Resolution Capital Ltd

Portfolio Overview

Resolution Capital Ltd disclosed 39 positions worth $5.4B in its Form 13F-HR for Q2 2026, led by $WELL (WELLTOWER INC.) at 14.1% of the equity portfolio, followed by $EQIX and $FRT. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $CPT and a full exit from $CUZ. The portfolio is most concentrated in Real Estate (96.1% of disclosed assets). All figures are sourced directly from Resolution Capital Ltd’s Form 13F-HR filing with the SEC under CIK 1612389.

• 

  WELLTOWER INC.

  $WELL

  59.8#905

  Quality

  $766.6M3,377,659 sh
• 

  EQUINIX INC

  $EQIX

  59.0#964

  Quality

  $607.6M582,867 sh
• 

  FEDERAL REALTY INVESTMENT TRUST

  $FRT

  69.9#224

  Quality

  $391.0M3,167,773 sh
• 

  VORNADO REALTY TRUST

  $VNO

  50.1

  Quality

  $369.0M9,389,365 sh
• 

  Ventas, Inc.

  $VTR

  62.5

  Quality

  $354.2M3,988,965 sh
• 

  DIGITAL REALTY TRUST, INC.

  $DLR

  72.8

  Quality

  $328.3M1,828,047 sh
• 

  ESSEX PROPERTY TRUST, INC.

  $ESS

  64.2

  Quality

  $299.7M1,027,680 sh
• 

  SIMON PROPERTY GROUP INC.

  $SPG

  76.7

  Quality

  $293.0M1,310,049 sh
• 

  Extra Space Storage Inc.

  $EXR

  64.3

  Quality

  $273.4M1,881,956 sh
• 

  Healthcare Realty Trust Inc

  $HR

  45.1

  Quality

  $244.8M12,135,370 sh

Company	Quality	Value	Shares
WELLTOWER INC.$WELL	59.8#905	$766.6M	3,377,659
EQUINIX INC$EQIX	59.0#964	$607.6M	582,867
FEDERAL REALTY INVESTMENT TRUST$FRT	69.9#224	$391.0M	3,167,773
VORNADO REALTY TRUST$VNO	50.1	$369.0M	9,389,365
Ventas, Inc.$VTR	62.5	$354.2M	3,988,965
DIGITAL REALTY TRUST, INC.$DLR	72.8	$328.3M	1,828,047
ESSEX PROPERTY TRUST, INC.$ESS	64.2	$299.7M	1,027,680
SIMON PROPERTY GROUP INC.$SPG	76.7	$293.0M	1,310,049
Extra Space Storage Inc.$EXR	64.3	$273.4M	1,881,956
Healthcare Realty Trust Inc$HR	45.1	$244.8M	12,135,370

Showing top 10 of 39 holdings.

Full Holdings — Resolution Capital Ltd (Q2 2026)

All 39 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$WELL	WELLTOWER INC.	$766.6M	14.1%	-6%	59.8
2	$EQIX	EQUINIX INC	$607.6M	11.2%	-10%	59
3	$FRT	FEDERAL REALTY INVESTMENT TRUST	$391.0M	7.2%	-13%	69.9
4	$VNO	VORNADO REALTY TRUST	$369.0M	6.8%	+26%	50.1
5	$VTR	Ventas, Inc.	$354.2M	6.5%	-5%	62.5
6	$DLR	DIGITAL REALTY TRUST, INC.	$328.3M	6.0%	-7%	72.8
7	$ESS	ESSEX PROPERTY TRUST, INC.	$299.7M	5.5%	+53%	64.2
8	$SPG	SIMON PROPERTY GROUP INC.	$293.0M	5.4%	-34%	76.7
9	$EXR	Extra Space Storage Inc.	$273.4M	5.0%	+31%	64.3
10	$HR	Healthcare Realty Trust Inc	$244.8M	4.5%	-14%	45.1
11	$PLD	Prologis, Inc.	$242.4M	4.5%	-24%	68.3
12	$VMRK	VIVMARK RESIDENTIAL	$238.6M	4.4%	+72%	64
13	$ELS	EQUITY LIFESTYLE PROPERTIES INC	$161.7M	3.0%	+33%	64.2
14	$MAC	MACERICH CO	$137.0M	2.5%	+24%	47.3
15	$UE	Urban Edge Properties	$95.9M	1.8%	+6%	56.2
16	$CPT	CAMDEN PROPERTY TRUST	$76.5M	1.4%	NEW	61
17	$KRC	KILROY REALTY CORP	$70.5M	1.3%	NEW	56.1
18	$INVH	Invitation Homes Inc.	$67.1M	1.2%	-4%	68.9
19	$TRNO	Terreno Realty Corp	$63.5M	1.2%	-40%	69.5
20	$JAN	Janus Living, Inc.	$58.9M	1.1%	+203%	64.7
21	$KIM	KIMCO REALTY CORP	$49.6M	0.9%	-27%	64.5
22	$HST	HOST HOTELS & RESORTS, INC.	$35.0M	0.6%	-30%	67.3
23	$HTO	H2O AMERICA	$31.3M	0.6%	+7%	59.8
24	$ETR	ENTERGY CORP /DE/	$23.2M	0.4%	+16%	59.5
25	$KMI	KINDER MORGAN, INC.	$22.5M	0.4%	+30%	71.3
26	$BKH	BLACK HILLS CORP /SD/	$19.2M	0.3%	+50%	53.3
27	$NI	NISOURCE INC.	$18.7M	0.3%	+78%	62.6
28	$AEE	AMEREN CORP	$14.4M	0.3%	+54%	59.4
29	$LNT	ALLIANT ENERGY CORP	$14.1M	0.3%	+24%	53.6
30	$WMB	WILLIAMS COMPANIES, INC.	$13.7M	0.3%	+41%	64.3
31	$PNW	PINNACLE WEST CAPITAL CORP	$11.2M	0.2%	+130%	53.6
32	$UNP	UNION PACIFIC CORP	$10.6M	0.2%	+37%	69.7
33	$XEL	XCEL ENERGY INC	$8.9M	0.2%	+36%	56.4
34	$SR	SPIRE INC	$8.2M	0.1%	-35%	43
35	$CEG	Constellation Energy Corp	$5.5M	0.1%	+11%	59.4
36	$OGE	OGE ENERGY CORP.	$4.3M	0.1%	-50%	64.4
37	$CNP	CENTERPOINT ENERGY INC	$4.1M	0.1%	+122%	53.2
38	$AMT	AMERICAN TOWER CORP /MA/	$2.1M	0.0%	+89%	66.3
39	$PCG	PG&E Corp	$1.7M	0.0%	+32%	58.8