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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

DUFF & PHELPS INVESTMENT MANAGEMENT CO

Quarter ended Q4 2023 · Filed November 13, 2023 · Accession 0001140361-23-052834

Total Value
$7.59B
Positions
251
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (251)

#IssuerTicker / CUSIPSharesValue% of Filing
1PROLOGIS INCPLDGP3,083,068$346.0M4.56%
2EQUINIX INCEQIX362,849$263.5M3.47%
3DIGITAL RLTY TR INC2538681031,397,565$169.1M2.23%
4WELLTOWER OP INCWELL1,981,532$162.3M2.14%
5AMERICAN TOWER CORP03027X100977,143$160.7M2.12%
6PUBLIC STORAGE REIT COMMONPSA-PS549,325$144.8M1.91%
7CENTERPOINT ENERGYCNP5,348,201$143.6M1.89%
8CHENIERE ENERGY INCLNG850,002$141.1M1.86%
9SEMPRASREA2,028,341$138.0M1.82%
10SUN COMMUNITIES8666741041,142,358$135.2M1.78%
11VENTAS INCVTR3,142,775$132.4M1.74%
12AMEREN CORPORATIONAEE1,752,970$131.2M1.73%
13NEXTERA ENERGY INCNEE-PW2,111,974$121.0M1.59%
14REALTY INCOME CORPO2,412,208$120.5M1.59%
15CMS ENERGY CORPCMS-PC2,211,268$117.4M1.55%
16XCEL ENERGY INCXELLL2,048,087$117.2M1.54%
17TARGA RESOURCES INTRGP1,315,650$112.8M1.49%
18AMERICAN HOMES 4 R CL AAMH-PG3,294,152$111.0M1.46%
19PUBLIC SVC ENTERPR7445731061,934,182$110.1M1.45%
20AMERN ELEC PWR INC0255371011,448,425$109.0M1.44%
21ALLIANT ENERGY CORPLNT2,138,814$103.6M1.37%
22ATMOS ENERGY CORPATO976,988$103.5M1.36%
23WEC ENERGY GROUP INCWEC1,264,490$101.9M1.34%
24CUBESMARTCUBE2,653,219$101.2M1.33%
25SOUTHERN COSOMN1,511,973$97.9M1.29%
26REXFORD INDUSTRIAL COM USD0.0176169C1001,981,883$97.8M1.29%
27VICI PPTYS INC COM9256521093,331,520$96.9M1.28%
28NISOURCE INCNI3,901,830$96.3M1.27%
29ESSENTIAL UTILITIES29670G1022,756,100$94.6M1.25%
30AMERICAN WTR WKS CO030420103749,875$92.9M1.22%
31DTE ENERGY CODTK924,974$91.8M1.21%
32CROWN CASTLE INCCCI953,219$87.7M1.16%
33UDR INCUDR2,453,520$87.5M1.15%
34MID-AMER APT CMNTYS REIT59522J103663,550$85.4M1.12%
35BRIXMOR PROPERTY G COM USD0.0111120U1054,072,073$84.6M1.11%
36AVALONBAY COMMUNTIES REITAWX474,227$81.4M1.07%
37EVERGY INCEVRG1,556,811$78.9M1.04%
38OGE ENERGY CORPOGE2,338,417$77.9M1.03%
39ENERGY TRANSFER L P COM UT LTD PTNET-PI5,504,412$77.2M1.02%
40DOMINION ENERGY INCD1,711,001$76.4M1.01%
41REGENCY CENTERS CORP REIT7588491031,248,346$74.2M0.98%
42WILLIAMS COS INC9694571002,187,092$73.7M0.97%
43ENTERPRISE PRODS2937921072,646,642$72.4M0.95%
44APARTMENT INCOME REIT WHEN ISSUEDAPA2,350,069$72.1M0.95%
45ISHARES TRUST CORE S&P TOTAL US STK MKT464287150757,615$71.4M0.94%
46MPLX LPMPLXP1,968,193$70.0M0.92%
47ENTERGY CORPENO751,271$69.5M0.92%
48ENBRIDGE INCENNPF1,898,271$63.0M0.83%
49HEALTHPEAK PROPERTIE COM USD1DOC3,026,574$55.6M0.73%
50ALEXANDRIA REAL ESTA REIT015271109506,479$50.7M0.67%
51COMCAST CORP CLASS ACCZ1,134,896$50.3M0.66%
52XYLEM INCXYL552,260$50.3M0.66%
53PG&E CORPPCG-PX3,045,700$49.1M0.65%
54EXTRA SPACE STORAGE REITEXR391,271$47.6M0.63%
55PINNACLE WEST CAPPNW624,930$46.0M0.61%
56VERIZON COMMUNICATIOVZ1,385,961$44.9M0.59%
57DANAHER CORP235851102180,964$44.9M0.59%
58AT&T INCT-PC2,925,526$43.9M0.58%
59SPIRE INC COM USD1SRJN776,340$43.9M0.58%
60EVERSOURCE ENERGYES751,140$43.7M0.58%
61VANGUARD INTL EQUITY ETF ALL-WORLD EX-US922042775834,620$43.3M0.57%
62PLAINS ALL AMERN PIP UNIT7265031052,789,900$42.7M0.56%
63BCE INCBCPPF1,065,865$40.7M0.54%
64DT MIDSTREAM INCDTM750,292$39.7M0.52%
65SBA COMMUNICATIONS COM USD0.01 CL ASBAC197,952$39.6M0.52%
66ONE GAS INCOGS576,000$39.3M0.52%
67FIRSTENERGY CORPFE1,138,500$38.9M0.51%
68RYMAN HOSPITALITY78377T107467,146$38.9M0.51%
69TELUS CORPTU2,349,500$38.5M0.51%
70FORTIS INCFTRSF981,900$37.5M0.49%
71NEW JERSEY RES CORPNJR875,590$35.6M0.47%
72INVITATION HOMESINVH1,106,215$35.1M0.46%
73PEMBINA PIPELINEPPLOF1,074,571$32.5M0.43%
74VANGUARD INDEX TR TOTAL STOCK MARKET922908769150,595$32.0M0.42%
75SIMON PPTY INC828806109293,516$31.7M0.42%
76ONEOK INCOKE494,381$31.4M0.41%
77TRANSCANADA PIPELINE COMTRPRF883,500$30.4M0.40%
78NORTHWEST NATURAL HL66765N105779,470$29.7M0.39%
79EXELON CORPEXC751,271$28.4M0.37%
80TETRA TECH INCTTEK179,000$27.2M0.36%
81VANGUARD TAX MANAGED FTSE DEV MKT ETF921943858619,170$27.1M0.36%
82CANADIAN PACIFIC KCCP339,015$25.3M0.33%
83KEYERA CORPBEKE1,031,314$24.3M0.32%
84ISHARES S&P MC 400VL ETF464287705238,835$24.1M0.32%
85HOST HOTELS & RESRTS REITHST1,461,637$23.5M0.31%
86COUSINS PPTYS INC2227955021,131,361$23.0M0.30%
87HESS MIDSTREAM LP CLASS A SHARE REPRESHESM754,422$22.0M0.29%
88KINDER MORGAN INCEP-PC1,277,526$21.2M0.28%
89ECOLAB INCECL124,200$21.0M0.28%
90STANTEC INCSTN321,815$21.0M0.28%
91ENLINK MIDSTREAM LLC UNIT REP STG LTD LIA29336T1001,662,389$20.3M0.27%
92BLACK HILLS CORPBKH389,700$19.7M0.26%
93NORFOLK SOUTHERN65584410899,249$19.5M0.26%
94ISHARES RUS 2000 VAL ETF464287630142,790$19.4M0.25%
95DUKE ENERGY CORPDUKB216,058$19.1M0.25%
96EDISON INTL281020107294,854$18.7M0.25%
97SABRA HEALTHCARESBRA1,323,240$18.4M0.24%
98CORE & MAIN INC CLASS A COMMON STOCKCNM620,000$17.9M0.24%
99COMPANHIA DE SANEAME ADRSBS1,250,000$15.2M0.20%
100THERMO FISHER SCITMO28,766$14.6M0.19%
101WASTE MANAGEMENT INC94106L10993,700$14.3M0.19%
102ADVANCED DRAINAGE COM USD0.0100790R104125,200$14.3M0.19%
103VALERO ENERGY CORPVLO97,845$13.9M0.18%
104MICROSOFT CORPMSFT43,066$13.6M0.18%
105APPLE INCAAPL77,626$13.3M0.18%
106BADGER METER INCBMI90,500$13.0M0.17%
107IDEX CORP45167R10460,700$12.6M0.17%
108ISHARES S&P MC 400GR ETF464287606174,280$12.6M0.17%
109PPL CORP COMPPLC530,235$12.5M0.16%
110WESTERN MIDSTREAM PA COM UNITS REP LTD PTWES447,000$12.2M0.16%
111AECOMACM143,400$11.9M0.16%
112ZURN ELKAY WATER SOL98983L108424,100$11.9M0.16%
113VALMONT INDS INC92025310148,000$11.5M0.15%
114UNION PAC CORPUNP56,341$11.5M0.15%
115NVIDIA CORPNVDA25,186$11.0M0.14%
116SPDR SERIES TRUST PORTFOLIO INTERMEDIA78464A375347,255$10.9M0.14%
117AMAZON COM INCAMZN85,903$10.9M0.14%
118ISHARES RUS 2000 GRW ETF46428764846,870$10.5M0.14%
119NEW FORTRESS ENERG CL A COMMONNFE317,391$10.4M0.14%
120GOLAR LNG LTD ORDINARYGLNG415,000$10.1M0.13%
121PENTAIR PLCPNR149,900$9.7M0.13%
122FRANKLIN ELEC INCFELE101,700$9.1M0.12%
123FERGUSON PLC ORD GBP0.10G3421J10655,000$9.0M0.12%
124TESLA INC COMTSLA30,525$7.6M0.10%
125VODAFONE GRP PLC ADR92857W308782,200$7.4M0.10%
126META PLATFORMS INC COM USD0.000006 CL AMETA24,565$7.4M0.10%
127LINDSAY CORP COM USD1LNN61,500$7.2M0.10%
128MUELLER WTR PRODS624758108560,800$7.1M0.09%
129VANGUARD FTSE EMERGING MARKETS ETF922042858173,440$6.8M0.09%
130DOUGLAS EMMETT INCDEI489,290$6.2M0.08%
131ALPHABET INC CLASS AGOOG46,679$6.1M0.08%
132SJW GROUPHTO98,239$5.9M0.08%
133KIMCO REALTY CORP49446R109332,744$5.9M0.08%
134ALPHABET INC CLASS CGOOG43,657$5.8M0.08%
135CDN NATL RAILWAY13637510249,770$5.4M0.07%
136EXXON MOBIL CORPXOM44,251$5.2M0.07%
137UNITEDHEALTH GRP INCUNH10,243$5.2M0.07%
138LILLY ELI & COLLY8,814$4.7M0.06%
139JPMORGAN CHASE & COVYLD32,122$4.7M0.06%
140JOHNSON & JOHNSONJNJ26,619$4.1M0.05%
141VISA INC CLASS AV17,762$4.1M0.05%
142PROCTER AND GAMBLE COM74271810926,058$3.8M0.05%
143BROADCOM INCAVGO4,562$3.8M0.05%
144MASTERCARD INC CLASS AMA9,197$3.6M0.05%
145CSX CORPCSX112,000$3.4M0.05%
146HOME DEPOT INCHD11,114$3.4M0.04%
147CHEVRON CORPCVX19,612$3.3M0.04%
148ABBVIE INCABBV19,511$2.9M0.04%
149MERCK & CO INCMRK28,046$2.9M0.04%
150COSTCO WHSL CORP22160K1054,898$2.8M0.04%
151IRON MOUNTAIN INC46284V10143,790$2.6M0.03%
152PEPSICO INCPEP15,212$2.6M0.03%
153ADOBE INCADBE5,037$2.6M0.03%
154VERALTO CORPORATIONVLTO30,000$2.5M0.03%
155WALMART INCWMT15,776$2.5M0.03%
156WEYERHAEUSER COWY79,760$2.4M0.03%
157CISCO SYSTEMS INCCSCO45,074$2.4M0.03%
158COCA-COLA COKO43,020$2.4M0.03%
159SALESFORCE INCCRM10,763$2.2M0.03%
160SPDR INDEX SHARES S&P GL NAT RES ETF78463X54138,750$2.2M0.03%
161ACCENTURE PLC CLASS AACN6,973$2.1M0.03%
162MCDONALDS CORPMCD8,051$2.1M0.03%
163BANK OF AMERICA CORP06050510476,430$2.1M0.03%
164EASTGROUP PROPERTIES27727610112,525$2.1M0.03%
165PFIZER INCPFE62,412$2.1M0.03%
166TERRENO RLTY CORP88146M10134,850$2.0M0.03%
167ABBOTT LABSABLZF19,180$1.9M0.02%
168NETFLIX INCNFLX4,906$1.9M0.02%
169ORACLE CORPORCL-PD17,403$1.8M0.02%
170INVESCO DB COMMODITY INDEX TRACIVZ73,774$1.8M0.02%
171ADV MICRO DEVICESAMD17,860$1.8M0.02%
172PLAINS GP HLDINGS LP CL A SHS LPIPAGP103,103$1.7M0.02%
173INTEL CORPINTC46,294$1.6M0.02%
174WALT DISNEY CO COM25468710620,227$1.6M0.02%
175TEXAS INSTRUMENTS88250810410,037$1.6M0.02%
176LINDE PLC SHSLIN4,280$1.6M0.02%
177PHILIP MORRIS INTL71817210917,160$1.6M0.02%
178AMGEN INCAMGN5,906$1.6M0.02%
179CONOCOPHILLIPSCOP13,237$1.6M0.02%
180CATERPILLAR INCCAT5,640$1.5M0.02%
181BERKSHIRE HATHAWAY CLASS BBRK-A4,161$1.5M0.02%
182INTL BUSINESS MCHNINTR10,070$1.4M0.02%
183QUALCOMM INCQCOM12,337$1.4M0.02%
184HONEYWELL INTL INC4385161067,343$1.4M0.02%
185LOWES CO5486611076,477$1.3M0.02%
186BRISTOL MYERS SQUIBBCELG-RI23,093$1.3M0.02%
187GENERAL ELECTRIC CO COM NEW36960430112,032$1.3M0.02%
188WELLS FARGO & CO94974610132,096$1.3M0.02%
189NIKE INC CLASS BNKE13,563$1.3M0.02%
190FIRST SOLARFSLR7,910$1.3M0.02%
191UNITED PARCEL SERVIC CLASS BUPS8,000$1.2M0.02%
192BOOKING HLDGS INCBKNG395$1.2M0.02%
193BOEING COBA-PA6,264$1.2M0.02%
194GOLDMAN SACHS GROUPGSCE3,645$1.2M0.02%
195RTX CORPORATION COM USD1RTX16,107$1.2M0.02%
196STARBUCKS CORPSBUX12,660$1.2M0.02%
197MEDTRONIC PLC ORDINARY SHS $0.0001MDT14,714$1.2M0.02%
198MORGAN STANLEYMS-PQ14,103$1.2M0.02%
199DEERE & CODE3,015$1.1M0.01%
200MONDELEZ INTL INC60920710515,031$1.0M0.01%
201ENPHASE ENERGYENPH8,594$1.0M0.01%
202GILEAD SCIENCES INCGILD13,774$1.0M0.01%
203LOCKHEED MARTIN CORPLMT2,477$1.0M0.01%
204BLACKROCK INCBLK1,551$1.0M0.01%
205CHART INDS INC16115Q3085,919$1.0M0.01%
206CVS HEALTH CORPCVS14,190$990,7460.01%
207AMERICAN EXPRESS COAXP6,432$959,5900.01%
208MARATHON PETROLEUMMARA6,105$923,9310.01%
209SCHWAB CHARLES CORP COMSCHW-PJ16,424$901,6780.01%
210CITIGROUP INCC-PR21,286$875,4930.01%
211CONSOLDTD EDISON INCED9,693$829,0420.01%
212ALTRIA GROUP INCMO19,652$826,3670.01%
213T-MOBILE US INCTMUSZ5,722$801,3660.01%
214PAYPAL HLDGS INC COMPYPL12,138$709,5870.01%
215EQUITRANS MIDST CORP29460010173,655$690,1470.01%
216FEDEX CORPFDX2,560$678,1950.01%
217SOLAREDGE TECHNOLOSEDG5,187$671,7680.01%
218COLGATE PALMOLIVE COCL9,121$648,5940.01%
219LAMAR ADVERTISING CL ALAMR7,740$646,0580.01%
220EMERSON ELEC COEMR6,336$611,8680.01%
221ARRAY TECHNOLOGIESARRY27,343$606,7410.01%
222CONSTELLATION ENERGYCEG5,524$602,5580.01%
2233M COMPANYMMM6,116$572,5800.01%
224US BANCORP DELUSB-PS17,211$568,9960.01%
225TARGET CORPORATIONTGT5,102$564,1280.01%
226GENERAL DYNAMICSGD2,509$554,4140.01%
227FORD MOTOR CO34537086043,458$539,7480.01%
228GENERAL MOTORS CO37045V10015,269$503,4190.01%
229CHARTER COMMUNICATIO CL A16119P1081,125$494,7980.01%
230VANECK ETF TRUST GOLD MINERS ETF92189F10617,800$478,9980.01%
231AMERN INTL GROUP INC0268747847,869$476,8610.01%
232INVESCO DB MULTI-SEC AGRICULTURE FDIVZ21,200$453,8920.01%
233METLIFE INCMET-PF6,984$439,3630.01%
234AES CORPAES28,824$438,1250.01%
235FLUENCE ENERGY INC COM USD0.00001 CLASSFLNC18,985$436,4650.01%
236PLUG POWER INCPLUG57,219$434,8640.01%
237CAPITAL ONE FINL CO14040H1054,237$411,2010.01%
238DOW INCDOW7,820$403,1990.01%
239CAMECO CORPCCJ9,903$392,5550.01%
240EQUITY LIFESTYLE PPT29472R1086,000$382,2600.01%
241GENESIS ENERGY L P UNITGEL37,000$381,8400.01%
242MP MATERIALS CORP CLASS A COMMON STOCKMP18,891$360,8180.00%
243SHOALS TECHNOLOGIES CL ASHLS19,503$355,9300.00%
244KODIAK GAS SERVICES50012A10819,500$348,6600.00%
245SCHWAB STRATEGIC T US TIPS ETF8085248706,600$333,2340.00%
246SUNRUN INC COM USD0.0001RUN25,353$318,4340.00%
247DARLING INGREDIENTSDAR5,822$303,9080.00%
248KRAFT HEINZ COKHC8,825$296,8730.00%
249CLEARWAY ENERGY INC CL C COM STOCK $0.01CWEN-A10,923$231,1310.00%
250TE CONNECTIVITYTEL1,867$230,6310.00%
251BLOOM ENERGY CORPOR CLASS A COMMON STOCKBE17,165$227,6080.00%