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CIK: 0000765443
Total reported value
$10.6B
$10.6B
154 檔
13.7%
According to the latest 13F quarterly dataset, Duff & Phelps Investment Management Co managed an equity portfolio of $10.6B at the end of Q2 2025, spanning 154 distinct U.S. exchange-listed positions.
In Q2 2025, Duff & Phelps Investment Management Co displayed an active expansion posture, initiating 9 new positions and adding to 74 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 4.53% | +1.08% | +1.33% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 3.81% | -0.61% | +3.09% | |
| 3 | PLD | Prologis Inc | Stock-Real Estate | 3.67% | +0.02% | +0.14% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.81% | +0.05% | -0.31% | |
| 5 | AMT | American Tower CORP | Stock-Real Estate | 2.28% | -0.05% | -1.47% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.12% | -0.40% | +14.16% | |
| 7 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 2.10% | +0.25% | +4.14% | |
| 8 | VTR | Ventas Inc | Stock-Real Estate | 2.05% | +0.18% | -2.01% | |
| 9 | SRE | Sempra | Stock-Utilities | 1.81% | -0.31% | +4.84% | |
| 10 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.80% | +0.34% | +0.20% | |
| 11 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.78% | +0.06% | +10.62% | |
| 12 | XEL | Xcel Energy Inc | Stock-Utilities | 1.77% | -0.17% | +11.64% | |
| 13 | PSA | Public Storage | Stock-Real Estate | 1.76% | +0.36% | -2.45% | |
| 14 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.62% | +0.38% | +0.44% | |
| 15 | AEE | Ameren Corporation | Stock-Utilities | 1.58% | -0.03% | -0.04% | |
| 16 | EVRG | Evergy Inc | Stock-Utilities | 1.58% | -0.06% | -0.05% | |
| 17 | NI | Nisource Inc | Stock-Utilities | 1.57% | -0.12% | -6.14% | |
| 18 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.55% | -0.13% | -13.08% | |
| 19 | ETR | Entergy CORP | Stock-Utilities | 1.52% | -0.02% | -0.05% | |
| 20 | WMB | Williams Cos Inc | Stock-Energy | 1.51% | -0.06% | +0.15% | |
| 21 | SO | Southern Co/the | Stock-Utilities | 1.45% | -0.12% | +3.47% | |
| 22 | DUK | Duke Energy CORP | Stock-Utilities | 1.45% | -0.26% | +4.26% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.37% | -0.10% | -11.99% | |
| 24 | LNT | Alliant Energy CORP | Stock-Utilities | 1.36% | — | -0.48% | |
| 25 | LNG | Cheniere Energy Inc | Stock-Energy | 1.35% | -0.06% | -14.54% | |
| 26 | ATO | Atmos Energy CORP | Stock-Utilities | 1.35% | -0.13% | -8.38% | |
| 27 | CCI | Crown Castle Inc | Stock-Real Estate | 1.32% | -0.09% | +0.77% | |
| 28 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.29% | +0.15% | +0.08% | |
| 29 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.26% | +0.25% | +23.78% | |
| 30 | REXR | Rexford Industrial Realty In | Stock-Real Estate | 1.22% | -0.02% | -4.90% | |
| 31 | PPL | Ppl CORP | Stock-Utilities | 1.20% | -0.07% | -0.06% | |
| 32 | CMS | Cms Energy CORP | Stock-Utilities | 1.18% | -0.12% | +5.18% | |
| 33 | DTE | Dte Energy Company | Stock-Utilities | 1.13% | +0.01% | — | |
| 34 | MPLX | Mplx LP | Stock-Energy | 1.11% | -0.13% | -4.98% | |
| 35 | CUBE | Cubesmart | Stock-Real Estate | 1.11% | +0.18% | +1.64% | |
| 36 | TRP | Tc Energy CORP | Stock-Energy | 1.09% | -0.09% | -0.10% | |
| 37 | OGE | Oge Energy CORP | Stock-Utilities | 1.08% | -0.08% | -0.04% | |
| 38 | ET | Energy Transfer LP | Stock-Energy | 1.08% | -0.08% | +0.94% | |
| 39 | T | At&t Inc | Stock-Comm Services | 1.05% | -0.34% | — | |
| 40 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.04% | +0.01% | +2.13% | |
| 41 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.03% | -0.37% | +1.96% | |
| 42 | TRGP | Targa Resources CORP | Stock-Energy | 1.01% | -0.02% | -6.75% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.99% | +0.36% | +1.98% | |
| 44 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.94% | -0.18% | -11.23% | |
| 45 | AEP | American Electric Power | Stock-Utilities | 0.93% | -0.01% | — | |
| 46 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.90% | +0.06% | +7.62% | |
| 47 | SR | Spire Inc | Stock-Utilities | 0.88% | -0.17% | +32.75% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.86% | -0.06% | +43.83% | |
| 49 | PCG | P G & E CORP | Stock-Utilities | 0.85% | -0.23% | -0.09% | |
| 50 | D | Dominion Energy Inc | Stock-Utilities | 0.82% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DLR | Digital Realty Trust Inc | +0.5% | -0.31% | Trim |
| 2 | IRM | Iron Mountain Inc | +0.4% | +10.62% | Add |
| 3 | SMA | Smartstop Self Storage Reit | +0.4% | NEW | New buy |
| 4 | CSX | Csx CORP | +0.3% | NEW | New buy |
| 5 | KMI | Kinder Morgan, Inc. | +0.3% | +43.83% | Add |
| 6 | NEE | Nextera Energy Inc | +0.2% | +14.16% | Add |
| 7 | CNI | Canadian Natl Railway Co | +0.2% | NEW | New buy |
| 8 | SRE | Sempra | +0.2% | +4.84% | Add |
| 9 | SR | Spire Inc | +0.2% | +32.75% | Add |
| 10 | ADC | Agree Realty CORP | +0.2% | +3300.83% | Add |
| 11 | DTM | Dt Midstream Inc | +0.2% | +18.99% | Add |
| 12 | XEL | Xcel Energy Inc | +0.1% | +11.64% | Add |
| 13 | VMI | Valmont Industries | +0.1% | +153.78% | Add |
| 14 | MAA | Mid-america Apartment Comm | +0.1% | +23.78% | Add |
| 15 | KEYUF | Keyera CORP | +0.1% | +20.39% | Add |
| 16 | CP | Canadian Pacific Kansas City | +0.1% | +16.31% | Add |
| 17 | WELL | Welltower Inc | +0.1% | +1.33% | Add |
| 18 | RHP | Ryman Hospitality Properties | +0.1% | +2.95% | Add |
| 19 | FE | Firstenergy CORP | +0.1% | +14.58% | Add |
| 20 | WMB | Williams Cos Inc | +0.1% | +0.15% | Add |
| 21 | FELE | Franklin Electric Co Inc | +0.1% | NEW | New buy |
| 22 | CUZ | Cousins Properties Inc | +0.1% | +10.23% | Add |
| 23 | KEY-R | Keyera Corp-sub Rct | +0.1% | NEW | New buy |
| 24 | ACM | Aecom | +0.1% | +39.27% | Add |
| 25 | VLTO | Veralto CORP | +0.1% | +15.00% | Add |
| 26 | HST | Host Hotels & Resorts Inc | +0.1% | +6.96% | Add |
| 27 | SBS | Cia Saneamento Basico De-adr | +0.1% | -0.96% | Trim |
| 28 | PNR | Pentair plc | +0.1% | +6.20% | Add |
| 29 | SUN | Sunoco LP | +0.1% | +470.05% | Add |
| 30 | XYL | Xylem Inc | +0.1% | +1.47% | Add |
| 31 | CNM | Core & Main Inc-class A | +0.1% | — | Unchanged |
| 32 | TU | Telus CORP | +0.1% | — | Unchanged |
| 33 | NWN | Northwest Natural Holding Co | +0.1% | +20.66% | Add |
| 34 | AHR | American Healthcare Reit Inc | +0.1% | NEW | New buy |
| 35 | SO | Southern Co/the | +0.1% | +3.47% | Add |
| 36 | EPRT | Essential Properties Realty | +0.1% | +7.62% | Add |
| 37 | IEX | Idex CORP | 0% | +72.68% | Add |
| 38 | PEG | Public Service Enterprise Gp | 0% | +1.96% | Add |
| 39 | TRP | Tc Energy CORP | 0% | -0.10% | Trim |
| 40 | BMI | Badger Meter Inc | 0% | — | Unchanged |
| 41 | SBRA | Sabra Health Care Reit Inc | 0% | +0.63% | Add |
| 42 | WTS | Watts Water Technologies-a | 0% | +15.66% | Add |
| 43 | VNO | Vornado Realty Trust | 0% | +0.85% | Add |
| 44 | FTS | Fortis Inc | 0% | — | Unchanged |
| 45 | T | At&t Inc | 0% | — | Unchanged |
| 46 | EQIX | Equinix Inc | 0% | +3.09% | Add |
| 47 | FSLR | First Solar Inc | 0% | +55.89% | Add |
| 48 | HTO | H2o America | 0% | +27.77% | Add |
| 49 | TTEK | Tetra Tech Inc | 0% | — | Unchanged |
| 50 | ENB | Enbridge Inc | 0% | +0.37% | 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 154 disclosed positions in Q2 2025.
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 WELL, EQIX, PLD) accounted for 13.7% of total reported equity market value during Q2 2025.
Top New Position Initiated
SMA
市值: $34.7M
Top Position Liquidated / Trimmed
WES
前期市值: $17.4M
During Q2 2025, Duff & Phelps Investment Management Co's top holdings by market value included WELL (4.5%)、EQIX (3.8%)、PLD (3.7%). The largest single position, WELL, represented 4.5% of total portfolio value.
In Q2 2025, Duff & Phelps Investment Management Co made 142 total portfolio adjustments, initiating 9 new buys, adding to 74 positions, trimming 51 holdings, and fully liquidating 8 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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