Duff & Phelps Investment Management Co Q4 2022 vs. Q1 2023 13F Holdings Comparison

As we enter the new year, it's interesting to look at the changes in holdings of funds from the end of 2022 to the beginning of 2023. Among the notable changes are:

- Prologis Inc (PLD) saw a decrease in shares from 3,271,778 to 3,220,103, but an increase in value from $363,222 to $401,772, up 10.6%.

- Equinix Inc (EQIX) increased their holdings from 391,337 to 426,812 shares, and the value increased from $253,448 to $307,748, up 21.4%.

- Welltower Op Inc (WELL) saw a small decrease in shares from 2,427,337 to 2,365,012, and the value increased from $156,698 to $169,547, up 8.2%.

On the other hand, some companies experienced a decrease in value or shares. NextEra Energy Inc (NEE) saw a decrease of 14.8% in value from $197,989 to $168,607, while Centerpoint Energy (CNP) had a decrease of 4.6% in value from $166,260 to $158,530.

It's also worth noting that Vici Pptys Inc Com (VICI) had a significant increase of 205.8% in shares from 1,382,225 to 4,123,825, while their value increased from $43,982 to $134,519.

Other notable changes include:

- American Tower Corp (AMT) increased their holdings from 669,487 to 816,032 shares, and the value increased from $141,837 to $166,747, up 17.6%.

- Cheniere Energy Inc (LNG) increased their holdings from 868,649 to 906,984 shares, and the value increased from $130,262 to $142,940, up 9.7%.

- Realty Income Corp (O) increased their holdings significantly from 773,613 to 2,052,323 shares, and the value increased from $48,483 to $129,953, up 168%.

As we can see from the data, there were some significant changes in the holdings of Duff & Phelps Investment Management Co from Q4 2022 to Q1 2023. While some companies saw an increase in both shares and value, others saw a decrease. It will be interesting to see how these changes affect their portfolios and the overall market in the coming months.