Resolution Capital Ltd — Q2 2021 13F Holdings

Name: Resolution Capital Ltd — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001612389

Total reported value

$4.8B

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	PLD	Prologis INC	Stock-Real Estate	12.91%	-2.18%	-2.81%
2	INVH	Invitation Homes INC	Stock-Real Estate	9.39%	-0.74%	+3.09%
3	WELL	Welltower INC	Stock-Real Estate	9.08%	+0.34%	+17.36%
4	KRC	Kilroy Realty CORP	Stock-Real Estate	6.30%	—	+18.46%
5	KIM	Kimco Realty CORP	Stock-Real Estate	5.67%	+0.29%	+42.04%
6	EQIX	Equinix INC	Stock-Real Estate	5.21%	+3.84%	-0.45%
7	EQR	Equity Residential	Stock-Real Estate	5.14%	-0.32%	-4.11%
8	PSA	Public Storage	Stock-Real Estate	4.75%	—	+16.96%
9	CUBE	Cubesmart	Stock-Real Estate	4.61%	—	+17.46%
10	ESS	Essex Property Trust INC	Stock-Real Estate	4.50%	-0.54%	+86.86%
11	FRTEUR	Federal Realty Invs Trust	Stock-Other	4.47%	—	+46.40%
12	DOC	Healthpeak Properties INC	Stock-Real Estate	3.41%	—	-13.48%
13	AMT	American Tower CORP	Stock-Real Estate	3.36%	-0.07%	-2.89%
14	ELS	Equity Lifestyle Properties	Stock-Real Estate	3.34%	+0.02%	+10.41%
15	UE	Urban Edge Properties	Stock-Other	3.28%	+0.70%	+1.60%
16	CPT	Camden Property Trust	Stock-Real Estate	2.98%	—	+8.86%
17	ARE	Alexandria Real Estate Equit	Stock-Real Estate	2.85%	—	-1.23%
18	ACCUSD	American Campus Communities	Stock-Other	2.02%	—	-34.83%
19	REXR	Rexford Industrial Realty In	Stock-Real Estate	1.81%	—	—
20	DLR	Digital Realty Trust INC	Stock-Real Estate	1.75%	+0.63%	-15.45%
21	RYN	Rayonier INC	Stock-Real Estate	1.67%	—	—
22	COLD	Americold Realty Trust INC	Stock-Real Estate	0.90%	—	-54.43%
23	TRNO	Terreno Realty CORP	Stock-Real Estate	0.59%	+0.12%	+15.64%
24	SWCHEUR	Switch INC - A	Stock-Other	—	—	-34.97%

Position changes disclosed by Resolution Capital Ltd for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	PLD	Prologis INC	—	EXIT	Sold out
2	INVH	Invitation Homes INC	—	EXIT	Sold out
3	WELL	Welltower INC	—	EXIT	Sold out
4	KRC	Kilroy Realty CORP	—	EXIT	Sold out
5	EQR	Equity Residential	—	EXIT	Sold out
6	EQIX	Equinix INC	—	EXIT	Sold out
7	DOC	Healthpeak Properties INC	—	EXIT	Sold out
8	KIM	Kimco Realty CORP	—	EXIT	Sold out
9	O	Realty Income CORP	—	EXIT	Sold out
10	PSA	Public Storage	—	EXIT	Sold out
11	CUBE	Cubesmart	—	EXIT	Sold out
12	AMT	American Tower CORP	—	EXIT	Sold out
13	ACCUSD	American Campus Communities	—	EXIT	Sold out
14	UE	Urban Edge Properties	—	EXIT	Sold out
15	FRTEUR	Federal Realty Invs Trust	—	EXIT	Sold out
16	ARE	Alexandria Real Estate Equit	—	EXIT	Sold out
17	ELS	Equity Lifestyle Properties	—	EXIT	Sold out
18	CPT	Camden Property Trust	—	EXIT	Sold out
19	ESS	Essex Property Trust INC	—	EXIT	Sold out
20	COLD	Americold Realty Trust INC	—	EXIT	Sold out
21	DLR	Digital Realty Trust INC	—	EXIT	Sold out
22	DEA	Easterly Government Properties, Inc.	—	EXIT	Sold out
23	TRNO	Terreno Realty CORP	—	EXIT	Sold out
24	SWCHEUR	Switch INC - A	—	EXIT	Sold out
25	BNL	Broadstone Net Lease INC	—	EXIT	Sold out