Investor
Resolution Capital Ltd
CIK 0001612389 · filed 2026-05-15 · SEC filing
13F book
$4.76B
Positions
40
3 new · 4 sold
Largest name
15.0%
Welltower Inc. · WELL
Est. mark
$227.1M
Price effect on 37 names still held. Flow $4.48M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Welltower Inc. | WELL | 3.61M | $712.9M | 15.0% | $43.2M | Added$50M |
| Equinix Inc | EQIX | 647.6K | $634.9M | 13.3% | $120.3M | Added$204.4M |
| Federal Rlty Invt Tr New | — | 3.64M | $387.1M | 8.1% | $17.9M | Added$54M |
| Simon Ppty Group Inc New | — | 2M | $372.8M | 7.8% | $2.84M | Cut−$2.35M |
| Digital Rlty Tr Inc | — | 1.97M | $355.1M | 7.5% | $50.3M | Cut$45.9M |
| Ventas, Inc. | VTR | 4.19M | $342.8M | 7.2% | $18.4M | Cut−$60.7M |
| Prologis Inc. | — | 2.36M | $311.7M | 6.6% | $10.7M | Cut−$83.4M |
| Healthcare Rlty Tr | — | 14M | $238.4M | 5.0% | $325.7K | Added$100.4M |
| Vornado Rlty Tr | — | 7.46M | $193.9M | 4.1% | −$40.6M | Added$8.71M |
| Extra Space Storage Inc. | EXR | 1.43M | $188M | 4.0% | $1.3M | Cut−$80.5M |
| Essex Ppty Tr Inc | — | 673K | $162.9M | 3.4% | −$13.2M | Cut−$16.4M |
| Equity Residential | EQR | 2.04M | $120.9M | 2.5% | −$7.95M | Cut−$8.35M |
| Equity Lifestyle Pptys Inc | ELS | 1.89M | $117.7M | 2.5% | $3.3M | Added$7.04M |
| Terreno Rlty Corp | — | 1.62M | $99.7M | 2.1% | $4.13M | Added$10.4M |
| Macerich Co | MAC | 4.38M | $82.9M | 1.7% | $634.6K | Added$56.2M |
| Urban Edge Pptys | — | 3.94M | $78.7M | 1.7% | $1.79M | Added$35.3M |
| Kimco Rlty Corp | — | 2.69M | $60.5M | 1.3% | $4.81M | Added$16.2M |
| Invitation Homes Inc. | INVH | 2.31M | $57.3M | 1.2% | −$6.78M | Cut−$30.6M |
| Host Hotels & Resorts, Inc. | HST | 2.1M | $40.2M | 0.8% | $2.83M | Added$5.06M |
| H2o America | HTO | 482.5K | $28.3M | 0.6% | $2.27M | Added$16.8M |
| Entergy Corp New | — | 174.1K | $19.6M | 0.4% | $3.37M | Added$3.91M |
| Kinder Morgan Inc Del | — | 543.7K | $18.2M | 0.4% | $3.07M | Added$4.24M |
| Janus Living, Inc. | JAN | 675K | $15.9M | 0.3% | — | New |
| Spire Inc | — | 162.4K | $14.7M | 0.3% | $1.11M | Added$3.02M |
| Black Hills Corp | — | 171.7K | $11.9M | 0.3% | — | New |
| Alliant Energy Corp | LNT | 149.3K | $10.7M | 0.2% | $1.01M | Cut−$2.19M |
| Nisource Inc. | NI | 221.3K | $10.3M | 0.2% | $1.08M | Cut−$873.5K |
| Cousins Pptys Inc | — | 442.4K | $9.99M | 0.2% | −$1.42M | Cut−$67.7M |
| Williams Cos Inc | — | 130.8K | $9.52M | 0.2% | $623.2K | Added$6.56M |
| Ameren Corp | AEE | 83.1K | $9.14M | 0.2% | $836.1K | Cut$176.4K |
| Oge Energy Corp. | OGE | 176.2K | $8.45M | 0.2% | $161K | Added$7.14M |
| Union Pac Corp | — | 28.5K | $6.9M | 0.1% | $311.4K | Added$529.8K |
| Xcel Energy Inc | — | 81.4K | $6.46M | 0.1% | $454K | Cut$110.9K |
| Constellation Energy Corp | CEG | 20K | $5.6M | 0.1% | −$525.7K | Added$3.09M |
| Pinnacle West Cap Corp | — | 45.7K | $4.61M | 0.1% | $242.6K | Added$2.82M |
| Centerpoint Energy Inc | CNP | 42.1K | $1.82M | 0.0% | — | New |
| Duke Energy Corp New | — | 13.6K | $1.78M | 0.0% | $186.7K | Cut−$2.44M |
| Pg&E Corp | — | 74.9K | $1.32M | 0.0% | $112.3K | Held |
| American Tower Corp New | — | 6.79K | $1.17M | 0.0% | −$20.3K | Cut−$2.83M |
| Southern Co | — | 11.4K | $1.1M | 0.0% | $106.2K | Cut−$4.07M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.