Adelante Capital Management LLC
Q2 2026 13F filing
Updated 24 days ago42 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | W WELL Welltower Inc. | $220.7M | 972.5K | 14.51% | Trimmed(-5.5%) |
| 2 | P PLDGP ProLogis Inc. | $172.7M | 1.27M | 11.35% | Trimmed(-3.6%) |
| 3 | E EQIX Equinix Inc. | $129.2M | 123.9K | 8.49% | Trimmed(-5.6%) |
| 4 | S SPG-PJ Simon Property Group, Inc. | $93.3M | 417.1K | 6.13% | Trimmed(-7.2%) |
| 5 | D DLR-PJ Digital Realty Trust | $87.5M | 487.4K | 5.75% | Added(+1.9%) |
| 6 | O O Realty Income | $72.1M | 1.16M | 4.74% | Trimmed(-2.5%) |
| 7 | A AVB AvalonBay Communities, Inc. | $55M | 291.5K | 3.62% | Trimmed(-10.4%) |
| 8 | V VTR Ventas, Inc. | $52.7M | 593.9K | 3.47% | Trimmed(-3.6%) |
| 9 | E EQR Equity Residential | $49.1M | 723.1K | 3.23% | Trimmed(-19.1%) |
| 10 | I IRM Iron Mountain | $41.1M | 325.6K | 2.70% | Trimmed(-8.8%) |
| 11 | E ELS Equity Lifestyle Properties | $39.6M | 615.2K | 2.61% | Added(+11.2%) |
| 12 | B BRX Brixmor Property Group | $36.2M | 1.15M | 2.38% | Trimmed(-8.7%) |
| 13 | V VICI Vici Properties | $35.5M | 1.34M | 2.34% | Added(+8.3%) |
| 14 | A ADC-PA Agree Realty Corporation | $32.6M | 430.2K | 2.14% | Trimmed(-2.3%) |
| 15 | A AMH-PH American Homes 4 Rent | $28.4M | 846.2K | 1.86% | Trimmed(-6.4%) |
| 16 | E EXR Extra Space Storage, Inc. | $27.6M | 189.6K | 1.81% | Trimmed(-3.3%) |
| 17 | F FRT-PC Federal Realty Investment Trus | $27.5M | 222.6K | 1.81% | — |
| 18 | V VNO-PO Vornado Realty Trust | $27M | 687.8K | 1.78% | Trimmed(-13.8%) |
| 19 | R RHP Ryman Hospitality Properties | $25.7M | 199.9K | 1.69% | Trimmed(-8.7%) |
| 20 | C CTRE Caretrust REIT Inc | $22M | 545.5K | 1.45% | Added(+54.8%) |
| 21 | M MAA-PI Mid-America Apartment Communit | $21.9M | 157.4K | 1.44% | Added(+0.8%) |
| 22 | D DOC Healthpeak Properties | $21.6M | 1.01M | 1.42% | — |
| 23 | E ESS Essex Property Trust, Inc. | $19.8M | 68.0K | 1.30% | — |
| 24 | L LAMR Lamar Advertising Co-A | $19.1M | 122.6K | 1.26% | Added(+134.4%) |
| 25 | K KIM-PM Kimco Realty Corp. | $18.7M | 739.1K | 1.23% | Trimmed(-61.2%) |
| 26 | E EPRT Essential Properties Realty | $16.4M | 549.6K | 1.08% | Trimmed(-15.5%) |
| 27 | J JAN Janus Living Inc | $15.6M | 544.1K | 1.03% | Added(+75.5%) |
| 28 | I IVT Inventrust Properties | $13.4M | 378.5K | 0.88% | Added(+14.7%) |
| 29 | M MAC The Macerich Company | $12.6M | 499.2K | 0.83% | Added(+16.0%) |
| 30 | M MRP Millrose Properties | $12.3M | 410.8K | 0.81% | Trimmed(-7.5%) |
| 31 | F FR First Industrial Realty Trust, | $11.4M | 576.6K | 0.75% | Added(+5.9%) |
| 32 | P PSA-PS Public Storage | $10.3M | 245.1K | 0.68% | Trimmed(-7.7%) |
| 33 | E EGP Eastgroup Properties | $8.9M | 44.0K | 0.59% | Trimmed(-7.1%) |
| 34 | A AMT American Tower Corp. | $8.5M | 52.2K | 0.56% | Trimmed(-3.9%) |
| 35 | B BKD Brookdale Senior Living | $8.1M | 504.4K | 0.53% | Trimmed(-50.9%) |
| 36 | C CBRE CBRE Group | $6.2M | 133.2K | 0.41% | Added(+0.8%) |
| 37 | B BSX BXP, Inc. | $5.6M | 84.0K | 0.37% | Added(+7.2%) |
| 38 | S SLG-PI SL Green Realty Corp. | $5.5M | 106.2K | 0.36% | Added(+1.1%) |
| 39 | A ARE Alexandria Real Estate Equitie | $3.6M | 68.3K | 0.24% | Trimmed(-80.9%) |
| 40 | S SBAC SBA Communications | $2.7M | 15.5K | 0.18% | — |
| 41 | W WY Weyerhauser | $1.5M | 64.7K | 0.10% | — |
| 42 | H HLT Hilton, Inc. | $1.5M | 72.2K | 0.10% | Added(+18.7%) |