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Portfolio (Quarterly) Guide ↗

DUFF & PHELPS INVESTMENT MANAGEMENT CO

· CIK 0000765443
13F Portfolio $10.6B AUM 340 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 162 New
Page 5 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SBS COMPANHIA DE SANEAMENTO BASI Utilities 6,400,937.0 $37.0M 0.35% NEW $5.78 -8.7%
82 VLTO VERALTO CORP Industrials 406,872.0 $36.1M 0.34% NEW $88.68 +8.0%
83 BKH BLACK HILLS CORP Utilities 459,540.0 $34.2M 0.32% NEW $74.40 -5.2%
84 SMA SMARTSTOP SELF STORAG REIT I Real Estate 967,028.0 $31.4M 0.30% NEW $32.50 -0.7%
85 NWN NORTHWEST NAT HLDG CO Utilities 613,090.0 $30.1M 0.28% NEW $49.06 -0.8%
86 KGS KODIAK GAS SVCS INC Energy 349,051.0 $26.2M 0.25% NEW $75.13 -22.3%
87 BCE BCE INC Communication Services 1,127,288.0 $24.2M 0.23% NEW $21.51 +4.6%
88 KIM KIMCO REALTY CORP Real Estate 938,081.0 $23.8M 0.22% NEW $25.35 -10.9%
89 FERROVIAL NV 392,909.0 $23.6M 0.22% NEW $59.98
90 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 425,705.0 $22.5M 0.21% NEW $52.85 +1.3%
91 CNM CORE & MAIN INC Industrials 455,050.0 $22.0M 0.21% NEW $48.25 -11.3%
92 ECL ECOLAB INC Basic Materials 67,991.0 $18.9M 0.18% NEW $278.61 -1.6%
93 WTS WATTS WATER TECHNOLOGIES INC Industrials 46,645.0 $18.3M 0.17% NEW $391.45 -10.9%
94 PNR PENTAIR PLC Industrials 217,532.0 $16.7M 0.16% NEW $76.66 -26.4%
95 NSC NORFOLK SOUTHN CORP Industrials 49,535.0 $15.6M 0.15% NEW $314.59 +0.8%
96 WMS ADVANCED DRAIN SYS INC DEL Industrials 98,489.0 $15.5M 0.15% NEW $156.96 -19.2%
97 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 253,751.0 $12.8M 0.12% NEW $50.53 -9.2%
98 SWX SOUTHWEST GAS HLDGS INC Utilities 141,569.0 $12.6M 0.12% NEW $88.68 -2.2%
99 MWA MUELLER WTR PRODS INC Industrials 468,312.0 $12.1M 0.11% NEW $25.83 -12.0%
100 VMI VALMONT INDS INC Industrials 19,568.0 $11.3M 0.11% NEW $577.60 -17.7%
Page 5 of 9  ·  162 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 52.3%
Utilities 31.1%
Energy 10.6%
Industrials 3.8%
Communication Services 1.8%
Basic Materials 0.2%
Technology 0.1%
Healthcare 0.1%
Financial Services 0.0%