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CIK: 0000765443
Total reported value
$10.6B
$10.6B
146 檔
16.0%
At the close of Q4 2025, Duff & Phelps Investment Management Co disclosed equity holdings valued at approximately $10.6B, spread across 146 reported holdings.
Duff & Phelps Investment Management Co executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 7 holdings and trimming 57 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 5.49% | +1.08% | +4.22% | |
| 2 | PLD | Prologis Inc | Stock-Real Estate | 4.57% | +0.02% | +6.20% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 4.15% | -0.61% | +9.52% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.71% | +0.05% | +11.37% | |
| 5 | VTR | Ventas Inc | Stock-Real Estate | 2.26% | +0.18% | +6.74% | |
| 6 | SRE | Sempra | Stock-Utilities | 2.09% | -0.31% | -2.64% | |
| 7 | XEL | Xcel Energy Inc | Stock-Utilities | 1.97% | -0.17% | -0.21% | |
| 8 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.93% | +0.25% | +4.47% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 1.88% | -0.40% | -18.89% | |
| 10 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.84% | +0.38% | +7.30% | |
| 11 | AMT | American Tower CORP | Stock-Real Estate | 1.83% | -0.05% | +0.84% | |
| 12 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.66% | +0.34% | +8.24% | |
| 13 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.66% | -0.13% | +2.22% | |
| 14 | ETR | Entergy CORP | Stock-Utilities | 1.65% | -0.02% | +3.03% | |
| 15 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.49% | +0.06% | -3.75% | |
| 16 | NI | Nisource Inc | Stock-Utilities | 1.47% | -0.12% | -0.50% | |
| 17 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.42% | +0.11% | +50.74% | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 1.41% | -0.06% | -5.69% | |
| 19 | LNT | Alliant Energy CORP | Stock-Utilities | 1.40% | — | -0.25% | |
| 20 | AEE | Ameren Corporation | Stock-Utilities | 1.36% | -0.03% | -3.79% | |
| 21 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.34% | +0.25% | +8.81% | |
| 22 | PSA | Public Storage | Stock-Real Estate | 1.32% | +0.36% | -11.68% | |
| 23 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.32% | +0.15% | +6.43% | |
| 24 | WMB | Williams Cos Inc | Stock-Energy | 1.27% | -0.06% | +3.57% | |
| 25 | ATO | Atmos Energy CORP | Stock-Utilities | 1.24% | -0.13% | -6.48% | |
| 26 | SO | Southern Co/the | Stock-Utilities | 1.22% | -0.12% | +7.53% | |
| 27 | PPL | Ppl CORP | Stock-Utilities | 1.21% | -0.07% | +4.22% | |
| 28 | CCI | Crown Castle Inc | Stock-Real Estate | 1.20% | -0.09% | -0.12% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 1.19% | -0.26% | -13.17% | |
| 30 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.17% | -0.10% | -4.62% | |
| 31 | DTE | Dte Energy Company | Stock-Utilities | 1.16% | +0.01% | +8.92% | |
| 32 | CMS | Cms Energy CORP | Stock-Utilities | 1.15% | -0.12% | — | |
| 33 | EPRT | Essential Properties Realty | Stock-Real Estate | 1.15% | +0.06% | +16.72% | |
| 34 | CUBE | Cubesmart | Stock-Real Estate | 1.11% | +0.18% | +16.22% | |
| 35 | MPLX | Mplx LP | Stock-Energy | 1.11% | -0.13% | -0.30% | |
| 36 | TRGP | Targa Resources CORP | Stock-Energy | 1.09% | -0.02% | +9.31% | |
| 37 | PEG | Public Service Enterprise Gp | Stock-Utilities | 1.07% | -0.37% | -0.26% | |
| 38 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.06% | +0.01% | +7.01% | |
| 39 | TRP | Tc Energy CORP | Stock-Energy | 1.06% | -0.09% | -1.01% | |
| 40 | LNG | Cheniere Energy Inc | Stock-Energy | 1.02% | -0.06% | +12.78% | |
| 41 | OGE | Oge Energy CORP | Stock-Utilities | 1.01% | -0.08% | +1.34% | |
| 42 | AEP | American Electric Power | Stock-Utilities | 1.00% | -0.01% | — | |
| 43 | D | Dominion Energy Inc | Stock-Utilities | 0.99% | — | +20.50% | |
| 44 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.97% | +0.36% | +7.95% | |
| 45 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.95% | -0.18% | -0.63% | |
| 46 | PCG | P G & E CORP | Stock-Utilities | 0.95% | -0.23% | +19.79% | |
| 47 | SR | Spire Inc | Stock-Utilities | 0.92% | -0.17% | -3.86% | |
| 48 | T | At&t Inc | Stock-Comm Services | 0.88% | -0.34% | +1.98% | |
| 49 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 0.83% | +0.28% | +16.85% | |
| 50 | ADC | Agree Realty CORP | Stock-Real Estate | 0.78% | — | +14.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | +0.7% | +6.20% | Add |
| 2 | FR | First Industrial Realty Tr | +0.6% | +50.74% | Add |
| 3 | WELL | Welltower Inc | +0.4% | +4.22% | Add |
| 4 | VTR | Ventas Inc | +0.3% | +6.74% | Add |
| 5 | EQIX | Equinix Inc | +0.3% | +9.52% | Add |
| 6 | PCG | P G & E CORP | +0.2% | +19.79% | Add |
| 7 | TRGP | Targa Resources CORP | +0.2% | +9.31% | Add |
| 8 | EPRT | Essential Properties Realty | +0.2% | +16.72% | Add |
| 9 | RHP | Ryman Hospitality Properties | +0.2% | +16.85% | Add |
| 10 | D | Dominion Energy Inc | +0.1% | +20.50% | Add |
| 11 | UNP | Union Pacific CORP | +0.1% | +34.69% | Add |
| 12 | ARE | Alexandria Real Estate Equit | +0.1% | +122.16% | Add |
| 13 | ADC | Agree Realty CORP | +0.1% | +14.24% | Add |
| 14 | GLPI | Gaming And Leisure Propertie | +0.1% | +27.61% | Add |
| 15 | SPG | Simon Property Group Inc | +0.1% | +7.30% | Add |
| 16 | MAA | Mid-america Apartment Comm | +0.1% | +8.81% | Add |
| 17 | PAA | Plains All Amer Pipeline LP | +0.1% | +17.23% | Add |
| 18 | SBRA | Sabra Health Care Reit Inc | +0.1% | +12.77% | Add |
| 19 | AMH | American Homes 4 Rent- A | +0.1% | +8.24% | Add |
| 20 | ELS | Equity Lifestyle Properties | +0.1% | +7.01% | Add |
| 21 | MPLX | Mplx LP | +0.1% | -0.30% | Trim |
| 22 | ES | Eversource Energy | +0.1% | +23.24% | Add |
| 23 | PECO | Phillips Edison & Company In | +0.1% | +5.35% | Add |
| 24 | AHR | American Healthcare Reit Inc | +0.1% | +30.06% | Add |
| 25 | CNI | Canadian Natl Railway Co | +0.1% | +11.32% | Add |
| 26 | KNTK | Kinetik Holdings Inc | +0.1% | +380.90% | Add |
| 27 | ESS | Essex Property Trust Inc | +0.1% | +7.95% | Add |
| 28 | WM | Waste Management Inc | 0% | +66.14% | Add |
| 29 | BKH | Black Hills CORP | 0% | — | Unchanged |
| 30 | ETR | Entergy CORP | 0% | +3.03% | Add |
| 31 | CUBE | Cubesmart | 0% | +16.22% | Add |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +14.29% | Add |
| 33 | AEP | American Electric Power | 0% | — | Unchanged |
| 34 | OMAB | Grupo Aeroportuario Cen-adr | 0% | +86.96% | Add |
| 35 | DHR | Danaher CORP | 0% | +18.06% | Add |
| 36 | ENB | Enbridge Inc | 0% | +8.65% | Add |
| 37 | GFL | Gfl Environmental Inc-sub Vt | 0% | +25.86% | Add |
| 38 | CNP | Centerpoint Energy Inc | 0% | +2.22% | Add |
| 39 | CUZ | Cousins Properties Inc | 0% | +15.35% | Add |
| 40 | FTS | Fortis Inc | 0% | — | Unchanged |
| 41 | WMS | Advanced Drainage Systems In | 0% | +2.23% | Add |
| 42 | FELE | Franklin Electric Co Inc | 0% | +12.90% | Add |
| 43 | HST | Host Hotels & Resorts Inc | 0% | +14.56% | Add |
| 44 | BRX | Brixmor Property Group Inc | 0% | +6.43% | Add |
| 45 | SBS | Cia Saneamento Basico De-adr | 0% | +7.13% | Add |
| 46 | GNR | State Street Spdr S&p Global | 0% | +19.49% | Add |
| 47 | ORA | Ormat Technologies Inc | 0% | +39.95% | Add |
| 48 | KEYUF | Keyera CORP | 0% | +6.09% | Add |
| 49 | IEX | Idex CORP | 0% | -2.12% | Trim |
| 50 | SCHP | Schwab U.s. Tips ETF | 0% | +27.74% | 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 146 disclosed positions in Q4 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, PLD, EQIX) accounted for 16.0% of total reported equity market value during Q4 2025.
Top New Position Initiated
SUNC
市值: $5.2M
Top Position Liquidated / Trimmed
ACM
前期市值: $13.8M
During Q4 2025, Duff & Phelps Investment Management Co's top holdings by market value included WELL (5.5%)、PLD (4.6%)、EQIX (4.2%). The largest single position, WELL, represented 5.5% of total portfolio value.
In Q4 2025, Duff & Phelps Investment Management Co made 138 total portfolio adjustments, initiating 2 new buys, adding to 72 positions, trimming 57 holdings, and fully liquidating 7 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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