Position in LAMR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$19,122,212
+$12,499,161 QoQ
Shares Held
122,594
+134.5% QoQ
Ownership
0.121%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#84
of 772 holders
Holding Since
Jun 2021
19 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in LAMR Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Adelante Capital Management LLC holds $289,755,423 across 7 REIT - Specialty names. LAMR ranks #4 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQIX |
Equinix Inc
|
123,901 | $129,153,163 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
487,419 | $87,530,704 | |
| 3 | IRM |
Iron Mountain Inc
|
325,641 | $41,131,714 | |
| 4 | LAMR |
Lamar Advertising Co/New
This page
|
122,594 | $19,122,212 | |
| 5 | AMT |
American Tower Corp /Ma/
|
52,165 | $8,532,629 | |
| 6 | SBAC |
Sba Communications Corp
|
15,505 | $2,736,012 | |
| 7 | WY |
Weyerhaeuser Co
|
64,703 | $1,548,989 |
All Filings in LAMR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,122,212 | 122,594 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $6,623,051 | 52,290 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $6,158,243 | 48,651 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,854,736 | 47,825 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $5,168,601 | 42,589 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,233,664 | 54,787 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $7,275,547 | 59,763 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $8,030,383 | 67,183 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,768,456 | 65,057 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,389,234 | 60,117 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $4,593,020 | 55,026 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $5,744,590 | 57,880 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,080,999 | 90,910 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $9,299,344 | 98,510 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,993,281 | 96,900 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $11,003,407 | 94,710 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $11,358,532 | 93,640 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $10,206,529 | 89,965 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $9,198,357 | 88,090 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||