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CIK: 0000765443
Total reported value
$10.6B
$10.6B
148 檔
17.7%
During the Q1 2026 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 148 reported positions.
Duff & Phelps Investment Management Co executed strategic sector rebalancing during Q1 2026, establishing 8 new positions while fully exiting 6 holdings and trimming 54 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 5.40% | +1.08% | +0.88% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 4.81% | -0.61% | -1.20% | |
| 3 | PLD | Prologis Inc | Stock-Real Estate | 4.10% | +0.02% | -5.28% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 2.89% | +0.05% | +0.27% | |
| 5 | VTR | Ventas Inc | Stock-Real Estate | 2.22% | +0.18% | +1.38% | |
| 6 | SRE | Sempra | Stock-Utilities | 2.11% | -0.31% | +0.00% | |
| 7 | XEL | Xcel Energy Inc | Stock-Utilities | 2.00% | -0.17% | +3.08% | |
| 8 | NEE | Nextera Energy Inc | Stock-Utilities | 1.85% | -0.40% | -7.10% | |
| 9 | ETR | Entergy CORP | Stock-Utilities | 1.79% | -0.02% | -2.99% | |
| 10 | CNP | Centerpoint Energy Inc | Stock-Utilities | 1.73% | -0.13% | +1.46% | |
| 11 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.68% | +0.38% | -1.18% | |
| 12 | IRM | Iron Mountain Inc | Stock-Real Estate | 1.67% | +0.06% | -0.32% | |
| 13 | AMT | American Tower CORP | Stock-Real Estate | 1.65% | -0.05% | +0.33% | |
| 14 | PSA | Public Storage | Stock-Real Estate | 1.56% | +0.36% | +23.09% | |
| 15 | NI | Nisource Inc | Stock-Utilities | 1.51% | -0.12% | +0.00% | |
| 16 | WMB | Williams Cos Inc | Stock-Energy | 1.46% | -0.06% | +3.60% | |
| 17 | LNT | Alliant Energy CORP | Stock-Utilities | 1.41% | — | -0.02% | |
| 18 | EVRG | Evergy Inc | Stock-Utilities | 1.41% | -0.06% | -3.50% | |
| 19 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 1.37% | +0.25% | -14.18% | |
| 20 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.34% | +0.15% | +1.18% | |
| 21 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 1.33% | +0.34% | +0.45% | |
| 22 | TRGP | Targa Resources CORP | Stock-Energy | 1.33% | -0.02% | -2.52% | |
| 23 | AEE | Ameren Corporation | Stock-Utilities | 1.32% | -0.03% | -3.74% | |
| 24 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.32% | +0.11% | +0.51% | |
| 25 | DUK | Duke Energy CORP | Stock-Utilities | 1.22% | -0.26% | +0.02% | |
| 26 | DTE | Dte Energy Company | Stock-Utilities | 1.20% | +0.01% | +0.00% | |
| 27 | PPL | Ppl CORP | Stock-Utilities | 1.20% | -0.07% | -1.32% | |
| 28 | WEC | Wec Energy Group Inc | Stock-Utilities | 1.18% | -0.10% | +0.02% | |
| 29 | CMS | Cms Energy CORP | Stock-Utilities | 1.17% | -0.12% | — | |
| 30 | ATO | Atmos Energy CORP | Stock-Utilities | 1.17% | -0.13% | -6.80% | |
| 31 | LNG | Cheniere Energy Inc | Stock-Energy | 1.09% | -0.06% | -19.78% | |
| 32 | EPRT | Essential Properties Realty | Stock-Real Estate | 1.08% | +0.06% | +0.19% | |
| 33 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.08% | +0.25% | -0.04% | |
| 34 | SO | Southern Co/the | Stock-Utilities | 1.08% | -0.12% | -13.32% | |
| 35 | TRP | Tc Energy CORP | Stock-Energy | 1.06% | -0.09% | -4.14% | |
| 36 | OGE | Oge Energy CORP | Stock-Utilities | 1.04% | -0.08% | -0.00% | |
| 37 | CUBE | Cubesmart | Stock-Real Estate | 1.04% | +0.18% | +0.66% | |
| 38 | AEP | American Electric Power | Stock-Utilities | 1.04% | -0.01% | — | |
| 39 | EMA | Emera Inc | Stock-Other | 1.01% | -0.19% | — | |
| 40 | D | Dominion Energy Inc | Stock-Utilities | 1.01% | — | +5.34% | |
| 41 | CCI | Crown Castle Inc | Stock-Real Estate | 1.01% | -0.09% | +0.03% | |
| 42 | PEG | Public Service Enterprise Gp | Stock-Utilities | 0.99% | -0.37% | +0.02% | |
| 43 | MPLX | Mplx LP | Stock-Energy | 0.99% | -0.13% | -8.93% | |
| 44 | OKE | Oneok Inc | Stock-Energy | 0.97% | -0.15% | +43.60% | |
| 45 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 0.95% | +0.01% | -5.23% | |
| 46 | T | At&t Inc | Stock-Comm Services | 0.95% | -0.34% | — | |
| 47 | PCG | P G & E CORP | Stock-Utilities | 0.93% | -0.23% | -2.53% | |
| 48 | WTRG | Essential Utilities Inc | Stock-Utilities | 0.92% | -0.18% | +0.00% | |
| 49 | SR | Spire Inc | Stock-Utilities | 0.88% | -0.17% | -5.17% | |
| 50 | ET | Energy Transfer LP | Stock-Energy | 0.87% | -0.08% | +15.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EMA | Emera Inc | +1% | NEW | New buy |
| 2 | EQIX | Equinix Inc | +0.7% | -1.20% | Trim |
| 3 | PEB | Pebblebrook Hotel Trust | +0.4% | NEW | New buy |
| 4 | OKE | Oneok Inc | +0.4% | +43.60% | Add |
| 5 | AHR | American Healthcare Reit Inc | +0.4% | +229.96% | Add |
| 6 | PSA | Public Storage | +0.2% | +23.09% | Add |
| 7 | TRGP | Targa Resources CORP | +0.2% | -2.52% | Trim |
| 8 | ✓ | Ferrovial Se | +0.2% | NEW | New buy |
| 9 | FTS | Fortis Inc | +0.2% | — | Unchanged |
| 10 | WMB | Williams Cos Inc | +0.2% | +3.60% | Add |
| 11 | DLR | Digital Realty Trust Inc | +0.2% | +0.27% | Add |
| 12 | IRM | Iron Mountain Inc | +0.2% | -0.32% | Trim |
| 13 | ET | Energy Transfer LP | +0.2% | +15.43% | Add |
| 14 | CP | Canadian Pacific Kansas City | +0.2% | +14.58% | Add |
| 15 | ETR | Entergy CORP | +0.1% | -2.99% | Trim |
| 16 | ENB | Enbridge Inc | +0.1% | +12.89% | Add |
| 17 | PBA | Pembina Pipeline CORP | +0.1% | -10.74% | Trim |
| 18 | AWK | American Water Works Co Inc | +0.1% | +23.11% | Add |
| 19 | UNP | Union Pacific CORP | +0.1% | +23.71% | Add |
| 20 | TU | Telus CORP | +0.1% | — | Unchanged |
| 21 | DTM | Dt Midstream Inc | +0.1% | +13.86% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | — | Unchanged |
| 23 | SWX | Southwest Gas Holdings Inc | +0.1% | NEW | New buy |
| 24 | CNP | Centerpoint Energy Inc | +0.1% | +1.46% | Add |
| 25 | LNG | Cheniere Energy Inc | +0.1% | -19.78% | Trim |
| 26 | T | At&t Inc | +0.1% | — | Unchanged |
| 27 | SBS | Cia Saneamento Basico De-adr | +0.1% | +0.18% | Add |
| 28 | HTO | H2o America | +0.1% | NEW | New buy |
| 29 | CSX | Csx CORP | +0.1% | +13.30% | Add |
| 30 | NI | Nisource Inc | 0% | +0.00% | Add |
| 31 | DTE | Dte Energy Company | 0% | +0.00% | Add |
| 32 | AEP | American Electric Power | 0% | — | Unchanged |
| 33 | EPD | Enterprise Products Partners | 0% | -0.07% | Trim |
| 34 | AWR | American States Water Co | 0% | NEW | New buy |
| 35 | CWT | California Water Service Grp | 0% | NEW | New buy |
| 36 | XEL | Xcel Energy Inc | 0% | +3.08% | Add |
| 37 | DUK | Duke Energy CORP | 0% | +0.02% | Add |
| 38 | OGE | Oge Energy CORP | 0% | -0.00% | Trim |
| 39 | FE | Firstenergy CORP | 0% | — | Unchanged |
| 40 | SRE | Sempra | 0% | +0.00% | Add |
| 41 | BRX | Brixmor Property Group Inc | 0% | +1.18% | Add |
| 42 | CMS | Cms Energy CORP | 0% | — | Unchanged |
| 43 | D | Dominion Energy Inc | 0% | +5.34% | Add |
| 44 | PNW | Pinnacle West Capital | 0% | — | Unchanged |
| 45 | OGS | One Gas Inc | 0% | — | Unchanged |
| 46 | BKH | Black Hills CORP | 0% | +17.92% | Add |
| 47 | TTEK | Tetra Tech Inc | 0% | +64.04% | Add |
| 48 | NXT | Nextpower Inc-cl A | 0% | +15.56% | Add |
| 49 | LNT | Alliant Energy CORP | 0% | -0.02% | Trim |
| 50 | WEC | Wec Energy Group Inc | 0% | +0.02% | 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 148 disclosed positions in Q1 2026.
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 17.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
EMA
市值: $97.3M
Top Position Liquidated / Trimmed
KEYUF
前期市值: $38.5M
During Q1 2026, Duff & Phelps Investment Management Co's top holdings by market value included WELL (5.4%)、EQIX (4.8%)、PLD (4.1%). The largest single position, WELL, represented 5.4% of total portfolio value.
In Q1 2026, Duff & Phelps Investment Management Co made 135 total portfolio adjustments, initiating 8 new buys, adding to 67 positions, trimming 54 holdings, and fully liquidating 6 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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