Filed: 11/14/2025ACC: 0001172661-25-004902
📋 What this filing means
RESOLUTION CAPITAL LTD filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $5.14B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$5.14B
Total AUM (reported)
75.27M
Total Shares
Allocation by class
COM$4.08B79.5%
SH BEN INT$422.59M8.2%
SH BEN INT NEW$320.47M6.2%
COM NEW$142.05M2.8%
CL A COM$115.43M2.2%
CL A$53.43M1.0%
Portfolio Concentration
Top 3$1.73B33.6%
4–10$2.18B42.3%
11–25$1.18B23.0%
Rest$52.68M1.0%
Top 3 weight
33.6%
Top 10 weight
76.0%
Voting Authority Distribution
Total shares with voting rights: 75.27M
Sole
Full voting authority
57.10M
shares
% of voting shares75.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
18.17M
shares
% of voting shares24.1%
Investment Discretion (by position count)
Sole38
Shared0
Other0
Dominant voting typeSole · 75.9% of voting shares
Institutional Holdings38
Rows:
WELLTOWER INC
SOLEShares4.20M
TypeSH
Market value$748.74M
14.57%
Sole
3.17M
Shared
0.00
None
1.03M
DIGITAL RLTY TR INC
SOLEShares2.94M
TypeSH
Market value$508.12M
9.89%
Sole
2.23M
Shared
0.00
None
704.98K
EQUINIX INC
SOLEShares600.85K
TypeSH
Market value$470.61M
9.16%
Sole
453.62K
Shared
0.00
None
147.23K
VENTAS INC
SOLEShares6.57M
TypeSH
Market value$460.09M
8.95%
Sole
5M
Shared
0.00
None
1.58M
EXTRA SPACE STORAGE INC
SOLEShares2.82M
TypeSH
Market value$397.94M
7.74%
Sole
2.13M
Shared
0.00
None
690.94K
FEDERAL RLTY INVT TR NEW
SOLEShares3.16M
TypeSH
Market value$320.47M
6.24%
Sole
2.42M
Shared
0.00
None
738.62K
PROLOGIS INC.
SOLEShares2.59M
TypeSH
Market value$296.73M
5.77%
Sole
1.91M
Shared
0.00
None
684.01K
SIMON PPTY GROUP INC NEW
SOLEShares1.48M
TypeSH
Market value$278.21M
5.41%
Sole
1.09M
Shared
0.00
None
388.91K
VORNADO RLTY TR
SOLEShares5.38M
TypeSH
Market value$218.09M
4.24%
Sole
4.11M
Shared
0.00
None
1.27M
EQUITY RESIDENTIAL
SOLEShares3.16M
TypeSH
Market value$204.50M
3.98%
Sole
2.37M
Shared
0.00
None
784.34K
ESSEX PPTY TR INC
SOLEShares634.60K
TypeSH
Market value$169.86M
3.31%
Sole
480.92K
Shared
0.00
None
153.68K
INVITATION HOMES INC
SOLEShares5.72M
TypeSH
Market value$167.78M
3.26%
Sole
4.33M
Shared
0.00
None
1.39M
KIMCO RLTY CORP
SOLEShares7.46M
TypeSH
Market value$163.10M
3.17%
Sole
5.61M
Shared
0.00
None
1.86M
EQUITY LIFESTYLE PPTYS INC
SOLEShares2.25M
TypeSH
Market value$136.77M
2.66%
Sole
1.70M
Shared
0.00
None
553.20K
COUSINS PPTYS INC
SOLEShares4.57M
TypeSH
Market value$132.14M
2.57%
Sole
3.47M
Shared
0.00
None
1.10M
HEALTHCARE RLTY TR
SOLEShares6.40M
TypeSH
Market value$115.43M
2.25%
Sole
4.85M
Shared
0.00
None
1.55M
TERRENO RLTY CORP
SOLEShares1.34M
TypeSH
Market value$76.18M
1.48%
Sole
1.05M
Shared
0.00
None
287.67K
EMPIRE ST RLTY TR INC
SOLEShares6.98M
TypeSH
Market value$53.43M
1.04%
Sole
5.36M
Shared
0.00
None
1.62M
URBAN EDGE PPTYS
SOLEShares2.52M
TypeSH
Market value$51.57M
1.00%
Sole
1.96M
Shared
0.00
None
554.48K
HOST HOTELS & RESORTS INC
SOLEShares2.68M
TypeSH
Market value$45.58M
0.89%
Sole
2M
Shared
0.00
None
680.35K
AGREE RLTY CORP
SOLEShares423.01K
TypeSH
Market value$30.05M
0.58%
Sole
300.57K
Shared
0.00
None
122.44K
ENTERGY CORP NEW
SOLEShares123.61K
TypeSH
Market value$11.52M
0.22%
Sole
99.27K
Shared
0.00
None
24.34K
KINDER MORGAN INC DEL
SOLEShares391.12K
TypeSH
Market value$11.07M
0.22%
Sole
310.76K
Shared
0.00
None
80.36K
DUKE ENERGY CORP NEW
SOLEShares80.13K
TypeSH
Market value$9.92M
0.19%
Sole
63.81K
Shared
0.00
None
16.32K
WEC ENERGY GROUP INC
SOLEShares72.26K
TypeSH
Market value$8.28M
0.16%
Sole
57.63K
Shared
0.00
None
14.63K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WELLTOWER INCSOLE | COM | 4.20M | SH | $748.74M 14.57% | 3.17M | 0.00 | 1.03M |
DIGITAL RLTY TR INCSOLE | COM | 2.94M | SH | $508.12M 9.89% | 2.23M | 0.00 | 704.98K |
EQUINIX INCSOLE | COM | 600.85K | SH | $470.61M 9.16% | 453.62K | 0.00 | 147.23K |
VENTAS INCSOLE | COM | 6.57M | SH | $460.09M 8.95% | 5M | 0.00 | 1.58M |
EXTRA SPACE STORAGE INCSOLE | COM | 2.82M | SH | $397.94M 7.74% | 2.13M | 0.00 | 690.94K |
FEDERAL RLTY INVT TR NEWSOLE | SH BEN INT NEW | 3.16M | SH | $320.47M 6.24% | 2.42M | 0.00 | 738.62K |
PROLOGIS INC.SOLE | COM | 2.59M | SH | $296.73M 5.77% | 1.91M | 0.00 | 684.01K |
SIMON PPTY GROUP INC NEWSOLE | COM | 1.48M | SH | $278.21M 5.41% | 1.09M | 0.00 | 388.91K |
VORNADO RLTY TRSOLE | SH BEN INT | 5.38M | SH | $218.09M 4.24% | 4.11M | 0.00 | 1.27M |
EQUITY RESIDENTIALSOLE | SH BEN INT | 3.16M | SH | $204.50M 3.98% | 2.37M | 0.00 | 784.34K |
ESSEX PPTY TR INCSOLE | COM | 634.60K | SH | $169.86M 3.31% | 480.92K | 0.00 | 153.68K |
INVITATION HOMES INCSOLE | COM | 5.72M | SH | $167.78M 3.26% | 4.33M | 0.00 | 1.39M |
KIMCO RLTY CORPSOLE | COM | 7.46M | SH | $163.10M 3.17% | 5.61M | 0.00 | 1.86M |
EQUITY LIFESTYLE PPTYS INCSOLE | COM | 2.25M | SH | $136.77M 2.66% | 1.70M | 0.00 | 553.20K |
COUSINS PPTYS INCSOLE | COM NEW | 4.57M | SH | $132.14M 2.57% | 3.47M | 0.00 | 1.10M |
HEALTHCARE RLTY TRSOLE | CL A COM | 6.40M | SH | $115.43M 2.25% | 4.85M | 0.00 | 1.55M |
TERRENO RLTY CORPSOLE | COM | 1.34M | SH | $76.18M 1.48% | 1.05M | 0.00 | 287.67K |
EMPIRE ST RLTY TR INCSOLE | CL A | 6.98M | SH | $53.43M 1.04% | 5.36M | 0.00 | 1.62M |
URBAN EDGE PPTYSSOLE | COM | 2.52M | SH | $51.57M 1.00% | 1.96M | 0.00 | 554.48K |
HOST HOTELS & RESORTS INCSOLE | COM | 2.68M | SH | $45.58M 0.89% | 2M | 0.00 | 680.35K |
AGREE RLTY CORPSOLE | COM | 423.01K | SH | $30.05M 0.58% | 300.57K | 0.00 | 122.44K |
ENTERGY CORP NEWSOLE | COM | 123.61K | SH | $11.52M 0.22% | 99.27K | 0.00 | 24.34K |
KINDER MORGAN INC DELSOLE | COM | 391.12K | SH | $11.07M 0.22% | 310.76K | 0.00 | 80.36K |
DUKE ENERGY CORP NEWSOLE | COM NEW | 80.13K | SH | $9.92M 0.19% | 63.81K | 0.00 | 16.32K |
WEC ENERGY GROUP INCSOLE | COM | 72.26K | SH | $8.28M 0.16% | 57.63K | 0.00 | 14.63K |
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