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CIK: 0000765443
Total reported value
$10.6B
$10.6B
151 檔
14.7%
In Q3 2025, Duff & Phelps Investment Management Co's U.S. equity holdings reached a combined market value of $10.6B, distributed across 151 disclosed stock positions.
Duff & Phelps Investment Management Co executed strategic sector rebalancing during Q3 2025, establishing 11 new positions while fully exiting 13 holdings and trimming 66 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 5.06% | +1.08% | -0.22% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 3.88% | -0.61% | +7.11% | |
| 3 | PLD | Prologis Inc | Stock-Real Estate | 3.86% | +0.02% | +0.09% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.71% | +0.05% | +0.99% | |
| 5 | SRE | Sempra | Stock-Utilities | 2.19% | -0.31% | +5.22% | |
| 6 | NEE | Nextera Energy Inc | Stock-Utilities | 2.18% | -0.40% | -1.87% | |
| 7 | XEL | Xcel Energy Inc | Stock-Utilities | 2.16% | -0.17% | +6.83% | |
| 8 | AMT | American Tower CORP | Stock-Real Estate | 1.98% | -0.05% | +3.69% | |
| 9 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.97% | +0.25% | +2.40% | |
| 10 | VTR | Ventas Inc | Stock-Real Estate | 1.91% | +0.18% | -12.79% | |
| 11 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.90% | +0.06% | +11.51% | |
| 12 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.74% | +0.38% | -4.85% | |
| 13 | PSA | Public Storage | Stock-Real Estate | 1.67% | +0.36% | -0.48% | |
| 14 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.64% | -0.13% | +3.67% | |
| 15 | ETR | Entergy CORP | Stock-Utilities | 1.62% | -0.02% | -1.34% | |
| 16 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.59% | +0.34% | -0.62% | |
| 17 | EVRG | Evergy Inc | Stock-Utilities | 1.57% | -0.06% | -6.46% | |
| 18 | NI | Nisource Inc | Stock-Utilities | 1.53% | -0.12% | -5.92% | |
| 19 | AEE | Ameren Corporation | Stock-Utilities | 1.48% | -0.03% | -10.36% | |
| 20 | LNT | Alliant Energy CORP | Stock-Utilities | 1.45% | — | -0.19% | |
| 21 | DUK | Duke Energy CORP | Stock-Utilities | 1.45% | -0.26% | -0.98% | |
| 22 | ATO | Atmos Energy CORP | Stock-Utilities | 1.35% | -0.13% | -6.40% | |
| 23 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.34% | -0.10% | -8.08% | |
| 24 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.31% | +0.15% | -1.02% | |
| 25 | CCI | Crown Castle Inc | Stock-Real Estate | 1.31% | -0.09% | +9.29% | |
| 26 | WMB | Williams Cos Inc | Stock-Energy | 1.29% | -0.06% | -11.74% | |
| 27 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.24% | +0.25% | +7.72% | |
| 28 | SO | Southern Co/the | Stock-Utilities | 1.24% | -0.12% | -14.45% | |
| 29 | PPL | Ppl CORP | Stock-Utilities | 1.24% | -0.07% | -2.60% | |
| 30 | CMS | Cms Energy CORP | Stock-Utilities | 1.21% | -0.12% | — | |
| 31 | DTE | Dte Energy Company | Stock-Utilities | 1.17% | +0.01% | — | |
| 32 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.12% | -0.37% | +13.11% | |
| 33 | LNG | Cheniere Energy Inc | Stock-Energy | 1.09% | -0.06% | -13.09% | |
| 34 | OGE | Oge Energy CORP | Stock-Utilities | 1.09% | -0.08% | -0.46% | |
| 35 | CUBE | Cubesmart | Stock-Real Estate | 1.08% | +0.18% | +5.43% | |
| 36 | TRP | Tc Energy CORP | Stock-Energy | 1.06% | -0.09% | -9.47% | |
| 37 | MPLX | Mplx LP | Stock-Energy | 1.04% | -0.13% | +0.26% | |
| 38 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.00% | -0.18% | +2.79% | |
| 39 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.99% | +0.01% | +0.54% | |
| 40 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.99% | +0.06% | +22.67% | |
| 41 | T | At&t Inc | Stock-Comm Services | 0.99% | -0.34% | — | |
| 42 | AEP | American Electric Power | Stock-Utilities | 0.97% | -0.01% | — | |
| 43 | SR | Spire Inc | Stock-Utilities | 0.95% | -0.17% | -0.75% | |
| 44 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.92% | +0.36% | +2.42% | |
| 45 | TRGP | Targa Resources CORP | Stock-Energy | 0.91% | -0.02% | -3.55% | |
| 46 | D | Dominion Energy Inc | Stock-Utilities | 0.86% | — | — | |
| 47 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.85% | +0.11% | — | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.81% | -0.06% | +2.22% | |
| 49 | AWK | American Water Works Co Inc | Stock-Utilities | 0.77% | -0.13% | +3.88% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.76% | -0.08% | -22.64% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADC | Agree Realty CORP | +0.7% | +310.96% | Add |
| 2 | WELL | Welltower Inc | +0.6% | -0.22% | Add |
| 3 | SRE | Sempra | +0.6% | +5.22% | Add |
| 4 | IRM | Iron Mountain Inc | +0.6% | +11.51% | Add |
| 5 | XEL | Xcel Energy Inc | +0.5% | +6.83% | Add |
| 6 | DLR | Digital Realty Trust Inc | +0.4% | +0.99% | Add |
| 7 | ARE | Alexandria Real Estate Equit | +0.4% | +1725.74% | Add |
| 8 | NEE | Nextera Energy Inc | +0.3% | -1.87% | Add |
| 9 | SR | Spire Inc | +0.2% | -0.75% | Add |
| 10 | KMI | Kinder Morgan, Inc. | +0.2% | +2.22% | Add |
| 11 | ES | Eversource Energy | +0.2% | +62.27% | Add |
| 12 | VMI | Valmont Industries | +0.2% | +7.80% | Add |
| 13 | EPRT | Essential Properties Realty | +0.1% | +22.67% | Add |
| 14 | DTM | Dt Midstream Inc | +0.1% | -1.20% | Add |
| 15 | FE | Firstenergy CORP | +0.1% | — | Add |
| 16 | PEG | Public Service Enterprise Gp | +0.1% | +13.11% | Add |
| 17 | XYL | Xylem Inc | +0.1% | +1.52% | Add |
| 18 | EQIX | Equinix Inc | +0.1% | +7.11% | Add |
| 19 | MAA | Mid-america Apartment Comm | +0.1% | +7.72% | Add |
| 20 | SBS | Cia Saneamento Basico De-adr | +0.1% | -0.94% | Trim |
| 21 | NWN | Northwest Natural Holding Co | +0.1% | — | Add |
| 22 | VLTO | Veralto CORP | +0.1% | +3.18% | Add |
| 23 | KIM | Kimco Realty CORP | +0.1% | +78.40% | Add |
| 24 | SPG | Simon Property Group Inc | +0.1% | -4.85% | Trim |
| 25 | ACM | Aecom | +0.1% | -10.67% | Add |
| 26 | ETR | Entergy CORP | +0.1% | -1.34% | Trim |
| 27 | PNR | Pentair plc | +0.1% | -0.94% | Add |
| 28 | D | Dominion Energy Inc | +0.1% | — | Unchanged |
| 29 | EPD | Enterprise Products Partners | +0.1% | +35.65% | Add |
| 30 | KEYUF | Keyera CORP | +0.1% | -8.93% | Add |
| 31 | VNO | Vornado Realty Trust | +0.1% | +1.34% | Add |
| 32 | CUZ | Cousins Properties Inc | 0% | +2.47% | Add |
| 33 | FTS | Fortis Inc | 0% | — | Unchanged |
| 34 | CP | Canadian Pacific Kansas City | 0% | -3.60% | Add |
| 35 | MWA | Mueller Water Products Inc-a | 0% | +11.87% | Add |
| 36 | WTS | Watts Water Technologies-a | 0% | -0.94% | Add |
| 37 | SUN | Sunoco LP | 0% | -19.66% | Add |
| 38 | TU | Telus CORP | 0% | — | Unchanged |
| 39 | DUK | Duke Energy CORP | 0% | -0.98% | Add |
| 40 | PECO | Phillips Edison & Company In | 0% | +11.47% | Add |
| 41 | OGS | One Gas Inc | 0% | — | Unchanged |
| 42 | FSLR | First Solar Inc | 0% | -21.31% | Add |
| 43 | ECL | Ecolab Inc | 0% | +5.03% | Add |
| 44 | BE | Bloom Energy Corp- A | 0% | -47.35% | Add |
| 45 | KGS | Kodiak Gas Services Inc | 0% | -2.52% | Add |
| 46 | VCLN | Virtus Duff & Phelps Clean E | 0% | — | Add |
| 47 | LNT | Alliant Energy CORP | 0% | -0.19% | Trim |
| 48 | TRP | Tc Energy CORP | 0% | -9.47% | Trim |
| 49 | WMS | Advanced Drainage Systems In | 0% | +7.46% | Trim |
| 50 | IEX | Idex CORP | 0% | -14.28% | 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 151 disclosed positions in Q3 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 14.7% of total reported equity market value during Q3 2025.
Top New Position Initiated
FR
市值: $74.6M
Top Position Liquidated / Trimmed
NSC
前期市值: $27.0M
During Q3 2025, Duff & Phelps Investment Management Co's top holdings by market value included WELL (5.1%)、EQIX (3.9%)、PLD (3.9%). The largest single position, WELL, represented 5.1% of total portfolio value.
In Q3 2025, Duff & Phelps Investment Management Co made 152 total portfolio adjustments, initiating 11 new buys, adding to 62 positions, trimming 66 holdings, and fully liquidating 13 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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