13F Insight
DOSSIER · 13F-HR · Q1 2026

DUFF & PHELPS INVESTMENT MANAGEMENT CO

$9.6B in tracked AUM across 321 positions as of Q1 2026.

D&
CIK 0000765443 · last filed Mar 31, 2026
Total AUM
$9.6B
as of Q1 2026
Holdings
321
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · 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.

DUFF & PHELPS INVESTMENT MANAGEMENT CO entered 2026-03-31 with $9.6B in reported 13F holdings, placing it among the institution's recent AUM range. The portfolio maintains a utilities tilt, with the top five positions accounting for a meaningful share of the overall book.

Top Holdings

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

2026Q1Mar 31
$9.6B▲ 9.2%
321 positionsView →2025Q4Dec 31
$8.8B▲ 0.0%
146 positionsView →2025Q3Sep 30
$8.8B▲ 3.7%
151 positionsView →2025Q2Jun 30
$8.5B▼ 0.4%
154 positionsLocked2025Q1Mar 31
$8.5B▲ 2.2%
153 positionsLocked2024Q4Dec 31
$8.4B▼ 4.0%
156 positionsLocked2024Q3Sep 30
$8.7B▲ 10.9%
156 positionsLocked2024Q2Jun 30
$7.8B▼ 6.0%
229 positionsLocked2024Q1Mar 31
$8.4B▲ 0.5%
250 positionsLocked2023Q4Dec 31
$8.3B▲ 9.4%
248 positionsLocked2023Q3Sep 30
$7.6B▼ 7.7%
251 positionsLocked2023Q2Jun 30
$8.2B▼ 0.1%
243 positionsLocked
Showing 12 of 100