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CIK: 0000765443
Total reported value
$10.6B
$10.6B
249 檔
11.6%
During the Q1 2024 filing period, Duff & Phelps Investment Management Co (CIK: 0000765443) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $10.6B across 249 reported positions.
During Q1 2024, Duff & Phelps Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 249 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 4.41% | +0.02% | -1.32% | |
| 2 | WY | Weyerhaeuser Co | Stock-Real Estate | 2.97% | +0.02% | +1481.75% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 2.90% | -0.61% | -20.96% | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 2.35% | -0.05% | -2.71% | |
| 5 | PSA | Public Storage | Stock-Real Estate | 2.15% | +0.36% | +7.47% | |
| 6 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.93% | +0.05% | -24.63% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 1.93% | -0.40% | +25.05% | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.91% | +0.25% | +70.02% | |
| 9 | SRE | Sempra | Stock-Utilities | 1.78% | -0.31% | -1.49% | |
| 10 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.76% | -0.13% | -4.62% | |
| 11 | O | Realty Income CORP | Stock-Real Estate | 1.73% | — | NEW | |
| 12 | VTR | Ventas Inc | Stock-Real Estate | 1.64% | +0.18% | -0.31% | |
| 13 | LNG | Cheniere Energy Inc | Stock-Energy | 1.61% | -0.06% | +4.67% | |
| 14 | SO | Southern Co/the | Stock-Utilities | 1.61% | -0.12% | +17.84% | |
| 15 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.57% | +0.38% | +9.93% | |
| 16 | AEE | Ameren Corporation | Stock-Utilities | 1.56% | -0.03% | -0.30% | |
| 17 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.50% | +0.34% | +0.44% | |
| 18 | CMS | Cms Energy CORP | Stock-Utilities | 1.46% | -0.12% | -7.26% | |
| 19 | ATO | Atmos Energy CORP | Stock-Utilities | 1.45% | -0.13% | +0.02% | |
| 20 | XEL | Xcel Energy Inc | Stock-Utilities | 1.41% | -0.17% | +5.58% | |
| 21 | NI | Nisource Inc | Stock-Utilities | 1.36% | -0.12% | +0.03% | |
| 22 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.29% | -0.02% | +8.47% | |
| 23 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.29% | +0.15% | +4.46% | |
| 24 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.25% | -0.18% | -8.49% | |
| 25 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.25% | -0.37% | -14.48% | |
| 26 | TRGP | Targa Resources CORP | Stock-Energy | 1.24% | -0.02% | -21.53% | |
| 27 | CCI | Crown Castle Inc | Stock-Real Estate | 1.23% | -0.09% | +0.04% | |
| 28 | LNT | Alliant Energy CORP | Stock-Utilities | 1.23% | — | -0.63% | |
| 29 | DTE | Dte Energy Company | Stock-Utilities | 1.22% | +0.01% | +0.03% | |
| 30 | CUBE | Cubesmart | Stock-Real Estate | 1.20% | +0.18% | -16.14% | |
| 31 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.15% | -0.10% | -5.13% | |
| 32 | SUI | Sun Communities Inc | Stock-Real Estate | 1.11% | — | -38.11% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 1.09% | -0.06% | +0.26% | |
| 34 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.06% | — | +1217.53% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.05% | — | — | |
| 36 | AIRCUSD | Apartment Income Reit Co | Stock-Other | 1.04% | — | +9.72% | |
| 37 | ETR | Entergy CORP | Stock-Utilities | 1.04% | -0.02% | +7.21% | |
| 38 | OKE | Oneok Inc | Stock-Energy | 1.00% | -0.15% | +50.29% | |
| 39 | ET | Energy Transfer LP | Stock-Energy | 0.94% | -0.08% | -0.38% | |
| 40 | AWK | American Water Works Co Inc | Stock-Utilities | 0.92% | -0.13% | -17.10% | |
| 41 | MPLX | Mplx LP | Stock-Energy | 0.92% | -0.13% | -6.78% | |
| 42 | EPD | Enterprise Products Partners | Stock-Energy | 0.91% | -0.07% | +3.25% | |
| 43 | REG | Regency Centers CORP | Stock-Real Estate | 0.88% | — | -3.77% | |
| 44 | EVRG | Evergy Inc | Stock-Utilities | 0.87% | -0.06% | +13.24% | |
| 45 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.86% | +0.06% | +1497.48% | |
| 46 | OGE | Oge Energy CORP | Stock-Utilities | 0.82% | -0.08% | -14.25% | |
| 47 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.79% | -0.06% | +20.02% | |
| 48 | D | Dominion Energy Inc | Stock-Utilities | 0.79% | — | -0.11% | |
| 49 | XYL | Xylem Inc | Stock-Industrials | 0.77% | — | -9.70% | |
| 50 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.75% | +0.25% | -2.73% |
According to official SEC Form 13F filings, Duff & Phelps Investment Management Co reported a total U.S. public equity portfolio value of $10.6B across 249 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including PLD, WY, EQIX) accounted for 11.6% of total reported equity market value during Q1 2024.
During Q1 2024, Duff & Phelps Investment Management Co's top holdings by market value included PLD (4.4%)、WY (3.0%)、EQIX (2.9%). The largest single position, PLD, represented 4.4% of total portfolio value.
In Q1 2024, Duff & Phelps Investment Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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