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CIK: 0000765443
Total reported value
$10.6B
$10.6B
156 檔
13.7%
During the Q4 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 156 reported positions.
Duff & Phelps Investment Management Co executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 5 holdings and trimming 70 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EQIX | Equinix Inc | Stock-Real Estate | 4.83% | -0.61% | +0.88% | |
| 2 | WELL | Welltower Inc | Stock-Real Estate | 3.89% | +1.08% | +1.51% | |
| 3 | PLD | Prologis Inc | Stock-Real Estate | 3.67% | +0.02% | -0.50% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.75% | +0.05% | +0.80% | |
| 5 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.18% | +0.25% | -3.44% | |
| 6 | SRE | Sempra | Stock-Utilities | 2.02% | -0.31% | -0.70% | |
| 7 | VTR | Ventas Inc | Stock-Real Estate | 2.01% | +0.18% | +0.17% | |
| 8 | AMT | American Tower CORP | Stock-Real Estate | 2.00% | -0.05% | -0.26% | |
| 9 | PSA | Public Storage | Stock-Real Estate | 1.94% | +0.36% | -2.51% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 1.92% | -0.40% | -4.93% | |
| 11 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.87% | +0.34% | +17.30% | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.76% | +0.38% | -25.23% | |
| 13 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.75% | -0.13% | -8.07% | |
| 14 | NI | Nisource Inc | Stock-Utilities | 1.69% | -0.12% | -1.29% | |
| 15 | AEE | Ameren Corporation | Stock-Utilities | 1.61% | -0.03% | -0.16% | |
| 16 | XEL | Xcel Energy Inc | Stock-Utilities | 1.60% | -0.17% | — | |
| 17 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.57% | +0.06% | +0.46% | |
| 18 | LNG | Cheniere Energy Inc | Stock-Energy | 1.56% | -0.06% | -14.24% | |
| 19 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.53% | -0.10% | -0.61% | |
| 20 | LNT | Alliant Energy CORP | Stock-Utilities | 1.46% | — | +8.96% | |
| 21 | ETR | Entergy CORP | Stock-Utilities | 1.42% | -0.02% | +117.28% | |
| 22 | WMB | Williams Cos Inc | Stock-Energy | 1.37% | -0.06% | -0.75% | |
| 23 | ATO | Atmos Energy CORP | Stock-Utilities | 1.37% | -0.13% | -4.11% | |
| 24 | EVRG | Evergy Inc | Stock-Utilities | 1.36% | -0.06% | +1.60% | |
| 25 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.35% | -0.02% | +40.40% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.35% | -0.12% | -14.69% | |
| 27 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.34% | +0.15% | -7.54% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 1.26% | -0.15% | +3.18% | |
| 29 | PCG | P G & E CORP | Stock-Utilities | 1.19% | -0.23% | +22.45% | |
| 30 | TRGP | Targa Resources CORP | Stock-Energy | 1.19% | -0.02% | -7.85% | |
| 31 | ET | Energy Transfer LP | Stock-Energy | 1.17% | -0.08% | +0.93% | |
| 32 | DTE | Dte Energy Company | Stock-Utilities | 1.15% | +0.01% | -12.18% | |
| 33 | DUK | Duke Energy CORP | Stock-Utilities | 1.15% | -0.26% | +143.33% | |
| 34 | CMS | Cms Energy CORP | Stock-Utilities | 1.14% | -0.12% | -7.11% | |
| 35 | PPL | Ppl CORP | Stock-Utilities | 1.14% | -0.07% | +45.07% | |
| 36 | MPLX | Mplx LP | Stock-Energy | 1.13% | -0.13% | +1.96% | |
| 37 | CUBE | Cubesmart | Stock-Real Estate | 1.12% | +0.18% | -0.85% | |
| 38 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.08% | -0.37% | +6.26% | |
| 39 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.05% | -0.18% | -4.77% | |
| 40 | OGE | Oge Energy CORP | Stock-Utilities | 1.03% | -0.08% | +11.68% | |
| 41 | TRP | Tc Energy CORP | Stock-Energy | 1.01% | -0.09% | +2.58% | |
| 42 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.00% | +0.36% | -6.01% | |
| 43 | KIM | Kimco Realty CORP | Stock-Real Estate | 0.93% | — | -24.24% | |
| 44 | CCI | Crown Castle Inc | Stock-Real Estate | 0.93% | -0.09% | -4.44% | |
| 45 | SUI | Sun Communities Inc | Stock-Real Estate | 0.87% | — | -2.83% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.84% | -0.34% | — | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.81% | -0.01% | +20.88% | |
| 48 | D | Dominion Energy Inc | Stock-Utilities | 0.80% | — | — | |
| 49 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 0.80% | +0.28% | +4.24% | |
| 50 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.77% | +0.06% | +0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DUK | Duke Energy CORP | +0.7% | +143.33% | Add |
| 2 | EQIX | Equinix Inc | +0.5% | +0.88% | Add |
| 3 | MAA | Mid-america Apartment Comm | +0.4% | +271.33% | Add |
| 4 | PPL | Ppl CORP | +0.4% | +45.07% | Add |
| 5 | DLR | Digital Realty Trust Inc | +0.4% | +0.80% | Add |
| 6 | ETR | Entergy CORP | +0.3% | +117.28% | Add |
| 7 | AMH | American Homes 4 Rent- A | +0.3% | +17.30% | Add |
| 8 | PCG | P G & E CORP | +0.3% | +22.45% | Add |
| 9 | ET | Energy Transfer LP | +0.3% | +0.93% | Add |
| 10 | WMB | Williams Cos Inc | +0.3% | -0.75% | Trim |
| 11 | DTM | Dt Midstream Inc | +0.2% | +43.35% | Add |
| 12 | OKE | Oneok Inc | +0.2% | +3.18% | Add |
| 13 | TRGP | Targa Resources CORP | +0.2% | -7.85% | Trim |
| 14 | SRE | Sempra | +0.2% | -0.70% | Trim |
| 15 | WELL | Welltower Inc | +0.2% | +1.51% | Add |
| 16 | CP | Canadian Pacific Kansas City | +0.2% | +132.82% | Add |
| 17 | OGE | Oge Energy CORP | +0.2% | +11.68% | Add |
| 18 | REXR | Rexford Industrial Realty In | +0.2% | +40.40% | Add |
| 19 | MPLX | Mplx LP | +0.1% | +1.96% | Add |
| 20 | LNT | Alliant Energy CORP | +0.1% | +8.96% | Add |
| 21 | NI | Nisource Inc | +0.1% | -1.29% | Trim |
| 22 | KGS | Kodiak Gas Services Inc | +0.1% | +911.44% | Add |
| 23 | SOBO | South Bow CORP | +0.1% | NEW | New buy |
| 24 | KMI | Kinder Morgan, Inc. | +0.1% | +0.02% | Add |
| 25 | ENB | Enbridge Inc | +0.1% | +10.58% | Add |
| 26 | XEL | Xcel Energy Inc | +0.1% | — | Unchanged |
| 27 | LNG | Cheniere Energy Inc | +0.1% | -14.24% | Trim |
| 28 | AEP | American Electric Power | +0.1% | +20.88% | Add |
| 29 | AEE | Ameren Corporation | +0.1% | -0.16% | Trim |
| 30 | PAA | Plains All Amer Pipeline LP | +0.1% | +14.04% | Add |
| 31 | SBRA | Sabra Health Care Reit Inc | +0.1% | +16.30% | Add |
| 32 | T | At&t Inc | +0.1% | — | Unchanged |
| 33 | CNP | Centerpoint Energy Inc | +0.1% | -8.07% | Trim |
| 34 | EVRG | Evergy Inc | +0.1% | +1.60% | Add |
| 35 | ERII | Energy Recovery Inc | +0.1% | NEW | New buy |
| 36 | GLPI | Gaming And Leisure Propertie | +0.1% | +16.15% | Add |
| 37 | RHP | Ryman Hospitality Properties | +0.1% | +4.24% | Add |
| 38 | PEG | Public Service Enterprise Gp | +0.1% | +6.26% | Add |
| 39 | TRP | Tc Energy CORP | +0.1% | +2.58% | Add |
| 40 | GFL | Gfl Environmental Inc-sub Vt | 0% | +9.94% | Add |
| 41 | CUZ | Cousins Properties Inc | 0% | -0.88% | Trim |
| 42 | SR | Spire Inc | 0% | — | Unchanged |
| 43 | WEC | Wec Energy Group Inc | 0% | -0.61% | Trim |
| 44 | ZWS | Zurn Elkay Water Solutions C | 0% | +10.37% | Add |
| 45 | MWA | Mueller Water Products Inc-a | 0% | +13.50% | Add |
| 46 | ATO | Atmos Energy CORP | 0% | -4.11% | Trim |
| 47 | PECO | Phillips Edison & Company In | 0% | -1.16% | Trim |
| 48 | KEYUF | Keyera CORP | 0% | — | Unchanged |
| 49 | SUN | Sunoco LP | 0% | +16.69% | Add |
| 50 | GTLS | Chart Industries Inc | 0% | +49.98% | Add |
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 156 disclosed positions in Q4 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 EQIX, WELL, PLD) accounted for 13.7% of total reported equity market value during Q4 2024.
Top New Position Initiated
SOBO
市值: $10.5M
Top Position Liquidated / Trimmed
CMCSA
前期市值: $45.5M
During Q4 2024, Duff & Phelps Investment Management Co's top holdings by market value included EQIX (4.8%)、WELL (3.9%)、PLD (3.7%). The largest single position, EQIX, represented 4.8% of total portfolio value.
In Q4 2024, Duff & Phelps Investment Management Co made 133 total portfolio adjustments, initiating 5 new buys, adding to 53 positions, trimming 70 holdings, and fully liquidating 5 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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