§ 13F · FUND PROFILE
DUFF & PHELPS INVESTMENT MANAGEMENT CO.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $8.8B (13F)Positions · 151Turnover · — · Q1Filed · Apr 28, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$167M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | 2.20M | $434M | 4.5% | +1% |
| 2 | EQIX | EQUINIX INC | 407K | $399M | 4.1% | −1% |
| 3 | PLD | PROLOGIS INC. | 2.45M | $323M | 3.4% | −5% |
| 4 | DLR | DIGITAL RLTY TR INC | 1.30M | $234M | 2.4% | ±0% |
| 5 | SRE | SEMPRA | 1.87M | $181M | 1.9% | ±0% |
| 6 | VTR | VENTAS INC | 2.17M | $177M | 1.8% | +1% |
| 7 | XEL | XCEL ENERGY INC | 2.23M | $177M | 1.8% | +3% |
| 8 | ETR | ENTERGY CORP NEW | 1.42M | $160M | 1.7% | −3% |
| 9 | CNP | CENTERPOINT ENERGY INC | 3.65M | $158M | 1.6% | +1% |
| 10 | NEE | NEXTERA ENERGY INC | 1.59M | $148M | 1.5% | −7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE DUFF SIGNAL
AC read
DUFF & PHELPS INVESTMENT MANAGEMENT CO is a Other fund managing $8.8 billion in assets. The fund runs a portfolio of 151 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed