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 OverlapQ1 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 $9.6B across 148 U.S. equity positions as of Q1 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, CENTERSQUARE INVESTMENT, with shared positions in $WELL, $EQIX, $PLD, $VTR, $XEL, $ETR. The full ranking of 25 similar funds is below.

#1CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Highly similar · 25 shared positions

$WELL $EQIX $PLD $VTR $XEL $ETR

$6.7B

96 positions

#2Adelante Capital Management LLCActive

Substantial overlap · 15 shared positions

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

$1.5B

42 positions

#3CENTERSQUARE INVESTMENT MANAGEMENT LLCActive

Substantial overlap · 14 shared positions

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

$9.7B

79 positions

#4HEITMAN REAL ESTATE SECURITIES LLCActive

Substantial overlap · 13 shared positions

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

$1.4B

57 positions

#5COHEN & STEERS, INC.Passive

Substantial overlap · 14 shared positions

$WELL $EQIX $PLD $DLR $SPG $IRM

$58M

442 positions

#6B&I Capital AGActive

Substantial overlap · 12 shared positions

$WELL $EQIX $PLD $DLR $SPG $IRM

$294M

24 positions

#7Vert Asset Management LLCActive

Substantial overlap · 11 shared positions

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

$315M

45 positions

#8AEW CAPITAL MANAGEMENT L PActive

Substantial overlap · 13 shared positions

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

$1.4B

40 positions

#9LASALLE INVESTMENT MANAGEMENT SECURITIES LLCActive

Substantial overlap · 11 shared positions

$WELL $EQIX $PLD $VTR $SPG $AMT

$2.5B

48 positions

#10Energy Income Partners, LLCActive

Substantial overlap · 21 shared positions

$SRE $ETR $CNP $WMB $EVRG $TRGP

$6.2B

87 positions

#11Green Street Investors, LLCActive

Substantial overlap · 10 shared positions

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

$184M

29 positions

#12Uniplan Investment Counsel, Inc.Passive

Substantial overlap · 10 shared positions

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

$974M

183 positions

#13Timbercreek Asset Management Ltd.Active

Substantial overlap · 11 shared positions

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

$537M

45 positions

#14LDR Capital Management LLCActive

Substantial overlap · 10 shared positions

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

$74M

44 positions

#15REAVES W H & CO INCActive

Substantial overlap · 16 shared positions

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

$6.0B

90 positions

#16Resolution Capital LtdSmart money

Substantial overlap · 17 shared positions

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

$4.8B

40 positions

#17APG Asset Management US Inc.Smart money

Substantial overlap · 12 shared positions

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

$13.0B

59 positions

#18Presima Securities ULCActive

Substantial overlap · 12 shared positions

$EQIX $DLR $VTR $PLD $AMT $AVB

$178M

48 positions

#19Harrison Street Private Wealth LLCActive

Notable overlap · 13 shared positions

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

$76M

21 positions

#20Aventail Capital Group, LPPassive

Notable overlap · 14 shared positions

$ETR $CNP $SRE $TRGP $AEE $LNT

$2.1B

170 positions

#21Zimmer Partners, LPPassive

Notable overlap · 9 shared positions

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

$4.1B

125 positions

#22Land & Buildings Investment Management, LLCActive

Notable overlap · 6 shared positions

$EQIX $PLD $DLR $VTR $SPG $FR

$591M

20 positions

#23Magellan Asset Management LtdActive

Notable overlap · 13 shared positions

$SRE $XEL $AMT $LNT $EVRG $WEC

$7.7B

79 positions

#24ANTIPODES PARTNERS LtdActive

Notable overlap · 11 shared positions

$SRE $ETR $NI $AMT $EVRG $AEE

$5.2B

126 positions

#25GRS Advisors, LLCActive

Notable overlap · 6 shared positions

$EQIX $PLD $WELL $VTR $CUBE $IRM

$1.0B

32 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.