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Adelante Capital Management LLC

All holdings · as of Mar 31, 2026

42 positions

CompanyClassValueShares% of portfolio
Welltower, Inc.—$203.46M1,029,07913.9%
Prologis Inc—$174.74M1,321,96511.9%
Equinix Inc—$128.61M131,2078.8%
Digital Realty Trust Inc—$86.19M478,2965.9%
Simon Property Group Inc—$83.81M449,3335.7%
REALTY INCOME CORP—$73.02M1,193,5465.0%
AVALONBAY COMMUNITIES INC—$53.12M325,1773.6%
EQUITY RESIDENTIAL—$52.89M894,2063.6%
Ventas, Inc.—$50.39M616,2063.4%
Brookdale Senior Living Inc.—$47.62M1,027,3923.3%
Kimco Realty Corporation—$42.83M1,906,0332.9%
Iron Mountain Inc—$36.46M356,9342.5%
Brixmor Property Group Inc.—$36.22M1,257,4852.5%
EQUITY LIFESTYLE PROPERTIES INC—$34.52M553,0632.4%
VICI PROPERTIES INC.—$33.76M1,235,6262.3%
AGREE REALTY CORP—$33.18M440,1812.3%
FIRST INDUSTRIAL REALTY TRUST INC—$31.51M544,6092.2%
American Homes 4 Rent—$25.24M903,9991.7%
VORNADO REALTY TRUST—$20.74M798,1841.4%
Ryman Hospitality Properties Inc—$20.19M218,8491.4%
Essential Properties Realty Trust, Inc.—$19.74M650,1291.3%
MID AMERICA APARTMENT COMMUNITIES INC.—$19.07M156,1651.3%
CBRE Group Inc—$17.89M132,0941.2%
Alexandria Real Estate Equities Inc—$16.59M357,4501.1%
CareTrust REIT, Inc.—$12.92M352,4620.9%
Millrose Properties, Inc.—$12.43M443,9900.9%
Public Storage—$11.21M265,4470.8%
InvenTrust Properties Corp—$10.05M330,0360.7%
American Tower Corp—$9.37M54,2890.6%
EASTGROUP PROPERTIES INC—$8.76M47,3330.6%
MACERICH CO—$8.14M430,4850.6%
Americold Realty Trust, Inc.—$7.69M670,9720.5%
Janus Living, Inc.JANREIT$7.31M309,9630.5%
Lamar Advertising Co—$6.62M52,2900.5%
Sun Communities, Inc.—$4.15M32,9400.3%
CENTERSPACE—$4.15M72,2010.3%
BXP, Inc.—$4.07M78,3630.3%
Extra Space Storage Inc—$3.88M196,1600.3%
SL Green Realty Corp—$3.88M104,9600.3%
Crown Castle Inc—$3.17M38,9760.2%
RAYONIER INC—$1.63M78,9150.1%
Hilton Worldwide Holdings Inc.—$1.23M60,8510.1%
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