Resolution Capital Ltd
- SEC CIK
- 0001612389
- Latest filing
- Aug 14, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 39
- −1 vs. Q1 2026
- Portfolio value
- $5.44B
- +$682.0M (+14.3%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PCGPG&E Corp | Stock | 98,728 | $1.66M | <0.1% | +23,838+31.8% | Added | History |
| AMTAmerican Tower Corp | REIT | 12,867 | $2.10M | <0.1% | +6,076+89.5% | Added | History |
| CNPCenterpoint Energy Inc | COM | 93,536 | $4.12M | 0.1% | +51,464+122.3% | Added | History |
| OGEOGE Energy Corp. | COM | 88,253 | $4.29M | 0.1% | −87,922−49.9% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 22,312 | $5.54M | 0.1% | +2,267+11.3% | Added | History |
| SRSpire Inc | COM | 104,875 | $8.19M | 0.2% | −57,504−35.4% | Reduced | History |
| XELXcel Energy Inc | Stock | 110,891 | $8.90M | 0.2% | +29,527+36.3% | Added | History |
| UNPUnion Pacific Corp | Stock | 38,949 | $10.6M | 0.2% | +10,489+36.9% | Added | History |
| PNWPinnacle West Capital Corp | COM | 104,931 | $11.2M | 0.2% | +59,219+129.5% | Added | History |
| WMBWilliams Companies, Inc. | COM | 183,893 | $13.7M | 0.3% | +53,111+40.6% | Added | History |
| LNTAlliant Energy Corp | Stock | 184,569 | $14.1M | 0.3% | +35,313+23.7% | Added | History |
| AEEAmeren Corp | COM | 127,769 | $14.4M | 0.3% | +44,655+53.7% | Added | History |
| NINisource Inc. | COM | 393,485 | $18.7M | 0.3% | +172,136+77.8% | Added | History |
| BKHBlack Hills Corp | COM | 257,983 | $19.2M | 0.4% | +86,275+50.2% | Added | History |
| KMIKinder Morgan, Inc. | Stock | 704,972 | $22.5M | 0.4% | +161,312+29.7% | Added | History |
| ETREntergy Corp | COM | 202,101 | $23.2M | 0.4% | +28,020+16.1% | Added | History |
| HTOH2O America | COM | 515,795 | $31.3M | 0.6% | +33,335+6.9% | Added | History |
| HSTHost Hotels & Resorts, Inc. | COM | 1,478,055 | $35.0M | 0.6% | −619,722−29.5% | Reduced | History |
| KIMKimco Realty Corp | COM | 1,958,089 | $49.6M | 0.9% | −736,209−27.3% | Reduced | History |
| JANJanus Living, Inc. | CL A-1 | 2,047,988 | $58.9M | 1.1% | +1,372,988+203.4% | Added | History |
| TRNOTerreno Realty Corp | COM | 979,865 | $63.5M | 1.2% | −643,992−39.7% | Reduced | History |
| INVHInvitation Homes Inc. | COM | 2,220,680 | $67.1M | 1.2% | −85,328−3.7% | Reduced | History |
| KRCKilroy Realty Corp | COM | 1,882,628 | $70.5M | 1.3% | +1,882,628 | New | History |
| CPTCamden Property Trust | REIT | 668,008 | $76.5M | 1.4% | +668,008 | New | History |
| UEUrban Edge Properties | COM | 4,190,823 | $95.9M | 1.8% | +249,885+6.3% | Added | History |
| MACMacerich Co | COM | 5,439,786 | $137.0M | 2.5% | +1,055,606+24.1% | Added | History |
| ELSEquity Lifestyle Properties Inc | COM | 2,508,699 | $161.7M | 3.0% | +623,407+33.1% | Added | History |
| VMRKVivmark Residential | SH BEN INT | 3,511,740 | $238.6M | 4.4% | +1,467,045+71.7% | Added | History |
| PLDPrologis, Inc. | REIT | 1,788,986 | $242.4M | 4.5% | −569,273−24.1% | Reduced | History |
| HRHealthcare Realty Trust Inc | CL A COM | 12,135,370 | $244.8M | 4.5% | −1,898,997−13.5% | Reduced | History |
| EXRExtra Space Storage Inc. | COM | 1,881,956 | $273.4M | 5.0% | +448,144+31.3% | Added | History |
| SPGSimon Property Group Inc. | REIT | 1,310,049 | $293.0M | 5.4% | −688,362−34.4% | Reduced | History |
| ESSEssex Property Trust, Inc. | COM | 1,027,680 | $299.7M | 5.5% | +354,660+52.7% | Added | History |
| DLRDigital Realty Trust, Inc. | COM | 1,828,047 | $328.3M | 6.0% | −142,650−7.2% | Reduced | History |
| VTRVentas, Inc. | REIT | 3,988,965 | $354.2M | 6.5% | −203,043−4.8% | Reduced | History |
| VNOVornado Realty Trust | SH BEN INT | 9,389,365 | $369.0M | 6.8% | +1,929,384+25.9% | Added | History |
| FRTFederal Realty Investment Trust | SH BEN INT NEW | 3,167,773 | $391.0M | 7.2% | −476,802−13.1% | Reduced | History |
| EQIXEquinix Inc | COM | 582,867 | $607.6M | 11.2% | −64,781−10.0% | Reduced | History |
| WELLWelltower Inc. | REIT | 3,377,659 | $766.6M | 14.1% | −228,266−6.3% | Reduced | History |
Sold out since Q1 2026 (3)
Positions held at the end of Q1 2026 that are gone from this filing.