Duff & Phelps Investment Management Co Top Holdings and 13F Report (2025)

About Duff & Phelps Investment Management Co

Investment Activity

Duff & Phelps Investment Management Co has $8.54 billion in total holdings as of March 31, 2025.
Duff & Phelps Investment Management Co owns shares of 153 different stocks, but just 53 companies or ETFs make up 80% of its holdings.
Approximately 4.03% of the portfolio was purchased this quarter.
About 5.41% of the portfolio was sold this quarter.
This quarter, Duff & Phelps Investment Management Co has purchased 156 new stocks and bought additional shares in 56 stocks.
Duff & Phelps Investment Management Co sold shares of 72 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Welltower: $379,462,255
Prologis: $331,474,007
Equinix: $322,495,386
Digital Realty Trust: $197,161,165
Ventas: $194,193,436

Largest New Holdings this Quarter

91913Y100 - Valero Energy: $7,587,818 Holding
G9456A100 - Golar LNG: $1,050,044 Holding
02215L209 - KINETIK HOLDINGS INC CLASS A COMMON STOCK: $975,381 Holding
92790A702 - Virtus Duff & Phelps Clean Energy ETF: $348,926 Holding
04271T100 - Array Technologies: $156,424 Holding

Largest Purchases this Quarter

Equity LifeStyle Properties: 1,402,865 shares (about $93.57M)
Mid-America Apartment Communities: 296,752 shares (about $49.73M)
Crown Castle: 229,073 shares (about $23.88M)
Boston Properties: 232,275 shares (about $15.61M)
Duke Energy: 112,096 shares (about $13.67M)

Largest Sales this Quarter

Kimco Realty: 2,841,641 shares (about $60.36M)
Equinix: 32,761 shares (about $26.71M)
Eversource Energy: 425,709 shares (about $26.44M)
CenterPoint Energy: 467,968 shares (about $16.95M)
Enterprise Products Partners: 448,484 shares (about $15.31M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
WELL Welltower	$379,462,255	$15,163,960 ▼	-3.8%	2,476,746	4.4%	Finance
PLD Prologis	$331,474,007	$7,031,032 ▲	2.2%	2,965,149	3.9%	Finance
EQIX Equinix	$322,495,386	$26,711,681 ▼	-7.6%	395,530	3.8%	Finance
DLR Digital Realty Trust	$197,161,165	$11,440,417 ▲	6.2%	1,375,959	2.3%	Finance
VTR Ventas	$194,193,436	$1,874,054 ▼	-1.0%	2,824,221	2.3%	Finance
AMT American Tower	$193,864,845	$4,311,744 ▼	-2.2%	890,923	2.3%	Finance
AVB AvalonBay Communities	$181,096,141	$3,444,222 ▲	1.9%	843,799	2.1%	Finance
NEE NextEra Energy	$161,358,755	$2,343,411 ▲	1.5%	2,276,185	1.9%	Utilities
AMH American Homes 4 Rent	$159,841,057	$2,288,450 ▲	1.5%	4,227,481	1.9%	Finance
PSA Public Storage	$156,871,357	$5,122,348 ▼	-3.2%	524,145	1.8%	Finance
CNP CenterPoint Energy	$149,905,176	$16,954,481 ▼	-10.2%	4,137,598	1.8%	Utilities
SPG Simon Property Group	$142,139,236	$328,174 ▲	0.2%	855,848	1.7%	Finance
NI NiSource	$141,743,848	$12,583,449 ▼	-8.2%	3,535,641	1.7%	Utilities
AEE Ameren	$140,344,943	$11,164,480 ▼	-7.4%	1,397,858	1.6%	Utilities
XEL Xcel Energy	$139,912,966		0.0%	1,976,451	1.6%	Utilities
SRE Sempra	$138,642,989	$1,223,110 ▲	0.9%	1,942,867	1.6%	Utilities
WEC WEC Energy Group	$138,599,892	$9,343,400 ▼	-6.3%	1,271,792	1.6%	Utilities
EVERGY INC	$134,177,458	$6,499,641 ▲	5.1%	1,946,011	1.6%	Common Stock
ETR Entergy	$132,908,225	$727,776 ▼	-0.5%	1,554,664	1.6%	Utilities
CHENIERE ENERGY INC	$127,768,204	$12,185,293 ▼	-8.7%	552,153	1.5%	Master Ltd Part
ATO Atmos Energy	$125,724,242	$947,575 ▼	-0.7%	813,328	1.5%	Utilities
LNT Alliant Energy	$123,298,332	$9,007,970 ▼	-6.8%	1,916,058	1.4%	Utilities
DUK Duke Energy	$122,019,398	$13,672,349 ▲	12.6%	1,000,405	1.4%	Utilities
WMB Williams Companies	$121,775,342	$4,324,771 ▼	-3.4%	2,037,740	1.4%	Energy
REXR Rexford Industrial Realty	$120,380,378	$6,423,928 ▲	5.6%	3,074,850	1.4%	Finance
SO Southern	$119,616,468	$5,948,062 ▼	-4.7%	1,300,886	1.4%	Utilities
OKE ONEOK	$115,213,371	$11,021,953 ▲	10.6%	1,161,191	1.3%	Energy
IRM Iron Mountain	$114,533,092	$7,300,494 ▲	6.8%	1,331,161	1.3%	Business Services
CCI Crown Castle	$113,005,019	$23,876,279 ▲	26.8%	1,084,189	1.3%	Finance
BRX Brixmor Property Group	$111,564,799	$4,626,470 ▲	4.3%	4,202,064	1.3%	Finance
PPL PPL	$108,766,931	$3,000,488 ▲	2.8%	3,012,100	1.3%	Utilities
TRGP Targa Resources	$106,555,619	$5,145,864 ▼	-4.6%	531,529	1.2%	Energy
CMS CMS Energy	$103,805,550	$3,830,610 ▼	-3.6%	1,382,047	1.2%	Utilities
MPLX Mplx	$103,228,948	$2,276,687 ▼	-2.2%	1,928,792	1.2%	Energy
DTE DTE Energy	$100,597,232	$9,582,802 ▼	-8.7%	727,542	1.2%	Utilities
MAA Mid-America Apartment Communities	$98,191,825	$49,729,700 ▲	102.6%	585,940	1.1%	Finance
OGE OGE Energy	$95,549,094	$474,629 ▼	-0.5%	2,078,962	1.1%	Utilities
WTRG Essential Utilities	$95,416,091	$127,880 ▲	0.1%	2,413,764	1.1%	Utilities
ELS Equity LifeStyle Properties	$93,793,874	$93,571,096 ▲	42,001.9%	1,406,205	1.1%	Finance
CUBE CubeSmart	$93,268,560	$57,189 ▲	0.1%	2,183,764	1.1%	Finance
ET Energy Transfer	$92,924,104	$80,550 ▲	0.1%	4,998,607	1.1%	Energy
TRP TC Energy	$89,471,353	$4,046,888 ▲	4.7%	1,895,178	1.0%	Energy
ESS Essex Property Trust	$89,355,958	$154,818 ▼	-0.2%	291,470	1.0%	Finance
PCG PG&E	$88,712,538	$3,989,024 ▲	4.7%	5,163,710	1.0%	Utilities
T AT&T	$87,088,260		0.0%	3,079,500	1.0%	Computer and Technology
PEG Public Service Enterprise Group	$84,387,951	$3,621,200 ▼	-4.1%	1,025,370	1.0%	Utilities
AEP American Electric Power	$83,281,442	$2,950,290 ▲	3.7%	762,162	1.0%	Utilities
AWK American Water Works	$77,943,077	$8,655,736 ▲	12.5%	528,356	0.9%	Utilities
EPRT Essential Properties Realty Trust	$72,544,195	$5,527,910 ▲	8.2%	2,222,555	0.8%	Finance
D Dominion Energy	$69,450,545		0.0%	1,238,640	0.8%	Utilities
BXP Boston Properties	$63,459,678	$15,606,557 ▲	32.6%	944,481	0.7%	Finance
ENB Enbridge	$61,134,950	$2,669,279 ▼	-4.2%	1,379,710	0.7%	Energy
VZ Verizon Communications	$60,759,221		0.0%	1,339,489	0.7%	Computer and Technology
SR Spire	$60,748,605		0.0%	776,340	0.7%	Utilities
RHP Ryman Hospitality Properties	$59,890,548	$1,651,132 ▲	2.8%	654,971	0.7%	Finance
PNW Pinnacle West Capital	$59,524,583		0.0%	624,930	0.7%	Utilities
PBA Pembina Pipeline	$56,876,333	$652,590 ▼	-1.1%	1,422,104	0.7%	Energy
PECO Phillips Edison & Company, Inc.	$55,044,435	$1,879,417 ▲	3.5%	1,508,480	0.6%	Finance
KMI Kinder Morgan	$49,125,094	$1,440,594 ▲	3.0%	1,721,875	0.6%	Energy
EPD Enterprise Products Partners	$48,764,142	$15,311,244 ▼	-23.9%	1,428,358	0.6%	Energy
VNO Vornado Realty Trust	$48,686,867	$1,178,686 ▲	2.5%	1,316,217	0.6%	Finance
CUZ Cousins Properties	$47,359,005	$10,124,695 ▲	27.2%	1,605,390	0.6%	Finance
XYL Xylem	$46,182,041	$6,303,665 ▼	-12.0%	386,590	0.5%	Business Services
FE FirstEnergy	$46,018,170		0.0%	1,138,500	0.5%	Utilities
FTS Fortis	$44,720,198		0.0%	981,900	0.5%	Utilities
SBRA Sabra Health Care REIT	$44,257,956	$111,459 ▼	-0.3%	2,533,369	0.5%	Finance
PAA Plains All American Pipeline	$43,738,000	$5,000,000 ▼	-10.3%	2,186,900	0.5%	Energy
OGS ONE Gas	$43,539,840		0.0%	576,000	0.5%	Utilities
COLD Americold Realty Trust	$42,528,784	$738,975 ▲	1.8%	1,981,770	0.5%	Finance
UNP Union Pacific	$42,465,794	$644,699 ▼	-1.5%	179,757	0.5%	Transportation
GLPI Gaming and Leisure Properties	$41,708,987	$981,861 ▼	-2.3%	819,430	0.5%	Finance
TU TELUS	$38,239,750		0.0%	2,666,500	0.4%	Utilities
DTM DT Midstream	$37,159,561	$330,444 ▼	-0.9%	385,153	0.4%	Energy
HST Host Hotels & Resorts	$35,595,595	$2,601,126 ▼	-6.8%	2,504,968	0.4%	Finance
NWN Northwest Natural	$33,298,958		0.0%	779,470	0.4%	Utilities
KEYUF Keyera	$32,079,793	$27,909 ▲	0.1%	1,032,212	0.4%	Energy
VERALTO CORPORATION	$28,322,965	$1,728,471 ▲	6.5%	290,641	0.3%	Common Stock
BCE BCE	$27,927,970		0.0%	1,216,375	0.3%	Utilities
NSC Norfolk Southern	$27,034,770	$2,843,621 ▲	11.8%	114,143	0.3%	Transportation
O Realty Income	$26,136,870	$5,297,995 ▼	-16.9%	450,558	0.3%	Finance
VICI VICI Properties	$25,170,081	$342,999 ▼	-1.3%	771,615	0.3%	Finance
SBS Companhia de Saneamento Básico do Estado de São Paulo - SABESP	$24,546,355	$3,639,546 ▼	-12.9%	1,374,376	0.3%	Utilities
CP Canadian Pacific Kansas City	$23,737,439	$409,924 ▲	1.8%	338,292	0.3%	Transportation
BKH Black Hills	$23,635,305		0.0%	389,700	0.3%	Utilities
ECL Ecolab	$22,959,785	$5,469,947 ▼	-19.2%	90,564	0.3%	Basic Materials
PNR Pentair	$20,186,535	$3,629,633 ▼	-15.2%	230,756	0.2%	Business Services
LAMR Lamar Advertising	$19,380,830	$1,098,546 ▼	-5.4%	170,336	0.2%	Finance
ES Eversource Energy	$18,871,502	$26,440,785 ▼	-58.4%	303,840	0.2%	Utilities
CNM Core & Main	$18,543,794	$1,957,811 ▼	-9.5%	383,850	0.2%	Industrials
GFL GFL Environmental	$18,417,270	$1,903,945 ▲	11.5%	381,231	0.2%	Business Services
WES Western Midstream Partners	$17,425,777	$7,608,279 ▼	-30.4%	425,434	0.2%	Energy
WMS Advanced Drainage Systems	$16,687,988	$633,429 ▼	-3.7%	153,594	0.2%	Construction
KGS Kodiak Gas Services	$15,183,972	$4,620,463 ▲	43.7%	407,077	0.2%	Energy
EIX Edison International	$14,824,272	$5,184,960 ▲	53.8%	251,600	0.2%	Utilities
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF	$12,196,255	$39,888 ▲	0.3%	366,915	0.1%	ETF
ZWS Zurn Elkay Water Solutions	$10,911,103	$1,220,821 ▼	-10.1%	330,840	0.1%	Industrials
MWA Mueller Water Products	$10,539,640	$718,700 ▼	-6.4%	414,620	0.1%	Industrials
SBAC SBA Communications	$10,450,915	$594,027 ▼	-5.4%	47,502	0.1%	Finance
KIM Kimco Realty	$10,206,903	$60,356,453 ▼	-85.5%	480,551	0.1%	Finance
BMI Badger Meter	$10,190,361	$386,778 ▼	-3.7%	53,563	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Duff & Phelps Investment Management Co Top Holdings and 13F Report (2025)

About Duff & Phelps Investment Management Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Duff & Phelps Investment Management Co Top Holdings and 13F Report (2025)

About Duff & Phelps Investment Management Co

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofDuff & Phelps Investment Management Co

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools