Fund HoldingsDUFF & PHELPS INVESTMENT MANAGEMENT CO

Total Portfolio Value
$8.70B
Total Bought
$1.03B
Total Sold
$929.07M
Net Transaction
+$101.24M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
DTE ENERGY CO(DTB)0907,345+907,3450116,5121.34%+116,512
EQUINIX INC(EQIX)369,437424,535+55,098279,516376,8304.33%+97,314
WELLTOWER OP INC(WELL)2,445,8272,537,296+91,469254,977324,8503.73%+69,873
ESSENTIAL PPTYS RLTY REIT COM02,034,345+2,034,345069,4730.80%+69,473
PROLOGIS INC(PLD)02,916,851+2,916,8510368,3404.23%+368,340
TRANSCANADA PIPELINE COM(TRP)1,033,5001,763,915+730,41539,17083,8740.96%+44,705
PG&E CORP(PCG)2,106,7004,027,434+1,920,73436,78379,6220.91%+42,839
DIGITAL RLTY TR INC(DLR)1,104,0151,285,883+181,868167,865208,0942.39%+40,229
WEC ENERGY GROUP INC(WEC)1,223,1851,365,851+142,66695,971131,3681.51%+35,396
NEXTERA ENERGY INC(NEE)2,356,5302,359,401+2,871166,866199,4402.29%+32,574
PUBLIC STORAGE REIT COMMON(PSA)0555,200+555,2000202,0212.32%+202,021
IRON MOUNTAIN INC(IRM)1,298,3301,240,606-57,724116,356147,4211.69%+31,065
SIMON PPTY INC(SPG)1,068,2681,142,010+73,742162,163193,0232.22%+30,859
EVERGY INC(EVRG)1,566,2861,822,647+256,36182,966113,0221.30%+30,056
WESTERN MIDSTREAM PA COM UNITS REP LTD PT(WES)10,000708,683+698,68339727,1140.31%+26,717
VENTAS INC(VTR)3,064,5252,846,556-217,969157,088182,5502.10%+25,462
XCEL ENERGY INC(XEL)01,976,451+1,976,4510129,0621.48%+129,062
PHILLIPS EDISON & CO COM USD0.01(PECO)981,9701,474,130+492,16032,12055,5890.64%+23,469
HOST HOTELS & RESRTS REIT(HST)02,764,294+2,764,294048,6520.56%+48,652
AVALONBAY COMMUNTIES REIT823,307857,241+33,934170,334193,0942.22%+22,760
LAMAR ADVERTISING CL A(LAMR)24,640180,296+155,6562,94524,0880.28%+21,142
CUBESMART(CUBE)02,201,129+2,201,1290118,4871.36%+118,487
AMERICAN TOWER CORP(AMT)0913,089+913,0890212,3482.44%+212,348
UNION PAC CORP(UNP)0189,214+189,214046,6370.54%+46,637
AMEREN CORPORATION(AEE)01,511,505+1,511,5050132,1961.52%+132,196
NISOURCE INC(NI)4,032,5033,899,976-132,527116,176135,1341.55%+18,958
BRIXMOR PROPERTY G COM USD0.01(BRX)04,356,079+4,356,0790121,3601.39%+121,360
ENBRIDGE INC(ENB)01,302,132+1,302,132052,8800.61%+52,880
GAMING&LEISURE PPTYS(GLPI)462,800722,120+259,32020,92337,1530.43%+16,230
VORNADO RLTY TR SH BEN INT REIT(VNO)1,973,1901,724,252-248,93851,87567,9360.78%+16,060
PPL CORP COM(PPL)1,845,1162,019,096+173,98051,01766,7920.77%+15,774
KIMCO REALTY CORP(KIM)04,384,928+4,384,9280101,8181.17%+101,818
CROWN CASTLE INC(CCI)0894,838+894,8380106,1551.22%+106,155
BXP INC(BXP)0720,416+720,416057,9650.67%+57,965
CMS ENERGY CORP(CMS)01,542,667+1,542,6670108,9591.25%+108,959
SEMPRA(SRE)1,969,0171,939,311-29,706149,763162,1851.86%+12,421
AMERICAN HOMES 4 R CL A(AMH)3,353,0673,552,301+199,234124,600136,3731.57%+11,773
ALLIANT ENERGY CORP(LNT)2,030,3001,887,047-143,253103,342114,5251.32%+11,183
ATMOS ENERGY CORP(ATO)0854,539+854,5390118,5331.36%+118,533
REXFORD INDUSTRIAL COM USD0.01(REXR)02,073,135+2,073,1350104,2991.20%+104,299
DOMINION ENERGY INC(D)01,238,640+1,238,640071,5810.82%+71,581
RYMAN HOSPITALITY(RHP)552,346611,031+58,68555,15765,5270.75%+10,370
VERALTO CORPORATION(VLTO)205,819265,019+59,20019,65029,6450.34%+9,995
SABRA HEALTHCARE(SBRA)02,183,719+2,183,719040,6390.47%+40,639
NORFOLK SOUTHERN(NSC)119,767140,860+21,09325,71335,0040.40%+9,291
TELUS CORP(TU)02,666,500+2,666,500044,7850.51%+44,785
COUSINS PPTYS INC(CUZ)01,273,361+1,273,361037,5390.43%+37,539
AT&T INC(T)3,095,8123,079,500-16,31259,16167,7490.78%+8,588
DT MIDSTREAM INC(DTM)182,121271,067+88,94612,93621,3220.25%+8,386
ENTERGY CORP(ETR)808,649719,425-89,22486,52594,6841.09%+8,158
FERGUSON PLC ORD GBP0.10(FERG)040,429+40,42908,0280.09%+8,028
BCE INC(BCE)01,216,375+1,216,375042,3300.49%+42,330
PINNACLE WEST CAP(PNW)624,930624,930047,73255,3630.64%+7,630
MPLX LP(MPLX)1,842,6931,933,486+90,79378,48085,9630.99%+7,482
ONEOK INC(OKE)1,052,2961,017,727-34,56985,81592,7451.07%+6,931
FIRSTENERGY CORP(FE)01,138,500+1,138,500050,4920.58%+50,492
ESSENTIAL UTILITIES(WTRG)02,531,297+2,531,297097,6321.12%+97,632
WILLIAMS COS INC(WMB)02,126,055+2,126,055097,0541.12%+97,054
FORTIS INC(FTS)0981,900+981,900044,6630.51%+44,663
COMPANHIA DE SANEAME ADR(SBS)01,578,147+1,578,147026,1030.30%+26,103
ONE GAS INC(OGS)0576,000+576,000042,8660.49%+42,866
DUKE ENERGY CORP(DUK)367,245365,058-2,18736,80942,0910.48%+5,282
OGE ENERGY CORP(OGE)2,005,3001,870,780-134,52071,58976,7390.88%+5,150
SPIRE INC COM USD1(SR)0776,340+776,340052,2400.60%+52,240
ADVANCED DRAINAGE COM USD0.01(WMS)0152,954+152,954024,0380.28%+24,038
AMERN ELEC PWR INC0608,162+608,162062,3970.72%+62,397
VERIZON COMMUNICATIO(VZ)01,339,489+1,339,489060,1560.69%+60,156
SUNOCO LP/SUNOCO FIN COM UT REP LP(SUN)18,93595,662+76,7271,0715,1350.06%+4,065
NORTHWEST NATURAL HL(NWN)0779,470+779,470031,8180.37%+31,818
KEYERA CORP1,031,3141,031,314028,55732,1930.37%+3,635
SBA COMMUNICATIONS COM USD0.01 CL A(SBAC)050,202+50,202012,0840.14%+12,084
KINDER MORGAN INC(KMI)1,698,1981,670,981-27,21733,74336,9120.42%+3,169
PENTAIR PLC(PNR)0309,212+309,212030,2380.35%+30,238
HEALTHPEAK PROPERTIE COM USD1(DOC)619,438650,088+30,65012,14114,8680.17%+2,727
MUELLER WTR PRODS(MWA)325,800390,199+64,3995,8388,4670.10%+2,629
BLACK HILLS CORP389,700389,700021,19223,8180.27%+2,627
SUN COMMUNITIES(SUI)0609,647+609,647082,3940.95%+82,394
COMCAST CORP CLASS A(CCZ)01,089,400+1,089,400045,5040.52%+45,504
WEYERHAEUSER CO(WY)0306,634+306,634010,3830.12%+10,383
GFL ENVIRONMENTAL IN SUB VTG SHS(GFL)271,360310,918+39,55810,56412,3990.14%+1,835
VICI PPTYS INC COM(VICI)0797,072+797,072026,5500.31%+26,550
SJW GROUP COM(HTO)027,408+27,40801,5930.02%+1,593
AMERICAN STS WTR CO28,23842,618+14,3802,0493,5500.04%+1,500
AECOM(ACM)099,128+99,128010,2370.12%+10,237
CANADIAN PACIFIC KC(CP)0142,794+142,794012,2260.14%+12,226
CALIFORNIA WTR SVC(CWT)41,76363,554+21,7912,0253,4460.04%+1,421
EXTRA SPACE STORAGE REIT(EXR)32,41035,503+3,0935,0376,3970.07%+1,360
CONSOLDTD EDISON INC(ED)7,99519,169+11,1747151,9960.02%+1,281
BADGER METER INC062,253+62,253013,5970.16%+13,597
FIRST SOLAR(FSLR)8,37311,650+3,2771,8882,9060.03%+1,018
ENPHASE ENERGY(ENPH)15,94922,427+6,4781,5902,5350.03%+944
VODAFONE GRP PLC ADR(VOD)782,200782,20006,9387,8380.09%+900
WATTS WATER TECH CLASS A(WTS)36,26236,26206,6497,5130.09%+864
FRANKLIN ELEC INC(FELE)071,213+71,21307,4650.09%+7,465
ALEXANDRIA REAL ESTA REIT45,49049,651+4,1615,3215,8960.07%+575
SPDR SERIES TRUST PORTFOLIO INTERMEDIA
ST INTER BD ETF
358,315362,015+3,70011,66712,2040.14%+537
BLOOM ENERGY CORPOR CLASS A COMMON STOCK048,959+48,95905170.01%+517
SOUTHERN CO(SO)1,854,5801,600,718-253,862143,860144,3531.66%+493
TE CONNECTIVITY(TEL)02,961+2,96104470.01%+447
CLEARWAY ENERGY INC CL C COM STOCK $0.01(CWEN)17,18627,750+10,5644248510.01%+427
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