Institutions / Adelante Capital Management LLC / Activity
Activity — Adelante Capital Management LLC
46 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Americold Realty Trust, Inc. Common stock | $7.7K | +671 +0.10% | 670,972 0.53% of portfolio | low |
| Q1 2026 as of | Add | InvenTrust Properties Corp Common stock | $7.7K | +253 +0.08% | 330,036 0.69% of portfolio | low |
| Q1 2026 as of | Add | Centerspace Common stock | $8.2K | +142 +0.20% | 72,201 0.28% of portfolio | low |
| Q1 2026 as of | Add | Brixmor Property Group Inc. Common stock | $19.9K | +691 +0.05% | 1,257,485 2.48% of portfolio | low |
| Q1 2026 as of | Add | Agree Realty Corp Common stock | $133.1K | +2K +0.40% | 440,181 2.27% of portfolio | low |
| Q1 2026 as of | Trim | Hilton Worldwide Holdings Inc. Common stock | $-134.7K | -7K -9.84% | 60,851 0.08% of portfolio | low |
| Q1 2026 as of | Add | BXP, Inc. Common stock | $155.7K | +3K +3.98% | 78,363 0.28% of portfolio | low |
| Q1 2026 as of | Trim | Crown Castle Inc Common stock | $-159.7K | -2K -4.80% | 38,976 0.22% of portfolio | low |
| Q1 2026 as of | Add | SL Green Realty Corp Common stock | $300.5K | +8K +8.40% | 104,960 0.27% of portfolio | low |
| Q1 2026 as of | Add | Digital Realty Trust Inc Common stock | $336.3K | +2K +0.39% | 478,296 5.89% of portfolio | low |
| Q1 2026 as of | Trim | American Tower Corp Common stock | $-440.2K | -3K -4.49% | 54,289 0.64% of portfolio | low |
| Q1 2026 as of | Add | Lamar Advertising Co Common stock | $460.9K | +4K +7.48% | 52,290 0.45% of portfolio | low |
| Q1 2026 as of | Trim | Extra Space Storage Inc Common stock | $-500.4K | -25K -11.41% | 196,160 0.27% of portfolio | low |
| Q1 2026 as of | Trim | Realty Income Corp Common stock | $-1.01M | -17K -1.37% | 1,193,546 4.99% of portfolio | low |
| Q1 2026 as of | Add | Public Storage Common stock | $1.02M | +24K +10.05% | 265,447 0.77% of portfolio | low |
| Q1 2026 as of | Trim | Prologis Inc Common stock | $-1.11M | -8K -0.63% | 1,321,965 11.95% of portfolio | low |
| Q1 2026 as of | Add | Avalonbay Communities Inc Common stock | $1.19M | +7K +2.29% | 325,177 3.63% of portfolio | low |
| Q1 2026 as of | Trim | CareTrust REIT, Inc. Common stock | $-1.45M | -39K -10.07% | 352,462 0.88% of portfolio | low |
| Q1 2026 as of | New | Rayonier Inc Common stock | $1.63M | +79K | 78,915 0.11% of portfolio | low |
| Q1 2026 as of | Trim | Kimco Realty Corporation Common stock | $-1.65M | -74K -3.72% | 1,906,033 2.93% of portfolio | low |
| Q1 2026 as of | Trim | Equity Lifestyle Properties Inc Common stock | $-1.67M | -27K -4.62% | 553,063 2.36% of portfolio | low |
| Q1 2026 as of | Add | Iron Mountain Inc Common stock | $1.81M | +18K +5.22% | 356,934 2.49% of portfolio | low |
| Q1 2026 as of | Trim | Alexandria Real Estate Equities Inc Common stock | $-1.85M | -40K -10.03% | 357,450 1.13% of portfolio | low |
| Q1 2026 as of | Exit | PCH Potlatchdeltic Corp REIT | $-1.92M | -45K -100.00% | 0 | low |
| Q1 2026 as of | Add | Equity Residential Common stock | $2.29M | +39K +4.53% | 894,206 3.62% of portfolio | low |
| Q1 2026 as of | Trim | Brookdale Senior Living Inc. Common stock | $-2.83M | -61K -5.62% | 1,027,392 3.26% of portfolio | low |
| Q1 2026 as of | Add | CBRE Group Inc Common stock | $3.12M | +23K +21.08% | 132,094 1.22% of portfolio | low |
| Q1 2026 as of | Add | Ryman Hospitality Properties Inc Common stock | $3.18M | +34K +18.68% | 218,849 1.38% of portfolio | low |
| Q1 2026 as of | Add | Equinix Inc Common stock | $3.37M | +3K +2.69% | 131,207 8.79% of portfolio | low |
| Q1 2026 as of | Trim | Eastgroup Properties Inc Common stock | $-3.81M | -21K -30.29% | 47,333 0.60% of portfolio | low |
| Q1 2026 as of | Add | Vornado Realty Trust Common stock | $3.91M | +150K +23.20% | 798,184 1.42% of portfolio | low |
| Q1 2026 as of | Add | First Industrial Realty Trust Inc Common stock | $4.08M | +71K +14.88% | 544,609 2.15% of portfolio | low |
| Q1 2026 as of | New | Sun Communities, Inc. Common stock | $4.15M | +33K | 32,940 0.28% of portfolio | low |
| Q1 2026 as of | Add | Welltower, Inc. Common stock | $4.58M | +23K +2.30% | 1,029,079 13.91% of portfolio | low |
| Q1 2026 as of | Add | Mid America Apartment Communities Inc. Common stock | $4.93M | +40K +34.90% | 156,165 1.30% of portfolio | low |
| Q1 2026 as of | Exit | Kilroy Realty Corp Common stock | $-5.12M | -137K -100.00% | 0 | medium |
| Q1 2026 as of | Add | Millrose Properties, Inc. Common stock | $6.26M | +223K +101.29% | 443,990 0.85% 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 | Trim | Ventas, Inc. Common stock | $-6.46M | -79K -11.37% | 616,206 3.45% 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 | Add | Essential Properties Realty Trust, Inc. Common stock | $7.25M | +239K +58.06% | 650,129 1.35% of portfolio | 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 | Exit | Cousins Properties Inc Common stock | $-7.35M | -285K -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 | Veris Residential, Inc. Common stock | $-10.97M | -737K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | American Homes 4 Rent Common stock | $-11.07M | -396K -30.48% | 903,999 1.73% of portfolio | medium |