Fund HoldingsDUFF & PHELPS INVESTMENT MANAGEMENT CO

Total Portfolio Value
$10.60B
Total Bought
$1.25B
Total Sold
$326.38M
Net Transaction
+$926.82M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
WELLTOWER INC(WELL)2,632,5403,024,718+392,178520,479686,5206.48%+166,041
AMERICAN HEALTHCARE REIT INC(AHR)1,083,1753,100,314+2,017,13951,083161,6811.53%+110,599
NATIONAL HEALTHCARE PPTYS IN04,130,444+4,130,444060,5110.57%+60,511
SIMON PPTY GROUP INC NEW(SPG)867,361975,188+107,827161,789218,1012.06%+56,312
PUBLIC STORAGE(PSA)553,190640,120+86,930149,848203,7571.92%+53,908
AMERICAN HOMES 4 RENT(AMH)4,576,9975,281,145+704,148127,790177,0241.67%+49,234
ESSEX PPTY TR INC(ESS)326,257429,210+102,95378,954125,1531.18%+46,199
PROLOGIS INC.(PLD)2,989,8563,225,840+235,984395,199437,0054.12%+41,805
VENTAS INC(VTR)2,611,8742,863,545+251,671213,599254,2832.40%+40,684
AVALONBAY CMNTYS INC806,750907,436+100,686131,783171,2241.62%+39,441
MID-AMER APT CMNTYS INC(MAA)849,7431,018,023+168,280103,771141,4441.33%+37,673
RYMAN HOSPITALITY PPTYS INC(RHP)780,153851,474+71,32171,985109,4571.03%+37,472
VORNADO RLTY TR(VNO)1,535,9601,861,939+325,97939,92073,1740.69%+33,255
DIGITAL RLTY TR INC(DLR)1,546,9301,735,593+188,663278,772311,6782.94%+32,906
BRIXMOR PPTY GROUP INC(BRX)4,482,8935,022,252+539,359129,107158,3521.49%+29,244
CUBESMART(CUBE)2,737,6563,239,472+501,816100,335128,8341.22%+28,499
FIRST INDL RLTY TR INC(FR)2,195,6082,469,752+274,144127,016151,4201.43%+24,405
COUSINS PPTYS INC(CUZ)2,130,1772,381,815+251,63848,07871,4070.67%+23,329
IRON MTN INC DEL(IRM)1,575,3371,455,435-119,902160,905183,8361.73%+22,931
BXP INC(BXP)888,831982,326+93,49546,13065,1380.61%+19,008
ESSENTIAL PPTYS RLTY TR INC3,431,4424,037,057+605,615104,179120,5061.14%+16,328
PHILLIPS EDISON & CO INC(PECO)1,801,5162,006,105+204,58967,41383,4940.79%+16,081
UNION PAC CORP(UNP)256,470286,926+30,45662,22578,0440.74%+15,819
ENTERGY CORP NEW(ETR)1,532,2301,635,463+103,233172,161187,8491.77%+15,688
NORFOLK SOUTHN CORP(NSC)049,535+49,535015,5830.15%+15,583
CANADIAN PACIFIC KANSAS CITY(CP)424,550500,795+76,24546,47561,5780.58%+15,102
ALLIANT ENERGY CORP(LNT)1,898,1751,964,325+66,150136,213149,8581.41%+13,645
DTE ENERGY CO(DTB)792,462841,774+49,312115,874128,2611.21%+12,387
TARGA RES CORP(TRGP)509,397518,030+8,633127,721138,9051.31%+11,183
AMERICAN TOWER CORP(AMT)920,8901,039,175+118,285158,927169,9781.60%+11,051
SABRA HEALTH CARE REIT INC(SBRA)2,828,4453,331,616+503,17154,39165,0000.61%+10,609
EQUITY LIFESTYLE PROPERTIES(ELS)1,464,3851,580,485+116,10091,407101,8620.96%+10,455
DOMINION ENERGY INC(D)1,572,2291,569,402-2,82797,195107,1741.01%+9,979
AMERICAN ELEC PWR CO INC762,162801,532+39,37099,904109,6581.03%+9,753
AMEREN CORP(AEE)1,159,8811,206,076+46,195127,494136,3351.29%+8,841
WILLIAMS COS INC(WMB)1,932,7862,000,552+67,766140,668148,7211.40%+8,053
CSX CORP(CSX)912,188948,319+36,13137,44545,0740.43%+7,628
WATTS WATER TECHNOLOGIES INC(WTS)37,35346,645+9,29210,84318,2590.17%+7,416
AGREE RLTY CORP1,010,1181,100,957+90,83976,14383,3860.79%+7,244
EVERGY INC(EVRG)1,655,8601,652,488-3,372135,648142,8251.35%+7,176
SMARTSTOP SELF STORAG REIT I(SMA)831,755967,028+135,27325,18631,4280.30%+6,243
GAMING & LEISURE P(GLPI)1,136,5491,265,323+128,77450,42956,3450.53%+5,916
KODIAK GAS SVCS INC(KGS)349,051349,051020,35726,2240.25%+5,868
ZURN ELKAY WATER SOLNS CORP(ZWS)0253,751+253,751012,8220.12%+12,822
SOUTHWEST GAS HLDGS INC(SWX)0141,569+141,569012,5540.12%+12,554
CALIFORNIA WTR SVC GROUP(CWT)0183,197+183,19708,9130.08%+8,913
DT MIDSTREAM INC(DTM)420,186419,342-84456,58661,5340.58%+4,948
PPL CORP(PPL)3,015,3923,287,954+272,562115,188119,5171.13%+4,329
CORE & MAIN INC(CNM)357,111455,050+97,93917,64121,9560.21%+4,315
H2O AMERICA(HTO)0175,972+175,972010,6940.10%+10,694
INVITATION HOMES INC(INVH)0243,372+243,37207,3520.07%+7,352
CONSTELLATION ENERGY CORP(CEG)019,374+19,37404,8120.05%+4,812
PINNACLE WEST CAP CORP(PNW)624,930624,930062,96266,8680.63%+3,906
SPDR INDEX SHS FDS
ST STR NAT ETF
053,100+53,10003,5740.03%+3,574
FORTIS INC(FTS)981,900981,900076,20579,7790.75%+3,574
FORTUNE BRANDS INNOVATIONS I(FBIN)064,595+64,59503,5460.03%+3,546
WEYERHAEUSER CO(WY)0370,260+370,26008,8640.08%+8,864
CHENIERE ENERGY INC(LNG)371,015454,899+83,884105,279108,7251.03%+3,446
XYLEM INC(XYL)304,391336,526+32,13536,37539,7810.38%+3,406
CENTERPOINT ENERGY INC(CNP)3,866,6993,861,232-5,467166,887170,0491.60%+3,162
IDEX CORP(IEX)048,477+48,477011,0020.10%+11,002
VICI PPTYS INC(VICI)0220,256+220,25605,8480.06%+5,848
EXTRA SPACE STORAGE INC(EXR)033,496+33,49604,8670.05%+4,867
NISOURCE INC(NI)3,106,6403,097,280-9,360144,956147,2761.39%+2,320
BLACK HILLS CORP459,540459,540031,89734,1900.32%+2,293
KIMCO REALTY CORP(KIM)956,321938,081-18,24021,48923,7800.22%+2,292
PEBBLEBROOK HOTEL TR(PEB)3,186,4502,189,151-997,29940,24542,4910.40%+2,247
VIRTUS ETF TR II
DUFF PH CLEA ETF
061,475+61,47501,9190.02%+1,919
INVESCO DB COMMDY INDX TRCK(DBC)0131,669+131,66903,5100.03%+3,510
XCEL ENERGY INC(XEL)2,424,9032,419,977-4,926192,634194,3241.83%+1,690
FERROVIAL NV
ORD SHS
395,900392,909-2,99121,94123,5670.22%+1,626
HOST HOTELS & RESORTS INC(HST)0353,244+353,24408,3750.08%+8,375
FERGUSON ENTERPRISES INC(FERG)030,420+30,42007,2200.07%+7,220
REXFORD INDL RLTY INC(REXR)1,157,4451,172,472+15,02737,88339,2780.37%+1,395
DANAHER CORP DEL(DHR)039,214+39,21407,4690.07%+7,469
OGE ENERGY CORP(OGE)2,096,3842,091,246-5,138100,543101,7600.96%+1,217
BADGER METER INC052,121+52,12107,7340.07%+7,734
FRANKLIN ELEC INC(FELE)087,656+87,65609,3960.09%+9,396
ENPHASE ENERGY INC(ENPH)047,931+47,93102,3600.02%+2,360
WEC ENERGY GROUP INC(WEC)981,349979,934-1,415113,611114,4271.08%+816
FIRST SOLAR INC(FSLR)016,436+16,43603,8780.04%+3,878
TC ENERGY CORP(TRP)1,626,3401,547,057-79,283101,809102,5540.97%+746
SUNOCOCORP LLC(SUNC)0107,384+107,38407,2670.07%+7,267
SCHWAB STRATEGIC TR063,020+63,02001,6700.02%+1,670
MATADOR RES CO(MTDR)09,078+9,07804520.00%+452
AMERICOLD REALTY TRUST INC(COLD)098,674+98,67401,5510.01%+1,551
KINETIK HOLDINGS INC(KNTK)08,313+8,31304020.00%+402
PLAINS GP HLDGS L P(PAGP)085,831+85,83102,0830.02%+2,083
CROWN CASTLE INC(CCI)1,193,0281,285,653+92,62597,00597,3630.92%+357
BLOOM ENERGY CORP014,001+14,00104,2380.04%+4,238
PLUG PWR INC(PLUG)0499,584+499,58401,3540.01%+1,354
AMER STATES WTR CO049,571+49,57104,0960.04%+4,096
SOLAREDGE TECHNOLOGIES INC(SEDG)020,144+20,14401,1770.01%+1,177
REALTY INCOME CORP(O)02,210+2,21001370.00%+137
ARCHROCK INC(AROC)020,760+20,76008450.01%+845
EASTGROUP PPTYS INC(EGP)06,615+6,61501,3400.01%+1,340
HEALTHPEAK PROPERTIES INC(DOC)04,872+4,87201040.00%+104
HIGHWOODS PPTYS INC(HIW)03,097+3,0970930.00%+93
EQUITY RESIDENTIAL(EQR)01,200+1,2000820.00%+82
GE VERNOVA INC(GEV)0561+56106590.01%+659
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