Fund HoldingsResolution Capital Ltd

Total Portfolio Value
$5.04B
Total Bought
$443.08M
Total Sold
$1.44B
Net Transaction
-$998.70M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
DIGITAL RLTY TR INC(DLR)1,137,5872,351,113+1,213,526129,537284,5325.64%+154,995
SUN CMNTYS INC(SUI)0882,258+882,2580104,4062.07%+104,406
VENTAS INC(VTR)01,834,725+1,834,725077,2971.53%+77,297
COPT DEFENSE PROPERTIES(CDP)02,967,809+2,967,809070,7231.40%+70,723
URBAN EDGE PPTYS(UE)3,801,2154,593,348+792,13358,65370,0941.39%+11,442
WELLTOWER INC(WELL)5,432,9695,482,151+49,182439,473449,0988.90%+9,625
DUKE ENERGY CORP NEW(DUK)08,611+8,61107600.02%+760
SOUTHERN CO(SO)010,194+10,19406600.01%+660
TARGA RES CORP(TRGP)3,4147,381+3,9672606330.01%+373
CONSOLIDATED EDISON INC(ED)5,4078,537+3,1304897300.01%+241
UNION PAC CORP(UNP)4,0765,243+1,1678341,0680.02%+234
CONSTELLATION ENERGY CORP(CEG)9,4109,510+1008611,0370.02%+176
CHENIERE ENERGY INC(LNG)2,6153,025+4103985020.01%+104
EDISON INTL(EIX)17,04318,463+1,4201,1841,1690.02%-15
PG&E CORP(PCG)68,34068,34001,1811,1020.02%-79
AMEREN CORP(AEE)29,68331,220+1,5372,4242,3360.05%-88
PPL CORP(PPL)42,79242,79201,1321,0080.02%-124
EXELON CORP(EXC)58,39859,054+6562,3792,2320.04%-147
XCEL ENERGY INC(XEL)4,5660-4,5662840-284
HEALTHPEAK PROPERTIES INC(DOC)10,675,64911,671,534+995,885214,581214,2894.25%-291
AVALONBAY CMNTYS INC14,39214,026-3662,7242,4090.05%-315
AMERICAN HOMES 4 RENT(AMH)4,403,7944,616,552+212,758156,114155,5323.08%-583
PUBLIC SVC ENTERPRISE GRP IN(PEG)34,82927,309-7,5202,1811,5540.03%-626
EQUITY COMWLTH31,1940-31,1946320-632
NEXTERA ENERGY INC(NEE)25,42019,152-6,2681,8861,0970.02%-789
TERRENO RLTY CORP(TRNO)465,750379,380-86,37027,99221,5490.43%-6,443
EQUINIX INC(EQIX)625,001659,604+34,603489,963479,0449.50%-10,919
AMERICAN TOWER CORP NEW(AMT)967,226905,325-61,901187,584148,8812.95%-38,703
ESSEX PPTY TR INC(ESS)835,226725,995-109,231195,693153,9763.05%-41,717
REGENCY CTRS CORP(REG)4,297,2273,731,211-566,016265,440221,7834.40%-43,657
EQUITY LIFESTYLE PPTYS INC(ELS)2,933,2802,346,549-586,731196,207149,4992.96%-46,708
HEALTHCARE RLTY TR(HR)2,765,8040-2,765,80452,1630-52,163
KILROY RLTY CORP(KRC)4,702,7132,823,435-1,879,278141,50589,2491.77%-52,256
CORPORATE OFFICE PPTYS TR(CDP)2,473,8000-2,473,80058,7530-58,753
FEDERAL RLTY INVT TR NEW(FRT)3,410,9172,913,323-497,594330,074264,0345.23%-66,040
REXFORD INDL RLTY INC(REXR)2,294,051896,397-1,397,654119,79544,2370.88%-75,558
CUBESMART(CUBE)4,122,1942,614,952-1,507,242184,09799,7081.98%-84,389
KIMCO RLTY CORP(KIM)8,980,9215,128,212-3,852,709177,10490,2051.79%-86,899
HOST HOTELS & RESORTS INC(HST)13,696,6568,862,099-4,834,557230,515142,4142.82%-88,101
PUBLIC STORAGE(PSA)860,450527,800-332,650251,148139,0862.76%-112,062
EQUITY RESIDENTIAL(EQR)9,372,4188,439,800-932,618618,298495,5019.82%-122,798
PROLOGIS INC.(PLD)4,984,9444,228,975-755,969611,304474,5339.41%-136,770
INVITATION HOMES INC(INVH)14,185,17910,543,454-3,641,725487,970334,1226.62%-153,848
REALTY INCOME CORP(O)7,092,3615,041,780-2,050,581424,052251,7864.99%-172,266
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