Q1 2026 · 13F-HR
Resolution Capital Ltdholdings as filed
Filed 2026-05-15 · accession 0001172661-26-002080
$4.76B
Reported value
40
Positions
2026-03-31
Period end
The Brief · Resolution Capital Ltd · Q1 2026
AI · grounded in 13F
Resolution Capital Ltd increased its position in MAC by 203.98%. The fund also accumulated shares in HR by 72.37% and EQIX by 15.28%. On the sell side, the fund closed its position in AVB, reducing its exposure by $52.5M. Other notable reductions include trimming shares of CUZ by 85.32% and EXR by 30.47%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 95040Q104 | WELL | WELLTOWER INC | $712.9M | 15.0% | 3,605,925 | Common | SOLE |
| 29444U700 | EQIX | EQUINIX INC | $634.9M | 13.3% | 647,648 | Common | SOLE |
| 313745101 | FRT | FEDERAL RLTY INVT TR NEW | $387.1M | 8.14% | 3,644,575 | Common | SOLE |
| 828806109 | SPG | SIMON PPTY GROUP INC NEW | $372.8M | 7.84% | 1,998,411 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $355.1M | 7.47% | 1,970,697 | Common | SOLE |
| 92276F100 | VTR | VENTAS INC | $342.8M | 7.21% | 4,192,008 | Common | SOLE |
| 74340W103 | PLD | PROLOGIS INC. | $311.7M | 6.55% | 2,358,259 | Common | SOLE |
| 42226K105 | HR | HEALTHCARE RLTY TR | $238.4M | 5.01% | 14,034,367 | Common | SOLE |
| 929042109 | VNO | VORNADO RLTY TR | $193.9M | 4.08% | 7,459,981 | Common | SOLE |
| 30225T102 | EXR | EXTRA SPACE STORAGE INC | $188.0M | 3.95% | 1,433,812 | Common | SOLE |
| 297178105 | ESS | ESSEX PPTY TR INC | $162.9M | 3.42% | 673,020 | Common | SOLE |
| 29476L107 | EQR | EQUITY RESIDENTIAL | $120.9M | 2.54% | 2,044,695 | Common | SOLE |
| 29472R108 | ELS | EQUITY LIFESTYLE PROPERTIES | $117.7M | 2.47% | 1,885,292 | Common | SOLE |
| 88146M101 | TRNO | TERRENO RLTY CORP | $99.7M | 2.10% | 1,623,857 | Common | SOLE |
| 554382101 | MAC | MACERICH CO | $82.9M | 1.74% | 4,384,180 | Common | SOLE |
| 91704F104 | UE | URBAN EDGE PPTYS | $78.7M | 1.66% | 3,940,938 | Common | SOLE |
| 49446R109 | KIM | KIMCO REALTY CORP | $60.5M | 1.27% | 2,694,298 | Common | SOLE |
| 46187W107 | INVH | INVITATION HOMES INC | $57.3M | 1.20% | 2,306,008 | Common | SOLE |
| 44107P104 | HST | HOST HOTELS & RESORTS INC | $40.2M | 0.85% | 2,097,777 | Common | SOLE |
| 784305104 | HTO | H2O AMERICA | $28.3M | 0.60% | 482,460 | Common | SOLE |
| 29364G103 | ETR | ENTERGY CORP NEW | $19.6M | 0.41% | 174,081 | Common | SOLE |
| 49456B101 | KMI | KINDER MORGAN INC DEL | $18.2M | 0.38% | 543,660 | Common | SOLE |
| 471024109 | JAN | JANUS LIVING INC | $15.9M | 0.33% | 675,000 | Common | SOLE |
| 84857L101 | SR | SPIRE INC | $14.7M | 0.31% | 162,379 | Common | SOLE |
| 092113109 | BKH | BLACK HILLS CORP | $11.9M | 0.25% | 171,708 | Common | SOLE |
| 018802108 | LNT | ALLIANT ENERGY CORP | $10.7M | 0.23% | 149,256 | Common | SOLE |
| 65473P105 | NI | NISOURCE INC | $10.3M | 0.22% | 221,349 | Common | SOLE |
| 222795502 | CUZ | COUSINS PPTYS INC | $10.0M | 0.21% | 442,437 | Common | SOLE |
| 969457100 | WMB | WILLIAMS COS INC | $9.5M | 0.20% | 130,782 | Common | SOLE |
| 023608102 | AEE | AMEREN CORP | $9.1M | 0.19% | 83,114 | Common | SOLE |
| 670837103 | OGE | OGE ENERGY CORP | $8.4M | 0.18% | 176,175 | Common | SOLE |
| 907818108 | UNP | UNION PAC CORP | $6.9M | 0.15% | 28,460 | Common | SOLE |
| 98389B100 | XEL | XCEL ENERGY INC | $6.5M | 0.14% | 81,364 | Common | SOLE |
| 21037T109 | CEG | CONSTELLATION ENERGY CORP | $5.6M | 0.12% | 20,045 | Common | SOLE |
| 723484101 | PNW | PINNACLE WEST CAP CORP | $4.6M | 0.10% | 45,712 | Common | SOLE |
| 15189T107 | CNP | CENTERPOINT ENERGY INC | $1.8M | 0.04% | 42,072 | Common | SOLE |
| 26441C204 | DUK | DUKE ENERGY CORP NEW | $1.8M | 0.04% | 13,598 | Common | SOLE |
| 69331C108 | PCG | PG&E CORP | $1.3M | 0.03% | 74,890 | Common | SOLE |
| 03027X100 | AMT | AMERICAN TOWER CORP | $1.2M | 0.02% | 6,791 | Common | SOLE |
| 842587107 | SO | SOUTHERN CO | $1.1M | 0.02% | 11,400 | Common | SOLE |
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.