Fund HoldingsResolution Capital Ltd

Total Portfolio Value
$5.59B
Total Bought
$858.69M
Total Sold
$758.58M
Net Transaction
+$100.12M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
EQUITY RESIDENTIAL(EQR)3,961,2717,585,854+3,624,583242,271478,7438.56%+236,472
WELLTOWER INC(WELL)6,018,3406,856,369+838,029542,674640,65911.46%+97,985
ALEXANDRIA REAL ESTATE EQ IN0685,628+685,628088,3841.58%+88,384
ESSENTIAL PPTYS RLTY TR INC02,670,100+2,670,100071,1851.27%+71,185
UDR INC(UDR)01,665,810+1,665,810062,3181.11%+62,318
BOSTON PROPERTIES INC(BXP)0926,938+926,938060,5381.08%+60,538
TERRENO RLTY CORP(TRNO)351,5751,239,475+887,90022,03382,3011.47%+60,268
EQUINIX INC(EQIX)706,425751,830+45,405568,948620,50811.10%+51,560
FEDERAL RLTY INVT TR NEW(FRT)3,070,2813,556,547+486,266316,392363,1956.50%+46,802
HOST HOTELS & RESORTS INC(HST)9,942,23810,629,944+687,706193,575219,8273.93%+26,252
KILROY RLTY CORP(KRC)2,574,3693,366,158+791,789102,563122,6292.19%+20,066
REALTY INCOME CORP(O)6,156,7286,775,971+619,243353,519366,5806.56%+13,061
URBAN EDGE PPTYS(UE)4,483,6365,062,704+579,06882,05187,4331.56%+5,382
PNM RES INC(TXNM)040,170+40,17001,5120.03%+1,512
NEXTERA ENERGY INC(NEE)19,15233,682+14,5301,1632,1530.04%+989
DUKE ENERGY CORP NEW(DUK)7,61416,657+9,0437391,6110.03%+872
AVALONBAY CMNTYS INC3,2397,134+3,8956061,3240.02%+717
XCEL ENERGY INC(XEL)012,780+12,78006870.01%+687
TARGA RES CORP(TRGP)10,34114,141+3,8008981,5840.03%+685
APPLE HOSPITALITY REIT INC(APLE)2,024,7962,087,396+62,60033,63234,1920.61%+560
PUBLIC SVC ENTERPRISE GRP IN(PEG)22,27725,974+3,6971,3621,7350.03%+372
PG&E CORP(PCG)72,04093,960+21,9201,2991,5750.03%+276
SBA COMMUNICATIONS CORP NEW(SBAC)2,2603,629+1,3695737860.01%+213
UNION PAC CORP(UNP)6,5197,109+5901,6011,7480.03%+147
SOUTHERN CO(SO)8,6149,514+9006046830.01%+79
CONSTELLATION ENERGY CORP(CEG)9,5105,806-3,7041,1121,0730.02%-38
EDISON INTL(EIX)17,68316,633-1,0501,2641,1760.02%-88
CROWN CASTLE INC(CCI)13,99112,151-1,8401,6121,2860.02%-326
AMEREN CORP(AEE)17,58310,209-7,3741,2727550.01%-517
DOMINION ENERGY INC(D)52,13239,285-12,8472,4501,9320.03%-518
CONSOLIDATED EDISON INC(ED)8,1030-8,1037370-737
PPL CORP(PPL)29,8720-29,8728100-810
EXELON CORP(EXC)39,2150-39,2151,4080-1,408
INVITATION HOMES INC(INVH)10,979,60910,454,114-525,495374,514372,2716.66%-2,243
PROLOGIS INC.(PLD)4,380,3454,397,110+16,765583,900572,59210.24%-11,308
SUN CMNTYS INC(SUI)869,322782,485-86,837116,185100,6121.80%-15,573
ESSEX PPTY TR INC(ESS)813,113746,288-66,825201,603182,6993.27%-18,904
AMERICAN HOMES 4 RENT(AMH)605,6540-605,65421,7790-21,779
KIMCO RLTY CORP(KIM)2,522,4981,369,598-1,152,90053,75426,8580.48%-26,897
VENTAS INC(VTR)4,292,9114,230,059-62,852213,959184,1773.29%-29,782
EQUITY LIFESTYLE PPTYS INC(ELS)2,604,8472,338,616-266,231183,746150,6072.69%-33,139
CUBESMART(CUBE)3,964,7682,990,539-974,229183,767135,2322.42%-48,535
DIGITAL RLTY TR INC(DLR)2,808,2262,260,803-547,423377,931325,6465.82%-52,285
AMERICAN TOWER CORP NEW(AMT)951,233733,847-217,386205,352145,0012.59%-60,351
EXTRA SPACE STORAGE INC(EXR)583,853157,445-426,40893,60923,1440.41%-70,465
HEALTHPEAK PROPERTIES INC(DOC)11,518,3122,771,824-8,746,488228,06351,9720.93%-176,091
REGENCY CTRS CORP(REG)2,956,5720-2,956,572198,0900-198,090
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