Duff & Phelps Investment Management Co 13F 持仓 · 2026年Q2
Duff & Phelps Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 162 只证券，申报市值合计 105.96 亿美元。前几大持仓：WELL（6.48%）、EQIX（4.20%）、PLD（4.12%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WELL | WELLTOWER INC | $686.5M | 6.48% | 3.0M | 增持 |
| 2 | EQIX | EQUINIX INC | $445.1M | 4.20% | 427,032 | 减持 |
| 3 | PLD | PROLOGIS INC. | $437.0M | 4.12% | 3.2M | 增持 |
| 4 | DLR | DIGITAL RLTY TR INC | $311.7M | 2.94% | 1.7M | 增持 |
| 5 | VTR | VENTAS INC | $254.3M | 2.40% | 2.9M | 增持 |
| 6 | SPG | SIMON PPTY GROUP INC NEW | $218.1M | 2.06% | 975,188 | 增持 |
| 7 | PSA | PUBLIC STORAGE | $203.8M | 1.92% | 640,120 | 增持 |
| 8 | XEL | XCEL ENERGY INC | $194.3M | 1.83% | 2.4M | 减持 |
| 9 | SRE | SEMPRA | $190.5M | 1.80% | 2.1M | 减持 |
| 10 | ETR | ENTERGY CORP NEW | $187.8M | 1.77% | 1.6M | 增持 |
| 11 | IRM | IRON MTN INC DEL | $183.8M | 1.73% | 1.5M | 减持 |
| 12 | AMH | AMERICAN HOMES 4 RENT | $177.0M | 1.67% | 5.3M | 增持 |
| 13 | AVB | AVALONBAY CMNTYS INC | $171.2M | 1.62% | 907,436 | 增持 |
| 14 | AMT | AMERICAN TOWER CORP | $170.0M | 1.60% | 1.0M | 增持 |
| 15 | CNP | CENTERPOINT ENERGY INC | $170.0M | 1.60% | 3.9M | 减持 |
| 16 | AHR | AMERICAN HEALTHCARE REIT INC | $161.7M | 1.53% | 3.1M | 增持 |
| 17 | BRX | BRIXMOR PPTY GROUP INC | $158.4M | 1.49% | 5.0M | 增持 |
| 18 | NEE | NEXTERA ENERGY INC | $153.1M | 1.45% | 1.7M | 减持 |
| 19 | FR | FIRST INDL RLTY TR INC | $151.4M | 1.43% | 2.5M | 增持 |
| 20 | LNT | ALLIANT ENERGY CORP | $149.9M | 1.41% | 2.0M | 增持 |
| 21 | WMB | WILLIAMS COS INC | $148.7M | 1.40% | 2.0M | 增持 |
| 22 | NI | NISOURCE INC | $147.3M | 1.39% | 3.1M | 减持 |
| 23 | EVRG | EVERGY INC | $142.8M | 1.35% | 1.7M | 减持 |
| 24 | MAA | MID-AMER APT CMNTYS INC | $141.4M | 1.33% | 1.0M | 增持 |
| 25 | TRGP | TARGA RES CORP | $138.9M | 1.31% | 518,030 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR