Resolution Capital Ltd — 13F Holdings & Portfolio
CIK 1612389 · latest 13F-HR filed 2026-05-15
Resolution Capital Ltd manages $4.76B in 13F-reported U.S. long-equity assets across 40 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WELL (14.99%), EQIX (13.35%), FRT (8.14%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 21, and trimmed 12.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$4.76B
Long-equity book
40
Distinct positions
2026-03-31
Filed 2026-05-15
+3 / −4 / ↑21 / ↓12
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- EQUINIX INC$204.4M +47.5%
- HEALTHCARE RLTY TR$100.4M +72.8%
- MACERICH CO$56.2M +211.2%
- FEDERAL RLTY INVT TR NEW$54.0M +16.2%
- WELLTOWER INC$50.0M +7.5%
Top Trims
- PROLOGIS INC.-$83.4M -21.1%
- EXTRA SPACE STORAGE INC-$80.5M -30.0%
- COUSINS PPTYS INC-$67.7M -87.1%
- VENTAS INC-$60.7M -15.0%
- INVITATION HOMES INC-$30.6M -34.8%
Exited Positions
- AVALONBAY CMNTYS INC$52.5M
- EMPIRE ST RLTY TR INC$18.0M
- WEC ENERGY GROUP INC$3.9M
- PUBLIC SVC ENTERPRISE GRP IN$3.6M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | WELLTOWER INC | WELL | 95040Q104 | $712.9M | 14.99% | 3,605,925 | SH |
| 2 | EQUINIX INC | EQIX | 29444U700 | $634.9M | 13.35% | 647,648 | SH |
| 3 | FEDERAL RLTY INVT TR NEW | FRT | 313745101 | $387.1M | 8.14% | 3,644,575 | SH |
| 4 | SIMON PPTY GROUP INC NEW | SPG | 828806109 | $372.8M | 7.84% | 1,998,411 | SH |
| 5 | DIGITAL RLTY TR INC | DLR | 253868103 | $355.1M | 7.47% | 1,970,697 | SH |
| 6 | VENTAS INC | VTR | 92276F100 | $342.8M | 7.21% | 4,192,008 | SH |
| 7 | PROLOGIS INC. | PLD | 74340W103 | $311.7M | 6.55% | 2,358,259 | SH |
| 8 | HEALTHCARE RLTY TR | HR | 42226K105 | $238.4M | 5.01% | 14,034,367 | SH |
| 9 | VORNADO RLTY TR | VNO | 929042109 | $193.9M | 4.08% | 7,459,981 | SH |
| 10 | EXTRA SPACE STORAGE INC | EXR | 30225T102 | $188.0M | 3.95% | 1,433,812 | SH |
| 11 | ESSEX PPTY TR INC | ESS | 297178105 | $162.9M | 3.42% | 673,020 | SH |
| 12 | EQUITY RESIDENTIAL | EQR | 29476L107 | $120.9M | 2.54% | 2,044,695 | SH |
| 13 | EQUITY LIFESTYLE PROPERTIES | ELS | 29472R108 | $117.7M | 2.47% | 1,885,292 | SH |
| 14 | TERRENO RLTY CORP | TRNO | 88146M101 | $99.7M | 2.10% | 1,623,857 | SH |
| 15 | MACERICH CO | MAC | 554382101 | $82.9M | 1.74% | 4,384,180 | SH |
| 16 | URBAN EDGE PPTYS | UE | 91704F104 | $78.7M | 1.66% | 3,940,938 | SH |
| 17 | KIMCO REALTY CORP | KIM | 49446R109 | $60.5M | 1.27% | 2,694,298 | SH |
| 18 | INVITATION HOMES INC | INVH | 46187W107 | $57.3M | 1.20% | 2,306,008 | SH |
| 19 | HOST HOTELS & RESORTS INC | HST | 44107P104 | $40.2M | 0.85% | 2,097,777 | SH |
| 20 | H2O AMERICA | HTO | 784305104 | $28.3M | 0.60% | 482,460 | SH |
| 21 | ENTERGY CORP NEW | ETR | 29364G103 | $19.6M | 0.41% | 174,081 | SH |
| 22 | KINDER MORGAN INC DEL | KMI | 49456B101 | $18.2M | 0.38% | 543,660 | SH |
| 23 | JANUS LIVING INC | JAN | 471024109 | $15.9M | 0.33% | 675,000 | SH |
| 24 | SPIRE INC | SR | 84857L101 | $14.7M | 0.31% | 162,379 | SH |
| 25 | BLACK HILLS CORP | BKH | 092113109 | $11.9M | 0.25% | 171,708 | SH |
| 26 | ALLIANT ENERGY CORP | LNT | 018802108 | $10.7M | 0.23% | 149,256 | SH |
| 27 | NISOURCE INC | NI | 65473P105 | $10.3M | 0.22% | 221,349 | SH |
| 28 | COUSINS PPTYS INC | CUZ | 222795502 | $10.0M | 0.21% | 442,437 | SH |
| 29 | WILLIAMS COS INC | WMB | 969457100 | $9.5M | 0.20% | 130,782 | SH |
| 30 | AMEREN CORP | AEE | 023608102 | $9.1M | 0.19% | 83,114 | SH |
| 31 | OGE ENERGY CORP | OGE | 670837103 | $8.4M | 0.18% | 176,175 | SH |
| 32 | UNION PAC CORP | UNP | 907818108 | $6.9M | 0.15% | 28,460 | SH |
| 33 | XCEL ENERGY INC | XEL | 98389B100 | $6.5M | 0.14% | 81,364 | SH |
| 34 | CONSTELLATION ENERGY CORP | CEG | 21037T109 | $5.6M | 0.12% | 20,045 | SH |
| 35 | PINNACLE WEST CAP CORP | PNW | 723484101 | $4.6M | 0.10% | 45,712 | SH |
| 36 | CENTERPOINT ENERGY INC | CNP | 15189T107 | $1.8M | 0.04% | 42,072 | SH |
| 37 | DUKE ENERGY CORP NEW | DUK | 26441C204 | $1.8M | 0.04% | 13,598 | SH |
| 38 | PG&E CORP | PCG | 69331C108 | $1.3M | 0.03% | 74,890 | SH |
| 39 | AMERICAN TOWER CORP | AMT | 03027X100 | $1.2M | 0.02% | 6,791 | SH |
| 40 | SOUTHERN CO | SO | 842587107 | $1.1M | 0.02% | 11,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $4.76B | 40 | 0001172661-26-002080 |
| 2025-12-31 | 2026-02-17 | $4.52B | 41 | 0001172661-26-000850 |
| 2025-09-30 | 2025-11-14 | $5.14B | 38 | 0001172661-25-004902 |