DP

DUFF & PHELPS INVESTMENT MANAGEMENT CO

13F
DUFF & PHELPS INVESTMENT MANAGEMENT CO
Last update 2024-11-15 156 Stocks (4 new)
Value $8.70 Bil Turnover 6 %
Countries:
Top Holdings: EQIX(4.33%)PLD(4.23%)WELL(3.73%)AMT(2.44%)DLR(2.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
DUFF & PHELPS INVESTMENT MANAG... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EQIX 		Equinix Inc
424,535
376830.000
+14.91%
4.330
+0.56%
0.440
+3.85%
-4.57%
86822.965
REITs
PLD 		Prologis Inc
2,916,851
368339.940
+1.84%
4.230
+0.08%
0.310
-11.66%
-2.00%
95942.468
REITs
WELL 		Welltower Inc
2,537,296
324850.010
+3.74%
3.730
+0.13%
0.410
+1.86%
-0.99%
77699.199
REITs
AMT 		American Tower Corp
913,089
212347.980
-7.42%
2.440
-0.18%
0.200
-19.69%
-5.43%
81056.019
REITs
DLR 		Digital Realty Trust Inc
1,285,883
208094.450
+16.47%
2.390
+0.34%
0.390
+9.84%
-2.25%
57499.063
REITs
PSA 		Public Storage
555,200
202020.620
-6.11%
2.320
-0.13%
0.320
-14.72%
-3.49%
50626.072
REITs
NEE 		NextEra Energy Inc
2,359,401
199440.170
+0.12%
2.290
0%
0.110
-16.20%
-6.01%
138560.538
Utilities - Regulated
AVB 		AvalonBay Communities Inc
857,241
193093.540
+4.12%
2.220
+0.09%
0.600
-2.07%
-4.18%
29979.342
REITs
SPG 		Simon Property Group Inc
1,142,010
193022.530
+6.90%
2.220
+0.14%
0.350
+3.04%
-0.73%
55780.510
REITs
VTR 		Ventas Inc
2,846,556
182549.640
-7.11%
2.100
-0.14%
0.680
-6.07%
-2.55%
24075.716
REITs

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Historical Top Holdings Breakdowns

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WELL 		Welltower Inc2024-06-30New Buy
+3.25%
●
88.31 ($98) 105.01
$124.78
27.33%
New holding
2,445,827
2,445,827
WY 		Weyerhaeuser Co2024-03-31Add
+2.78%
●
32.37 ($33.84) 35.93
$27.29
-19.36%
Add 1481.75%
2,828,477
2,649,657
WY 		Weyerhaeuser Co2024-06-30Reduce
-2.67%
●
27.96 ($30.93) 35.56
$27.29
-11.77%
Reduce -90.06%
281,080
-2,547,397
WELL 		Welltower Inc2024-03-31Sold Out
-2.28%
●
86.51 ($90.55) 94.25
$124.78
37.80%
Sold Out
0
-2,101,707
DLR 		Digital Realty Trust Inc2023-06-30Add
+1.73%
●
86.49 ($98.93) 113.87
$173.34
75.21%
Add 7454.23%
1,263,445
1,246,720
ESS 		Essex Property Trust Inc2024-06-30New Buy
+1.26%
●
232.65 ($256.66) 284.59
$271.90
5.94%
New holding
362,210
362,210
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-09-30Sold Out
-1.15%
●
113.41 ($121.07) 125.62
$127.48
5.29%
Sold Out
0
-757,615
VICI 		VICI Properties Inc2023-03-31Add
+1.08%
●
30.06 ($33.08) 34.65
$28.21
-14.72%
Add 198.35%
4,123,825
2,741,600
O 		Realty Income Corp2024-06-30Reduce
-1.08%
●
50.8 ($53.4) 55.45
$51.67
-3.24%
Reduce -62.22%
1,009,885
-1,663,348
UDR 		UDR Inc2023-03-31New Buy
+1.06%
●
37.63 ($41.31) 45.02
$40.09
-2.95%
New holding
2,126,160
2,126,160

DUFF & PHELPS INVESTMENT MANAGEMENT CO Total Holding History ($B)

To

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Asset Allocation

To

DUFF & PHELPS INVESTMENT MANAGEMENT CO Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Hypothetical Growth since 2024-09-30

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Yearly Returns

Year Portfolio % % Excess Gain %

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Holdings Heat Map

Size field:

DUFF & PHELPS INVESTMENT MANAGEMENT CO's Holdings Bubble Chart

DUFF & PHELPS INVESTMENT MANAGEMENT CO News

  • 1

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