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Resolution Capital Ltd

13F for the quarter to June 30, 2026, filed August 14, 2026 · SEC CIK 1612389

Reported value
$5.4bn
100% in companies we cover
Positions we cover
39
Largest WELL 14.1%
Copy, a year
+8.6%
S&P 500 +13.6%
Copy Sharpe ratio
0.40
S&P 500 0.73

How copying its 13F would have done

$10.0k$20.0k$40.0k 2014201620182020202220242026 $47.4k$27.5k
CopyS&P 500 $10,000 copying Resolution Capital Ltd's filed holdings in companies we cover from August 15, 2014, buying on the first trading day after each 13F was filed and holding until the next, against the S&P 500 (total return). Marked weekly, log scale. Before costs and taxes; misses trading within each quarter and anything 13F does not show (shorts, cash, bonds, non-US holdings).

Biggest drop −36.1% (S&P 500 −31.8%); beta 0.89; alpha −2.4% a year (t = −0.58); last 12 months +17.9% against +12.1%.

Reported value by quarter

Resolution Capital Ltd: 13F reported value Total value of all positions in each quarter's 13F, as filed (values before 2023 were filed in thousands of dollars and are converted).
$0 $2T $4T $6T Reported value, 2014-06-30: $1B Reported value, 2014-12-31: $1.3B Reported value, 2015-03-31: $1.2B Reported value, 2015-06-30: $1.2B Reported value, 2015-09-30: $1.2B Reported value, 2015-12-31: $1.4B Reported value, 2016-03-31: $1.4B Reported value, 2016-06-30: $1.5B Reported value, 2016-09-30: $1.6B Reported value, 2016-12-31: $1.7B Reported value, 2017-03-31: $2B Reported value, 2017-06-30: $2.1B Reported value, 2017-09-30: $2.2B Reported value, 2017-12-31: $2.2B Reported value, 2018-03-31: $2.2B Reported value, 2018-06-30: $2.8B Reported value, 2018-09-30: $2.9B Reported value, 2018-12-31: $2.8B Reported value, 2019-03-31: $3.1B Reported value, 2019-06-30: $3B Reported value, 2019-09-30: $3.5B Reported value, 2019-12-31: $3.3B Reported value, 2020-03-31: $2.4B Reported value, 2020-06-30: $3.2B Reported value, 2020-09-30: $3.8B Reported value, 2020-12-31: $4.4B Reported value, 2021-03-31: $5.9B Reported value, 2021-06-30: $7.1B Reported value, 2021-09-30: $7.5B Reported value, 2021-12-31: $8.8B Reported value, 2022-03-31: $8.5B Reported value, 2022-06-30: $6.7B Reported value, 2022-09-30: $5.5B Reported value, 2022-12-31: $5.8T Reported value, 2023-03-31: $5.9B Reported value, 2023-06-30: $6.1B Reported value, 2023-09-30: $5B Reported value, 2023-12-31: $5.5B Reported value, 2024-03-31: $5.6B Reported value, 2024-06-30: $5.3B Reported value, 2024-09-30: $5.8B Reported value, 2024-12-31: $5.6B Reported value, 2025-03-31: $5.1B Reported value, 2025-06-30: $5B Reported value, 2025-09-30: $5.1B Reported value, 2025-12-31: $4.5B Reported value, 2026-03-31: $4.8B Reported value, 2026-06-30: $5.4B 2014-06-30 2017-03-31 2019-09-30 2022-03-31 2026-06-30 $5.4B
View chart data
Period Reported value
2014-06-30 $1B
2014-12-31 $1.3B
2015-03-31 $1.2B
2015-06-30 $1.2B
2015-09-30 $1.2B
2015-12-31 $1.4B
2016-03-31 $1.4B
2016-06-30 $1.5B
2016-09-30 $1.6B
2016-12-31 $1.7B
2017-03-31 $2B
2017-06-30 $2.1B
2017-09-30 $2.2B
2017-12-31 $2.2B
2018-03-31 $2.2B
2018-06-30 $2.8B
2018-09-30 $2.9B
2018-12-31 $2.8B
2019-03-31 $3.1B
2019-06-30 $3B
2019-09-30 $3.5B
2019-12-31 $3.3B
2020-03-31 $2.4B
2020-06-30 $3.2B
2020-09-30 $3.8B
2020-12-31 $4.4B
2021-03-31 $5.9B
2021-06-30 $7.1B
2021-09-30 $7.5B
2021-12-31 $8.8B
2022-03-31 $8.5B
2022-06-30 $6.7B
2022-09-30 $5.5B
2022-12-31 $5.8T
2023-03-31 $5.9B
2023-06-30 $6.1B
2023-09-30 $5B
2023-12-31 $5.5B
2024-03-31 $5.6B
2024-06-30 $5.3B
2024-09-30 $5.8B
2024-12-31 $5.6B
2025-03-31 $5.1B
2025-06-30 $5B
2025-09-30 $5.1B
2025-12-31 $4.5B
2026-03-31 $4.8B
2026-06-30 $5.4B

Holdings and moves

CompanyShare of portfolioValueSharesChange in shares
WELLWelltower14.10%$766.6m3.38M−6.3% Reduced
EQIXEquinix11.17%$607.6m582.9K−10.0% Reduced
FRTFederal Realty Investment Trust7.19%$391.0m3.17M−13.1% Reduced
VNOVornado Realty Trust6.79%$369.0m9.39M+25.9% Added
VTRVentas6.51%$354.2m3.99M−4.8% Reduced
DLRDigital Realty6.04%$328.3m1.83M−7.2% Reduced
ESSEssex Property Trust5.51%$299.7m1.03M+52.7% Added
SPGSimon Property Group5.39%$293.0m1.31M−34.4% Reduced
EXRExtra Space Storage5.03%$273.4m1.88M+31.3% Added
HRHealthcare Realty Trust Inc4.50%$244.8m12.14M−13.5% Reduced
PLDPrologis4.46%$242.4m1.79M−24.1% Reduced
VMRKVivmark Residential4.39%$238.6m3.51M+71.7% Added
ELSEquity Lifestyle Properties Inc2.97%$161.7m2.51M+33.1% Added
MACMacerich Co2.52%$137.0m5.44M+24.1% Added
UEUrban Edge Properties1.76%$95.9m4.19M+6.3% Added
CPTCamden Property Trust1.41%$76.5m668.0KNew
KRCKilroy Realty Corp1.30%$70.5m1.88MNew
INVHInvitation Homes1.23%$67.1m2.22M−3.7% Reduced
TRNOTerreno Realty Corp1.17%$63.5m979.9K−39.7% Reduced
JANJanus Living, Inc.1.08%$58.9m2.05M+203.4% Added
KIMKimco Realty0.91%$49.6m1.96M−27.3% Reduced
HSTHost Hotels & Resorts0.64%$35.0m1.48M−29.5% Reduced
HTOH2o America0.58%$31.3m515.8K+6.9% Added
ETREntergy0.43%$23.2m202.1K+16.1% Added
KMIKinder Morgan0.41%$22.5m705.0K+29.7% Added
BKHBlack Hills Corp0.35%$19.2m258.0K+50.2% Added
NINiSource0.34%$18.7m393.5K+77.8% Added
AEEAmeren0.27%$14.4m127.8K+53.7% Added
LNTAlliant Energy0.26%$14.1m184.6K+23.7% Added
WMBWilliams Companies0.25%$13.7m183.9K+40.6% Added
PNWPinnacle West Capital0.21%$11.2m104.9K+129.5% Added
UNPUnion Pacific Corporation0.20%$10.6m38.9K+36.9% Added
XELXcel Energy0.16%$8.9m110.9K+36.3% Added
SRSpire Inc0.15%$8.2m104.9K−35.4% Reduced
CEGConstellation Energy0.10%$5.5m22.3K+11.3% Added
OGEOGE Energy Corp.0.08%$4.3m88.3K−49.9% Reduced
CNPCenterPoint Energy0.08%$4.1m93.5K+122.3% Added
AMTAmerican Tower0.04%$2.1m12.9K+89.5% Added
PCGPG&E Corporation0.03%$1.7m98.7K+31.8% Added
CompanyBought (value)Shares
ESSEssex Property Trust$103.4m354.7K
VMRKVivmark Residential$99.7m1.47M
CPTCamden Property Trust$76.5m668.0K
VNOVornado Realty Trust$75.8m1.93M
KRCKilroy Realty Corp$70.5m1.88M
EXRExtra Space Storage$65.1m448.1K
ELSEquity Lifestyle Properties Inc$40.2m623.4K
JANJanus Living, Inc.$39.5m1.37M
MACMacerich Co$26.6m1.06M
NINiSource$8.2m172.1K
BKHBlack Hills Corp$6.4m86.3K
PNWPinnacle West Capital$6.3m59.2K
UEUrban Edge Properties$5.7m249.9K
KMIKinder Morgan$5.2m161.3K
AEEAmeren$5.0m44.7K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanySold (value)Shares
SPGSimon Property Group−$154.0m−688.4K
PLDPrologis−$77.1m−569.3K
EQIXEquinix−$67.5m−64.8K
FRTFederal Realty Investment Trust−$58.9m−476.8K
WELLWelltower−$51.8m−228.3K
TRNOTerreno Realty Corp−$41.7m−644.0K
HRHealthcare Realty Trust Inc−$38.3m−1.90M
DLRDigital Realty−$25.6m−142.7K
KIMKimco Realty−$18.7m−736.2K
VTRVentas−$18.0m−203.0K
HSTHost Hotels & Resorts−$14.7m−619.7K
CUZCousins Properties Inc−$10.0m−442.4K
SRSpire Inc−$4.5m−57.5K
OGEOGE Energy Corp.−$4.3m−87.9K
INVHInvitation Homes−$2.6m−85.3K

Change in shares on the previous quarter's 13F, valued at this quarter's reported price.

CompanyValue last quarterShares
CUZCousins Properties Inc$10.0m442.4K
DUKDuke Energy$1.8m13.6K
SOSouthern Company$1.1m11.4K
  • Real Estate96.1%
  • Utilities3.0%
  • Energy0.7%
  • Industrials0.2%

Share of the value held in companies we cover, by sector.

PeriodCopy, a yearS&P 500SharpeS&P 500Biggest dropBeta
Whole backtestAugust 15, 2014 to November 2, 2026+8.6%+13.6%0.400.73−36.1%0.89
2018 onwardsJanuary 5, 2018 to November 2, 2026+8.0%+13.9%0.330.66−36.1%0.93
Last three yearsNovember 3, 2023 to November 2, 2026+15.2%+21.8%0.731.16−13.5%0.48
Last yearNovember 7, 2025 to November 2, 2026+16.4%+14.2%0.860.84−11.2%0.17

From SEC Form 13F data sets. A 13F lists long positions in US-listed shares at the quarter's end, filed up to 45 days later; it does not show shorts, cash, bonds, non-US holdings or trades within the quarter. Positions in companies outside our coverage are not listed here. Research, not investment advice.