小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
DUFF & PHELPS INVESTMENT MANAGEMENT CO 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DUFF & PHELPS INVESTMENT MANAGEMENT CO
报告期 2026-03-31 · CIK 0000765443
持仓数
148
前50大市值合计
$7.35B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 9
增持 84
减持 48
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
WY
WEYERHAEUSER CO
+$241.9M
2,828,477
+1482%
清仓
WELL
WELLTOWER OP INC
-$189.5M
0
-100%
增持
KIM
KIMCO REALTY CORP
+$81.1M
4,509,154
+1218%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
IRM
IRON MOUNTAIN INC
+$67.9M
895,705
+1497%
清仓
UDR
UDR INC
-$67.5M
0
-100%
增持
AVB
AVALONBAY COMMUNTIES REIT
+$64.9M
859,847
+70%
减持
SUI
SUN COMMUNITIES
-$63.2M
723,146
-38%
减持
EQIX
EQUINIX INC
-$56.8M
293,549
-21%
减持
VICI
VICI PPTYS INC COM
-$51.7M
1,979,110
-43%
清仓
VEU
VANGUARD INTL EQUITY ETF ALL-WORLD EX-US
-$47.4M
0
-100%
建仓
BXP
BOSTON PROPERTIES
+$47.3M
723,865
减持
SBAC
SBA COMMUNICATIONS COM USD0.01 CL A
-$46.3M
44,990
-80%
减持
ARE
ALEXANDRIA REAL ESTA REIT
-$44.8M
222,534
-62%
建仓
VNO
VORNADO RLTY TR SH BEN INT REIT
+$39.1M
1,360,425
增持
NEE
NEXTERA ENERGY INC
+$38.6M
2,515,868
+25%
减持
DLR
DIGITAL RLTY TR INC
-$38.5M
1,116,525
-25%
减持
DTM
DT MIDSTREAM INC
-$36.8M
6,603
-99%
增持
PPL
PPL CORP COM
+$36.4M
1,845,116
+248%
增持
OKE
ONEOK INC
+$34.9M
1,042,055
+50%
减持
AEP
AMERN ELEC PWR INC
-$24.8M
712,490
-33%
减持
AMT
AMERICAN TOWER CORP
-$24.1M
992,506
-3%
减持
AWK
AMERICAN WTR WKS CO
-$23.4M
631,593
-17%
增持
SO
SOUTHERN CO
+$22.9M
1,872,745
+18%
增持
SPG
SIMON PPTY INC
+$22.4M
839,146
+10%
减持
CUBE
CUBESMART
-$22.4M
2,223,554
-16%
建仓
GLPI
GAMING&LEISURE PPTYS
+$21.0M
454,800
增持
COLD
AMERICOLD RLTY TR
+$20.6M
2,060,165
+103%
减持
VTR
VENTAS INC
-$20.3M
3,141,490
-0%
增持
—
PENTAIR PLC
+$19.7M
357,719
+139%
减持
DOC
HEALTHPEAK PROPERTIE COM USD1
-$18.8M
647,638
-59%
减持
PCG
PG&E CORP
-$16.1M
2,106,700
-26%
增持
CSX
CSX CORP
+$16.0M
535,787
+378%
减持
PLD
PROLOGIS INC
-$13.8M
2,830,298
-1%
减持
OGE
OGE ENERGY CORP
-$12.9M
2,005,300
-14%
增持
PBA
PEMBINA PIPELINE
+$12.2M
1,868,276
+20%
减持
ENB
ENBRIDGE INC
-$12.1M
1,342,674
-20%
减持
INVH
INVITATION HOMES
-$11.5M
826,225
-31%
减持
O
REALTY INCOME CORP
-$11.4M
2,673,233
-2%
清仓
WES
WESTERN MIDSTREAM PA COM UNITS REP LTD PT
-$11.2M
0
-100%
减持
REG
REGENCY CENTERS CORP REIT
-$11.0M
1,215,696
-4%
增持
XEL
XCEL ENERGY INC
-$10.7M
2,183,548
+6%
减持
WTRG
ESSENTIAL UTILITIES
-$10.6M
2,808,723
-8%
增持
IEX
IDEX CORP
+$10.4M
99,916
+55%
增持
VLO
VALERO ENERGY CORP
+$10.0M
62,615
+1029%
增持
EVRG
EVERGY INC
+$10.0M
1,368,356
+13%
增持
WMB
WILLIAMS COS INC
+$9.9M
2,345,662
+0%
增持
EPD
ENTERPRISE PRODS
+$9.6M
2,612,842
+3%
清仓
—
GOLAR LNG LTD ORDINARY
-$9.5M
0
-100%
增持
MPC
MARATHON PETROLEUM
+$9.4M
51,105
+737%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$9.4M
4,998,412
-0%
增持
ETR
ENTERGY CORP
+$9.2M
818,254
+7%
增持
CCI
CROWN CASTLE INC
-$9.0M
968,602
+0%
建仓
GFL
GFL ENVIRONMENTAL IN SUB VTG SHS
+$8.9M
256,781
增持
KMI
KINDER MORGAN INC
+$8.5M
1,698,198
+32%
减持
SRE
SEMPRA
-$8.3M
2,069,532
-1%
减持
CNM
CORE & MAIN INC CLASS A COMMON STOCK
+$8.2M
565,719
-6%
增持
ECL
ECOLAB INC
+$7.8M
140,595
+13%
减持
WEC
WEC ENERGY GROUP INC
-$7.7M
1,164,490
-5%
减持
CNP
CENTERPOINT ENERGY
-$7.5M
5,152,875
-5%
减持
PEG
PUBLIC SVC ENTERPR
-$7.4M
1,557,320
-14%
减持
CP
CANADIAN PACIFIC KC
-$7.0M
144,897
-42%
增持
T
AT&T INC
+$6.6M
3,161,897
+8%
清仓
HTO
SJW GROUP
-$6.4M
0
-100%
建仓
WTS
WATTS WATER TECH CLASS A
+$6.2M
29,248
增持
VZ
VERIZON COMMUNICATIO
+$6.0M
1,387,967
+0%
增持
BRX
BRIXMOR PROPERTY G COM USD0.01
+$5.4M
4,590,898
+4%
增持
ES
EVERSOURCE ENERGY
+$5.0M
1,029,802
+12%
增持
—
FERGUSON PLC ORD GBP0.10
+$4.9M
70,961
+29%
减持
CMS
CMS ENERGY CORP
-$4.6M
2,017,775
-7%
增持
NI
NISOURCE INC
+$4.6M
4,095,886
+0%
增持
TTEK
TETRA TECH INC
+$4.6M
169,238
+6%
减持
MPLX
MPLX LP
+$4.0M
1,842,693
-7%
增持
PSA
PUBLIC STORAGE REIT COMMON
+$3.9M
617,555
+7%
增持
VTI
VANGUARD INDEX TR TOTAL STOCK MARKET
+$3.6M
154,480
+0%
增持
META
META PLATFORMS INC COM USD0.000006 CL A
+$3.4M
25,044
+1%
增持
AMH
AMERICAN HOMES 4 R CL A
+$3.3M
3,394,617
+0%
减持
MAA
MID-AMER APT CMNTYS REIT
-$3.2M
477,180
-3%
清仓
LNN
LINDSAY CORP COM USD1
-$3.1M
0
-100%
减持
DHR
DANAHER CORP
-$3.1M
67,276
-22%
减持
NVDA
NVIDIA CORP
+$3.1M
16,623
-31%
增持
ATO
ATMOS ENERGY CORP
+$3.1M
1,019,579
+0%
增持
REXR
REXFORD INDUSTRIAL COM USD0.01
-$3.0M
2,145,878
+8%
减持
EXR
EXTRA SPACE STORAGE REIT
-$3.0M
32,410
-33%
减持
D
DOMINION ENERGY INC
+$2.9M
1,341,658
-0%
增持
HST
HOST HOTELS & RESRTS REIT
+$2.8M
1,488,537
+3%
增持
RHP
RYMAN HOSPITALITY
+$2.7M
442,319
+0%
增持
—
ENLINK MIDSTREAM LLC UNIT REP STG LTD LIA
+$2.6M
1,660,631
+0%
减持
LNT
ALLIANT ENERGY CORP
-$2.5M
2,030,300
-1%
减持
STN
STANTEC INC
-$2.5M
233,754
-14%
减持
AEE
AMEREN CORPORATION
+$2.5M
1,759,386
-0%
增持
ACM
AECOM
+$2.4M
134,726
+15%
增持
CUZ
COUSINS PPTYS INC
+$2.2M
1,259,561
+9%
增持
—
APARTMENT INCOME REIT WHEN ISSUED
+$2.2M
2,681,444
+10%
增持
SBRA
SABRA HEALTHCARE
+$2.2M
2,176,455
+4%
增持
EIX
EDISON INTL
+$2.1M
400,262
+9%
增持
TSLA
TESLA INC COM
-$2.1M
31,914
+3%
增持
LLY
LILLY ELI & CO
+$2.0M
9,201
+3%
减持
VLTO
VERALTO CORPORATION
-$1.9M
221,898
-15%
增持
TMO
THERMO FISHER SCI
+$1.9M
35,958
+0%
增持
DTE
DTE ENERGY CO
+$1.7M
906,516
+0%
减持
NSC
NORFOLK SOUTHERN
-$1.7M
90,449
-14%
增持
LNG
CHENIERE ENERGY INC
-$1.5M
835,697
+5%
减持
XYL
XYLEM INC
+$1.3M
498,842
-10%
减持
EGP
EASTGROUP PROPERTIES
-$1.3M
5,725
-54%
增持
AVGO
BROADCOM INC
+$1.2M
5,066
+3%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
33,356
+4%
减持
TRGP
TARGA RESOURCES IN
+$1.2M
923,485
-22%
减持
TRNO
TERRENO RLTY CORP
-$1.1M
16,050
-54%
减持
AMZN
AMAZON COM INC
+$1.1M
73,859
-8%
减持
VMI
VALMONT INDS INC
-$1.1M
37,251
-9%
减持
MSFT
MICROSOFT CORP
+$1.1M
39,663
-5%
增持
—
EXXON MOBIL CORP
+$884.3K
46,133
+3%
增持
MRK
MERCK & CO INC
+$767.5K
29,237
+3%
增持
DIS
WALT DISNEY CO COM
+$756.6K
21,109
+4%
增持
GOOGL
ALPHABET INC CLASS A
+$745.7K
48,065
+3%
增持
GOOG
ALPHABET INC CLASS C
+$725.9K
45,361
+3%
增持
AMD
ADV MICRO DEVICES
+$704.9K
18,639
+3%
增持
NFLX
NETFLIX INC
+$671.1K
5,038
+3%
增持
ABBV
ABBVIE INC
+$669.7K
20,367
+4%
增持
GE
GE AEROSPACE COM NEW
+$667.4K
12,551
+4%
增持
ENPH
ENPHASE ENERGY
+$663.3K
14,212
+78%
增持
MA
MASTERCARD INC CLASS A
+$646.0K
9,549
+3%
增持
AAPL
APPLE INC
-$636.0K
87,297
+8%
增持
RYN
RAYONIER INC
+$624.4K
63,010
+43%
建仓
GEV
GE VERNOVA INC
+$584.2K
4,272
建仓
KNTK
KINETIK HOLDINGS INC CLASS A COMMON STOCK
+$573.1K
14,374
增持
PG
PROCTER AND GAMBLE COM
+$550.2K
27,197
+3%
增持
HD
HOME DEPOT INC
+$542.5K
11,527
+3%
增持
CMCSA
COMCAST CORP CLASS A
-$536.6K
1,135,607
+0%
增持
CRM
SALESFORCE INC
+$516.9K
11,216
+3%
增持
LAMR
LAMAR ADVERTISING CL A
+$493.8K
19,640
+13%
增持
CAT
CATERPILLAR INC
+$488.1K
5,883
+4%
增持
V
VISA INC CLASS A
+$486.8K
18,361
+3%
增持
COST
COSTCO WHSL CORP
+$477.7K
5,110
+3%
清仓
ARRY
ARRAY TECHNOLOGIES
-$465.9K
0
-100%
增持
WMT
WALMART INC
+$461.6K
49,372
+210%
增持
NXT
NEXTRACKER INC COM USD0.0001 CL A
+$450.9K
14,996
+79%
减持
WM
WASTE MANAGEMENT INC
+$449.5K
65,716
-13%
增持
ORCL
ORACLE CORP
+$436.5K
18,334
+4%
清仓
ELS
EQUITY LIFESTYLE PPT
-$423.2K
0
-100%
建仓
INTU
INTUIT
+$417.9K
643
增持
BAC
BANK OF AMERICA CORP
+$414.6K
79,418
+3%
增持
QCOM
QUALCOMM INC
+$388.5K
12,834
+4%
增持
BA
BOEING CO
-$387.8K
6,570
+3%
增持
ADBE
ADOBE INC
-$375.8K
5,246
+4%
增持
WFC
WELLS FARGO & CO
+$365.7K
33,566
+5%
增持
IBM
INTL BUSINESS MCHN
+$362.3K
10,539
+4%
增持
FSLR
FIRST SOLAR
+$351.2K
8,822
+34%
建仓
—
GIBSON ENERGY
+$340.8K
20,000
增持
—
LINDE PLC SHS
+$323.2K
4,482
+5%
