Filed: 8/14/2025ACC: 0001172661-25-003290
📋 What this filing means
RESOLUTION CAPITAL LTD filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $5.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$5.04B
Total AUM (reported)
72.88M
Total Shares
Allocation by class
COM$4.11B81.5%
SH BEN INT$392.21M7.8%
SH BEN INT NEW$310.11M6.2%
COM NEW$187.86M3.7%
CL A$43.71M0.9%
Portfolio Concentration
Top 3$1.77B35.0%
4–10$2.10B41.7%
11–25$1.13B22.4%
Rest$43.05M0.9%
Top 3 weight
35.0%
Top 10 weight
76.7%
Voting Authority Distribution
Total shares with voting rights: 72.88M
Sole
Full voting authority
51.58M
shares
% of voting shares70.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
21.30M
shares
% of voting shares29.2%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 70.8% of voting shares
Institutional Holdings39
Rows:
WELLTOWER INC
SOLEShares5.08M
TypeSH
Market value$781.66M
15.50%
Sole
3.62M
Shared
0.00
None
1.46M
DIGITAL RLTY TR INC
SOLEShares2.97M
TypeSH
Market value$517.34M
10.26%
Sole
2.10M
Shared
0.00
None
869.52K
EQUINIX INC
SOLEShares586.30K
TypeSH
Market value$466.39M
9.25%
Sole
414.06K
Shared
0.00
None
172.25K
VENTAS INC
SOLEShares6.97M
TypeSH
Market value$440.15M
8.73%
Sole
4.93M
Shared
0.00
None
2.04M
EQUITY RESIDENTIAL
SOLEShares5.08M
TypeSH
Market value$342.65M
6.80%
Sole
3.58M
Shared
0.00
None
1.50M
FEDERAL RLTY INVT TR NEW
SOLEShares3.26M
TypeSH
Market value$310.11M
6.15%
Sole
2.31M
Shared
0.00
None
952.86K
EXTRA SPACE STORAGE INC
SOLEShares1.95M
TypeSH
Market value$287.63M
5.71%
Sole
1.38M
Shared
0.00
None
575.38K
PROLOGIS INC.
SOLEShares2.46M
TypeSH
Market value$258.59M
5.13%
Sole
1.72M
Shared
0.00
None
735.14K
ESSEX PPTY TR INC
SOLEShares848.63K
TypeSH
Market value$240.50M
4.77%
Sole
602.18K
Shared
0.00
None
246.44K
KIMCO RLTY CORP
SOLEShares10.58M
TypeSH
Market value$222.34M
4.41%
Sole
7.45M
Shared
0.00
None
3.12M
INVITATION HOMES INC
SOLEShares6.43M
TypeSH
Market value$210.97M
4.18%
Sole
4.54M
Shared
0.00
None
1.89M
SIMON PPTY GROUP INC NEW
SOLEShares1.29M
TypeSH
Market value$208.12M
4.13%
Sole
901.85K
Shared
0.00
None
392.74K
COUSINS PPTYS INC
SOLEShares5.92M
TypeSH
Market value$177.75M
3.53%
Sole
4.20M
Shared
0.00
None
1.72M
EQUITY LIFESTYLE PPTYS INC
SOLEShares1.61M
TypeSH
Market value$99.48M
1.97%
Sole
1.13M
Shared
0.00
None
484.21K
AMERICAN TOWER CORP NEW
SOLEShares354.49K
TypeSH
Market value$78.35M
1.55%
Sole
252.67K
Shared
0.00
None
101.82K
TERRENO RLTY CORP
SOLEShares1.27M
TypeSH
Market value$71.28M
1.41%
Sole
895.30K
Shared
0.00
None
376.04K
HEALTHPEAK PROPERTIES INC
SOLEShares3.54M
TypeSH
Market value$61.94M
1.23%
Sole
2.52M
Shared
0.00
None
1.02M
VORNADO RLTY TR
SOLEShares1.30M
TypeSH
Market value$49.57M
0.98%
Sole
915.36K
Shared
0.00
None
380.80K
URBAN EDGE PPTYS
SOLEShares2.48M
TypeSH
Market value$46.19M
0.92%
Sole
1.77M
Shared
0.00
None
709.47K
EMPIRE ST RLTY TR INC
SOLEShares5.40M
TypeSH
Market value$43.71M
0.87%
Sole
3.87M
Shared
0.00
None
1.53M
HOST HOTELS & RESORTS INC
SOLEShares2.03M
TypeSH
Market value$31.18M
0.62%
Sole
1.37M
Shared
0.00
None
661.10K
AGREE RLTY CORP
SOLEShares334.64K
TypeSH
Market value$24.45M
0.48%
Sole
231.91K
Shared
0.00
None
102.73K
KINDER MORGAN INC DEL
SOLEShares336.18K
TypeSH
Market value$9.88M
0.20%
Sole
261.35K
Shared
0.00
None
74.83K
DUKE ENERGY CORP NEW
SOLEShares79.63K
TypeSH
Market value$9.40M
0.19%
Sole
61.91K
Shared
0.00
None
17.73K
ENTERGY CORP NEW
SOLEShares109.02K
TypeSH
Market value$9.06M
0.18%
Sole
85.73K
Shared
0.00
None
23.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCSOLE | COM | 5.08M | SH | $781.66M 15.50% | 3.62M | 0.00 | 1.46M |
DIGITAL RLTY TR INCSOLE | COM | 2.97M | SH | $517.34M 10.26% | 2.10M | 0.00 | 869.52K |
EQUINIX INCSOLE | COM | 586.30K | SH | $466.39M 9.25% | 414.06K | 0.00 | 172.25K |
VENTAS INCSOLE | COM | 6.97M | SH | $440.15M 8.73% | 4.93M | 0.00 | 2.04M |
EQUITY RESIDENTIALSOLE | SH BEN INT | 5.08M | SH | $342.65M 6.80% | 3.58M | 0.00 | 1.50M |
FEDERAL RLTY INVT TR NEWSOLE | SH BEN INT NEW | 3.26M | SH | $310.11M 6.15% | 2.31M | 0.00 | 952.86K |
EXTRA SPACE STORAGE INCSOLE | COM | 1.95M | SH | $287.63M 5.71% | 1.38M | 0.00 | 575.38K |
PROLOGIS INC.SOLE | COM | 2.46M | SH | $258.59M 5.13% | 1.72M | 0.00 | 735.14K |
ESSEX PPTY TR INCSOLE | COM | 848.63K | SH | $240.50M 4.77% | 602.18K | 0.00 | 246.44K |
KIMCO RLTY CORPSOLE | COM | 10.58M | SH | $222.34M 4.41% | 7.45M | 0.00 | 3.12M |
INVITATION HOMES INCSOLE | COM | 6.43M | SH | $210.97M 4.18% | 4.54M | 0.00 | 1.89M |
SIMON PPTY GROUP INC NEWSOLE | COM | 1.29M | SH | $208.12M 4.13% | 901.85K | 0.00 | 392.74K |
COUSINS PPTYS INCSOLE | COM NEW | 5.92M | SH | $177.75M 3.53% | 4.20M | 0.00 | 1.72M |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 1.61M | SH | $99.48M 1.97% | 1.13M | 0.00 | 484.21K |
AMERICAN TOWER CORP NEWSOLE | COM | 354.49K | SH | $78.35M 1.55% | 252.67K | 0.00 | 101.82K |
TERRENO RLTY CORPSOLE | COM | 1.27M | SH | $71.28M 1.41% | 895.30K | 0.00 | 376.04K |
HEALTHPEAK PROPERTIES INCSOLE | COM | 3.54M | SH | $61.94M 1.23% | 2.52M | 0.00 | 1.02M |
VORNADO RLTY TRSOLE | SH BEN INT | 1.30M | SH | $49.57M 0.98% | 915.36K | 0.00 | 380.80K |
URBAN EDGE PPTYSSOLE | COM | 2.48M | SH | $46.19M 0.92% | 1.77M | 0.00 | 709.47K |
EMPIRE ST RLTY TR INCSOLE | CL A | 5.40M | SH | $43.71M 0.87% | 3.87M | 0.00 | 1.53M |
HOST HOTELS & RESORTS INCSOLE | COM | 2.03M | SH | $31.18M 0.62% | 1.37M | 0.00 | 661.10K |
AGREE RLTY CORPSOLE | COM | 334.64K | SH | $24.45M 0.48% | 231.91K | 0.00 | 102.73K |
KINDER MORGAN INC DELSOLE | COM | 336.18K | SH | $9.88M 0.20% | 261.35K | 0.00 | 74.83K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 79.63K | SH | $9.40M 0.19% | 61.91K | 0.00 | 17.73K |
ENTERGY CORP NEWSOLE | COM | 109.02K | SH | $9.06M 0.18% | 85.73K | 0.00 | 23.29K |
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