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Filers›Asset Manager›DUFF & PHELPS INVESTMENT MANAGEMENT CO
DOSSIER · 13F-HR · Q1 2026

DUFF & PHELPS INVESTMENT MANAGEMENT CO

DUFF & PHELPS INVESTMENT's asset manager based in San Francisco, CA — $9.6B in tracked AUM across 249 positions as of Q1 2026.

D&
DUFF & PHELPS INVESTMENT·San Francisco, CA·Asset Manager
CIK 0000765443 · last filed Mar 31, 2026
Total AUM
$9.6B
▲ 7.6%
vs prior
Holdings
249
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
Top sector
Tech
14% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

DUFF & PHELPS INVESTMENT MANAGEMENT CO reported $9.6B in 13F holdings for the quarter ending 2026-03-31, concentrated in utilities with leading positions in WELL, EQIX, PLD. Notable moves this quarter: DLR INCREASED (+$40.1M); WELL INCREASED (+$36.1M). 4 new positions initiated, 4 closed out, reflecting 54 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WELL
WELLTOWER INC
$520M2.6M5.4%
02
EQIX
EQUINIX INC
$463M473K4.8%
03
PLD
PROLOGIS INC.
$395M3.0M4.1%
04
DLR
DIGITAL RLTY TR INC
$279M1.5M2.9%
05
VTR
VENTAS INC
$214M2.6M2.2%
06
SRE
SEMPRA
$203M2.1M2.1%
07
XEL
XCEL ENERGY INC
$193M2.4M2.0%
08
NEE
NEXTERA ENERGY INC
$178M1.9M1.9%
09
ETR
ENTERGY CORP NEW
$172M1.5M1.8%
10
CNP
CENTERPOINT ENERGY INC
$167M3.9M1.7%

Filing history

Filing history loading…
AI Agent · grounded in DUFF
haiku-4-5 · 249 positions indexed
Sector mix
  • Tech14%
  • Health Care20%
  • Communications9%
  • Industrials41%
  • Energy6%
  • Other10%
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