Resolution Capital Ltd
13F holdings for Q2 2026 · Sydney, Nsw, C3 · filed August 14, 2026
Resolution Capital Ltd reported $5.4B in 13F securities across 39 holdings for Q2 2026, in a Form 13F filed August 14, 2026. The largest positions were WELL (14.1%), EQIX (11.2%), FRT (7.2%). Reported value rose 14.3% from the quarter before. It opened 2 new positions, added to 23, trimmed 14 and sold out of 3.
- 13F value Q2 2026
- $5.4B
- Holdings
- 39
- Change vs prior quarter
- +14.3%
- Rank by 13F value
- #845
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| WELL Welltower Inc. | $767M | 14.1% | 3,377,659 | -6.3% | Trimmed |
| EQIX Equinix Inc. | $608M | 11.2% | 582,867 | -10.0% | Trimmed |
| FRT Federal Realty Investment Trust | $391M | 7.2% | 3,167,773 | -13.1% | Trimmed |
| VNO Vornado Realty Trust | $369M | 6.8% | 9,389,365 | +25.9% | Added |
| VTR Ventas Inc. | $354M | 6.5% | 3,988,965 | -4.8% | Trimmed |
| DLR Digital Realty Trust Inc. | $328M | 6.0% | 1,828,047 | -7.2% | Trimmed |
| ESS Essex Property Trust Inc. | $300M | 5.5% | 1,027,680 | +52.7% | Added |
| SPG Simon Property Group Inc. | $293M | 5.4% | 1,310,049 | -34.4% | Trimmed |
| EXR Extra Space Storage Inc | $273M | 5.0% | 1,881,956 | +31.3% | Added |
| HR Healthcare Realty Trust Incorporated | $245M | 4.5% | 12,135,370 | -13.5% | Trimmed |
| PLD Prologis Inc. | $242M | 4.5% | 1,788,986 | -24.1% | Trimmed |
| VMRK Vivmark Residential | $239M | 4.4% | 3,511,740 | +71.7% | Added |
| ELS Equity Lifestyle Properties Inc. | $162M | 3.0% | 2,508,699 | +33.1% | Added |
| MAC Macerich Company | $137M | 2.5% | 5,439,786 | +24.1% | Added |
| UE Urban Edge Properties | $95.9M | 1.8% | 4,190,823 | +6.3% | Added |
| CPT Camden Property Trust | $76.5M | 1.4% | 668,008 | New | New |
| KRC Kilroy Realty Corporation | $70.5M | 1.3% | 1,882,628 | New | New |
| INVH Invitation Homes Inc. | $67.1M | 1.2% | 2,220,680 | -3.7% | Trimmed |
| TRNO Terreno Realty Corporation | $63.5M | 1.2% | 979,865 | -39.7% | Trimmed |
| JAN Janus Living Inc. | $58.9M | 1.1% | 2,047,988 | +203.4% | Added |
| KIM Kimco Realty Corporation (HC) | $49.6M | 0.9% | 1,958,089 | -27.3% | Trimmed |
| HST Host Hotels & Resorts Inc. | $35.0M | 0.6% | 1,478,055 | -29.5% | Trimmed |
| HTO H2O America | $31.3M | 0.6% | 515,795 | +6.9% | Added |
| ETR Entergy Corporation | $23.2M | 0.4% | 202,101 | +16.1% | Added |
| KMI Kinder Morgan Inc. | $22.5M | 0.4% | 704,972 | +29.7% | Added |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $5.4B in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- ESS Essex Property Trust Inc. Added+$103M
- VMRK Vivmark Residential Added+$99.7M
- CPT Camden Property Trust New+$76.5M
- VNO Vornado Realty Trust Added+$75.8M
- KRC Kilroy Realty Corporation New+$70.5M
- EXR Extra Space Storage Inc Added+$65.1M
- ELS Equity Lifestyle Properties Inc. Added+$40.2M
- JAN Janus Living Inc. Added+$39.5M
- MAC Macerich Company Added+$26.6M
- NI NiSource Inc Added+$8.2M
Biggest sells in Q2 2026
- SPG Simon Property Group Inc. Trimmed-$154M
- PLD Prologis Inc. Trimmed-$77.1M
- EQIX Equinix Inc. Trimmed-$67.5M
- FRT Federal Realty Investment Trust Trimmed-$58.9M
- WELL Welltower Inc. Trimmed-$51.8M
- TRNO Terreno Realty Corporation Trimmed-$41.7M
- HR Healthcare Realty Trust Incorporated Trimmed-$38.3M
- DLR Digital Realty Trust Inc. Trimmed-$25.6M
- KIM Kimco Realty Corporation (HC) Trimmed-$18.7M
- VTR Ventas Inc. Trimmed-$18.0M
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 2 new, 23 added, 14 trimmed, 3 sold out.
Sector mix
- Real Estate91.9%
- Finance4.2%
- Utilities3.7%
- Industrials0.2%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| BKH Black Hills Corporation | $19.2M | 0.4% | 257,983 | +50.2% | Added |
| NI NiSource Inc | $18.7M | 0.3% | 393,485 | +77.8% | Added |
| AEE Ameren Corporation | $14.4M | 0.3% | 127,769 | +53.7% | Added |
| LNT Alliant Energy Corporation | $14.1M | 0.3% | 184,569 | +23.7% | Added |
| WMB Williams Companies Inc. | $13.7M | 0.3% | 183,893 | +40.6% | Added |
| PNW Pinnacle West Capital Corporation | $11.2M | 0.2% | 104,931 | +129.5% | Added |
| UNP Union Pacific Corporation | $10.6M | 0.2% | 38,949 | +36.9% | Added |
| XEL Xcel Energy Inc. | $8.9M | 0.2% | 110,891 | +36.3% | Added |
| SR Spire Inc. | $8.2M | 0.2% | 104,875 | -35.4% | Trimmed |
| CEG Constellation Energy Corporation | $5.5M | 0.1% | 22,312 | +11.3% | Added |
| OGE OGE Energy Corp | $4.3M | 0.1% | 88,253 | -49.9% | Trimmed |
| CNP CenterPoint Energy Inc (Holding Co) | $4.1M | 0.1% | 93,536 | +122.3% | Added |
| AMT American Tower Corporation (REIT) | $2.1M | 0.0% | 12,867 | +89.5% | Added |
| PCG Pacific Gas & Electric Co. | $1.7M | 0.0% | 98,728 | +31.8% | Added |
Questions about Resolution Capital Ltd
- What does Resolution Capital Ltd own?
- In its Form 13F for Q2 2026, Resolution Capital Ltd reported 39 holdings worth $5.4B. The five largest were WELL, EQIX, FRT, VNO, VTR.
- What did Resolution Capital Ltd buy and sell in Q2 2026?
- Resolution Capital Ltd opened 2 new positions, added to 23, trimmed 14 and sold out of 3 compared with the quarter before.
- When did Resolution Capital Ltd file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed August 14, 2026.
From Form 13F filed by Resolution Capital Ltd (SEC CIK 0001612389) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds