What hedge funds are most similar to DUFF & PHELPS INVESTMENT MANAGEMENT CO?

The funds with the most similar 13F portfolios to DUFF & PHELPS INVESTMENT MANAGEMENT CO are CBRE INVESTMENT LISTED REAL ASSETS, Adelante, Pensionfund PDN, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to DUFF & PHELPS INVESTMENT

13F Portfolio OverlapQ2 2026DUFF & PHELPS INVESTMENT portfolio →

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Most similar hedge funds by 13F overlap

DUFF & PHELPS INVESTMENT MANAGEMENT CO is an institutional investor managing $10.6B across 162 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to DUFF & PHELPS INVESTMENT are CBRE INVESTMENT LISTED REAL ASSETS, Adelante, Pensionfund PDN, with shared positions in $WELL, $EQIX, $PLD, $VTR, $XEL, $IRM. The full ranking of 25 similar funds is below.

#1CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Highly similar · 24 shared positions

$WELL $EQIX $PLD $VTR $XEL $IRM

$7.2B

101 positions

#2Adelante Capital Management LLC

Substantial overlap · 17 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$1.5B

42 positions

#3Pensionfund PDNActive

Substantial overlap · 15 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$194M

76 positions

#4Pensionfund SabicActive

Substantial overlap · 15 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$94M

76 positions

#5HEITMAN REAL ESTATE SECURITIES LLCActive

Substantial overlap · 15 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$1.6B

57 positions

#6CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Substantial overlap · 16 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$11.7B

80 positions

#7Vert Asset Management LLCActive

Substantial overlap · 12 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$365M

44 positions

#8Timbercreek Asset Management Ltd.Active

Substantial overlap · 14 shared positions

$WELL $EQIX $PLD $DLR $SPG $AMT

$722M

83 positions

#9AEW CAPITAL MANAGEMENT L PActive

Substantial overlap · 16 shared positions

$WELL $EQIX $PLD $DLR $SPG $PSA

$1.7B

39 positions

#10COHEN & STEERS, INC.Active

Substantial overlap · 14 shared positions

$WELL $PLD $EQIX $DLR $SPG $PSA

$63.2B

442 positions

#11Green Street Investors, LLCActive

Substantial overlap · 11 shared positions

$WELL $EQIX $PLD $DLR $SPG $PSA

$212M

29 positions

#12LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Substantial overlap · 12 shared positions

$WELL $EQIX $PLD $VTR $SPG $PSA

$2.8B

44 positions

#13Uniplan Investment Counsel, Inc.Passive

Substantial overlap · 12 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$1.1B

175 positions

#14LDR Capital Management LLCActive

Substantial overlap · 12 shared positions

$EQIX $PLD $WELL $DLR $SPG $PSA

$87M

45 positions

#15Safe Harbor Family Capital, LLCSmart money

Substantial overlap · 11 shared positions

$EQIX $PLD $DLR $WELL $VTR $PSA

$150M

57 positions

#16Resolution Capital LtdActive

Substantial overlap · 15 shared positions

$WELL $EQIX $PLD $DLR $VTR $SPG

$5.4B

39 positions

#17APG Asset Management US Inc.Smart money

Substantial overlap · 15 shared positions

$EQIX $PLD $DLR $WELL $VTR $PSA

$14.3B

61 positions

#18Energy Income Partners, LLCActive

Substantial overlap · 18 shared positions

$SRE $ETR $CNP $WMB $NEE $EVRG

$6.4B

88 positions

#19REAVES W H & CO INCActive

Substantial overlap · 16 shared positions

$EQIX $XEL $SRE $ETR $CNP $NEE

$6.6B

94 positions

#20Gross & Hartman Investments LLCActive

Notable overlap · 10 shared positions

$EQIX $PLD $VTR $DLR $AMT $WELL

$226M

80 positions

#21Harrison Street Private Wealth LLCActive

Notable overlap · 14 shared positions

$XEL $SRE $ETR $CNP $AMT $NEE

$71M

21 positions

#22Bayhunt Capital LLCActive

Notable overlap · 8 shared positions

$WELL $VTR $DLR $AMH $AHR $BRX

$77M

23 positions

#23Zimmer Partners, LPActive

Notable overlap · 10 shared positions

$WELL $XEL $SRE $NI $TRGP $ETR

$4.3B

121 positions

#24Capital Innovations LLCPassive

Notable overlap · 13 shared positions

$DLR $SRE $ETR $AMT $NEE $WMB

$385M

51 positions

#25Magellan Asset Management LtdActive

Notable overlap · 14 shared positions

$XEL $SRE $AMT $LNT $EVRG $ETR

$4.5B

78 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.