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Family Office

Resolution Capital Ltd

Q 2025Q4 · 41 holdings · $4.5B AUM · as of 2025-12-31

52→65

Composite risk score after Souppe's top suggestion (out of 100)

+13 points after Souppe's top suggestion

The weakest spot Souppe found

Sector Balance. Large gap between diversification_ratio (strong) and sector_diversity (weak) -- review this dimension for potential vulnerability.

Souppe's top suggestion

PLYFF.USPlayfair Mining Ltd
Strengthens Sector Balance · Conviction 100% · Suggested at 10.00% weight
+10of +13 composite points

Most of the composite gain (77%) comes from this single security.

How every dimension changed

Each axis is one risk dimension scored 0 to 100. Dark blue: the manager's portfolio before. Sky blue: after Souppe's top suggestion. Hover any point for the exact score.

DimensionBeforeAfterChange
Diversity8790+3
Diversification1001000
Sector Balance566+61
Downside Protection5762+5
Liquidity9478-16
Stability9680-16
Crash Behavior98980
Market Coverage2415-9

Souppe's top 5 suggestions

#TickerNameWeightStrengthensComposite gainConviction
1PLYFF.USPlayfair Mining Ltd10.00%Sector Balance+10 pts100%
2QNXC.USQENEX Communications Inc10.00%Sector Balance+23 pts100%
3LBRG.USLadybug Resource Group Inc10.00%Sector Balance+23 pts199%
4NPNTQ.USNorthPoint Communications Group Inc10.00%Sector Balance+28 pts100%
5XENO.USXeno Transplants Corporation10.00%Sector Balance+28 pts197%

Manager's 13F holdings, ranked by weight

#TickerNameSectorWeight
1WELL.USWelltower IncReal Estate14.7%
2EQIX.USEquinix IncReal Estate9.51%
3VTR.USVentas IncReal Estate8.92%
4PLD.USPrologis IncReal Estate8.73%
5SPG.USSimon Property Group IncReal Estate8.29%
6FRT.USFederal Realty Investment TrustReal Estate7.36%
7DLR.USDigital Realty Trust IncReal Estate6.83%
8EXR.USExtra Space Storage IncReal Estate5.93%
9VNO.USVornado Realty TrustReal Estate4.09%
10ESS.USEssex Property Trust IncReal Estate3.96%
11HR.USHealthcare Realty Trust IncorporatedReal Estate3.05%
12EQR.USEquity ResidentialReal Estate2.86%
13ELS.USEquity Lifestyle Properties IncReal Estate2.45%
14TRNO.USTerreno Realty CorporationReal Estate1.98%
15IVVD.USInvivyd Inc.Health Care1.94%
16CUZ.USCousins Properties IncorporatedReal Estate1.72%
17AVB.USAvalonBay Communities IncReal Estate1.16%
18KIM.USKimco Realty CorporationReal Estate0.98%
19UE.USUrban Edge PropertiesReal Estate0.96%
20HST.USHost Hotels & Resorts IncReal Estate0.78%
21MAC.USMacerich CompanyReal Estate0.59%
22ESRT.USEmpire State Realty Trust IncReal Estate0.40%
23ETR.USEntergy CorporationUtilities0.35%
24KMI.USKinder Morgan IncEnergy0.31%
25LNT.USAlliant Energy CorpUtilities0.29%
26SR.USSpire IncUtilities0.26%
27HTO.USH2O AmericaUtilities0.25%
28NI.USNiSource IncUtilities0.25%
29AEE.USAmeren CorpUtilities0.20%
30UNP.USUnion Pacific CorporationIndustrials0.14%
31XEL.USXcel Energy IncUtilities0.14%
32SO.USSouthern CompanyUtilities0.11%
33DUK.USDuke Energy CorporationUtilities0.09%
34AMT.USAmerican Tower CorpReal Estate0.09%
35WEC.USWEC Energy Group IncUtilities0.09%
36PEG.USPublic Service Enterprise Group IncUtilities0.08%
37WMB.USWilliams Companies IncEnergy0.07%
38CEG.USConstellation Energy CorpUtilities0.06%
39PNW.USPinnacle West Capital CorpUtilities0.04%
40OGE.USOGE Energy CorporationUtilities0.03%
41PCG.USPG&E CorpUtilities0.03%

Source: SEC Form 13F filing as of 2025-12-31. Weight is the holding's share of the manager's analysed book.

Methodology

Single-fund managers (up to 1 private fund); sole-managed portfolios; AUM at least $0.5B; Souppe suitability at least 70 · Source: SEC Form 13F · Each suggestion evaluated at 10.00% of the merged portfolio (floor of 10.00%)

Sources: SEC EDGAR profile

Detail version: v2.5.0-cik0001612389-37895b4f

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