StockDriftsStockDriftsTop 50 Duff & Phelps Investment Management CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | 6.48% | 3.02M | $686.5M | +14.90%(+392.18K) | $105.11(+117.15%) | 2026-06-30 | |
| EQIX | EQUINIX INC | 4.2% | 427.0K | $445.1M | -9.64%(-45.55K) | $699.43(+50.05%) | 2026-06-30 | |
| PLD | PROLOGIS INC. | 4.12% | 3.23M | $437.0M | +7.89%(+235.98K) | $91.01(+52.32%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 2.94% | 1.74M | $311.7M | +12.20%(+188.66K) | $128.02(+50.02%) | 2026-06-30 | |
| VTR | VENTAS INC | 2.4% | 2.86M | $254.3M | +9.64%(+251.67K) | $49.02(+81.04%) | 2026-06-30 | |
| SPG | SIMON PPTY GROUP INC NEW | 2.06% | 975.2K | $218.1M | +12.43%(+107.83K) | $146.03(+50.65%) | 2026-06-30 | |
| PSA | PUBLIC STORAGE | 1.92% | 640.1K | $203.8M | +15.71%(+86.93K) | $300.02(+7.96%) | 2026-06-30 | |
| XEL | XCEL ENERGY INC | 1.83% | 2.42M | $194.3M | -0.20%(-4.93K) | $51.33(+50.35%) | 2026-06-30 | |
| SRE | SEMPRA | 1.8% | 2.06M | $190.5M | -1.51%(-31.42K) | $49.05(+71.69%) | 2026-06-30 | |
| ETR | ENTERGY CORP NEW | 1.77% | 1.64M | $187.8M | +6.74%(+103.23K) | $57.76(+83.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.82% | +36.08% | +5.12% | +28.38% |
| Top 20 Holdings Unweighted | +11.33% | +37.97% | +5.41% | +30.11% |
Duff & Phelps Investment Management CO reports $10.60B in US-listed equity holdings across 162 positions in its most recent 13F filing. Its largest disclosed positions are WELL (6.5%), EQIX (4.2%) and PLD (4.1%). The top 20 holdings account for 45.05% of reported assets. Its disclosed equity book has returned +36.08% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Duff & Phelps Investment Management CO’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 765443). View Duff & Phelps Investment Management CO’s 13F filings on SEC