Fund HoldingsDUFF & PHELPS INVESTMENT MANAGEMENT CO

Total Portfolio Value
$8.51B
Total Bought
$451.69M
Total Sold
$471.83M
Net Transaction
-$20.15M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)01,371,704+1,371,7040239,1292.81%+239,129
IRON MOUNTAIN INC(IRM)01,472,579+1,472,5790151,0421.78%+151,042
SMARTSTOP SELF STORA(SMA)0956,447+956,447034,6520.41%+34,652
CSX CORP(CSX)0797,977+797,977026,0380.31%+26,038
KINDER MORGAN INC(KMI)1,721,8752,476,564+754,68949,12572,8110.86%+23,686
NEXTERA ENERGY INC(NEE)2,276,1852,598,600+322,415161,359180,3952.12%+19,036
CDN NATL RAILWAY(CNI)0176,477+176,477018,3510.22%+18,351
SEMPRA(SRE)02,036,825+2,036,8250154,3301.81%+154,330
SPIRE INC COM USD1(SR)776,3401,030,625+254,28560,74975,2250.88%+14,477
AGREE REALTY CORP6,000204,050+198,05046314,9080.18%+14,445
DT MIDSTREAM INC(DTM)0458,299+458,299050,3720.59%+50,372
XCEL ENERGY INC(XEL)1,976,4512,206,529+230,078139,913150,2651.77%+10,352
VALMONT INDS INC(VMI)044,449+44,449014,5160.17%+14,516
MID-AMER APT CMNTYS REIT(MAA)585,940725,264+139,32498,192107,3461.26%+9,155
KEYERA CORP1,032,2121,242,693+210,48132,08040,5640.48%+8,484
CANADIAN PACIFIC KC(CP)0393,468+393,468031,1950.37%+31,195
RYMAN HOSPITALITY(RHP)0674,269+674,269066,5300.78%+66,530
FIRSTENERGY CORP(FE)1,138,5001,304,500+166,00046,01852,5190.62%+6,501
WILLIAMS COS INC(WMB)2,037,7402,040,866+3,126121,775128,1871.51%+6,411
WELLTOWER OP INC(WELL)2,476,7462,509,637+32,891379,462385,8064.53%+6,344
FRANKLIN ELEC INC(FELE)065,480+65,48005,8760.07%+5,876
COUSINS PPTYS INC(CUZ)1,605,3901,769,553+164,16347,35953,1400.62%+5,781
KEYERA CORP SUBSCRIPT RECEIPT0175,000+175,00005,5960.07%+5,596
HOST HOTELS & RESRTS REIT(HST)02,679,213+2,679,213041,1530.48%+41,153
AECOM(ACM)0118,114+118,114013,3300.16%+13,330
VERALTO CORPORATION(VLTO)290,641334,238+43,59728,32333,7410.40%+5,418
COMPANHIA DE SANEAME ADR(SBS)1,374,3761,361,191-13,18524,54629,9050.35%+5,359
PENTAIR PLC(PNR)0245,072+245,072025,1590.30%+25,159
SUNOCO LP/SUNOCO FIN COM UT REP LP(SUN)0113,263+113,26306,0700.07%+6,070
CORE & MAIN INC CLASS A COMMON STOCK(CNM)0383,850+383,850023,1650.27%+23,165
XYLEM INC(XYL)0392,284+392,284050,7460.60%+50,746
TELUS CORP(TU)2,666,5002,666,500038,24042,7380.50%+4,499
NORTHWEST NATURAL HL(NWN)779,470940,470+161,00033,29937,3550.44%+4,057
AMERICAN HEALTHCARE(AHR)0110,000+110,00004,0410.05%+4,041
SOUTHERN CO(SO)1,300,8861,345,974+45,088119,616123,6011.45%+3,984
ESSENTIAL PPTYS RLTY REIT COM2,222,5552,391,968+169,41372,54476,3280.90%+3,784
IDEX CORP(IEX)053,246+53,24609,3480.11%+9,348
PUBLIC SVC ENTERPR(PEG)01,045,462+1,045,462088,0071.03%+88,007
BADGER METER INC053,563+53,563013,1200.15%+13,120
TRANSCANADA PIPELINE COM(TRP)1,895,1781,893,241-1,93789,47192,3711.09%+2,900
SABRA HEALTHCARE(SBRA)2,533,3692,549,438+16,06944,25847,0120.55%+2,754
WATTS WATER TECH CLASS A(WTS)034,948+34,94808,5930.10%+8,593
FIRST SOLAR(FSLR)027,191+27,19104,5010.05%+4,501
H2O AMERICA(HTO)182,302232,932+50,6309,97012,1050.14%+2,135
TETRA TECH INC(TTEK)0311,728+311,728011,2100.13%+11,210
VORNADO RLTY TR SH BEN INT REIT(VNO)01,327,406+1,327,406050,7600.60%+50,760
FORTIS INC(FTS)981,900981,900044,72046,7890.55%+2,068
AT&T INC(T)3,079,5003,079,500087,08889,1211.05%+2,032
EQUINIX INC(EQIX)0407,760+407,7600324,3613.81%+324,361
ENBRIDGE INC(ENB)1,379,7101,384,751+5,04161,13562,7570.74%+1,622
MUELLER WTR PRODS(MWA)414,620500,405+85,78510,54012,0300.14%+1,490
KODIAK GAS SERVICES(KGS)407,077484,960+77,88315,18416,6200.20%+1,436
BXP INC(BXP)944,481961,754+17,27363,46064,8900.76%+1,430
LAMAR ADVERTISING CL A(LAMR)0170,581+170,581020,7020.24%+20,702
WEYERHAEUSER CO(WY)0218,334+218,33405,6090.07%+5,609
SPDR INDEX SHARES S&P GL NAT RES ETF
ST STR NAT ETF
29,45049,400+19,9501,5682,6790.03%+1,111
DUKE ENERGY CORP(DUK)1,000,4051,043,069+42,664122,019123,0821.45%+1,063
CUBESMART(CUBE)02,219,524+2,219,524094,3301.11%+94,330
BLOOM ENERGY CORPOR CLASS A COMMON STOCK27,42465,320+37,8965391,5620.02%+1,023
FERGUSON PLC ORD GBP0.10(FERG)026,466+26,46605,7630.07%+5,763
GRUPO AEROPORTUARIO ADR(OMAB)34,00034,00002,6733,5870.04%+914
NEXTRACKER INC COM USD0.0001 CL A30,44640,094+9,6481,2832,1800.03%+897
SCHWAB STRATEGIC T US TIPS ETF9,30041,820+32,5202501,1160.01%+866
ECOLAB INC(ECL)088,401+88,401023,8190.28%+23,819
VIRTUS ETF TRUST II VIRTUS DUFF & PHELPS
DUFF PH CLEA ETF
20,90057,575+36,6753491,1150.01%+766
CONSTELLATION ENERGY(CEG)2,2583,770+1,5124551,2170.01%+762
ORMAT TECHNOLOGIES(ORA)09,035+9,03507570.01%+757
DOMINION ENERGY INC(D)1,238,6401,238,640069,45170,0080.82%+557
STANTEC INC(STN)093,559+93,559010,1590.12%+10,159
EVERSOURCE ENERGY(ES)0303,840+303,840019,3300.23%+19,330
HUBBELL INCORPORATED(HUBB)1,4272,265+8384729250.01%+453
SBA COMMUNICATIONS COM USD0.01 CL A(SBAC)47,50246,402-1,10010,45110,8970.13%+446
GIBSON ENERGY024,082+24,08204220.00%+422
SOLAREDGE TECHNOLO(SEDG)020,161+20,16104110.00%+411
CAMECO CORP(CCJ)011,353+11,35308430.01%+843
VANECK ETF TRUST GOLD MINERS ETF
GOLD MINERS ETF
17,40022,930+5,5308001,1940.01%+394
GE VERNOVA INC(GEV)1,2201,381+1613727310.01%+358
SPDR SERIES TRUST PORTFOLIO INTERMEDIA
ST INTER BD ETF
366,915372,415+5,50012,19612,5060.15%+309
INVESCO DB MULTI-SEC AGRICULTURE FD(DBA)8,90020,525+11,6252345370.01%+302
CLEARWAY ENERGY INC CL C COM STOCK $0.01(CWEN)49,30655,838+6,5321,4921,7870.02%+294
TE CONNECTIVITY(TEL)6,5437,148+6059251,2060.01%+281
SUNRUN INC COM USD0.0001(RUN)35,16451,807+16,6432064240.00%+218
AMERICAN TOWER CORP(AMT)890,923877,866-13,057193,865194,0262.28%+161
INVESCO DB COMMODITY INDEX TRAC(DBC)040,844+40,84408910.01%+891
PLUG POWER INC(PLUG)0217,689+217,68903240.00%+324
ARRAY TECHNOLOGIES32,12036,365+4,2451562150.00%+58
TERRENO RLTY CORP(TRNO)6,8256,82504313830.00%-49
MP MATERIALS CORP CLASS A COMMON STOCK(MP)30,58920,965-9,6247476980.01%-49
EASTGROUP PROPERTIES(EGP)5,7255,72501,0089570.01%-52
VODAFONE GRP PLC ADR(VOD)782,200682,200-100,0007,3297,2720.09%-57
EVERGY INC(EVRG)1,946,0111,945,073-938134,177134,0741.58%-104
KINETIK HOLDINGS INC CLASS A COMMON STOCK(KNTK)18,77918,539-2409758170.01%-159
GOLAR LNG LTD ORDINARY
SHS
27,64020,832-6,8081,0508580.01%-192
DANAHER CORP(DHR)029,710+29,71005,8690.07%+5,869
KIMCO REALTY CORP(KIM)0470,551+470,55109,8910.12%+9,891
EXTRA SPACE STORAGE REIT(EXR)017,103+17,10302,5220.03%+2,522
AES CORP(AES)000000
VICI PPTYS INC COM(VICI)771,615757,283-14,33225,17024,6870.29%-483
ENPHASE ENERGY(ENPH)31,19135,312+4,1211,9351,4000.02%-535
INVITATION HOMES(INVH)140,826131,626-9,2004,9084,3170.05%-590
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