# Resolution Capital Ltd: Form 13F holdings

An institutional investment manager in Sydney, Nsw. SEC CIK 1612389.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $5.44bn
- Positions: 39 (39 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1612389/000117266126003495/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [WELLTOWER INC (WELL)](/companies/well.md) | COM | $766.6m | 14.1% | 3,377,659 |  | Reduced −228,266 |
| [EQUINIX INC (EQIX)](/companies/eqix.md) | COM | $607.6m | 11.2% | 582,867 |  | Reduced −64,781 |
| [FEDERAL RLTY INVT TR NEW (FRT)](/companies/frt.md) | SH BEN INT NEW | $391.0m | 7.2% | 3,167,773 |  | Reduced −476,802 |
| [VORNADO RLTY TR (VNO)](/companies/vno.md) | SH BEN INT | $369.0m | 6.8% | 9,389,365 |  | Added +1,929,384 |
| [VENTAS INC (VTR)](/companies/vtr.md) | COM | $354.2m | 6.5% | 3,988,965 |  | Reduced −203,043 |
| [DIGITAL RLTY TR INC (DLR)](/companies/dlr.md) | COM | $328.3m | 6.0% | 1,828,047 |  | Reduced −142,650 |
| [ESSEX PPTY TR INC (ESS)](/companies/ess.md) | COM | $299.7m | 5.5% | 1,027,680 |  | Added +354,660 |
| [SIMON PPTY GROUP INC NEW (SPG)](/companies/spg.md) | COM | $293.0m | 5.4% | 1,310,049 |  | Reduced −688,362 |
| [EXTRA SPACE STORAGE INC (EXR)](/companies/exr.md) | COM | $273.4m | 5.0% | 1,881,956 |  | Added +448,144 |
| [HEALTHCARE RLTY TR (HR)](/companies/hr.md) | CL A COM | $244.8m | 4.5% | 12,135,370 |  | Reduced −1,898,997 |
| [PROLOGIS INC. (PLD)](/companies/pld.md) | COM | $242.4m | 4.5% | 1,788,986 |  | Reduced −569,273 |
| [EQUITY RESIDENTIAL (VMRK)](/companies/vmrk.md) | SH BEN INT | $238.6m | 4.4% | 3,511,740 |  | Added +1,467,045 |
| [EQUITY LIFESTYLE PROPERTIES (ELS)](/companies/els.md) | COM | $161.7m | 3.0% | 2,508,699 |  | Added +623,407 |
| [MACERICH CO (MAC)](/companies/mac.md) | COM | $137.0m | 2.5% | 5,439,786 |  | Added +1,055,606 |
| [URBAN EDGE PPTYS (UE)](/companies/ue.md) | COM | $95.9m | 1.8% | 4,190,823 |  | Added +249,885 |
| [CAMDEN PPTY TR (CPT)](/companies/cpt.md) | SH BEN INT | $76.5m | 1.4% | 668,008 |  | New +668,008 |
| [KILROY REALTY CORP (KRC)](/companies/krc.md) | COM | $70.5m | 1.3% | 1,882,628 |  | New +1,882,628 |
| [INVITATION HOMES INC (INVH)](/companies/invh.md) | COM | $67.1m | 1.2% | 2,220,680 |  | Reduced −85,328 |
| [TERRENO RLTY CORP (TRNO)](/companies/trno.md) | COM | $63.5m | 1.2% | 979,865 |  | Reduced −643,992 |
| [JANUS LIVING INC (JAN)](/companies/jan.md) | CL A-1 | $58.9m | 1.1% | 2,047,988 |  | Added +1,372,988 |
| [KIMCO REALTY CORP (KIM)](/companies/kim.md) | COM | $49.6m | 0.9% | 1,958,089 |  | Reduced −736,209 |
| [HOST HOTELS & RESORTS INC (HST)](/companies/hst.md) | COM | $35.0m | 0.6% | 1,478,055 |  | Reduced −619,722 |
| [H2O AMERICA (HTO)](/companies/hto.md) | COM | $31.3m | 0.6% | 515,795 |  | Added +33,335 |
| [ENTERGY CORP NEW (ETR)](/companies/etr.md) | COM | $23.2m | 0.4% | 202,101 |  | Added +28,020 |
| [KINDER MORGAN INC DEL (KMI)](/companies/kmi.md) | COM | $22.5m | 0.4% | 704,972 |  | Added +161,312 |
| [BLACK HILLS CORP (BKH)](/companies/bkh.md) | COM | $19.2m | 0.4% | 257,983 |  | Added +86,275 |
| [NISOURCE INC (NI)](/companies/ni.md) | COM | $18.7m | 0.3% | 393,485 |  | Added +172,136 |
| [AMEREN CORP (AEE)](/companies/aee.md) | COM | $14.4m | 0.3% | 127,769 |  | Added +44,655 |
| [ALLIANT ENERGY CORP (LNT)](/companies/lnt.md) | COM | $14.1m | 0.3% | 184,569 |  | Added +35,313 |
| [WILLIAMS COS INC (WMB)](/companies/wmb.md) | COM | $13.7m | 0.3% | 183,893 |  | Added +53,111 |
| [PINNACLE WEST CAP CORP (PNW)](/companies/pnw.md) | COM | $11.2m | 0.2% | 104,931 |  | Added +59,219 |
| [UNION PAC CORP (UNP)](/companies/unp.md) | COM | $10.6m | 0.2% | 38,949 |  | Added +10,489 |
| [XCEL ENERGY INC (XEL)](/companies/xel.md) | COM | $8.9m | 0.2% | 110,891 |  | Added +29,527 |
| [SPIRE INC (SR)](/companies/sr.md) | COM | $8.2m | 0.2% | 104,875 |  | Reduced −57,504 |
| [CONSTELLATION ENERGY CORP (CEG)](/companies/ceg.md) | COM | $5.5m | 0.1% | 22,312 |  | Added +2,267 |
| [OGE ENERGY CORP (OGE)](/companies/oge.md) | COM | $4.3m | <0.1% | 88,253 |  | Reduced −87,922 |
| [CENTERPOINT ENERGY INC (CNP)](/companies/cnp.md) | COM | $4.1m | <0.1% | 93,536 |  | Added +51,464 |
| [AMERICAN TOWER CORP (AMT)](/companies/amt.md) | COM | $2.1m | <0.1% | 12,867 |  | Added +6,076 |
| [PG&E CORP (PCG)](/companies/pcg.md) | COM | $1.7m | <0.1% | 98,728 |  | Added +23,838 |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [COUSINS PPTYS INC (CUZ)](/companies/cuz.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −442,437 |
| [DUKE ENERGY CORP NEW (DUK)](/companies/duk.md) | COM NEW | $0 | 0.0% | 0 |  | Sold out −13,598 |
| [SOUTHERN CO (SO)](/companies/so.md) | COM | $0 | 0.0% | 0 |  | Sold out −11,400 |

Source: SEC EDGAR, Form 13F-HR, accession 0001172661-26-003495. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.