Filed: 11/13/2025ACC: 0001140361-25-041885
📋 What this filing means
DUFF & PHELPS INVESTMENT MANAGEMENT CO filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $8.82B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$8.82B
Total AUM (reported)
137.22M
Total Shares
Allocation by class
COMMON STOCK$3.62B41.0%
MASTER LTD PART$2.77B31.4%
REIT$2.36B26.8%
ADR$43.87M0.5%
ETF$20.92M0.2%
Portfolio Concentration
Top 3$1.13B12.8%
4–10$1.33B15.1%
11–25$2.02B22.9%
Rest$4.34B49.2%
Top 3 weight
12.8%
Top 10 weight
27.9%
Voting Authority Distribution
Total shares with voting rights: 137.22M
Sole
Full voting authority
93.99M
shares
% of voting shares68.5%
Shared
Joint voting authority
15.81M
shares
% of voting shares11.5%
None
No voting authority
27.42M
shares
% of voting shares20.0%
Investment Discretion (by position count)
Sole80
Shared0
Other71
Dominant voting typeSole · 68.5% of voting shares
Institutional Holdings151
Rows:
WELLTOWER OP INC
OTRShares2.50M
TypeSH
Market value$446.07M
5.06%
Sole
644.61K
Shared
433.42K
None
1.43M
EQUINIX INC
OTRShares436.76K
TypeSH
Market value$342.09M
3.88%
Sole
172.11K
Shared
67.91K
None
196.74K
PROLOGIS INC
OTRShares2.97M
TypeSH
Market value$340.35M
3.86%
Sole
852.42K
Shared
570.38K
None
1.55M
DIGITAL RLTY TR INC
OTRShares1.39M
TypeSH
Market value$239.48M
2.71%
Sole
359.09K
Shared
243.55K
None
782.62K
SEMPRA
OTRShares2.14M
TypeSH
Market value$192.85M
2.19%
Sole
1.77M
Shared
286.17K
None
91.90K
NEXTERA ENERGY INC
OTRShares2.55M
TypeSH
Market value$192.51M
2.18%
Sole
1.90M
Shared
492.36K
None
154.10K
XCEL ENERGY INC
OTRShares2.36M
TypeSH
Market value$190.12M
2.16%
Sole
2.11M
Shared
191.10K
None
60.86K
AMERICAN TOWER CORP
OTRShares910.25K
TypeSH
Market value$175.06M
1.98%
Sole
514.16K
Shared
176.16K
None
219.93K
AVALONBAY COMMUNTIES REIT
OTRShares899.85K
TypeSH
Market value$173.82M
1.97%
Sole
246.76K
Shared
175.04K
None
478.05K
VENTAS INC
OTRShares2.41M
TypeSH
Market value$168.92M
1.91%
Sole
613.99K
Shared
424.51K
None
1.38M
IRON MOUNTAIN INC
OTRShares1.64M
TypeSH
Market value$167.39M
1.90%
Sole
518.16K
Shared
309K
None
814.92K
SIMON PPTY INC
OTRShares817.94K
TypeSH
Market value$153.50M
1.74%
Sole
250K
Shared
164.05K
None
403.89K
PUBLIC STORAGE REIT COMMON
OTRShares508.82K
TypeSH
Market value$146.97M
1.67%
Sole
153.49K
Shared
93.89K
None
261.44K
CENTERPOINT ENERGY
OTRShares3.73M
TypeSH
Market value$144.66M
1.64%
Sole
3.44M
Shared
210.77K
None
79.21K
ENTERGY CORP
OTRShares1.53M
TypeSH
Market value$142.87M
1.62%
Sole
1.36M
Shared
134.02K
None
43.12K
AMERICAN HOMES 4 R CL A
OTRShares4.21M
TypeSH
Market value$139.96M
1.59%
Sole
1.05M
Shared
832.25K
None
2.32M
EVERGY INC
OTRShares1.82M
TypeSH
Market value$138.31M
1.57%
Sole
1.61M
Shared
160.46K
None
50.85K
NISOURCE INC
OTRShares3.12M
TypeSH
Market value$135.19M
1.53%
Sole
2.71M
Shared
315.56K
None
101.28K
AMEREN CORPORATION
SOLEShares1.25M
TypeSH
Market value$130.73M
1.48%
Sole
1.25M
Shared
0.00
None
0.00
ALLIANT ENERGY CORP
OTRShares1.90M
TypeSH
Market value$128.30M
1.45%
Sole
1.77M
Shared
97.25K
None
31.04K
DUKE ENERGY CORP
OTRShares1.03M
TypeSH
Market value$127.81M
1.45%
Sole
821.50K
Shared
160.18K
None
51.14K
ATMOS ENERGY CORP
OTRShares697.50K
TypeSH
Market value$119.10M
1.35%
Sole
607.95K
Shared
68.36K
None
21.20K
WEC ENERGY GROUP INC
OTRShares1.03M
TypeSH
Market value$117.89M
1.34%
Sole
940.35K
Shared
67.25K
None
21.16K
BRIXMOR PROPERTY G COM USD0.01
OTRShares4.16M
TypeSH
Market value$115.22M
1.31%
Sole
1.05M
Shared
806.96K
None
2.30M
CROWN CASTLE INC
OTRShares1.19M
TypeSH
Market value$115.21M
1.31%
Sole
835.21K
Shared
157.25K
None
201.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER OP INCOTR | Common Stock | 2.50M | SH | $446.07M 5.06% | 644.61K | 433.42K | 1.43M |
EQUINIX INCOTR | REIT | 436.76K | SH | $342.09M 3.88% | 172.11K | 67.91K | 196.74K |
PROLOGIS INCOTR | Common Stock | 2.97M | SH | $340.35M 3.86% | 852.42K | 570.38K | 1.55M |
DIGITAL RLTY TR INCOTR | REIT | 1.39M | SH | $239.48M 2.71% | 359.09K | 243.55K | 782.62K |
SEMPRAOTR | Master Ltd Part | 2.14M | SH | $192.85M 2.19% | 1.77M | 286.17K | 91.90K |
NEXTERA ENERGY INCOTR | Master Ltd Part | 2.55M | SH | $192.51M 2.18% | 1.90M | 492.36K | 154.10K |
XCEL ENERGY INCOTR | Master Ltd Part | 2.36M | SH | $190.12M 2.16% | 2.11M | 191.10K | 60.86K |
AMERICAN TOWER CORPOTR | REIT | 910.25K | SH | $175.06M 1.98% | 514.16K | 176.16K | 219.93K |
AVALONBAY COMMUNTIES REITOTR | REIT | 899.85K | SH | $173.82M 1.97% | 246.76K | 175.04K | 478.05K |
VENTAS INCOTR | Common Stock | 2.41M | SH | $168.92M 1.91% | 613.99K | 424.51K | 1.38M |
IRON MOUNTAIN INCOTR | REIT | 1.64M | SH | $167.39M 1.90% | 518.16K | 309K | 814.92K |
SIMON PPTY INCOTR | Common Stock | 817.94K | SH | $153.50M 1.74% | 250K | 164.05K | 403.89K |
PUBLIC STORAGE REIT COMMONOTR | REIT | 508.82K | SH | $146.97M 1.67% | 153.49K | 93.89K | 261.44K |
CENTERPOINT ENERGYOTR | Master Ltd Part | 3.73M | SH | $144.66M 1.64% | 3.44M | 210.77K | 79.21K |
ENTERGY CORPOTR | Master Ltd Part | 1.53M | SH | $142.87M 1.62% | 1.36M | 134.02K | 43.12K |
AMERICAN HOMES 4 R CL AOTR | REIT | 4.21M | SH | $139.96M 1.59% | 1.05M | 832.25K | 2.32M |
EVERGY INCOTR | Common Stock | 1.82M | SH | $138.31M 1.57% | 1.61M | 160.46K | 50.85K |
NISOURCE INCOTR | Master Ltd Part | 3.12M | SH | $135.19M 1.53% | 2.71M | 315.56K | 101.28K |
AMEREN CORPORATIONSOLE | Common Stock | 1.25M | SH | $130.73M 1.48% | 1.25M | 0.00 | 0.00 |
ALLIANT ENERGY CORPOTR | Master Ltd Part | 1.90M | SH | $128.30M 1.45% | 1.77M | 97.25K | 31.04K |
DUKE ENERGY CORPOTR | Common Stock | 1.03M | SH | $127.81M 1.45% | 821.50K | 160.18K | 51.14K |
ATMOS ENERGY CORPOTR | Common Stock | 697.50K | SH | $119.10M 1.35% | 607.95K | 68.36K | 21.20K |
WEC ENERGY GROUP INCOTR | Common Stock | 1.03M | SH | $117.89M 1.34% | 940.35K | 67.25K | 21.16K |
BRIXMOR PROPERTY G COM USD0.01OTR | Common Stock | 4.16M | SH | $115.22M 1.31% | 1.05M | 806.96K | 2.30M |
CROWN CASTLE INCOTR | REIT | 1.19M | SH | $115.21M 1.31% | 835.21K | 157.25K | 201.59K |
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