DP

DUFF & PHELPS INVESTMENT MANAGEMENT CO

13F
DUFF & PHELPS INVESTMENT MANAGEMENT CO
Last update 2024-08-15 229 Stocks (15 new)
Value $7.85 Bil Turnover 8 %
Countries:
Top Holdings: PLD(4.10%)EQIX(3.56%)WELL(3.25%)AMT(2.44%)AVB(2.17%)
Portfolio Report
Summary Stock Picks Current Portfolio
DUFF & PHELPS INVESTMENT MANAG... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
PLD 		Prologis Inc
2,864,258
321684.820
+1.20%
4.100
+0.05%
0.310
-3.30%
-12.33%
105982.208
REITs
EQIX 		Equinix Inc
369,437
279516.030
+25.85%
3.560
+0.73%
0.390
+18.93%
+14.61%
87706.798
REITs
WELL 		Welltower Inc
2,445,827
254977.470
New Holding
3.250
+3.25%
0.400
+22.25%
+52.46%
84137.809
REITs
AMT 		American Tower Corp
986,237
191704.750
-0.63%
2.440
-0.01%
0.210
-4.77%
+1.51%
99929.836
REITs
AVB 		AvalonBay Communities Inc
823,307
170333.990
-4.25%
2.170
-0.08%
0.580
+11.78%
+24.02%
32195.039
REITs
PSA 		Public Storage
591,360
170104.700
-4.24%
2.170
-0.09%
0.340
+13.04%
+14.97%
59642.010
REITs
DLR 		Digital Realty Trust Inc
1,104,015
167865.480
-1.12%
2.140
-0.02%
0.340
+26.06%
+37.60%
60046.615
REITs
NEE 		NextEra Energy Inc
2,356,530
166865.890
-6.33%
2.130
-0.12%
0.110
+3.17%
+32.29%
161736.214
Utilities - Regulated
SPG 		Simon Property Group Inc
1,068,268
162163.080
+27.30%
2.070
+0.44%
0.330
+19.06%
+26.83%
56899.641
REITs
VTR 		Ventas Inc
3,064,525
157087.550
-2.45%
2.000
-0.04%
0.740
+16.41%
+32.54%
27035.787
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
$135.12
37.88%
New holding
2,445,827
2,445,827
WY 		Weyerhaeuser Co2024-06-30Reduce
-2.67%
●
27.96 ($30.93) 35.56
$31.87
3.04%
Reduce -90.06%
281,080
-2,547,397
ESS 		Essex Property Trust Inc2024-06-30New Buy
+1.26%
●
232.65 ($256.66) 284.59
$291.00
13.38%
New holding
362,210
362,210
O 		Realty Income Corp2024-06-30Reduce
-1.08%
●
50.8 ($53.4) 55.45
$58.82
10.15%
Reduce -62.22%
1,009,885
-1,663,348
AIRC Apartment Income REIT Corp2024-06-30Sold Out
-1.04%
●
31.35 ($38.07) 39.09
$39.08
2.65%
Sold Out
0
-2,681,444
EQIX 		Equinix Inc2024-06-30Add
+0.73%
●
692.71 ($758.91) 809.68
$908.99
19.78%
Add 25.85%
369,437
75,888
REG 		Regency Centers Corp2024-06-30Reduce
-0.47%
●
56.98 ($59.93) 62.26
$73.16
22.08%
Reduce -53.54%
564,861
-650,835
IRM 		Iron Mountain Inc2024-06-30Add
+0.46%
●
74.42 ($80.93) 89.62
$125.73
55.36%
Add 44.95%
1,298,330
402,625
SPG 		Simon Property Group Inc2024-06-30Add
+0.44%
●
140.18 ($147.31) 153.78
$174.39
18.38%
Add 27.3%
1,068,268
229,122
PECO 		Phillips Edison & Co Inc2024-06-30New Buy
+0.41%
●
30.93 ($32.61) 35.07
$38.70
18.68%
New holding
981,970
981,970

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 2024-06-30

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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