Adelante Capital Management LLC
Top Portfolio Positions
42 positions ·
$1,528,692,687 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| WELL |
Welltower Inc.
Real Estate
|
1,029,079 | $203,459,209 | 13.31% |
| PLD |
Prologis, Inc.
Real Estate
|
1,321,965 | $174,737,333 | 11.43% |
| EQIX |
Equinix Inc
Real Estate
|
131,207 | $128,614,349 | 8.41% |
| DLR |
Digital Realty Trust, Inc.
Real Estate
|
478,296 | $86,193,722 | 5.64% |
| SPG |
Simon Property Group Inc.
Real Estate
|
449,333 | $83,814,084 | 5.48% |
| O |
Realty Income Corp
Real Estate
|
1,193,546 | $73,021,144 | 4.78% |
| PSA |
Public Storage
Real Estate
|
265,447 | $71,904,283 | 4.70% |
| AVB |
Avalonbay Communities Inc
Real Estate
|
325,177 | $53,117,662 | 3.47% |
| EQR |
Equity Residential
Real Estate
|
894,206 | $52,892,284 | 3.46% |
| VTR |
Ventas, Inc.
Real Estate
|
616,206 | $50,393,326 | 3.30% |
Holdings in ADC
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,180,843 | 440,181 | Shares | Sole | 2026-05-18 | |
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