Duff & Phelps Investment Management Co.
Annual return '25
+17.0%
SPY '25
+17.7%
Alpha
-0.7ptsvs SPY
Invested
$9.6B
Holdings
148
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WELL
WELLTOWER INC
Q4 2025: Exited (was 2.50M shares)
5.4%
02
$EQIX
EQUINIX INC
Q4 2025: Exited (was 436.8k shares)
4.8%
03
$PLD
PROLOGIS INC.
Q4 2025: Sold 99.1% (2.97M → 26.9k shares)
4.1%
04
$DLR
DIGITAL RLTY TR INC
Q4 2025: Exited (was 1.39M shares)
2.9%
05
$VTR
VENTAS INC
Q4 2025: Exited (was 2.41M shares)
2.2%
06
$SRE
SEMPRA
Q4 2025: Exited (was 2.14M shares)
2.1%
07
$XEL
XCEL ENERGY INC
Q4 2025: Exited (was 2.36M shares)
2.0%
08
$NEE
NEXTERA ENERGY INC
Q4 2025: Sold 97.7% (2.55M → 58.2k shares)
1.9%
09
$ETR
ENTERGY CORP NEW
Q4 2025: Exited (was 1.53M shares)
1.8%
10
$CNP
CENTERPOINT ENERGY INC
Q4 2025: Exited (was 3.73M shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:41 UTC.