account_balance
Investment manager · 13F filer · SEC CIK 765443
Duff & Phelps Investment Management Co
Reported value$9.69Bas of Sep 30, 2026
Positions161 3 new, 4 sold out
Top 10 weight30.4%WELL alone is 7%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc
6.7%Trimmed −6%
PLDPrologis Inc.
4.5%Added +3%
EQIXEquinix Inc
4.3%Trimmed −5%
DLRDigital Rlty Tr Inc
2.9%Trimmed −7%
VTRVentas Inc
2.4%Trimmed −3%
VMRKVivmark Residential
2.3%Added +300938%
SPGSimon Ppty Group Inc New
2.0%Trimmed −2%
XELXcel Energy Inc
1.8%Added +4%
PSAPublic Storage
1.8%Trimmed −3%
AMTAmerican Tower Corp
1.7%
AMHAmerican Homes 4 Rent
1.7%
ETREntergy Corp New
1.7%
WELLWelltower Inc
6.7%Trimmed −6%
PLDPrologis Inc.
4.5%Added +3%
EQIX4.3%DLR2.9%VTR2.4%VMRK2.3%SPG2.0%XEL1.8%PSA1.8%AMT1.7%AMH1.7%ETR1.7%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc 6.7% Trimmed −6%PLD Prologis Inc. 4.5% Added +3%EQIX Equinix Inc 4.3% Trimmed −5%DLR Digital Rlty Tr Inc 2.9% Trimmed −7%VTR Ventas Inc 2.4% Trimmed −3%VMRK Vivmark Residential 2.3% Added +300938%SPG Simon Ppty Group Inc New 2.0% Trimmed −2%XEL Xcel Energy Inc 1.8% Added +4%PSA Public Storage 1.8% Trimmed −3%AMT American Tower Corp 1.7% HeldAMH American Homes 4 Rent 1.7% HeldETR Entergy Corp New 1.7% Held
What changed