Institutions / Adelante Capital Management LLC
Adelante Capital Management LLC
CIK 1067926 · Institution · as of Mar 31, 2026
Portfolio value
$1.46B
Positions
42
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$1.46B-1.5%Positions
42+0.0%Top holdings
Mar 31, 2026View all 42 →
| Company | Value | % of portfolio |
|---|---|---|
| Welltower, Inc. | $203.46M | 13.9% |
| Prologis Inc | $174.74M | 11.9% |
| Equinix Inc | $128.61M | 8.8% |
| Digital Realty Trust Inc | $86.19M | 5.9% |
| Simon Property Group Inc | $83.81M | 5.7% |
| Realty Income Corp | $73.02M | 5.0% |
| Avalonbay Communities Inc | $53.12M | 3.6% |
| Equity Residential | $52.89M | 3.6% |
| Ventas, Inc. | $50.39M | 3.4% |
| Brookdale Senior Living Inc. | $47.62M | 3.3% |
| Kimco Realty Corporation | $42.83M | 2.9% |
| Iron Mountain Inc | $36.46M | 2.5% |
| Brixmor Property Group Inc. | $36.22M | 2.5% |
| Equity Lifestyle Properties Inc | $34.52M | 2.4% |
| Vici Properties Inc. | $33.76M | 2.3% |
| Agree Realty Corp | $33.18M | 2.3% |
| First Industrial Realty Trust Inc | $31.51M | 2.2% |
| American Homes 4 Rent | $25.24M | 1.7% |
| Vornado Realty Trust | $20.74M | 1.4% |
| Ryman Hospitality Properties Inc | $20.19M | 1.4% |
| Essential Properties Realty Trust, Inc. | $19.74M | 1.3% |
| Mid America Apartment Communities Inc. | $19.07M | 1.3% |
| CBRE Group Inc | $17.89M | 1.2% |
| Alexandria Real Estate Equities Inc | $16.59M | 1.1% |
| CareTrust REIT, Inc. | $12.92M | 0.9% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | American Homes 4 Rent Common stock | $-11.07M | -396K -30.48% | 903,999 1.73% of portfolio | medium |
| Q1 2026 as of | Exit | Veris Residential, Inc. Common stock | $-10.97M | -737K -100.00% | 0 | medium |
| Q1 2026 as of | New | Macerich Co Common stock | $8.14M | +430K | 430,485 0.56% of portfolio | medium |
| Q1 2026 as of | Exit | Cousins Properties Inc Common stock | $-7.35M | -285K -100.00% | 0 | medium |
| Q1 2026 as of | New | JAN Janus Living, Inc. REIT | $7.31M | +310K | 309,963 0.50% of portfolio | medium |
| Q1 2026 as of | Add | Essential Properties Realty Trust, Inc. Common stock | $7.25M | +239K +58.06% | 650,129 1.35% of portfolio | medium |
| Q1 2026 as of | Trim | Vici Properties Inc. Common stock | $-6.96M | -255K -17.10% | 1,235,626 2.31% of portfolio | medium |
| Q1 2026 as of | Trim | Ventas, Inc. Common stock | $-6.46M | -79K -11.37% | 616,206 3.45% of portfolio | medium |
| Q1 2026 as of | Trim | Simon Property Group Inc Common stock | $-6.29M | -34K -6.98% | 449,333 5.73% of portfolio | medium |
| Q1 2026 as of | Add | Millrose Properties, Inc. Common stock | $6.26M | +223K +101.29% | 443,990 0.85% of portfolio | medium |