DUFF & PHELPS INVESTMENT MANAGEMENT CO

Est. AUM

$6.41B

13F long equity, this entity only

Positions

148

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WELLTOWER INC	COM	$434.2M	2196320	6.77%	SOLE
2	EQUINIX INC	COM	$398.7M	406690	6.22%	SOLE
3	PROLOGIS INC.	COM	$323.3M	2446271	5.04%	SOLE
4	DIGITAL RLTY TR INC	COM	$233.9M	1297852	3.65%	SOLE
5	VENTAS INC	COM	$177.1M	2165934	2.76%	SOLE
6	ENTERGY CORP NEW	COM	$160.0M	1424415	2.50%	SOLE
7	IRON MTN INC DEL	COM	$132.7M	1299217	2.07%	SOLE
8	AMERICAN TOWER CORP	COM	$132.1M	765517	2.06%	SOLE
9	SIMON PPTY GROUP INC NEW	COM	$131.0M	702108	2.04%	SOLE
10	AMEREN CORP	COM	$127.5M	1159881	1.99%	SOLE
11	EVERGY INC	COM	$125.1M	1526930	1.95%	SOLE
12	PUBLIC STORAGE OPER CO	COM	$124.9M	461105	1.95%	SOLE
13	CMS ENERGY CORP	COM	$112.8M	1453667	1.76%	SOLE
14	ATMOS ENERGY CORP	COM	$112.3M	607945	1.75%	SOLE
15	DUKE ENERGY CORP NEW	COM NEW	$108.9M	831638	1.70%	SOLE
16	AVALONBAY CMNTYS INC	COM	$108.0M	661306	1.68%	SOLE
17	WEC ENERGY GROUP INC	COM	$107.4M	927362	1.67%	SOLE
18	PPL CORP	COM	$106.1M	2778302	1.65%	SOLE
19	BRIXMOR PPTY GROUP INC	COM	$105.0M	3646537	1.64%	SOLE
20	AMERICAN HOMES 4 RENT	CL A	$105.0M	3760547	1.64%	SOLE
21	FIRST INDL RLTY TR INC	COM	$102.9M	1779058	1.60%	SOLE
22	AMERICAN ELEC PWR CO INC	COM	$99.9M	762162	1.56%	SOLE
23	EMERA INC	COM	$97.3M	1349450	1.52%	SOLE
24	AT&T INC	COM	$91.0M	3140500	1.42%	SOLE
25	DOMINION ENERGY INC	COM	$90.5M	1463735	1.41%	SOLE
26	PUBLIC SVC ENTERPRISE GROUP	COM	$90.4M	1117312	1.41%	SOLE
27	ESSENTIAL UTILS INC	COM	$88.1M	2188784	1.37%	SOLE
28	CROWN CASTLE INC	COM	$86.7M	1066455	1.35%	SOLE
29	MID-AMER APT CMNTYS INC	COM	$83.5M	683743	1.30%	SOLE
30	ESSENTIAL PPTYS RLTY TR INC	COM	$83.5M	2749092	1.30%	SOLE
31	CUBESMART	COM	$83.0M	2263437	1.29%	SOLE
32	SPIRE INC	COM	$78.6M	868200	1.23%	SOLE
33	PG&E CORP	COM	$77.6M	4415385	1.21%	SOLE
34	FORTIS INC	COM	$76.2M	981900	1.19%	SOLE
35	AMERICAN WTR WKS CO INC NEW	COM	$75.2M	552780	1.17%	SOLE
36	EQUITY LIFESTYLE PROPERTIES	COM	$74.6M	1195285	1.16%	SOLE
37	VERIZON COMMUNICATIONS INC	COM	$67.2M	1339489	1.05%	SOLE
38	FIRSTENERGY CORP	COM	$66.1M	1304500	1.03%	SOLE
39	ESSEX PPTY TR INC	COM	$64.4M	266002	1.00%	SOLE
40	PINNACLE WEST CAP CORP	COM	$63.0M	624930	0.98%	SOLE
41	AGREE RLTY CORP	COM	$61.1M	810218	0.95%	SOLE
42	RYMAN HOSPITALITY PPTYS INC	COM	$58.7M	636181	0.92%	SOLE
43	PHILLIPS EDISON & CO INC	COMMON STOCK	$54.6M	1458876	0.85%	SOLE
44	PEMBINA PIPELINE CORP	COM	$51.5M	826600	0.80%	SOLE
45	ONE GAS INC	COM	$49.6M	576000	0.77%	SOLE
46	TELUS CORPORATION	COM	$47.7M	2666500	0.74%	SOLE
47	COMPANHIA DE SANEAMENTO BASI	SPONSORED ADR	$44.2M	1447185	0.69%	SOLE
48	SABRA HEALTH CARE REIT INC	COM	$42.9M	2230490	0.67%	SOLE
49	AMERICAN HEALTHCARE REIT INC	COM SHS	$42.1M	893675	0.66%	SOLE
50	PLAINS ALL AMERN PIPELINE L	UNIT LTD PARTN	$39.7M	1776900	0.62%	SOLE

1–50 of 148

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.