DUFF & PHELPS INVESTMENT MANAGEMENT CO
•CIK: 765443•Filing: Q4 2025
Duff & Phelps Investment Management Co., led by the seasoned team of John Duff and John Phelps, is known for its value-oriented, concentrated investment approach, currently managing $8.8 billion across 146 positions. Recently, the fund has made notable shifts by adding Suncor Energy and Arconic, while significantly cutting positions in Cold Stone Creamery and VICI Properties, and capitalizing on substantial gains in Knight Therapeutics and G7 Energy.
Total AUM
$8.8B
QoQ Performance
+0.0%
Positions
146
Top 10 Concentration
28.9%
Latest Filing
Q4 2025
Top Holdings Allocation
WELL
WELL5.5%
PLD4.6%
EQIX4.2%
FQI2.7%
VEN2.3%
SRE2.1%
XEL2.0%
AVB1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.4%
Real Estate14.3%
Utilities6.4%
Communication1.3%
Financial0.6%
Industrial0.5%
Materials0.3%
Healthcare0.2%
🚪 Exited Positionssold since Q3 2025
+2 more exited positions
Changes from Q3 2025
NEW2 new positions
↑72 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023