Institutional manager

DUFF & PHELPS INVESTMENT MANAGEMENT CO

Holds positions in 70 of the S&P 500, worth $6.75bn as reported for the quarter ended 31-mar-2026.

Positions held70of 488 index companies covered

Reported value$6.75bnS&P 500 positions only

Top ten weight41%how concentrated the book is

Filing entities1single filer

Largest positions

The 60 biggest by reported value, of 70 held. The rest are smaller than every one of these.

WelltowerWELL2.6m$520mReal Estate EquinixEQIX472,583$463mReal Estate PrologisPLD3.0m$395mReal Estate Digital RealtyDLR1.5m$279mReal Estate VentasVTR2.6m$214mReal Estate SempraSRE2.1m$203mUtilities Xcel EnergyXEL2.4m$193mUtilities NextEra EnergyNEE1.9m$178mUtilities EntergyETR1.5m$172mUtilities CenterPoint EnergyCNP3.9m$167mUtilities Simon Property GroupSPG867,361$162mReal Estate Iron MountainIRM1.6m$161mReal Estate American TowerAMT920,890$159mReal Estate Public StoragePSA553,190$150mReal Estate NiSourceNI3.1m$145mUtilities Williams CompaniesWMB1.9m$141mEnergy Alliant EnergyLNT1.9m$136mUtilities EvergyEVRG1.7m$136mUtilities AvalonBay CommunitiesAVB806,750$132mReal Estate Targa ResourcesTRGP509,397$128mEnergy AmerenAEE1.2m$127mUtilities Duke EnergyDUK896,997$117mUtilities DTE EnergyDTE792,462$116mUtilities PPL CorporationPPL3.0m$115mUtilities WEC Energy GroupWEC981,349$114mUtilities CMS EnergyCMS1.5m$113mUtilities Atmos EnergyATO607,945$112mUtilities Mid-America Apartment CommunitiesMAA849,743$104mReal Estate Southern CompanySO1.1m$104mUtilities American Electric PowerAEP762,162$100mUtilities Dominion EnergyD1.6m$97mUtilities Crown CastleCCI1.2m$97mReal Estate Public Service Enterprise GroupPEG1.2m$95mUtilities OneokOKE1.0m$93mEnergy AT&TT3.1m$91mCommunication Services PG&E CorporationPCG5.1m$89mUtilities Essex Property TrustESS326,257$79mReal Estate American Water WorksAWK552,780$75mUtilities VerizonVZ1.3m$67mCommunication Services FirstEnergyFE1.3m$66mUtilities Pinnacle West CapitalPNW624,930$63mUtilities Union Pacific CorporationUNP256,470$62mIndustrials Kinder MorganKMI1.5m$50mEnergy BXP, Inc.BXP888,831$46mReal Estate Alexandria Real Estate EquitiesARE972,721$45mReal Estate CSX CorporationCSX912,188$37mIndustrials VeraltoVLTO412,587$36mIndustrials Xylem Inc.XYL304,391$36mIndustrials Eversource EnergyES424,140$29mUtilities Kimco RealtyKIM956,321$21mReal Estate EcolabECL74,921$20mMaterials PentairPNR219,687$19mIndustrials Waste ManagementWM43,567$10mIndustrials Edison InternationalEIX123,600$9mUtilities IDEX CorporationIEX42,620$8mIndustrials Host Hotels & ResortsHST360,844$7mReal Estate SBA CommunicationsSBAC38,902$7mReal Estate Danaher CorporationDHR32,042$6mHealth Care Ferguson EnterprisesFERG24,853$6mIndustrials WeyerhaeuserWY218,334$5mReal Estate

What this page is not

Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.