Resolution Capital Ltd holds a focused book of 40 stocks worth $4.8B as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Janus Living Inc CL-A-1 and trimmed Simon Property Group Inc. Their largest long position is Welltower Inc at 15% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1612389/holdings"
Use Arkolith to show Resolution Capital Ltd's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc COM | $712.9M | 3.61M | 15.0% | ▲+1.0% Added · +35K sh | |
| 2 | Equinix Inc COM | $634.9M | 647.6K | 13.3% | ▲+15% Added · +86K sh | |
| 3 | Federal Rlty Invt TR New SH BEN INT NEW | $387.1M | 3.64M | 8.1% | ▲+10% Added · +341K sh | |
| 4 | Simon Ppty Group Inc New COM | $372.8M | 2.00M | 7.8% | ▼−1.4% Reduced · −28K sh | |
| 5 | Digital Rlty TR Inc COM | $355.1M | 1.97M | 7.5% | ▼−1.4% Reduced · −28K sh | |
| 6 | Ventas Inc COM | $342.8M | 4.19M | 7.2% | ▼−20% Reduced · −1.0M sh | |
| 7 | Prologis Inc. COM | $311.7M | 2.36M | 6.6% | ▼−24% Reduced · −737K sh | |
| 8 | Healthcare Rlty TR CL A COM | $238.4M | 14.03M | 5.0% | ▲+72% Added · +5.9M sh | |
| 9 | Vornado Rlty TR SH BEN INT | $193.9M | 7.46M | 4.1% | ▲+34% Added · +1.9M sh | |
| 10 | Extra Space Storage Inc COM | $188.0M | 1.43M | 4.0% | ▼−30% Reduced · −628K sh | |
| 11 | Essex Ppty TR Inc COM | $162.9M | 673.0K | 3.4% | ▼−1.7% Reduced · −12K sh | |
| 12 | Equity Residential SH BEN INT | $120.9M | 2.04M | 2.5% | ▼−0.3% Reduced · −6K sh | |
| 13 | Equity Lifestyle Properties COM | $117.7M | 1.89M | 2.5% | ▲+3.3% Added · +60K sh | |
| 14 | Terreno Rlty Corp COM | $99.7M | 1.62M | 2.1% | ▲+6.7% Added · +102K sh | |
| 15 | Macerich Co COM | $82.9M | 4.38M | 1.7% | ▲+204% Added · +2.9M sh | |
| 16 | Urban Edge Pptys COM | $78.7M | 3.94M | 1.7% | ▲+74% Added · +1.7M sh | |
| 17 | Kimco Realty Corp COM | $60.5M | 2.69M | 1.3% | ▲+23% Added · +508K sh | |
| 18 | Invitation Homes Inc COM | $57.3M | 2.31M | 1.2% | ▼−27% Reduced · −857K sh | |
| 19 | Host Hotels & Resorts Inc COM | $40.2M | 2.10M | 0.8% | ▲+5.9% Added · +116K sh | |
| 20 | H2o America COM | $28.3M | 482.5K | 0.6% | ▲+106% Added · +248K sh | |
| 21 | Entergy Corp New COM | $19.6M | 174.1K | 0.4% | ▲+2.8% Added · +5K sh | |
| 22 | Kinder Morgan Inc Del COM | $18.2M | 543.7K | 0.4% | ▲+6.9% Added · +35K sh | |
| 23 | Janus Living Inc CL A-1 | $15.9M | 675.0K | 0.3% | ▲New New position | |
| 24 | Spire Inc COM | $14.7M | 162.4K | 0.3% | ▲+15% Added · +21K sh | |
| 25 | Black Hills Corp COM | $11.9M | 171.7K | 0.3% | ▲New New position | |
| 26 | Alliant Energy Corp COM | $10.7M | 149.3K | 0.2% | ▼−25% Reduced · −49K sh | |
| 27 | Nisource Inc COM | $10.3M | 221.3K | 0.2% | ▼−17% Reduced · −47K sh | |
| 28 | Cousins Pptys Inc COM NEW | $10.0M | 442.4K | 0.2% | ▼−85% Reduced · −2.6M sh | |
| 29 | Williams Cos Inc COM | $9.5M | 130.8K | 0.2% | ▲+166% Added · +82K sh | |
| 30 | Ameren Corp COM | $9.1M | 83.1K | 0.2% | ▼−7.4% Reduced · −7K sh | |
| 31 | Oge Energy Corp COM | $8.4M | 176.2K | 0.2% | ▲+476% Added · +146K sh | |
| 32 | Union Pac Corp COM | $6.9M | 28.5K | 0.1% | ▲+3.3% Added · +900 sh | |
| 33 | Xcel Energy Inc COM | $6.5M | 81.4K | 0.1% | ▼−5.4% Reduced · −5K sh | |
| 34 | Constellation Energy Corp COM | $5.6M | 20.0K | 0.1% | ▲+182% Added · +13K sh | |
| 35 | Pinnacle West Cap Corp COM | $4.6M | 45.7K | 0.1% | ▲+127% Added · +26K sh | |
| 36 | Centerpoint Energy Inc COM | $1.8M | 42.1K | 0.0% | ▲New New position | |
| 37 | Duke Energy Corp New COM NEW | $1.8M | 13.6K | 0.0% | ▼−62% Reduced · −22K sh | |
| 38 | PG&E Corp COM | $1.3M | 74.9K | 0.0% | —Held | |
| 39 | American Tower Corp COM | $1.2M | 6.8K | 0.0% | ▼−70% Reduced · −16K sh | |
| 40 | Southern Co COM | $1.1M | 11.4K | 0.0% | ▼−81% Reduced · −48K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 15, 2026 | 40 | $4.8B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 17, 2026 | 41 | $4.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 14, 2025 | 38 | $5.1B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 14, 2025 | 39 | $5.0B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 15, 2025 | 41 | $5.1B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 43 | $5.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 14, 2024 | 41 | $5.8B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 41 | $5.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 42 | $5.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 41 | $5.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 14, 2023 | 40 | $5.0B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 39 | $6.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 15, 2023 | 37 | $5.9B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 14, 2023 | 33 | $5.8B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 14, 2022 | 29 | $5.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 15, 2022 | 30 | $6.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 28 | $8.5B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 29 | $8.8B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 30 | $7.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 16, 2021 | 24 | $7.1B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 25 | $5.9B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 24 | $4.4B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 13, 2020 | 25 | $3.8B | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 22, 2020 | 24 | $3.2B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.