Fund HoldingsResolution Capital Ltd

Total Portfolio Value
$5.32B
Total Bought
$661.12M
Total Sold
$1.01B
Net Transaction
-$344.29M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
VENTAS INC(VTR)4,230,0597,060,253+2,830,194184,177361,9096.81%+177,732
DIGITAL RLTY TR INC(DLR)2,260,8032,888,372+627,569325,646439,1778.26%+113,531
WELLTOWER INC(WELL)6,856,3696,818,568-37,801640,659710,83613.37%+70,177
CUBESMART(CUBE)2,990,5394,543,222+1,552,683135,232205,2173.86%+69,985
KIMCO RLTY CORP(KIM)1,369,5984,899,382+3,529,78426,85895,3421.79%+68,484
EQUITY RESIDENTIAL(EQR)7,585,8547,825,760+239,906478,743542,63810.21%+63,895
EXTRA SPACE STORAGE INC(EXR)157,445416,862+259,41723,14464,7851.22%+41,640
TERRENO RLTY CORP(TRNO)1,239,4752,017,106+777,63182,301119,3722.25%+37,071
INVITATION HOMES INC(INVH)10,454,11411,085,967+631,853372,271397,8757.48%+25,604
ESSEX PPTY TR INC(ESS)746,288729,315-16,973182,699198,5203.73%+15,821
URBAN EDGE PPTYS(UE)5,062,7045,153,341+90,63787,43395,1821.79%+7,749
BOSTON PROPERTIES INC(BXP)926,9381,013,495+86,55760,53862,3911.17%+1,852
KINDER MORGAN INC DEL(KMI)036,564+36,56407270.01%+727
XCEL ENERGY INC(XEL)12,78021,380+8,6006871,1420.02%+455
CSX CORP(CSX)013,420+13,42004490.01%+449
ESSENTIAL PPTYS RLTY TR INC2,670,1002,579,887-90,21371,18571,4891.34%+304
PUBLIC SVC ENTERPRISE GRP IN(PEG)25,97426,384+4101,7351,9450.04%+210
SOUTHERN CO(SO)9,51411,054+1,5406838570.02%+175
EDISON INTL(EIX)16,63318,617+1,9841,1761,3370.03%+160
AVALONBAY CMNTYS INC7,1347,13401,3241,4760.03%+152
TARGA RES CORP(TRGP)14,14112,936-1,2051,5841,6660.03%+82
DUKE ENERGY CORP NEW(DUK)16,65716,385-2721,6111,6420.03%+31
PNM RES INC(TXNM)40,17041,552+1,3821,5121,5360.03%+24
PG&E CORP(PCG)93,96089,461-4,4991,5751,5620.03%-13
UNION PAC CORP(UNP)7,1097,599+4901,7481,7190.03%-29
AMEREN CORP(AEE)10,20910,20907557260.01%-29
NEXTERA ENERGY INC(NEE)33,68229,848-3,8342,1532,1140.04%-39
SBA COMMUNICATIONS CORP NEW(SBAC)3,6293,62907867120.01%-74
CROWN CASTLE INC(CCI)12,15110,978-1,1731,2861,0730.02%-213
CONSTELLATION ENERGY CORP(CEG)5,8062,624-3,1821,0735260.01%-548
DOMINION ENERGY INC(D)39,28527,891-11,3941,9321,3670.03%-566
EQUITY LIFESTYLE PPTYS INC(ELS)2,338,6162,165,971-172,645150,607141,0702.65%-9,537
UDR INC(UDR)1,665,810992,909-672,90162,31840,8580.77%-21,460
SUN CMNTYS INC(SUI)782,485633,667-148,818100,61276,2551.43%-24,356
ALEXANDRIA REAL ESTATE EQ IN685,628502,869-182,75988,38458,8211.11%-29,564
APPLE HOSPITALITY REIT INC(APLE)2,087,3960-2,087,39634,1920-34,192
KILROY RLTY CORP(KRC)3,366,1582,551,868-814,290122,62979,5421.50%-43,087
EQUINIX INC(EQIX)751,830752,265+435620,508569,16410.71%-51,344
HEALTHPEAK PROPERTIES INC(DOC)2,771,8240-2,771,82451,9720-51,972
FEDERAL RLTY INVT TR NEW(FRT)3,556,5472,931,422-625,125363,195295,9865.57%-67,209
HOST HOTELS & RESORTS INC(HST)10,629,9445,552,856-5,077,088219,82799,8401.88%-119,987
AMERICAN TOWER CORP NEW(AMT)733,8470-733,847145,0010-145,001
REALTY INCOME CORP(O)6,775,9713,793,806-2,982,165366,580200,3893.77%-166,191
PROLOGIS INC.(PLD)4,397,1103,272,451-1,124,659572,592367,5296.91%-205,063
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