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Resolution Capital Ltd

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

Resolution Capital Ltd reported $4,524,435,822 across 41 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 78.29% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-000850

Period
2025-12-31
Reported value
$4.52B
Holdings
41
Top 10 weight
78.29%
New
4
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPGadded+543,969$101M
PLDadded+504,054$64.3M
AVBnew+289,587$52.5M
HRadded+1,739,764$29.5M
MACnew+1,442,271$26.6M

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
DLRreduced-940,258-$145M
WELLreduced-631,706-$117M
KIMreduced-5,278,276-$107M
VTRreduced-1,358,825-$105M
EXRreduced-761,466-$99.2M

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-000850, largest first. % of portfolio is the value over $4,524,435,822, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,101,824 shares; 2024Q4: 5,769,173 shares; 2025Q1: 4,906,779 shares; 2025Q2: 5,084,628 shares; 2025Q3: 4,203,084 shares; 2025Q4: 3,571,378 shares 3,571,378$663M14.65%-631,706Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 678,269 shares; 2024Q4: 639,232 shares; 2025Q1: 559,812 shares; 2025Q2: 586,302 shares; 2025Q3: 600,852 shares; 2025Q4: 561,801 shares 561,801$430M9.51%-39,051Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,154,890 shares; 2024Q4: 7,138,261 shares; 2025Q1: 7,889,848 shares; 2025Q2: 6,969,928 shares; 2025Q3: 6,573,591 shares; 2025Q4: 5,214,766 shares 5,214,766$404M8.92%-1,358,825Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,386,979 shares; 2024Q4: 2,503,328 shares; 2025Q1: 2,176,937 shares; 2025Q2: 2,459,975 shares; 2025Q3: 2,591,115 shares; 2025Q4: 3,095,169 shares 3,095,169$395M8.73%+504,054Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,234,490 shares; 2025Q1: 1,799,574 shares; 2025Q2: 1,294,587 shares; 2025Q3: 1,482,463 shares; 2025Q4: 2,026,432 shares 2,026,432$375M8.29%+543,969Timeline
FRTFEDERAL RLTY INVT TR NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,133,889 shares; 2024Q4: 3,523,155 shares; 2025Q1: 2,920,464 shares; 2025Q2: 3,264,653 shares; 2025Q3: 3,163,216 shares; 2025Q4: 3,304,051 shares 3,304,051$333M7.36%+140,835Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,845,946 shares; 2024Q4: 3,279,985 shares; 2025Q1: 2,371,198 shares; 2025Q2: 2,967,618 shares; 2025Q3: 2,939,121 shares; 2025Q4: 1,998,863 shares 1,998,863$309M6.83%-940,258Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 251,200 shares; 2025Q1: 902,157 shares; 2025Q2: 1,950,842 shares; 2025Q3: 2,823,469 shares; 2025Q4: 2,062,003 shares 2,062,003$269M5.93%-761,466Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,296,163 shares; 2025Q3: 5,380,978 shares; 2025Q4: 5,564,135 shares 5,564,135$185M4.09%+183,157Timeline
ESSESSEX PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,179 shares; 2024Q4: 517,032 shares; 2025Q1: 821,968 shares; 2025Q2: 848,629 shares; 2025Q3: 634,598 shares; 2025Q4: 684,979 shares 684,979$179M3.96%+50,381Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 6,402,102 shares; 2025Q4: 8,141,866 shares 8,141,866$138M3.05%+1,739,764Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,461,679 shares; 2024Q4: 4,891,189 shares; 2025Q1: 5,077,065 shares; 2025Q2: 5,076,999 shares; 2025Q3: 3,159,304 shares; 2025Q4: 2,051,012 shares 2,051,012$129M2.86%-1,108,292Timeline
ELSEQUITY LIFESTYLE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,128,925 shares; 2024Q4: 2,026,935 shares; 2025Q1: 1,949,567 shares; 2025Q2: 1,613,055 shares; 2025Q3: 2,253,208 shares; 2025Q4: 1,825,483 shares 1,825,483$111M2.45%-427,725Timeline
TRNOTERRENO RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,970,376 shares; 2024Q4: 1,417,985 shares; 2025Q1: 1,610,253 shares; 2025Q2: 1,271,342 shares; 2025Q3: 1,342,423 shares; 2025Q4: 1,522,148 shares 1,522,148$89.4M1.98%+179,725Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,044,115 shares; 2024Q4: 5,182,986 shares; 2025Q1: 6,456,230 shares; 2025Q2: 6,431,872 shares; 2025Q3: 5,720,473 shares; 2025Q4: 3,163,505 shares 3,163,505$87.9M1.94%-2,556,968Timeline
CUZCOUSINS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,409,089 shares; 2025Q1: 5,886,133 shares; 2025Q2: 5,919,230 shares; 2025Q3: 4,565,837 shares; 2025Q4: 3,013,820 shares 3,013,820$77.7M1.72%-1,552,017Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 289,587 shares 289,587$52.5M1.16%newTimeline
KIMKIMCO REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,586,276 shares; 2024Q4: 16,578,826 shares; 2025Q1: 16,048,613 shares; 2025Q2: 10,577,409 shares; 2025Q3: 7,464,555 shares; 2025Q4: 2,186,279 shares 2,186,279$44.3M0.98%-5,278,276Timeline
UEURBAN EDGE PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,826,146 shares; 2024Q4: 2,897,436 shares; 2025Q1: 2,212,988 shares; 2025Q2: 2,475,155 shares; 2025Q3: 2,519,470 shares; 2025Q4: 2,263,407 shares 2,263,407$43.4M0.96%-256,063Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,663,005 shares; 2024Q4: 5,345,395 shares; 2025Q1: 2,316,191 shares; 2025Q2: 2,030,067 shares; 2025Q3: 2,678,246 shares; 2025Q4: 1,981,337 shares 1,981,337$35.1M0.78%-696,909Timeline
MACMACERICH COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,442,271 shares 1,442,271$26.6M0.59%newTimeline
ESRTEMPIRE ST RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,402,508 shares; 2025Q3: 6,975,518 shares; 2025Q4: 2,759,969 shares 2,759,969$18M0.4%-4,215,549Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,926 shares; 2024Q4: 52,959 shares; 2025Q1: 71,779 shares; 2025Q2: 109,019 shares; 2025Q3: 123,612 shares; 2025Q4: 169,320 shares 169,320$15.7M0.35%+45,708Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,903 shares; 2024Q4: 215,271 shares; 2025Q1: 201,260 shares; 2025Q2: 336,179 shares; 2025Q3: 391,124 shares; 2025Q4: 508,735 shares 508,735$14M0.31%+117,611Timeline
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 118,843 shares; 2025Q4: 198,428 shares 198,428$12.9M0.29%+79,585Timeline
SRSPIRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 79,112 shares; 2025Q4: 141,263 shares 141,263$11.7M0.26%+62,151Timeline
HTOH2O AMERICAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 234,455 shares 234,455$11.5M0.25%newTimeline
NINISOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 148,744 shares; 2025Q3: 174,997 shares; 2025Q4: 268,238 shares 268,238$11.2M0.25%+93,241Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,693 shares; 2024Q4: 28,393 shares; 2025Q1: 40,686 shares; 2025Q2: 49,667 shares; 2025Q3: 28,794 shares; 2025Q4: 89,721 shares 89,721$8.96M0.2%+60,927Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,170 shares; 2024Q4: 14,280 shares; 2025Q1: 11,168 shares; 2025Q2: 14,457 shares; 2025Q3: 19,624 shares; 2025Q4: 27,560 shares 27,560$6.38M0.14%+7,936Timeline
XELXCEL ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,841 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 24,973 shares; 2025Q3: 62,401 shares; 2025Q4: 86,010 shares 86,010$6.35M0.14%+23,609Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,147 shares; 2024Q4: 58,652 shares; 2025Q1: 35,355 shares; 2025Q2: 61,987 shares; 2025Q3: 69,909 shares; 2025Q4: 59,288 shares 59,288$5.17M0.11%-10,621Timeline
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,352 shares; 2024Q4: 55,740 shares; 2025Q1: 59,995 shares; 2025Q2: 79,634 shares; 2025Q3: 80,128 shares; 2025Q4: 35,968 shares 35,968$4.22M0.09%-44,160Timeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 334,127 shares; 2025Q2: 354,491 shares; 2025Q3: 7,617 shares; 2025Q4: 22,789 shares 22,789$4M0.09%+15,172Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,647 shares; 2025Q2: 77,460 shares; 2025Q3: 72,262 shares; 2025Q4: 36,636 shares 36,636$3.86M0.09%-35,626Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,277 shares; 2024Q4: 54,304 shares; 2025Q1: 61,908 shares; 2025Q2: 37,206 shares; 2025Q3: 30,304 shares; 2025Q4: 44,944 shares 44,944$3.61M0.08%+14,640Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 52,817 shares; 2025Q1: 26,745 shares; 2025Q2: 31,988 shares; 2025Q3: 34,729 shares; 2025Q4: 49,184 shares 49,184$2.96M0.07%+14,455Timeline
CEGCONSTELLATION ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,832 shares; 2024Q4: 11,698 shares; 2025Q1: 10,098 shares; 2025Q2: 8,901 shares; 2025Q3: 8,796 shares; 2025Q4: 7,102 shares 7,102$2.51M0.06%-1,694Timeline
PNWPINNACLE WEST CAP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 15,884 shares; 2025Q4: 20,135 shares 20,135$1.79M0.04%+4,251Timeline
OGEOGE ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 31,858 shares; 2025Q3: not reported; 2025Q4: 30,602 shares 30,602$1.31M0.03%newTimeline
PCGPG&E CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,470 shares; 2024Q4: 112,170 shares; 2025Q1: 67,468 shares; 2025Q2: 92,484 shares; 2025Q3: 54,572 shares; 2025Q4: 74,890 shares 74,890$1.2M0.03%+20,318Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
ADCAGREE RLTY CORP423,011$30.1Mshares

How Q4 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 0001172661-26-000850 base2026-02-17acceptance time not in the bulk data set