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Resolution Capital Ltd

CIK 1612389 · latest 13F filed 14 August 2026 · Read the filing on EDGAR

Resolution Capital Ltd reported 39 US-listed holdings worth $5.44 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Welltower Inc. (14.1%), Equinix Inc. (11.2%) and Federal Realty Investment Trust (7.2%). Against the quarter before, it opened 2 positions, added to 23, trimmed 14 and sold out of 3.

Reported holdings$5.44B+14.3% on Q1 2026
Positions39-1 on Q1 2026
The largest ten72.2%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
Where the money is
Added toTrimmed
WELL14.1%EQIX11.2%FRT7.2%VNO6.8%VTR6.5%DLR6.0%ESS5.5%SPG5.4%EXR5.0%HR4.5%PLD4.5%VMRK4.4%ELS3.0%MAC25 more13.4%

The 14 largest of its 39 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $5.83 billion in 41 positions$5.83BQ3 24Q4 2024: $5.56 billion in 43 positions$5.56BQ4 24Q1 2025: $5.14 billion in 41 positions$5.14BQ1 25Q2 2025: $5.04 billion in 39 positions$5.04BQ2 25Q3 2025: $5.14 billion in 38 positions$5.14BQ3 25Q4 2025: $4.52 billion in 41 positions$4.52BQ4 25Q1 2026: $4.76 billion in 40 positions$4.76BQ1 26Q2 2026: $5.44 billion in 39 positions$5.44BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 2Added 23Trimmed 14Sold out 3
Opened: 2Added: 23Trimmed: 14Sold out: 3

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 2

  1. Camden Property Trust CPT$76.5 million
  2. Kilroy Realty Corp. KRC$70.5 million

Added to 23

  1. Essex Property Trust, Inc. ESS+354,660 shares · +53%
  2. Vivmark Residential VMRK+1.5 million shares · +72%
  3. Vornado Realty Trust VNO+1.9 million shares · +26%
  4. Extra Space Storage Inc. EXR+448,144 shares · +31%
  5. Equity Lifestyle Properties Inc. ELS+623,407 shares · +33%
  6. Janus Living Inc. JAN+1.4 million shares · +203%
  7. Macerich Co. MAC+1.1 million shares · +24%
  8. Nisource Inc. NI+172,136 shares · +78%

and 15 more in the table below

Trimmed 14

  1. Simon Property Group Inc. SPG-688,362 shares · -34%
  2. Prologis, Inc. PLD-569,273 shares · -24%
  3. Equinix Inc. EQIX-64,781 shares · -10%
  4. Federal Realty Investment Trust FRT-476,802 shares · -13%
  5. Welltower Inc. WELL-228,266 shares · -6%
  6. Terreno Realty Corp. TRNO-643,992 shares · -40%
  7. Healthcare Realty Trust Inc. HR-1.9 million shares · -14%
  8. Digital Realty Trust, Inc. DLR-142,650 shares · -7%

and 6 more in the table below

Sold out of 3

  1. Cousins Properties Inc. CUZ$10.0 million last quarter
  2. Duke Energy Corp. DUK$1.8 million last quarter
  3. Southern Co. SO$1.1 million last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Welltower Inc. WELL3,377,659$766.6 million14.10%-228,266
Equinix Inc. EQIX582,867$607.6 million11.17%-64,781
Federal Realty Investment Trust FRT3,167,773$391.0 million7.19%-476,802
Vornado Realty Trust VNO9,389,365$369.0 million6.79%+1,929,384
Ventas, Inc. VTR3,988,965$354.2 million6.51%-203,043
Digital Realty Trust, Inc. DLR1,828,047$328.3 million6.04%-142,650
Essex Property Trust, Inc. ESS1,027,680$299.7 million5.51%+354,660
Simon Property Group Inc. SPG1,310,049$293.0 million5.39%-688,362
Extra Space Storage Inc. EXR1,881,956$273.4 million5.03%+448,144
Healthcare Realty Trust Inc. HR12,135,370$244.8 million4.50%-1,898,997
Prologis, Inc. PLD1,788,986$242.4 million4.46%-569,273
Vivmark Residential VMRK3,511,740$238.6 million4.39%+1,467,045
Equity Lifestyle Properties Inc. ELS2,508,699$161.7 million2.97%+623,407
Macerich Co. MAC5,439,786$137.0 million2.52%+1,055,606
Urban Edge Properties UE4,190,823$95.9 million1.76%+249,885
Camden Property Trust CPT668,008$76.5 million1.41%new
Kilroy Realty Corp. KRC1,882,628$70.5 million1.30%new
Invitation Homes Inc. INVH2,220,680$67.1 million1.23%-85,328
Terreno Realty Corp. TRNO979,865$63.5 million1.17%-643,992
Janus Living Inc. JAN2,047,988$58.9 million1.08%+1,372,988
Kimco Realty Corp. KIM1,958,089$49.6 million0.91%-736,209
Host Hotels & Resorts, Inc. HST1,478,055$35.0 million0.64%-619,722
H2O America HTO515,795$31.3 million0.58%+33,335
Entergy Corp. ETR202,101$23.2 million0.43%+28,020
Kinder Morgan, Inc. KMI704,972$22.5 million0.41%+161,312
Black Hills Corp. BKH257,983$19.2 million0.35%+86,275
Nisource Inc. NI393,485$18.7 million0.34%+172,136
Ameren Corp. AEE127,769$14.4 million0.27%+44,655
Alliant Energy Corp. LNT184,569$14.1 million0.26%+35,313
Williams Companies, Inc. WMB183,893$13.7 million0.25%+53,111
Pinnacle West Capital Corp. PNW104,931$11.2 million0.21%+59,219
Union Pacific Corp. UNP38,949$10.6 million0.19%+10,489
Xcel Energy Inc. XEL110,891$8.9 million0.16%+29,527
Spire Inc. SR104,875$8.2 million0.15%-57,504
Constellation Energy Corp. CEG22,312$5.5 million0.10%+2,267
OGE Energy Corp. OGE88,253$4.3 million0.08%-87,922
Centerpoint Energy Inc. CNP93,536$4.1 million0.08%+51,464
American Tower Corp. AMT12,867$2.1 million0.04%+6,076
Pg&E Corp. PCG98,728$1.7 million0.03%+23,838
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 3 it sold out of are in the box above.