DUFF & PHELPS INVESTMENT MANAGEMENT CO
Top Portfolio Positions
144 positions ·
$9,533,458,290 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| WELL |
Welltower Inc.
Real Estate
|
2,632,540 | $520,479,483 | 5.46% | |
| EQIX |
Equinix Inc
Real Estate
|
472,583 | $463,244,759 | 4.86% | |
| PLD |
Prologis, Inc.
Real Estate
|
2,989,856 | $395,199,165 | 4.15% | |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
1,546,930 | $278,772,254 | 2.92% | |
| VTR |
Ventas, Inc.
Real Estate
|
2,611,874 | $213,599,055 | 2.24% | |
| SRE |
Sempra
Utilities
|
2,086,667 | $202,761,431 | 2.13% | |
| XEL |
Xcel Energy Inc
Utilities
|
2,424,903 | $192,634,293 | 2.02% | |
| NEE |
Nextera Energy Inc
Utilities
|
1,921,380 | $178,457,774 | 1.87% | |
| ETR |
Entergy Corp /De/
Utilities
|
1,532,230 | $172,161,362 | 1.81% | |
| CNP |
Centerpoint Energy Inc
Utilities
|
3,866,699 | $166,886,728 | 1.75% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WTRG
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $88,142,331 | 2,188,784 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $83,957,803 | 2,188,681 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $87,880,747 | 2,202,525 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $79,583,406 | 2,142,795 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $95,416,090 | 2,413,764 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $87,550,413 | 2,410,529 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $97,632,125 | 2,531,297 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $90,723,360 | 2,430,307 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $104,063,187 | 2,808,723 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $114,641,230 | 3,069,377 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $94,616,913 | 2,756,100 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $100,451,793 | 2,516,958 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $109,865,216 | 2,516,958 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $117,986,555 | 2,471,958 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $95,530,199 | 2,308,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $61,969,026 | 1,351,560 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $63,887,446 | 1,249,510 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $87,049,046 | 1,621,327 | Shares | Other | 2022-02-07 | |
| 2021-09-30 | $57,577,420 | 1,249,510 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $67,181,102 | 1,470,046 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $66,050,821 | 1,475,996 | Shares | Other | 2021-05-10 | |
| 2020-12-31 | $58,311,927 | 1,233,071 | Shares | Other | 2021-01-29 | |
| 2020-09-30 | $49,340,502 | 1,225,851 | Shares | Other | 2020-11-03 | |
| 2020-06-30 | $41,581,731 | 984,416 | Shares | Other | 2020-08-06 | |
| 2020-03-31 | $40,142,654 | 986,306 | Shares | Other | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||