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Resolution Capital Ltd

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13F filer, CIK 1612389, Sydney, Nsw, Australia

Resolution Capital Ltd reported $5,041,735,546 across 39 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-14. Its ten largest share positions make up 76.71% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003290

Period
2025-06-30
Reported value
$5.04B
Holdings
39
Top 10 weight
76.71%
New
5
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
EXRadded+1,048,685$155M
DLRadded+596,420$104M
VNOnew+1,296,163$49.6M
ESRTnew+5,402,508$43.7M
FRTadded+344,189$32.7M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
KIMreduced-5,471,204-$115M
SPGreduced-504,987-$81.2M
DOCreduced-3,811,782-$66.7M
VTRreduced-919,920-$58.1M
ADCreduced-572,835-$41.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003290, largest first. % of portfolio is the value over $5,041,735,546, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101,824 shares; 2024Q4: 5,769,173 shares; 2025Q1: 4,906,779 shares; 2025Q2: 5,084,628 shares 5,084,628$782M15.5%+177,849Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845,946 shares; 2024Q4: 3,279,985 shares; 2025Q1: 2,371,198 shares; 2025Q2: 2,967,618 shares 2,967,618$517M10.26%+596,420Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,269 shares; 2024Q4: 639,232 shares; 2025Q1: 559,812 shares; 2025Q2: 586,302 shares 586,302$466M9.25%+26,490Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154,890 shares; 2024Q4: 7,138,261 shares; 2025Q1: 7,889,848 shares; 2025Q2: 6,969,928 shares 6,969,928$440M8.73%-919,920Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461,679 shares; 2024Q4: 4,891,189 shares; 2025Q1: 5,077,065 shares; 2025Q2: 5,076,999 shares 5,076,999$343M6.8%-66Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133,889 shares; 2024Q4: 3,523,155 shares; 2025Q1: 2,920,464 shares; 2025Q2: 3,264,653 shares 3,264,653$310M6.15%+344,189Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251,200 shares; 2025Q1: 902,157 shares; 2025Q2: 1,950,842 shares 1,950,842$288M5.71%+1,048,685Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386,979 shares; 2024Q4: 2,503,328 shares; 2025Q1: 2,176,937 shares; 2025Q2: 2,459,975 shares 2,459,975$259M5.13%+283,038Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,179 shares; 2024Q4: 517,032 shares; 2025Q1: 821,968 shares; 2025Q2: 848,629 shares 848,629$241M4.77%+26,661Timeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,586,276 shares; 2024Q4: 16,578,826 shares; 2025Q1: 16,048,613 shares; 2025Q2: 10,577,409 shares 10,577,409$222M4.41%-5,471,204Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,044,115 shares; 2024Q4: 5,182,986 shares; 2025Q1: 6,456,230 shares; 2025Q2: 6,431,872 shares 6,431,872$211M4.18%-24,358Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,234,490 shares; 2025Q1: 1,799,574 shares; 2025Q2: 1,294,587 shares 1,294,587$208M4.13%-504,987Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,409,089 shares; 2025Q1: 5,886,133 shares; 2025Q2: 5,919,230 shares 5,919,230$178M3.53%+33,097Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128,925 shares; 2024Q4: 2,026,935 shares; 2025Q1: 1,949,567 shares; 2025Q2: 1,613,055 shares 1,613,055$99.5M1.97%-336,512Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334,127 shares; 2025Q2: 354,491 shares 354,491$78.3M1.55%+20,364Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,376 shares; 2024Q4: 1,417,985 shares; 2025Q1: 1,610,253 shares; 2025Q2: 1,271,342 shares 1,271,342$71.3M1.41%-338,911Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,057,961 shares; 2025Q1: 7,349,309 shares; 2025Q2: 3,537,527 shares 3,537,527$61.9M1.23%-3,811,782Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,296,163 shares 1,296,163$49.6M0.98%newTimeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826,146 shares; 2024Q4: 2,897,436 shares; 2025Q1: 2,212,988 shares; 2025Q2: 2,475,155 shares 2,475,155$46.2M0.92%+262,167Timeline
ESRTEMPIRE ST RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,402,508 shares 5,402,508$43.7M0.87%newTimeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663,005 shares; 2024Q4: 5,345,395 shares; 2025Q1: 2,316,191 shares; 2025Q2: 2,030,067 shares 2,030,067$31.2M0.62%-286,124Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,140 shares; 2024Q4: 714,815 shares; 2025Q1: 907,475 shares; 2025Q2: 334,640 shares 334,640$24.4M0.48%-572,835Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,903 shares; 2024Q4: 215,271 shares; 2025Q1: 201,260 shares; 2025Q2: 336,179 shares 336,179$9.88M0.2%+134,919Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 55,740 shares; 2025Q1: 59,995 shares; 2025Q2: 79,634 shares 79,634$9.4M0.19%+19,639Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 52,959 shares; 2025Q1: 71,779 shares; 2025Q2: 109,019 shares 109,019$9.06M0.18%+37,240Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,647 shares; 2025Q2: 77,460 shares 77,460$8.07M0.16%+63,813Timeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,744 shares 148,744$6M0.12%newTimeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,147 shares; 2024Q4: 58,652 shares; 2025Q1: 35,355 shares; 2025Q2: 61,987 shares 61,987$5.69M0.11%+26,632Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,693 shares; 2024Q4: 28,393 shares; 2025Q1: 40,686 shares; 2025Q2: 49,667 shares 49,667$4.77M0.09%+8,981Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 14,280 shares; 2025Q1: 11,168 shares; 2025Q2: 14,457 shares 14,457$3.33M0.07%+3,289Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,277 shares; 2024Q4: 54,304 shares; 2025Q1: 61,908 shares; 2025Q2: 37,206 shares 37,206$3.13M0.06%-24,702Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 11,698 shares; 2025Q1: 10,098 shares; 2025Q2: 8,901 shares 8,901$2.87M0.06%-1,197Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,817 shares; 2025Q1: 26,745 shares; 2025Q2: 31,988 shares 31,988$2.01M0.04%+5,243Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,973 shares 24,973$1.7M0.03%newTimeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,858 shares 31,858$1.41M0.03%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,470 shares; 2024Q4: 112,170 shares; 2025Q1: 67,468 shares; 2025Q2: 92,484 shares 92,484$1.29M0.03%+25,016Timeline
RSGREPUBLIC SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,643 shares; 2025Q2: 4,801 shares 4,801$1.18M0.02%+1,158Timeline
WTRGESSENTIAL UTILS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 51,557 shares; 2025Q1: 36,948 shares; 2025Q2: 23,844 shares 23,844$886K0.02%-13,104Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,449 shares; 2025Q2: 2,899 shares 2,899$706K0.01%+450Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SUISUN CMNTYS INC242,151$31.2Mshares
KRCKILROY REALTY CORP695,413$22.8Mshares
CPTCAMDEN PPTY TR180,512$22.1Mshares
TXNMTXNM ENERGY INC145,954$7.81Mshares
NEENEXTERA ENERGY INC21,281$1.51Mshares
TRGPTARGA RES CORP6,059$1.21Mshares
CSXCSX CORP27,889$821Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-003290 base2025-08-14acceptance time not in the bulk data set