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Resolution Capital Ltd

Q1 2025 · 13F-HR

Resolution Capital Ltdholdings as filed

Filed 2025-05-15 · accession 0001172661-25-002028

$5.14B
Reported value
41
Positions
2025-03-31
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
95040Q104WELLWELLTOWER INC$751.8M14.6%4,906,779CommonSOLE
92276F100VTRVENTAS INC$542.5M10.6%7,889,848CommonSOLE
29444U700EQIXEQUINIX INC$456.4M8.89%559,812CommonSOLE
29476L107EQREQUITY RESIDENTIAL$363.4M7.08%5,077,065CommonSOLE
49446R109KIMKIMCO RLTY CORP$340.9M6.64%16,048,613CommonSOLE
253868103DLRDIGITAL RLTY TR INC$339.8M6.62%2,371,198CommonSOLE
828806109SPGSIMON PPTY GROUP INC NEW$298.9M5.82%1,799,574CommonSOLE
313745101FRTFEDERAL RLTY INVT TR NEW$285.7M5.56%2,920,464CommonSOLE
297178105ESSESSEX PPTY TR INC$252.0M4.91%821,968CommonSOLE
74340W103PLDPROLOGIS INC.$243.4M4.74%2,176,937CommonSOLE
46187W107INVHINVITATION HOMES INC$225.0M4.38%6,456,230CommonSOLE
222795502CUZCOUSINS PPTYS INC$173.6M3.38%5,886,133CommonSOLE
42250P103DOCHEALTHPEAK PROPERTIES INC$148.6M2.89%7,349,309CommonSOLE
30225T102EXREXTRA SPACE STORAGE INC$134.0M2.61%902,157CommonSOLE
29472R108ELSEQUITY LIFESTYLE PPTYS INC$130.0M2.53%1,949,567CommonSOLE
88146M101TRNOTERRENO RLTY CORP$101.8M1.98%1,610,253CommonSOLE
03027X100AMTAMERICAN TOWER CORP NEW$72.7M1.42%334,127CommonSOLE
008492100ADCAGREE RLTY CORP$70.0M1.36%907,475CommonSOLE
91704F104UEURBAN EDGE PPTYS$42.0M0.82%2,212,988CommonSOLE
44107P104HSTHOST HOTELS & RESORTS INC$32.9M0.64%2,316,191CommonSOLE
866674104SUISUN CMNTYS INC$31.2M0.61%242,151CommonSOLE
49427F108KRCKILROY RLTY CORP$22.8M0.44%695,413CommonSOLE
133131102CPTCAMDEN PPTY TR$22.1M0.43%180,512CommonSOLE
69349H107TXNMTXNM ENERGY INC$7.8M0.15%145,954CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$7.3M0.14%59,995CommonSOLE
29364G103ETRENTERGY CORP NEW$6.1M0.12%71,779CommonSOLE
49456B101KMIKINDER MORGAN INC DEL$5.7M0.11%201,260CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP IN$5.1M0.10%61,908CommonSOLE
023608102AEEAMEREN CORP$4.1M0.08%40,686CommonSOLE
842587107SOSOUTHERN CO$3.3M0.06%35,355CommonSOLE
907818108UNPUNION PAC CORP$2.6M0.05%11,168CommonSOLE
21037T109CEGCONSTELLATION ENERGY CORP$2.0M0.04%10,098CommonSOLE
969457100WMBWILLIAMS COS INC$1.6M0.03%26,745CommonSOLE
65339F101NEENEXTERA ENERGY INC$1.5M0.03%21,281CommonSOLE
92939U106WECWEC ENERGY GROUP INC$1.5M0.03%13,647CommonSOLE
29670G102WTRGESSENTIAL UTILS INC$1.5M0.03%36,948CommonSOLE
87612G101TRGPTARGA RES CORP$1.2M0.02%6,059CommonSOLE
69331C108PCGPG&E CORP$1.2M0.02%67,468CommonSOLE
760759100RSGREPUBLIC SVCS INC$882,1890.02%3,643CommonSOLE
126408103CSXCSX CORP$820,7730.02%27,889CommonSOLE
16411R208LNGCHENIERE ENERGY INC$566,6990.01%2,449CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.