
Nextpower Inc Com Cl A Common Stock (NXT)	0.0	$2.9M	+3%	33k	87.11	View chart
Extra Space Storage Reit Reit (EXR)	0.0	$2.2M		17k	130.22	View chart
Vaneck Etf Trust Gold Miners Etf Etf (GDX)	0.0	$1.9M	+7%	23k	85.77	View chart
Virtus Etf Trust Ii Virtus Duff & Phelps Etf (VCLN)	0.0	$1.6M	+6%	62k	25.59	View chart
Ormat Technologies Common Stock (ORA)	0.0	$1.5M	+39%	14k	110.47	View chart
Clearway Energy Inc Cl C Com Stock $0.01 Common Stock (CWEN)	0.0	$1.5M	-9%	45k	33.26	View chart
Plains Gp Hldings Lp Cl A Shs Lpi Master Ltd Part (PAGP)	0.0	$1.5M		77k	19.14	View chart
Schwab Strategic T Us Tips Etf Etf (SCHP)	0.0	$1.4M	+27%	53k	26.49	View chart
Americold Rlty Tr Common Stock (COLD)	0.0	$1.2M	-94%	97k	12.86	View chart
Eastgroup Properties Common Stock (EGP)	0.0	$1.0M		5.7k	178.14	View chart
Invesco Db Commodity Index Trac Etf (DBC)	0.0	$932k	+27%	42k	22.36	View chart
Enphase Energy Common Stock (ENPH)	0.0	$899k		28k	32.05	View chart
Constellation Energy Common Stock (CEG)	0.0	$854k	-10%	2.4k	353.27	View chart
Sunrun Inc Com Usd0.0001 Master Ltd Part (RUN)	0.0	$777k		42k	18.40	View chart
Te Connectivity Common Stock (TEL)	0.0	$688k	-33%	3.0k	227.51	View chart
Hubbell Incorporated Common Stock (HUBB)	0.0	$687k	+11%	1.5k	444.11	View chart
Invesco Db Multi-sec Agriculture Etf (DBA)	0.0	$669k	+30%	26k	25.52	View chart
Cameco Corp Common Stock (CCJ)	0.0	$610k	-26%	6.7k	91.49	View chart
Plug Power Common Stock (PLUG)	0.0	$572k	+66%	290k	1.97	View chart
Archrock Master Ltd Part (AROC)	0.0	$551k	NEW	21k	26.02	View chart
Eqt Corp Master Ltd Part (EQT)	0.0	$509k		9.5k	53.60	View chart
Ge Vernova Common Stock (GEV)	0.0	$469k	+34%	717.00	653.57	View chart
Gibson Energy Master Ltd Part (GBNXF)	0.0	$438k		24k	18.33	View chart
Solaredge Technolo Common Stock (SEDG)	0.0	$417k	-10%	15k	28.85	View chart
Array Technologies Common Stock (ARRY)	0.0	$240k	-10%	26k	9.22	View chart

Past Filings by Duff & Phelps Investment Management

SEC 13F filings are viewable for Duff & Phelps Investment Management going back to 2010

Duff & Phelps Investment Management 2025 Q4 filed Jan. 26, 2026
Duff & Phelps Investment Management 2025 Q3 filed Nov. 13, 2025
Duff & Phelps Investment Management 2025 Q2 filed Aug. 11, 2025
Duff & Phelps Investment Management 2025 Q1 filed May 13, 2025
Duff & Phelps Investment Management 2024 Q4 filed Feb. 12, 2025
Duff & Phelps Investment Management 2024 Q3 filed Nov. 15, 2024
Duff & Phelps Investment Management 2024 Q2 filed Aug. 15, 2024
Duff & Phelps Investment Management 2024 Q1 filed May 14, 2024
Duff & Phelps Investment Management 2023 Q4 filed Feb. 5, 2024
Duff & Phelps Investment Management 2023 Q3 filed Nov. 13, 2023
Duff & Phelps Investment Management 2023 Q2 filed Aug. 3, 2023
Duff & Phelps Investment Management 2023 Q1 filed May 10, 2023
Duff & Phelps Investment Management 2022 Q4 filed Feb. 8, 2023
Duff & Phelps Investment Management 2022 Q3 filed Nov. 14, 2022
Duff & Phelps Investment Management 2022 Q2 filed Aug. 10, 2022
Duff & Phelps Investment Management 2022 Q1 filed May 11, 2022

View all past filings

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