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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 IEX IDEX CORP Industrials 48,477.0 $11.0M 0.10% NEW $226.95 -2.4%
102 HTO H2O AMERICA Utilities 175,972.0 $10.7M 0.10% NEW $60.77 +3.9%
103 GFL GFL ENVIRONMENTAL INC Industrials 288,148.0 $10.6M 0.10% NEW $36.79 +11.6%
104 FELE FRANKLIN ELEC INC Industrials 87,656.0 $9.4M 0.09% NEW $107.19 -10.3%
105 CWT CALIFORNIA WTR SVC GROUP Utilities 183,197.0 $8.9M 0.08% NEW $48.65 -1.2%
106 WY WEYERHAEUSER CO Real Estate 370,260.0 $8.9M 0.08% NEW $23.94 -8.9%
107 HST HOST HOTELS & RESORTS INC Real Estate 353,244.0 $8.4M 0.08% NEW $23.71 -8.2%
108 BMI BADGER METER INC Technology 52,121.0 $7.7M 0.07% NEW $148.38 -14.1%
109 DHR DANAHER CORP DEL Healthcare 39,214.0 $7.5M 0.07% NEW $190.48 +9.4%
110 INVH INVITATION HOMES INC Real Estate 243,372.0 $7.4M 0.07% NEW $30.21 -9.9%
111 SUNC SUNOCOCORP LLC Energy 107,384.0 $7.3M 0.07% NEW $67.67 +20.2%
112 FERG FERGUSON ENTERPRISES INC Industrials 30,420.0 $7.2M 0.07% NEW $237.33 -9.7%
113 EIX EDISON INTL Utilities 95,600.0 $7.1M 0.07% NEW $74.45 -26.4%
114 VICI VICI PPTYS INC Real Estate 220,256.0 $5.8M 0.06% NEW $26.55 -7.6%
115 SBAC SBA COMMUNICATIONS CORP Real Estate 32,673.0 $5.8M 0.05% NEW $176.46 +2.0%
116 TTEK TETRA TECH INC NEW Industrials 193,486.0 $5.6M 0.05% NEW $28.89 +26.2%
117 WM WASTE MGMT INC DEL Industrials 23,795.0 $5.3M 0.05% NEW $222.88 -4.0%
118 EXR EXTRA SPACE STORAGE INC Real Estate 33,496.0 $4.9M 0.05% NEW $145.30 -6.1%
119 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 43,000.0 $4.9M 0.05% NEW $113.09 -14.1%
120 CEG CONSTELLATION ENERGY CORP Utilities 19,374.0 $4.8M 0.04% NEW $248.37 +4.5%
Page 6 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%