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CIK: 0000765443
Total reported value
$10.6B
$10.6B
229 檔
11.5%
In Q2 2024, Duff & Phelps Investment Management Co's U.S. equity holdings reached a combined market value of $10.6B, distributed across 229 disclosed stock positions.
During Q2 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 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 4.10% | +0.02% | +1.20% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 3.56% | -0.61% | +25.85% | |
| 3 | WELL | Welltower Inc | Stock-Real Estate | 3.25% | +1.08% | — | |
| 4 | AMT | American Tower CORP | Stock-Real Estate | 2.44% | -0.05% | -0.63% | |
| 5 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.17% | +0.25% | -4.25% | |
| 6 | PSA | Public Storage | Stock-Real Estate | 2.17% | +0.36% | -4.24% | |
| 7 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.14% | +0.05% | -1.12% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 2.13% | -0.40% | -6.33% | |
| 9 | SPG | Simon Property Group Inc | Stock-Real Estate | 2.07% | +0.38% | +27.30% | |
| 10 | VTR | Ventas Inc | Stock-Real Estate | 2.00% | +0.18% | -2.45% | |
| 11 | SRE | Sempra | Stock-Utilities | 1.91% | -0.31% | -4.86% | |
| 12 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.88% | -0.13% | -7.59% | |
| 13 | SO | Southern Co/the | Stock-Utilities | 1.83% | -0.12% | -0.97% | |
| 14 | LNG | Cheniere Energy Inc | Stock-Energy | 1.75% | -0.06% | -5.89% | |
| 15 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.59% | +0.34% | -1.22% | |
| 16 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.48% | +0.06% | +44.95% | |
| 17 | NI | Nisource Inc | Stock-Utilities | 1.48% | -0.12% | -1.55% | |
| 18 | AEE | Ameren Corporation | Stock-Utilities | 1.43% | -0.03% | -10.46% | |
| 19 | ATO | Atmos Energy CORP | Stock-Utilities | 1.37% | -0.13% | -9.63% | |
| 20 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.36% | -0.37% | -7.30% | |
| 21 | XEL | Xcel Energy Inc | Stock-Utilities | 1.34% | -0.17% | -9.48% | |
| 22 | TRGP | Targa Resources CORP | Stock-Energy | 1.34% | -0.02% | -11.37% | |
| 23 | LNT | Alliant Energy CORP | Stock-Utilities | 1.32% | — | — | |
| 24 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.31% | +0.15% | -2.65% | |
| 25 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.26% | +0.36% | — | |
| 26 | CUBE | Cubesmart | Stock-Real Estate | 1.24% | +0.18% | -2.94% | |
| 27 | DTE | Dte Energy Company | Stock-Utilities | 1.24% | +0.01% | -3.32% | |
| 28 | CMS | Cms Energy CORP | Stock-Utilities | 1.22% | -0.12% | -19.96% | |
| 29 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.22% | -0.10% | +5.04% | |
| 30 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.19% | -0.02% | -2.48% | |
| 31 | CCI | Crown Castle Inc | Stock-Real Estate | 1.17% | -0.09% | -2.97% | |
| 32 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.16% | -0.18% | -13.47% | |
| 33 | WMB | Williams Cos Inc | Stock-Energy | 1.15% | -0.06% | -9.30% | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 1.15% | — | — | |
| 35 | ETR | Entergy CORP | Stock-Utilities | 1.10% | -0.02% | -1.17% | |
| 36 | KIM | Kimco Realty CORP | Stock-Real Estate | 1.10% | — | -1.79% | |
| 37 | OKE | Oneok Inc | Stock-Energy | 1.09% | -0.15% | +0.98% | |
| 38 | EVRG | Evergy Inc | Stock-Utilities | 1.06% | -0.06% | +14.46% | |
| 39 | AWK | American Water Works Co Inc | Stock-Utilities | 1.04% | -0.13% | +0.36% | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 1.03% | -0.08% | — | |
| 41 | SUI | Sun Communities Inc | Stock-Real Estate | 1.02% | — | -8.32% | |
| 42 | MPLX | Mplx LP | Stock-Energy | 1.00% | -0.13% | — | |
| 43 | OGE | Oge Energy CORP | Stock-Utilities | 0.91% | -0.08% | — | |
| 44 | PBA | Pembina Pipeline CORP | Stock-Energy | 0.87% | -0.06% | -1.75% | |
| 45 | EPD | Enterprise Products Partners | Stock-Energy | 0.83% | -0.07% | -14.39% | |
| 46 | XYL | Xylem Inc | Stock-Industrials | 0.78% | — | -9.26% | |
| 47 | D | Dominion Energy Inc | Stock-Utilities | 0.77% | — | -7.68% | |
| 48 | ES | Eversource Energy | Stock-Utilities | 0.77% | -0.31% | EXIT | |
| 49 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.34% | -2.09% | |
| 50 | AEP | American Electric Power | Stock-Utilities | 0.73% | -0.01% | -7.76% |
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 229 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLD, EQIX, WELL) accounted for 11.5% of total reported equity market value during Q2 2024.
During Q2 2024, Duff & Phelps Investment Management Co's top holdings by market value included PLD (4.1%)、EQIX (3.6%)、WELL (3.3%). The largest single position, PLD, represented 4.1% of total portfolio value.
In Q2 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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