StockDriftsStockDriftsTop 38 Resolution Capital LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | 14.1% | 3.38M | $766.6M | -6.33%(-228.27K) | $80.35(+191.77%) | 2026-06-30 | |
| EQIX | EQUINIX INC | 11.17% | 582.9K | $607.6M | -10.00%(-64.78K) | $741.86(+44.74%) | 2026-06-30 | |
| FRT | FEDERAL RLTY INVT TR NEW | 7.19% | 3.17M | $391.0M | -13.08%(-476.80K) | $105.07(+13.15%) | 2026-06-30 | |
| VNO | VORNADO RLTY TR | 6.79% | 9.39M | $369.0M | +25.86%(+1.93M) | $35.64(+11.31%) | 2026-06-30 | |
| VTR | VENTAS INC | 6.51% | 3.99M | $354.2M | -4.84%(-203.04K) | $50.05(+80.41%) | 2026-06-30 | |
| DLR | DIGITAL RLTY TR INC | 6.04% | 1.83M | $328.3M | -7.24%(-142.65K) | $133.65(+47.84%) | 2026-06-30 | |
| ESS | ESSEX PPTY TR INC | 5.51% | 1.03M | $299.7M | +52.70%(+354.66K) | $261.79(+9.53%) | 2026-06-30 | |
| SPG | SIMON PPTY GROUP INC NEW | 5.39% | 1.31M | $293.0M | -34.45%(-688.36K) | $174.89(+26.92%) | 2026-06-30 | |
| EXR | EXTRA SPACE STORAGE INC | 5.03% | 1.88M | $273.4M | +31.26%(+448.14K) | $144.13(+2.98%) | 2026-06-30 | |
| HR | HEALTHCARE RLTY TR | 4.5% | 12.14M | $244.8M | -13.53%(-1.90M) | $17.02(+12.94%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.68% | +31.95% | +2.46% | +12.91% |
| Top 20 Holdings Unweighted | +7.28% | +23.47% | +0.93% | +4.74% |
Resolution Capital LTD reports $5.44B in US-listed equity holdings across 39 positions in its most recent 13F filing. Its largest disclosed positions are WELL (14.1%), EQIX (11.2%) and FRT (7.2%). The top 20 holdings account for 94.35% of reported assets. Its disclosed equity book has returned +31.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Resolution Capital LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1612389). View Resolution Capital LTD’s 13F filings on SEC