Resolution Capital Ltd
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Resolution Capital Ltd reported 39 stock positions worth $5.4 billion. Its top holding was Welltower (WELL) at 14.1% of the portfolio, followed by Equinix (EQIX, 11.2%) and Federal Realty Invs Trust (FRT, 7.2%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 23 and reduced 14. The biggest buy was Vornado Realty Trust (VNO, shares +26%) and the biggest sale Simon Property (SPG, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- Sydney, Nsw, C3
- CIK
- 0001612389
- Portfolio Value
- $5.4B (Q2 2026)
- SEC Filing
- 0001172661-26-003495 ↗ filed Aug 14, 2026
Holdings Value
Holdings 39 stocks · $5.4B
| WELL Welltower Inc. | 14.10% | 3,377,659 | $766.6M | Reduce -6.3% |
| EQIX Equinix Inc. | 11.17% | 582,867 | $607.6M | Reduce -10.0% |
| FRT Federal Realty Invs Trust | 7.19% | 3,167,773 | $391.0M | Reduce -13.1% |
| VNO Vornado Realty Trust | 6.79% | 9,389,365 | $369.0M | Add +25.9% |
| VTR Ventas Inc. | 6.51% | 3,988,965 | $354.2M | Reduce -4.8% |
| DLR Digital Realty Trust Inc. | 6.04% | 1,828,047 | $328.3M | Reduce -7.2% |
| ESS Essex Property Trust Inc. | 5.51% | 1,027,680 | $299.7M | Add +52.7% |
| SPG Simon Property Group Inc. | 5.39% | 1,310,049 | $293.0M | Reduce -34.5% |
| EXR Extra Space Storage Inc. | 5.03% | 1,881,956 | $273.4M | Add +31.3% |
| HR Healthcare Realty Trust Inc. | 4.50% | 12,135,370 | $244.8M | Reduce -13.5% |
| PLD Prologis Inc. | 4.46% | 1,788,986 | $242.4M | Reduce -24.1% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 4.39% | 3,511,740 | $238.6M | Add +71.8% |
| ELS Equity Lifestyle Properties | 2.97% | 2,508,699 | $161.7M | Add +33.1% |
| MAC The Macerich Co. | 2.52% | 5,439,786 | $137.0M | Add +24.1% |
| UE Urban Edge Properties | 1.76% | 4,190,823 | $95.9M | Add +6.3% |
| CPT Camden Property Trust | 1.41% | 668,008 | $76.5M | New |
| KRC Kilroy Realty Corp. | 1.30% | 1,882,628 | $70.5M | New |
| INVH Invitation Homes Inc. | 1.23% | 2,220,680 | $67.1M | Reduce -3.7% |
| TRNO Terreno Realty Corp. | 1.17% | 979,865 | $63.5M | Reduce -39.7% |
| JAN Janus Living Inc. Class-A-1 | 1.08% | 2,047,988 | $58.9M | Add +203.4% |
| KIM Kimco Realty Corp. | 0.91% | 1,958,089 | $49.6M | Reduce -27.3% |
| HST Host Hotels & Resorts Inc. | 0.64% | 1,478,055 | $35.0M | Reduce -29.5% |
| HTO H2O America | 0.58% | 515,795 | $31.3M | Add +6.9% |
| ETR Entergy Corp. | 0.43% | 202,101 | $23.2M | Add +16.1% |
| KMI Kinder Morgan Inc. | 0.41% | 704,972 | $22.5M | Add +29.7% |
| BKH Black Hills Corp. | 0.35% | 257,983 | $19.2M | Add +50.3% |
| NI Nisource Inc. | 0.34% | 393,485 | $18.7M | Add +77.8% |
| AEE Ameren Corporation | 0.27% | 127,769 | $14.4M | Add +53.7% |
| LNT Alliant Energy Corp. | 0.26% | 184,569 | $14.1M | Add +23.7% |
| WMB Williams Cos Inc. | 0.25% | 183,893 | $13.7M | Add +40.6% |
| PNW Pinnacle West Capital | 0.21% | 104,931 | $11.2M | Add +129.6% |
| UNP Union Pacific Corp. | 0.19% | 38,949 | $10.6M | Add +36.9% |
| XEL Xcel Energy Inc. | 0.16% | 110,891 | $8.9M | Add +36.3% |
| SR Spire Inc. | 0.15% | 104,875 | $8.2M | Reduce -35.4% |
| CEG Constellation Energy | 0.10% | 22,312 | $5.5M | Add +11.3% |
| OGE Oge Energy Corp. | 0.08% | 88,253 | $4.3M | Reduce -49.9% |
| CNP Centerpoint Energy Inc. | 0.08% | 93,536 | $4.1M | Add +122.3% |
| AMT American Tower Corp. | 0.04% | 12,867 | $2.1M | Add +89.5% |
| PCG P G & E Corp. | 0.03% | 98,728 | $1.7M | Add +31.8% |
Portfolio Sells Q1 2026 → Q2 2026
| SPG Simon Property Group Inc. | Reduce -34.5% | 5.39% | −2.45 |
| EQIX Equinix Inc. | Reduce -10.0% | 11.17% | −2.18 |
| PLD Prologis Inc. | Reduce -24.1% | 4.46% | −2.10 |
| DLR Digital Realty Trust Inc. | Reduce -7.2% | 6.04% | −1.43 |
| FRT Federal Realty Invs Trust | Reduce -13.1% | 7.19% | −0.95 |
| TRNO Terreno Realty Corp. | Reduce -39.7% | 1.17% | −0.93 |
| WELL Welltower Inc. | Reduce -6.3% | 14.10% | −0.89 |
| VTR Ventas Inc. | Reduce -4.8% | 6.51% | −0.69 |
| HR Healthcare Realty Trust Inc. | Reduce -13.5% | 4.50% | −0.51 |
| KIM Kimco Realty Corp. | Reduce -27.3% | 0.91% | −0.36 |
| CUZ Cousins Properties Inc. | Sold out | 0.00% | −0.21 |
| HST Host Hotels & Resorts Inc. | Reduce -29.5% | 0.64% | −0.20 |
| SR Spire Inc. | Reduce -35.4% | 0.15% | −0.16 |
| OGE Oge Energy Corp. | Reduce -49.9% | 0.08% | −0.10 |
| DUK Duke Energy Corp. | Sold out | 0.00% | −0.04 |
| SO The Southern Co. | Sold out | 0.00% | −0.02 |
| INVH Invitation Homes Inc. | Reduce -3.7% | 1.23% | +0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| VNO Vornado Realty Trust | Add +25.9% | 6.79% | +2.71 |
| ESS Essex Property Trust Inc. | Add +52.7% | 5.51% | +2.09 |
| VMRK Vivmark Residential | Add +71.8% | 4.39% | +1.84 |
| CPT Camden Property Trust | New | 1.41% | +1.41 |
| KRC Kilroy Realty Corp. | New | 1.30% | +1.30 |
| EXR Extra Space Storage Inc. | Add +31.3% | 5.03% | +1.08 |
| MAC The Macerich Co. | Add +24.1% | 2.52% | +0.78 |
| JAN Janus Living Inc. Class-A-1 | Add +203.4% | 1.08% | +0.75 |
| ELS Equity Lifestyle Properties | Add +33.1% | 2.97% | +0.50 |
| NI Nisource Inc. | Add +77.8% | 0.34% | +0.13 |
| PNW Pinnacle West Capital | Add +129.6% | 0.21% | +0.11 |
| UE Urban Edge Properties | Add +6.3% | 1.76% | +0.11 |
| BKH Black Hills Corp. | Add +50.3% | 0.35% | +0.10 |
| AEE Ameren Corporation | Add +53.7% | 0.27% | +0.07 |
| WMB Williams Cos Inc. | Add +40.6% | 0.25% | +0.05 |
| UNP Union Pacific Corp. | Add +36.9% | 0.19% | +0.05 |
| CNP Centerpoint Energy Inc. | Add +122.3% | 0.08% | +0.04 |
| LNT Alliant Energy Corp. | Add +23.7% | 0.26% | +0.03 |
| KMI Kinder Morgan Inc. | Add +29.7% | 0.41% | +0.03 |
| XEL Xcel Energy Inc. | Add +36.3% | 0.16% | +0.03 |
| ETR Entergy Corp. | Add +16.1% | 0.43% | +0.02 |
| AMT American Tower Corp. | Add +89.5% | 0.04% | +0.01 |
| PCG P G & E Corp. | Add +31.8% | 0.03% | +0.00 |
| CEG Constellation Energy | Add +11.3% | 0.10% | −0.02 |
| HTO H2O America | Add +6.9% | 0.58% | −0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 39 | $5.4B | WELL, EQIX, FRT, VNO, VTR |
| Q1 2026 | 40 | $4.8B | WELL, EQIX, FRT, SPG, DLR |
| Q4 2025 | 41 | $4.5B | WELL, EQIX, VTR, PLD, SPG |
| Q3 2025 | 38 | $5.1B | WELL, DLR, EQIX, VTR, EXR |
| Q2 2025 | 39 | $5.0B | WELL, DLR, EQIX, VTR, VMRK |
| Q1 2025 | 41 | $5.1B | WELL, VTR, EQIX, VMRK, KIM |
| Q4 2024 | 43 | $5.6B | WELL, EQIX, DLR, VTR, FRT |
| Q3 2024 | 41 | $5.8B | WELL, EQIX, VTR, DLR, VMRK |
| Q2 2024 | 41 | $5.3B | WELL, EQIX, VMRK, DLR, INVH |
| Q1 2024 | 42 | $5.6B | WELL, EQIX, PLD, VMRK, INVH |