SEC Form 13F

DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F Holdings

Inspect DUFF & PHELPS INVESTMENT MANAGEMENT CO's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-14T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-14
Reported value
$10,596,165,388
Positions
162

Read this manager's filing book

Step 1 of 3

Disclosed positions

DUFF & PHELPS INVESTMENT MANAGEMENT CO: source evidence dated 2026-08-14T03:59:59.999Z.

Issuer
WELLTOWER INC
Ticker
WELL
Class
COM
Reported value
$686,520,245
Reported amount
3,024,718
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR/A: 0001140361-26-032766
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions
WELLTOWER INCWELLCOM$686,520,2453,024,718SHNone
EQUINIX INCEQIXCOM$445,133,887427,032SHNone
PROLOGIS INC.PLDCOM$437,004,5453,225,840SHNone
DIGITAL RLTY TR INCDLRCOM$311,677,7921,735,593SHNone
VENTAS INCVTRCOM$254,282,7962,863,545SHNone
SIMON PPTY GROUP INC NEWSPGCOM$218,100,797975,188SHNone
PUBLIC STORAGEPSACOM$203,756,597640,120SHNone
XCEL ENERGY INCXELCOM$194,324,1542,419,977SHNone
SEMPRASRECOM$190,541,5792,055,243SHNone
ENTERGY CORP NEWETRCOM$187,849,2801,635,463SHNone
IRON MTN INC DELIRMCOM$183,835,9951,455,435SHNone
AMERICAN HOMES 4 RENTAMHCL A$177,023,9805,281,145SHNone
AVALONBAY CMNTYS INCAVBCOM$171,224,098907,436SHNone
CENTERPOINT ENERGY INCCNPCOM$170,048,6573,861,232SHNone
AMERICAN TOWER CORPAMTCOM$169,977,8551,039,175SHNone
AMERICAN HEALTHCARE REIT INCAHRCOM SHS$161,681,3753,100,314SHNone
BRIXMOR PPTY GROUP INCBRXCOM$158,351,6055,022,252SHNone
NEXTERA ENERGY INCNEECOM$153,122,2251,744,585SHNone
FIRST INDL RLTY TR INCFRCOM$151,420,4952,469,752SHNone
ALLIANT ENERGY CORPLNTCOM$149,858,3541,964,325SHNone
WILLIAMS COS INCWMBCOM$148,721,0352,000,552SHNone
NISOURCE INCNICOM$147,275,6633,097,280SHNone
EVERGY INCEVRGCOM$142,824,5391,652,488SHNone
MID-AMER APT CMNTYS INCMAACOM$141,444,1151,018,023SHNone
TARGA RES CORPTRGPCOM$138,904,565518,030SHNone
AMEREN CORPAEECOM$136,334,8311,206,076SHNone
CUBESMARTCUBECOM$128,833,8023,239,472SHNone
DTE ENERGY CODTECOM$128,261,105841,774SHNone
ESSEX PPTY TR INCESSCOM$125,153,343429,210SHNone
ESSENTIAL PPTYS RLTY TR INCEPRTCOM$120,506,1524,037,057SHNone
PPL CORPPPLCOM$119,517,1283,287,954SHNone
WEC ENERGY GROUP INCWECCOM$114,426,892979,934SHNone
CMS ENERGY CORPCMSCOM$111,205,5261,453,667SHNone
ATMOS ENERGY CORPATOCOM$109,860,886637,725SHNone
AMERICAN ELEC PWR CO INCAEPCOM$109,657,593801,532SHNone
RYMAN HOSPITALITY PPTYS INCRHPCOM$109,456,983851,474SHNone
CHENIERE ENERGY INCLNGCOM NEW$108,725,409454,899SHNone
DOMINION ENERGY INCDCOM$107,174,4631,569,402SHNone
TC ENERGY CORPTRPCOM$102,554,4081,547,057SHNone
DUKE ENERGY CORP NEWDUKCOM NEW$102,186,010807,284SHNone
SOUTHERN COSOCOM$102,103,9071,066,805SHNone
EQUITY LIFESTYLE PROPERTIESELSCOM$101,862,2581,580,485SHNone
OGE ENERGY CORPOGECOM$101,760,0302,091,246SHNone
CROWN CASTLE INCCCICOM$97,362,5021,285,653SHNone
MPLX LPMPLXCOM UNIT REP LTD$91,168,2461,618,467SHNone
EMERA INCEMACOM$87,401,4621,161,790SHNone
ONEOK INC NEWOKECOM$86,491,737994,844SHNone
PHILLIPS EDISON & CO INCPECOCOMMON STOCK$83,494,0902,006,105SHNone
AGREE RLTY CORPADCCOM$83,386,4841,100,957SHNone
ENERGY TRANSFER L PETCOM UT LTD PTN$83,357,7134,359,713SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

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