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CIK: 0000765443
Total reported value
$10.6B
$10.6B
153 檔
13.4%
At the close of Q1 2025, Duff & Phelps Investment Management Co disclosed equity holdings valued at approximately $10.6B, spread across 153 reported holdings.
In Q1 2025, Duff & Phelps Investment Management Co displayed an active expansion posture, initiating 153 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 4.44% | +1.08% | -3.84% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 3.88% | +0.02% | +2.17% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 3.78% | -0.61% | -7.65% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.31% | +0.05% | +6.16% | |
| 5 | VTR | Ventas Inc | Stock-Real Estate | 2.27% | +0.18% | -0.96% | |
| 6 | AMT | American Tower CORP | Stock-Real Estate | 2.27% | -0.05% | -2.18% | |
| 7 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.12% | +0.25% | +1.94% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.89% | -0.40% | +1.47% | |
| 9 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.87% | +0.34% | +1.45% | |
| 10 | PSA | Public Storage | Stock-Real Estate | 1.84% | +0.36% | -3.16% | |
| 11 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.76% | -0.13% | -10.16% | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.66% | +0.38% | +0.23% | |
| 13 | NI | Nisource Inc | Stock-Utilities | 1.66% | -0.12% | -8.15% | |
| 14 | AEE | Ameren Corporation | Stock-Utilities | 1.64% | -0.03% | -7.37% | |
| 15 | XEL | Xcel Energy Inc | Stock-Utilities | 1.64% | -0.17% | — | |
| 16 | SRE | Sempra | Stock-Utilities | 1.62% | -0.31% | +0.89% | |
| 17 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.62% | -0.10% | -6.32% | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 1.57% | -0.06% | +5.09% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.56% | -0.02% | -0.54% | |
| 20 | LNG | Cheniere Energy Inc | Stock-Energy | 1.50% | -0.06% | -8.71% | |
| 21 | ATO | Atmos Energy CORP | Stock-Utilities | 1.47% | -0.13% | -0.75% | |
| 22 | LNT | Alliant Energy CORP | Stock-Utilities | 1.44% | — | -6.81% | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 1.43% | -0.26% | +12.62% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.43% | -0.06% | -3.43% | |
| 25 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.41% | -0.02% | +5.64% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.40% | -0.12% | -4.74% | |
| 27 | OKE | Oneok Inc | Stock-Energy | 1.35% | -0.15% | +10.58% | |
| 28 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.34% | +0.06% | +6.81% | |
| 29 | CCI | Crown Castle Inc | Stock-Real Estate | 1.32% | -0.09% | +26.79% | |
| 30 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.31% | +0.15% | +4.33% | |
| 31 | PPL | Ppl CORP | Stock-Utilities | 1.27% | -0.07% | +2.84% | |
| 32 | TRGP | Targa Resources CORP | Stock-Energy | 1.25% | -0.02% | -4.61% | |
| 33 | CMS | Cms Energy CORP | Stock-Utilities | 1.22% | -0.12% | -3.56% | |
| 34 | MPLX | Mplx LP | Stock-Energy | 1.21% | -0.13% | -2.16% | |
| 35 | DTE | Dte Energy Company | Stock-Utilities | 1.18% | +0.01% | -8.70% | |
| 36 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.15% | +0.25% | +102.62% | |
| 37 | OGE | Oge Energy CORP | Stock-Utilities | 1.12% | -0.08% | -0.49% | |
| 38 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.12% | -0.18% | +0.13% | |
| 39 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.10% | +0.01% | +42001.95% | |
| 40 | CUBE | Cubesmart | Stock-Real Estate | 1.09% | +0.18% | +0.06% | |
| 41 | ET | Energy Transfer LP | Stock-Energy | 1.09% | -0.08% | +0.09% | |
| 42 | TRP | Tc Energy CORP | Stock-Energy | 1.05% | -0.09% | +4.74% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 1.05% | +0.36% | -0.17% | |
| 44 | PCG | P G & E CORP | Stock-Utilities | 1.04% | -0.23% | +4.71% | |
| 45 | T | At&t Inc | Stock-Comm Services | 1.02% | -0.34% | — | |
| 46 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.99% | -0.37% | -4.11% | |
| 47 | AEP | American Electric Power | Stock-Utilities | 0.98% | -0.01% | +3.67% | |
| 48 | AWK | American Water Works Co Inc | Stock-Utilities | 0.91% | -0.13% | +12.49% | |
| 49 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.85% | +0.06% | +8.25% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.81% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | — | NEW | New buy |
| 2 | PLD | Prologis Inc | — | NEW | New buy |
| 3 | EQIX | Equinix Inc | — | NEW | New buy |
| 4 | DLR | Digital Realty Trust Inc | — | NEW | New buy |
| 5 | VTR | Ventas Inc | — | NEW | New buy |
| 6 | AMT | American Tower CORP | — | NEW | New buy |
| 7 | AVB | Avalonbay Communities Inc | — | NEW | New buy |
| 8 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 9 | AMH | American Homes 4 Rent- A | — | NEW | New buy |
| 10 | PSA | Public Storage | — | NEW | New buy |
| 11 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 12 | SPG | Simon Property Group Inc | — | NEW | New buy |
| 13 | NI | Nisource Inc | — | NEW | New buy |
| 14 | AEE | Ameren Corporation | — | NEW | New buy |
| 15 | XEL | Xcel Energy Inc | — | NEW | New buy |
| 16 | SRE | Sempra | — | NEW | New buy |
| 17 | WEC | Wec Energy Group Inc | — | NEW | New buy |
| 18 | EVRG | Evergy Inc | — | NEW | New buy |
| 19 | ETR | Entergy CORP | — | NEW | New buy |
| 20 | LNG | Cheniere Energy Inc | — | NEW | New buy |
| 21 | ATO | Atmos Energy CORP | — | NEW | New buy |
| 22 | LNT | Alliant Energy CORP | — | NEW | New buy |
| 23 | DUK | Duke Energy CORP | — | NEW | New buy |
| 24 | WMB | Williams Cos Inc | — | NEW | New buy |
| 25 | REXR | Rexford Industrial Realty In | — | NEW | New buy |
| 26 | SO | Southern Co/the | — | NEW | New buy |
| 27 | OKE | Oneok Inc | — | NEW | New buy |
| 28 | IRM | Iron Mountain Inc | — | NEW | New buy |
| 29 | CCI | Crown Castle Inc | — | NEW | New buy |
| 30 | BRX | Brixmor Property Group Inc | — | NEW | New buy |
| 31 | PPL | Ppl CORP | — | NEW | New buy |
| 32 | TRGP | Targa Resources CORP | — | NEW | New buy |
| 33 | CMS | Cms Energy CORP | — | NEW | New buy |
| 34 | MPLX | Mplx LP | — | NEW | New buy |
| 35 | DTE | Dte Energy Company | — | NEW | New buy |
| 36 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 37 | OGE | Oge Energy CORP | — | NEW | New buy |
| 38 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 39 | ELS | Equity Lifestyle Properties | — | NEW | New buy |
| 40 | CUBE | Cubesmart | — | NEW | New buy |
| 41 | ET | Energy Transfer LP | — | NEW | New buy |
| 42 | TRP | Tc Energy CORP | — | NEW | New buy |
| 43 | ESS | Essex Property Trust Inc | — | NEW | New buy |
| 44 | PCG | P G & E CORP | — | NEW | New buy |
| 45 | T | At&t Inc | — | NEW | New buy |
| 46 | PEG | Public Service Enterprise Gp | — | NEW | New buy |
| 47 | AEP | American Electric Power | — | NEW | New buy |
| 48 | AWK | American Water Works Co Inc | — | NEW | New buy |
| 49 | EPRT | Essential Properties Realty | — | NEW | New buy |
| 50 | D | Dominion Energy Inc | — | NEW | New buy |
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 153 disclosed positions in Q1 2025.
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 WELL, PLD, EQIX) accounted for 13.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
WELL
市值: $379.5M
During Q1 2025, Duff & Phelps Investment Management Co's top holdings by market value included WELL (4.4%)、PLD (3.9%)、EQIX (3.8%). The largest single position, WELL, represented 4.4% of total portfolio value.
In Q1 2025, Duff & Phelps Investment Management Co made 153 total portfolio adjustments, initiating 153 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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