Resolution Capital Ltd
Net buyer this quarter
$5.44B
39
+$61.8M
72.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 WELL | $767M | 14.10% | 0.47% | -6.3% | Q1 2021 |
 EQIX | $608M | 11.17% | 0.59% | -10.0% | Q4 2015 |
 FRT | $391M | 7.19% | 3.65% | -13.1% | Q4 2006 |
 VNO | $369M | 6.79% | 5.03% | +25.9% | Q4 2006 |
 VTR | $354M | 6.51% | 0.78% | -4.8% | Q4 2013 |
 DLR | $328M | 6.04% | 0.49% | -7.2% | Q2 2016 |
 ESS | $300M | 5.51% | 1.60% | +52.7% | Q3 2007 |
 SPG | $293M | 5.39% | 16375.61% | -34.5% | Q4 2006 |
 EXR | $273M | 5.03% | 0.89% | +31.3% | Q1 2008 |
 HR | $245M | 4.50% | 3.54% | -13.5% | Q2 2018 |
 PLD | $242M | 4.46% | 0.19% | -24.1% | Q2 2011 |
 VMRK | $239M | 4.39% | 0.94% | +71.8% | Q2 2009 |
 ELS | $162M | 2.97% | 1.29% | +33.1% | Q4 2011 |
 MAC | $137M | 2.52% | 1.91% | +24.1% | Q4 2006 |
 UE | $95.9M | 1.76% | 3.33% | +6.3% | Q2 2015 |
 CPT | $76.5M | 1.41% | 0.66% | Not reported | Q1 2019 |
 KRC | $70.5M | 1.30% | 1.62% | Not reported | Q4 2006 |
 INVH | $67.1M | 1.23% | 0.38% | -3.7% | Q4 2017 |
 TRNO | $63.5M | 1.17% | 0.91% | -39.7% | Q1 2014 |
 JAN | $58.9M | 1.08% | Not reported | +203.4% | Q1 2026 |
 KIM | $49.6M | 0.91% | 0.29% | -27.3% | Q4 2006 |
 HST | $35M | 0.64% | 0.22% | -29.5% | Q4 2006 |
 HTO | $31.3M | 0.58% | 1.23% | +6.9% | Q4 2025 |
 ETR | $23.2M | 0.43% | 0.04% | +16.1% | Q3 2024 |
 KMI | $22.5M | 0.41% | 0.03% | +29.7% | Q2 2024 |
 BKH | $19.2M | 0.35% | 0.34% | +50.3% | Q1 2026 |
 NI | $18.7M | 0.34% | 0.08% | +77.8% | Q2 2025 |
 AEE | $14.4M | 0.27% | 0.05% | +53.7% | Q3 2021 |
 LNT | $14.1M | 0.26% | 0.07% | +23.7% | Q3 2025 |
 WMB | $13.7M | 0.25% | 0.02% | +40.6% | Q4 2024 |
 PNW | $11.2M | 0.21% | 0.09% | +129.6% | Q3 2025 |
 UNP | $10.6M | 0.19% | 0.01% | +36.9% | Q3 2021 |
 XEL | $8.9M | 0.16% | 0.02% | +36.3% | Q3 2021 |
 SR | $8.19M | 0.15% | 0.18% | -35.4% | Q3 2025 |
 CEG | $5.54M | 0.10% | 0.01% | +11.3% | Q1 2022 |
 OGE | $4.29M | 0.08% | 0.04% | -49.9% | Q2 2025 |
 CNP | $4.12M | 0.08% | 0.01% | +122.3% | Q1 2026 |
 AMT | $2.1M | 0.04% | 0.00% | +89.5% | Q3 2016 |
 PCG | $1.66M | 0.03% | 0.00% | +31.8% | Q1 2023 |
| Q1 2026 | |||||
| WELL | $713M | 14.99% | 0.51% | +1.0% | Q1 2021 |
| EQIX | $635M | 13.35% | 0.66% | +15.3% | Q4 2015 |
| FRT | $387M | 8.14% | 4.22% | +10.3% | Q4 2006 |
| SPG | $373M | 7.84% | 24980.14% | -1.4% | Q4 2006 |
| DLR | $355M | 7.47% | 0.56% | -1.4% | Q2 2016 |
| VTR | $343M | 7.21% | 0.86% | -19.6% | Q4 2013 |
| PLD | $312M | 6.55% | 0.25% | -23.8% | Q2 2011 |
| HR | $238M | 5.01% | 4.05% | +72.4% | Q2 2018 |
| VNO | $194M | 4.08% | 3.97% | +34.1% | Q4 2006 |
| EXR | $188M | 3.95% | 0.68% | -30.5% | Q1 2008 |
| ESS | $163M | 3.42% | 1.05% | -1.8% | Q3 2007 |
| VMRK | $121M | 2.54% | 0.55% | -0.3% | Q2 2009 |
| ELS | $118M | 2.47% | 0.97% | +3.3% | Q4 2011 |
| TRNO | $99.7M | 2.10% | 1.54% | +6.7% | Q1 2014 |
| MAC | $82.9M | 1.74% | 1.68% | +204.0% | Q4 2006 |
| UE | $78.7M | 1.66% | 3.13% | +74.1% | Q2 2015 |
| KIM | $60.5M | 1.27% | 0.40% | +23.2% | Q4 2006 |
| INVH | $57.3M | 1.20% | 0.39% | -27.1% | Q4 2017 |
| HST | $40.2M | 0.85% | 0.31% | +5.9% | Q4 2006 |
| HTO | $28.3M | 0.60% | 1.15% | +105.8% | Q4 2025 |
| ETR | $19.6M | 0.41% | 0.04% | +2.8% | Q3 2024 |
| KMI | $18.2M | 0.38% | 0.02% | +6.9% | Q2 2024 |
| JAN | $15.9M | 0.33% | Not reported | New | Q1 2026 |
| SR | $14.7M | 0.31% | 0.27% | +15.0% | Q3 2025 |
| BKH | $11.9M | 0.25% | 0.23% | New | Q1 2026 |
| LNT | $10.7M | 0.23% | 0.06% | -24.8% | Q3 2025 |
| NI | $10.3M | 0.22% | 0.05% | -17.5% | Q2 2025 |
 CUZ | $9.99M | 0.21% | 0.27% | -85.3% | Q4 2024 |
| WMB | $9.52M | 0.20% | 0.01% | +165.9% | Q4 2024 |
| AEE | $9.14M | 0.19% | 0.03% | -7.4% | Q3 2021 |
| OGE | $8.45M | 0.18% | 0.09% | +475.7% | Q2 2025 |
| UNP | $6.9M | 0.15% | 0.00% | +3.3% | Q3 2021 |
| XEL | $6.46M | 0.14% | 0.01% | -5.4% | Q3 2021 |
| CEG | $5.6M | 0.12% | 0.01% | +182.2% | Q1 2022 |
| PNW | $4.61M | 0.10% | 0.04% | +127.0% | Q3 2025 |
| CNP | $1.82M | 0.04% | 0.01% | New | Q1 2026 |
| DUK | $1.78M | 0.04% | 0.00% | -62.2% | Q3 2023 |
| PCG | $1.32M | 0.03% | 0.00% | Not reported | Q1 2023 |
| AMT | $1.17M | 0.02% | 0.00% | -70.2% | Q3 2016 |
 SO | $1.1M | 0.02% | 0.00% | -80.8% | Q3 2023 |
| Q4 2025 | |||||
| WELL | $663M | 14.65% | 0.51% | -15.0% | Q1 2021 |
| EQIX | $430M | 9.51% | 0.57% | -6.5% | Q4 2015 |
| VTR | $404M | 8.92% | 1.10% | -20.7% | Q4 2013 |
| PLD | $395M | 8.73% | 0.33% | +19.5% | Q2 2011 |
| SPG | $375M | 8.29% | 25330.40% | +36.7% | Q4 2006 |
| FRT | $333M | 7.36% | 3.83% | +4.5% | Q4 2006 |
| DLR | $309M | 6.83% | 0.58% | -32.0% | Q2 2016 |
| EXR | $269M | 5.93% | 0.98% | -27.0% | Q1 2008 |
| VNO | $185M | 4.09% | 2.92% | +3.4% | Q4 2006 |
| ESS | $179M | 3.96% | 1.06% | +7.9% | Q3 2007 |
| HR | $138M | 3.05% | 2.32% | +27.2% | Q2 2018 |
| VMRK | $129M | 2.86% | 0.54% | -35.1% | Q2 2009 |
| ELS | $111M | 2.45% | 0.94% | -19.0% | Q4 2011 |
| TRNO | $89.4M | 1.98% | 1.47% | +13.4% | Q1 2014 |
| INVH | $87.9M | 1.94% | 0.52% | -44.7% | Q4 2017 |
| CUZ | $77.7M | 1.72% | 1.79% | -34.0% | Q4 2024 |
 AVBC | $52.5M | 1.16% | 1.44% | Not reported | Q1 2007 |
| KIM | $44.3M | 0.98% | 0.32% | -70.7% | Q4 2006 |
| UE | $43.4M | 0.96% | 1.80% | -10.2% | Q2 2015 |
| HST | $35.1M | 0.78% | 0.29% | -26.0% | Q4 2006 |
| MAC | $26.6M | 0.59% | 0.56% | Not reported | Q4 2006 |
 ESRT | $18M | 0.40% | Not reported | -60.4% | Q4 2013 |
| ETR | $15.7M | 0.35% | 0.04% | +37.0% | Q3 2024 |
| KMI | $14M | 0.31% | 0.02% | +30.1% | Q2 2024 |
| LNT | $12.9M | 0.29% | 0.08% | +67.0% | Q3 2025 |
| SR | $11.7M | 0.26% | 0.24% | +78.6% | Q3 2025 |
| HTO | $11.5M | 0.25% | 0.65% | New | Q4 2025 |
| NI | $11.2M | 0.25% | 0.06% | +53.3% | Q2 2025 |
| AEE | $8.96M | 0.20% | 0.03% | +211.6% | Q3 2021 |
| UNP | $6.38M | 0.14% | 0.00% | +40.4% | Q3 2021 |
| XEL | $6.35M | 0.14% | 0.01% | +37.8% | Q3 2021 |
| SO | $5.17M | 0.11% | 0.01% | -15.2% | Q3 2023 |
| DUK | $4.22M | 0.09% | 0.00% | -55.1% | Q3 2023 |
| AMT | $4M | 0.09% | 0.00% | +199.2% | Q3 2016 |
 WEC | $3.86M | 0.09% | 0.01% | -49.3% | Q1 2025 |
 PEG | $3.61M | 0.08% | 0.01% | +48.3% | Q1 2022 |
| WMB | $2.96M | 0.07% | 0.00% | +41.6% | Q4 2024 |
| CEG | $2.51M | 0.06% | 0.00% | -19.3% | Q1 2022 |
| PNW | $1.79M | 0.04% | 0.02% | +26.8% | Q3 2025 |
| OGE | $1.31M | 0.03% | 0.01% | Not reported | Q2 2025 |
| PCG | $1.2M | 0.03% | 0.00% | +37.2% | Q1 2023 |
| Q3 2025 | |||||
| WELL | $749M | 14.57% | 0.61% | -17.3% | Q1 2021 |
| DLR | $508M | 9.89% | 0.86% | -1.0% | Q2 2016 |
| EQIX | $471M | 9.16% | 0.61% | +2.5% | Q4 2015 |
| VTR | $460M | 8.95% | 1.40% | -5.7% | Q4 2013 |
| EXR | $398M | 7.74% | 1.33% | +44.7% | Q1 2008 |
| FRT | $320M | 6.24% | 3.67% | -3.1% | Q4 2006 |
| PLD | $297M | 5.77% | 0.28% | +5.3% | Q2 2011 |
| SPG | $278M | 5.41% | 18530.79% | +14.5% | Q4 2006 |
| VNO | $218M | 4.24% | 2.80% | +315.2% | Q4 2006 |
| VMRK | $205M | 3.98% | 0.83% | -37.8% | Q2 2009 |
| ESS | $170M | 3.31% | 0.99% | -25.2% | Q3 2007 |
| INVH | $168M | 3.26% | 0.93% | -11.1% | Q4 2017 |
| KIM | $163M | 3.17% | 1.10% | -29.4% | Q4 2006 |
| ELS | $137M | 2.66% | 1.16% | +39.7% | Q4 2011 |
| CUZ | $132M | 2.57% | 2.72% | -22.9% | Q4 2024 |
| HR | $115M | 2.25% | 1.82% | Not reported | Q2 2018 |
| TRNO | $76.2M | 1.48% | 1.31% | +5.6% | Q1 2014 |
| ESRT | $53.4M | 1.04% | Not reported | +29.1% | Q4 2013 |
| UE | $51.6M | 1.00% | 2.01% | +1.8% | Q2 2015 |
| HST | $45.6M | 0.89% | 0.39% | +31.9% | Q4 2006 |
 ADC | $30.1M | 0.58% | 0.37% | +26.4% | Q3 2024 |
| ETR | $11.5M | 0.22% | 0.03% | +13.4% | Q3 2024 |
| KMI | $11.1M | 0.22% | 0.02% | +16.3% | Q2 2024 |
| DUK | $9.92M | 0.19% | 0.01% | +0.6% | Q3 2023 |
| WEC | $8.28M | 0.16% | 0.02% | -6.7% | Q1 2025 |
| LNT | $8.01M | 0.16% | 0.05% | New | Q3 2025 |
| NI | $7.58M | 0.15% | 0.04% | +17.7% | Q2 2025 |
| SO | $6.63M | 0.13% | 0.01% | +12.8% | Q3 2023 |
| SR | $6.45M | 0.13% | 0.13% | New | Q3 2025 |
| XEL | $5.03M | 0.10% | 0.01% | +149.9% | Q3 2021 |
| UNP | $4.64M | 0.09% | 0.00% | +35.7% | Q3 2021 |
| AEE | $3.01M | 0.06% | 0.01% | -42.0% | Q3 2021 |
| CEG | $2.89M | 0.06% | 0.00% | -1.2% | Q1 2022 |
| PEG | $2.53M | 0.05% | 0.01% | -18.6% | Q1 2022 |
| WMB | $2.2M | 0.04% | 0.00% | +8.6% | Q4 2024 |
| AMT | $1.46M | 0.03% | 0.00% | -97.9% | Q3 2016 |
| PNW | $1.42M | 0.03% | 0.01% | New | Q3 2025 |
| PCG | $823K | 0.02% | 0.00% | -41.0% | Q1 2023 |