Duff & Phelps Investment Management Co holds a diversified book of 148 stocks worth $9.6B as of Q1 2026 (disclosed Apr 28, 2026, a ~28-day 13F lag). This quarter they opened Emera Inc and trimmed Equinix Inc. Their largest long position is Welltower Inc at 5% of the equity book. Cloning the disclosed picks since 2013 would be +245% (+10.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show DUFF & PHELPS INVESTMENT MANAGEMENT CO's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 13.1 points over this window.
Growth of $10,000 cloning Duff & Phelps Investment Management Co's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~28 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Duff & Phelps Investment Management Co
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $291.6B |
| JPMORGAN CHASE & CO | 80 / 80 | $67.2B |
| MORGAN STANLEY | 80 / 80 | $58.5B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $53.5B |
| FMR LLC | 80 / 80 | $46.2B |
| ROYAL BANK OF CANADA | 80 / 80 | $38.7B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $33.5B |
| DEUTSCHE BANK AG\ | 80 / 80 | $27.7B |
Ranked by how many of Duff & Phelps Investment Management Co's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $520.5M | 2.63M | 5.4% | ▲+0.9% Added · +23K sh | |
| 2 | Equinix Inc COM | $463.2M | 472.6K | 4.8% | ▼−1.2% Reduced · −6K sh | |
| 3 | Prologis Inc. COM | $395.2M | 2.99M | 4.1% | ▼−5.3% Reduced · −167K sh | |
| 4 | Digital Rlty TR Inc COM | $278.8M | 1.55M | 2.9% | ▲+0.3% Added · +4K sh | |
| 5 | Ventas Inc COM | $213.6M | 2.61M | 2.2% | ▲+1.4% Added · +36K sh | |
| 6 | Sempra COM | $202.8M | 2.09M | 2.1% | ▲~0% Added · +48 sh | |
| 7 | Xcel Energy Inc COM | $192.6M | 2.42M | 2.0% | ▲+3.1% Added · +73K sh | |
| 8 | NextEra Energy Inc COM | $178.5M | 1.92M | 1.9% | ▼−7.1% Reduced · −147K sh | |
| 9 | Entergy Corp New COM | $172.2M | 1.53M | 1.8% | ▼−3.0% Reduced · −47K sh | |
| 10 | Centerpoint Energy Inc COM | $166.9M | 3.87M | 1.7% | ▲+1.4% Added · +55K sh | |
| 11 | Simon Ppty Group Inc New COM | $161.8M | 867.4K | 1.7% | ▼−1.2% Reduced · −10K sh | |
| 12 | Iron MTN Inc Del COM | $160.9M | 1.58M | 1.7% | ▼−0.3% Reduced · −5K sh | |
| 13 | American Tower Corp COM | $158.9M | 920.9K | 1.7% | ▲+0.3% Added · +3K sh | |
| 14 | Public Storage Oper Co COM | $149.8M | 553.2K | 1.6% | ▲+23% Added · +104K sh | |
| 15 | Nisource Inc COM | $145.0M | 3.11M | 1.5% | ▲~0% Added · +34 sh | |
| 16 | Williams Cos Inc COM | $140.7M | 1.93M | 1.5% | ▲+3.6% Added · +67K sh | |
| 17 | Alliant Energy Corp COM | $136.2M | 1.90M | 1.4% | ▼~0% Reduced · −347 sh | |
| 18 | Evergy Inc COM | $135.6M | 1.66M | 1.4% | ▼−3.5% Reduced · −60K sh | |
| 19 | Avalonbay Cmntys Inc COM | $131.8M | 806.8K | 1.4% | ▼−14% Reduced · −133K sh | |
| 20 | Brixmor Ppty Group Inc COM | $129.1M | 4.48M | 1.3% | ▲+1.2% Added · +52K sh | |
| 21 | American Homes 4 Rent CL A | $127.8M | 4.58M | 1.3% | ▲+0.5% Added · +21K sh | |
| 22 | Targa Res Corp COM | $127.7M | 509.4K | 1.3% | ▼−2.5% Reduced · −13K sh | |
| 23 | Ameren Corp COM | $127.5M | 1.16M | 1.3% | ▼−3.7% Reduced · −45K sh | |
| 24 | First Indl Rlty TR Inc COM | $127.0M | 2.20M | 1.3% | ▲+0.5% Added · +11K sh | |
| 25 | Duke Energy Corp New COM NEW | $117.5M | 897.0K | 1.2% | ▲~0% Added · +217 sh | |
| 26 | Dte Energy Co COM | $115.9M | 792.5K | 1.2% | ▲~0% Added · +16 sh | |
| 27 | PPL Corp COM | $115.2M | 3.02M | 1.2% | ▼−1.3% Reduced · −40K sh | |
| 28 | Wec Energy Group Inc COM | $113.6M | 981.3K | 1.2% | ▲~0% Added · +155 sh | |
| 29 | CMS Energy Corp COM | $112.8M | 1.45M | 1.2% | —Held | |
| 30 | Atmos Energy Corp COM | $112.3M | 607.9K | 1.2% | ▼−6.8% Reduced · −44K sh | |
| 31 | Cheniere Energy Inc COM NEW | $105.3M | 371.0K | 1.1% | ▼−20% Reduced · −91K sh | |
| 32 | Essential Pptys Rlty TR Inc COM | $104.2M | 3.43M | 1.1% | ▲+0.2% Added · +7K sh | |
| 33 | Mid-Amer Apt Cmntys Inc COM | $103.8M | 849.7K | 1.1% | ▼~0% Reduced · −350 sh | |
| 34 | Southern Co COM | $103.6M | 1.07M | 1.1% | ▼−13% Reduced · −165K sh | |
| 35 | TC Energy Corp COM | $101.8M | 1.63M | 1.1% | ▼−4.1% Reduced · −70K sh | |
| 36 | Oge Energy Corp COM | $100.5M | 2.10M | 1.0% | ▼~0% Reduced · −45 sh | |
| 37 | Cubesmart COM | $100.3M | 2.74M | 1.0% | ▲+0.7% Added · +18K sh | |
| 38 | American Elec PWR Co Inc COM | $99.9M | 762.2K | 1.0% | —Held | |
| 39 | Emera Inc COM | $97.3M | 1.35M | 1.0% | ▲New New position | |
| 40 | Dominion Energy Inc COM | $97.2M | 1.57M | 1.0% | ▲+5.3% Added · +80K sh | |
| 41 | Crown Castle Inc COM | $97.0M | 1.19M | 1.0% | ▲~0% Added · +370 sh | |
| 42 | Public SVC Enterprise Group COM | $95.5M | 1.18M | 1.0% | ▲~0% Added · +193 sh | |
| 43 | MPLX LP COM UNIT REP LTD | $95.2M | 1.67M | 1.0% | ▼−8.9% Reduced · −164K sh | |
| 44 | Oneok Inc New COM | $93.2M | 1.03M | 1.0% | ▲+44% Added · +313K sh | |
| 45 | Equity Lifestyle Properties COM | $91.4M | 1.46M | 0.9% | ▼−5.2% Reduced · −81K sh | |
| 46 | AT&T Inc COM | $91.0M | 3.14M | 0.9% | —Held | |
| 47 | PG&E Corp COM | $89.2M | 5.08M | 0.9% | ▼−2.5% Reduced · −132K sh | |
| 48 | Essential Utils Inc COM | $88.1M | 2.19M | 0.9% | ▲~0% Added · +103 sh | |
| 49 | Spire Inc COM | $84.4M | 932.6K | 0.9% | ▼−5.2% Reduced · −51K sh | |
| 50 | Energy Transfer L P COM UT LTD PTN | $83.9M | 4.35M | 0.9% | ▲+15% Added · +581K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | Apr 28, 2026 | 249 | $9.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 26, 2026 | 146 | $8.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 13, 2025 | 151 | $8.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 11, 2025 | 154 | $8.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 13, 2025 | 153 | $8.5B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 12, 2025 | 156 | $8.4B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 15, 2024 | 156 | $8.7B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 15, 2024 | 229 | $7.8B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 14, 2024 | 250 | $8.4B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 5, 2024 | 248 | $8.3B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 13, 2023 | 251 | $7.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 3, 2023 | 243 | $8.2B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 245 | $8.2B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 8, 2023 | 239 | $8.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 239 | $8.0B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 10, 2022 | 213 | $8.1B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 11, 2022 | 213 | $8.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 7, 2022 | 216 | $8.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 10, 2021 | 216 | $7.7B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 9, 2021 | 214 | $7.7B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 10, 2021 | 217 | $7.3B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 29, 2021 | 219 | $6.9B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 3, 2020 | 222 | $6.4B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Aug 6, 2020 | 224 | $6.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.