EdgeMarket › What Adelante Capital Management Llc reported owning
What Adelante Capital Management Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.5BPositions
42Quarter
2026-03-31Shown below
42largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| WELL WELLTOWER INC. | 203.5M | 13.9% | 1.0M | 239.22 | +44.1% |
| PLD Prologis, Inc. | 174.7M | 11.9% | 1.3M | 141.80 | +28.7% |
| EQIX EQUINIX INC | 128.6M | 8.8% | 131.2K | 1,065.39 | +37.2% |
| DLR DIGITAL REALTY TRUST, INC. | 86.2M | 5.9% | 478.3K | 190.62 | +15.3% |
| SPG SIMON PROPERTY GROUP INC. | 83.8M | 5.7% | 449.3K | 218.29 | +25.4% |
| O REALTY INCOME CORP | 73.0M | 5.0% | 1.2M | 62.60 | +4.5% |
| AVB AVALONBAY COMMUNITIES INC | 53.1M | 3.6% | 325.2K | 184.06 | -3.7% |
| EQR ERP OPERATING LTD PARTNERSHIP | 52.9M | 3.6% | 894.2K | 63.66 | +0.2% |
| VTR Ventas, Inc. | 50.4M | 3.4% | 616.2K | 93.06 | +34.5% |
| BKD Brookdale Senior Living Inc. | 47.6M | 3.3% | 1.0M | 11.80 | +61.4% |
| KIM KIMCO REALTY CORP | 42.8M | 2.9% | 1.9M | 24.02 | +11.0% |
| IRM IRON MOUNTAIN INC | 36.5M | 2.5% | 356.9K | 122.02 | +33.7% |
| BRX Brixmor Property Group Inc. | 36.2M | 2.5% | 1.3M | 29.31 | +8.5% |
| ELS EQUITY LIFESTYLE PROPERTIES INC | 34.5M | 2.4% | 553.1K | 65.46 | +8.0% |
| VICI VICI PROPERTIES INC. | 33.8M | 2.3% | 1.2M | 26.51 | -19.6% |
| ADC AGREE REALTY CORP | 33.2M | 2.3% | 440.2K | 73.88 | -0.0% |
| FR FIRST INDUSTRIAL REALTY TRUST INC | 31.5M | 2.2% | 544.6K | 62.93 | +25.8% |
| AMH American Homes 4 Rent | 25.2M | 1.7% | 904.0K | 34.35 | -2.1% |
| VNO VORNADO REALTY TRUST | 20.7M | 1.4% | 798.2K | 37.88 | +3.3% |
| RHP Ryman Hospitality Properties, Inc. | 20.2M | 1.4% | 218.8K | 128.50 | +35.1% |
| EPRT ESSENTIAL PROPERTIES REALTY TRUST, INC. | 19.7M | 1.3% | 650.1K | 30.84 | -0.8% |
| MAA MID AMERICA APARTMENT COMMUNITIES INC. | 19.1M | 1.3% | 156.2K | 131.31 | -7.8% |
| CBRE CBRE GROUP, INC. | 17.9M | 1.2% | 132.1K | 152.10 | -5.4% |
| ARE ALEXANDRIA REAL ESTATE EQUITIES, INC. | 16.6M | 1.1% | 357.4K | 53.49 | -30.9% |
| CTRE CareTrust REIT, Inc. | 12.9M | 0.9% | 352.5K | 39.58 | +15.4% |
| MRP Millrose Properties, Inc. | 12.4M | 0.9% | 444.0K | 30.39 | -7.0% |
| PSA Public Storage | 11.2M | 0.8% | 265.4K | 322.49 | +12.4% |
| IVT InvenTrust Properties Corp. | 10.1M | 0.7% | 330.0K | 32.69 | +14.8% |
| AMT AMERICAN TOWER CORP /MA/ | 9.4M | 0.6% | 54.3K | 175.80 | -16.1% |
| EGP EASTGROUP PROPERTIES INC | 8.8M | 0.6% | 47.3K | 201.00 | +21.9% |
| MAC MACERICH CO | 8.1M | 0.6% | 430.5K | 24.38 | +41.7% |
| COLD AMERICOLD REALTY TRUST | 7.7M | 0.5% | 671.0K | 15.25 | +4.7% |
| JAN Janus Living, Inc. | 7.3M | 0.5% | 310.0K | 30.71 | +4581.4% |
| LAMR LAMAR ADVERTISING CO/NEW | 6.6M | 0.5% | 52.3K | 150.77 | +23.0% |
| SUI SUN COMMUNITIES INC | 4.1M | 0.3% | 32.9K | 121.66 | -4.3% |
| CSR CENTERSPACE | 4.1M | 0.3% | 72.2K | 53.96 | -4.5% |
| BXP BXP, Inc. | 4.1M | 0.3% | 78.4K | 67.67 | +1.9% |
| EXR Extra Space Storage Inc. | 3.9M | 0.3% | 196.2K | 146.81 | +5.1% |
| SLG SL GREEN REALTY CORP | 3.9M | 0.3% | 105.0K | 57.45 | +4.7% |
| CCI CROWN CASTLE INC. | 3.2M | 0.2% | 39.0K | 75.51 | -26.6% |
| RYN RAYONIER INC | 1.6M | 0.1% | 78.9K | 21.20 | -20.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.2M | 0.1% | 60.9K | 326.63 | +21.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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