Resolution Capital Ltd reported 38 positions worth $5.20B for the quarter ended Jun 30, 2026, up 12.2% on the prior quarter. It opened 2 new positions, added to 22, trimmed 14 and exited 3. Its largest holding is Welltower Inc. at 14.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| ESS Essex Property Trust, Inc. | +354.7K | +52.7% | $103.42M | 5.76% |
| CPT Camden Property Trust | +668.0K | – | $76.48M | 1.47% |
| VNO Vornado Realty Trust | +1.93M | +25.9% | $75.82M | 7.1% |
| KRC Kilroy Realty Corp | +1.88M | – | $70.54M | 1.36% |
| EXR Extra Space Storage Inc. | +448.1K | +31.3% | $65.12M | 5.26% |
| ELS Equity Lifestyle Properties Inc | +623.4K | +33.1% | $40.18M | 3.11% |
| JAN Janus Living, Inc. | +1.37M | +203.4% | $39.46M | 1.13% |
| MAC Macerich Co | +1.06M | +24.1% | $26.59M | 2.64% |
| NI Nisource Inc. | +172.1K | +77.8% | $8.19M | 0.36% |
| BKH Black Hills Corp | +86.3K | +50.2% | $6.42M | 0.369% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPG Simon Property Group Inc. | -688.4K | -34.4% | $153.95M | 5.64% |
| PLD Prologis, Inc. | -569.3K | -24.1% | $77.12M | 4.66% |
| EQIX Equinix Inc | -64.8K | -10.0% | $67.53M | 11.69% |
| FRT Federal Realty Investment Trust | -476.8K | -13.1% | $58.86M | 7.52% |
| WELL Welltower Inc. | -228.3K | -6.3% | $51.81M | 14.74% |
| TRNO Terreno Realty Corp | -644.0K | -39.7% | $41.71M | 1.22% |
| HR Healthcare Realty Trust Inc | -1.90M | -13.5% | $38.30M | 4.71% |
| DLR Digital Realty Trust, Inc. | -142.7K | -7.2% | $25.62M | 6.31% |
| KIM Kimco Realty Corp | -736.2K | -27.3% | $18.66M | 0.955% |
| VTR Ventas, Inc. | -203.0K | -4.8% | $18.03M | 6.81% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | WELL Welltower Inc. | Real Estate | 3.38M | $766.63M | 14.74% | -228.3K | -6.3% | Reduced | 0.47% |
| 2 | EQIX Equinix Inc | Technology | 582.9K | $607.57M | 11.69% | -64.8K | -10.0% | Reduced | 0.59% |
| 3 | FRT Federal Realty Investment Trust | Real Estate | 3.17M | $391.03M | 7.52% | -476.8K | -13.1% | Reduced | 3.65% |
| 4 | VNO Vornado Realty Trust | Real Estate | 9.39M | $369.00M | 7.1% | +1.93M | +25.9% | Added | 5.01% |
| 5 | VTR Ventas, Inc. | Real Estate | 3.99M | $354.22M | 6.81% | -203.0K | -4.8% | Reduced | 0.78% |
| 6 | DLR Digital Realty Trust, Inc. | Real Estate | 1.83M | $328.28M | 6.31% | -142.7K | -7.2% | Reduced | 0.49% |
| 7 | ESS Essex Property Trust, Inc. | Real Estate | 1.03M | $299.66M | 5.76% | +354.7K | +52.7% | Added | 1.6% |
| 8 | SPG Simon Property Group Inc. | Real Estate | 1.31M | $292.99M | 5.64% | -688.4K | -34.4% | Reduced | 0.4% |
| 9 | EXR Extra Space Storage Inc. | Real Estate | 1.88M | $273.45M | 5.26% | +448.1K | +31.3% | Added | 0.89% |
| 10 | HR Healthcare Realty Trust Inc | Real Estate | 12.14M | $244.77M | 4.71% | -1.90M | -13.5% | Reduced | 3.55% |
| 11 | PLD Prologis, Inc. | Real Estate | 1.79M | $242.35M | 4.66% | -569.3K | -24.1% | Reduced | 0.19% |
| 12 | ELS Equity Lifestyle Properties Inc | Real Estate | 2.51M | $161.69M | 3.11% | +623.4K | +33.1% | Added | 1.29% |
| 13 | MAC Macerich Co | Real Estate | 5.44M | $137.03M | 2.64% | +1.06M | +24.1% | Added | 1.91% |
| 14 | UE Urban Edge Properties | Real Estate | 4.19M | $95.89M | 1.84% | +249.9K | +6.3% | Added | 3.32% |
| 15 | CPT Camden Property Trust | Real Estate | 668.0K | $76.48M | 1.47% | +668.0K | – | New | 0.65% |
Tip. Select a row to see that position’s full history at Resolution Capital.
As of its Q2 2026 13F filing, Resolution Capital Ltd’s five largest positions were Welltower Inc. (WELL) at 14.7%, Equinix Inc (EQIX) at 11.7%, Federal Realty Investment Trust (FRT) at 7.5%, Vornado Realty Trust (VNO) at 7.1%, Ventas, Inc. (VTR) at 6.8% of the reported portfolio.
Resolution Capital Ltd reported a 13F portfolio worth $5.20B across 38 positions for Q2 2026. That is up 12.2% from the previous quarter.
Its largest purchases by value were Essex Property Trust, Inc. ($103.42M), Camden Property Trust ($76.48M), Vornado Realty Trust ($75.82M). It opened 2 new positions.
Its largest sales by value were Simon Property Group Inc. ($153.95M), Prologis, Inc. ($77.12M), Equinix Inc ($67.53M). It exited 3 positions entirely.
From the Form 13F-HR reports Resolution Capital Ltd files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.