Adelante Capital Management LLC
Position in FR — First Industrial Realty Trust Inc
CIK 1067926
ALAMEDA, CA
Position in FR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$31,505,630
+$4,355,871 QoQ
Shares Held
544,609
+14.9% QoQ
Ownership
0.411%
of shares outstanding
% of Portfolio
2.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 54.67739240445898.ToString("F0")%
Shared 0.ToString("F0")%
None 45.32260759554102.ToString("F0")%
Common Shares in FR Over Time
Shares Held
Position Value (USD)
Position in REIT - Industrial
Real Estate · as of Mar 31, 2026Adelante Capital Management LLC holds $320,319,909 across 6 REIT - Industrial names. FR ranks #3 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PLD |
Prologis, Inc.
|
1,321,965 | $174,737,333 | |
| 2 | PSA |
Public Storage
|
265,447 | $71,904,283 | |
| 3 | FR |
First Industrial Realty Trust Inc
This page
|
544,609 | $31,505,630 | |
| 4 | EXR |
Extra Space Storage Inc.
|
196,160 | $25,722,460 | |
| 5 | EGP |
Eastgroup Properties Inc
|
47,333 | $8,760,864 | |
| 6 | COLD |
Americold Realty Trust
|
670,972 | $7,689,339 |
All Filings in FR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $31,505,630 | 544,609 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $27,149,759 | 474,066 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $20,466,942 | 397,648 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $18,984,637 | 394,445 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $21,532,360 | 399,043 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $12,253,927 | 244,443 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $11,872,910 | 212,092 | Shares | Sole | 2025-02-24 | |
| 2024-06-30 | $14,881,889 | 313,237 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,537,397 | 276,692 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $22,086,743 | 419,342 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $18,390,298 | 386,432 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $7,228,998 | 137,329 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $7,266,588 | 136,590 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $8,738,052 | 181,062 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,424,120 | 165,680 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||