Resolution Capital Ltd

Q2 2008 13F-HR Holdings

Location
Sydney, Nsw, C3
Holdings as of
6/30/2008
Date filed
8/4/2014
Form type
13F-HR
Num holdings
19
Total value ($000)
$132,579
Net value change ($000)
-24,622 (-15.7%)
New positions
0
Sold out positions
1
Turnover %
0.8%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2008
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
HOME PROPERTIES INC COM 5,764 434.0%
XPROLOGIS 3,103 81.3%
VNO 1,286 26.1%
AKR 972 29.0%
SLG 136 1.5%
Top Reduces (Value $000, Stocks/ETFs)
BXP -5,942 -30.4%
PSA -5,228 -28.5%
BRE PROPERTIES INC -5,031 -48.6%
SPG -4,876 -20.4%
AMB PROPERTY CORP -4,142 -76.5%
FRT -2,897 -11.1%
HST -1,818 -28.1%
VRE -1,421 -52.0%
ARE -1,104 -17.9%
EXR -1,050 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type