DOSSIER · 13F-HR · Q1 2026

Resolution Capital Ltd

Resolution's asset manager based in Stamford, CT $4.8B in tracked AUM across 40 positions as of Q1 2026.

R
Resolution·Stamford, CT·Asset Manager
CIK 0001612389 · last filed Mar 31, 2026
Total AUM
$4.8B
17.5%
vs prior
Holdings
40
positions
Whale Score
72
72
strong
Activity
no data
changes this Q
Top sector
Tech
13% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Portfolio Overview

Resolution Capital Ltd reported a significant contraction in portfolio value for the quarter ending September 30, 2025, with total assets under management (AUM) decreasing by 32.6% from $5.04 billion to $3.40 billion. This reduction was driven by a combination of active portfolio deleveraging—evidenced by the exit from 18 positions—and market valuation adjustments. The portfolio remains highly concentrated, holding only 23 securities, which suggests a high-conviction inve...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
WELL
WELLTOWER INC
$713M3.6M15.0%
02
EQIX
EQUINIX INC
$635M648K13.3%
03
FRT
FEDERAL RLTY INVT TR NEW
$387M3.6M8.1%
04
SPG
SIMON PPTY GROUP INC NEW
$373M2.0M7.8%
05
DLR
DIGITAL RLTY TR INC
$355M2.0M7.5%
06
VTR
VENTAS INC
$343M4.2M7.2%
07
PLD
PROLOGIS INC.
$312M2.4M6.6%
08
HR
HEALTHCARE RLTY TR
$238M14.0M5.0%
09
VNO
VORNADO RLTY TR
$194M7.5M4.1%
10
EXR
EXTRA SPACE STORAGE INC
$188M1.4M4.0%

Filing history

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