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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
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
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: 0001140361-26-032766Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| WELLTOWER INC | WELL | COM | $686,520,245 | 3,024,718 | SH | None |
| EQUINIX INC | EQIX | COM | $445,133,887 | 427,032 | SH | None |
| PROLOGIS INC. | PLD | COM | $437,004,545 | 3,225,840 | SH | None |
| DIGITAL RLTY TR INC | DLR | COM | $311,677,792 | 1,735,593 | SH | None |
| VENTAS INC | VTR | COM | $254,282,796 | 2,863,545 | SH | None |
| SIMON PPTY GROUP INC NEW | SPG | COM | $218,100,797 | 975,188 | SH | None |
| PUBLIC STORAGE | PSA | COM | $203,756,597 | 640,120 | SH | None |
| XCEL ENERGY INC | XEL | COM | $194,324,154 | 2,419,977 | SH | None |
| SEMPRA | SRE | COM | $190,541,579 | 2,055,243 | SH | None |
| ENTERGY CORP NEW | ETR | COM | $187,849,280 | 1,635,463 | SH | None |
| IRON MTN INC DEL | IRM | COM | $183,835,995 | 1,455,435 | SH | None |
| AMERICAN HOMES 4 RENT | AMH | CL A | $177,023,980 | 5,281,145 | SH | None |
| AVALONBAY CMNTYS INC | AVB | COM | $171,224,098 | 907,436 | SH | None |
| CENTERPOINT ENERGY INC | CNP | COM | $170,048,657 | 3,861,232 | SH | None |
| AMERICAN TOWER CORP | AMT | COM | $169,977,855 | 1,039,175 | SH | None |
| AMERICAN HEALTHCARE REIT INC | AHR | COM SHS | $161,681,375 | 3,100,314 | SH | None |
| BRIXMOR PPTY GROUP INC | BRX | COM | $158,351,605 | 5,022,252 | SH | None |
| NEXTERA ENERGY INC | NEE | COM | $153,122,225 | 1,744,585 | SH | None |
| FIRST INDL RLTY TR INC | FR | COM | $151,420,495 | 2,469,752 | SH | None |
| ALLIANT ENERGY CORP | LNT | COM | $149,858,354 | 1,964,325 | SH | None |
| WILLIAMS COS INC | WMB | COM | $148,721,035 | 2,000,552 | SH | None |
| NISOURCE INC | NI | COM | $147,275,663 | 3,097,280 | SH | None |
| EVERGY INC | EVRG | COM | $142,824,539 | 1,652,488 | SH | None |
| MID-AMER APT CMNTYS INC | MAA | COM | $141,444,115 | 1,018,023 | SH | None |
| TARGA RES CORP | TRGP | COM | $138,904,565 | 518,030 | SH | None |
| AMEREN CORP | AEE | COM | $136,334,831 | 1,206,076 | SH | None |
| CUBESMART | CUBE | COM | $128,833,802 | 3,239,472 | SH | None |
| DTE ENERGY CO | DTE | COM | $128,261,105 | 841,774 | SH | None |
| ESSEX PPTY TR INC | ESS | COM | $125,153,343 | 429,210 | SH | None |
| ESSENTIAL PPTYS RLTY TR INC | EPRT | COM | $120,506,152 | 4,037,057 | SH | None |
| PPL CORP | PPL | COM | $119,517,128 | 3,287,954 | SH | None |
| WEC ENERGY GROUP INC | WEC | COM | $114,426,892 | 979,934 | SH | None |
| CMS ENERGY CORP | CMS | COM | $111,205,526 | 1,453,667 | SH | None |
| ATMOS ENERGY CORP | ATO | COM | $109,860,886 | 637,725 | SH | None |
| AMERICAN ELEC PWR CO INC | AEP | COM | $109,657,593 | 801,532 | SH | None |
| RYMAN HOSPITALITY PPTYS INC | RHP | COM | $109,456,983 | 851,474 | SH | None |
| CHENIERE ENERGY INC | LNG | COM NEW | $108,725,409 | 454,899 | SH | None |
| DOMINION ENERGY INC | D | COM | $107,174,463 | 1,569,402 | SH | None |
| TC ENERGY CORP | TRP | COM | $102,554,408 | 1,547,057 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $102,186,010 | 807,284 | SH | None |
| SOUTHERN CO | SO | COM | $102,103,907 | 1,066,805 | SH | None |
| EQUITY LIFESTYLE PROPERTIES | ELS | COM | $101,862,258 | 1,580,485 | SH | None |
| OGE ENERGY CORP | OGE | COM | $101,760,030 | 2,091,246 | SH | None |
| CROWN CASTLE INC | CCI | COM | $97,362,502 | 1,285,653 | SH | None |
| MPLX LP | MPLX | COM UNIT REP LTD | $91,168,246 | 1,618,467 | SH | None |
| EMERA INC | EMA | COM | $87,401,462 | 1,161,790 | SH | None |
| ONEOK INC NEW | OKE | COM | $86,491,737 | 994,844 | SH | None |
| PHILLIPS EDISON & CO INC | PECO | COMMON STOCK | $83,494,090 | 2,006,105 | SH | None |
| AGREE RLTY CORP | ADC | COM | $83,386,484 | 1,100,957 | SH | None |
| ENERGY TRANSFER L P | ET | COM UT LTD PTN | $83,357,713 | 4,359,713 | SH | None |
No matching rows. Clear the filter to see all records.
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.
