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 | Open |
|---|---|---|---|---|---|
| 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% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PLD
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,737,333 | 1,321,965 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $169,836,310 | 1,330,380 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $145,702,421 | 1,272,288 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $122,767,335 | 1,167,878 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $134,713,098 | 1,205,055 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $148,016,360 | 1,400,344 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $192,417,003 | 1,523,733 | Shares | Sole | 2025-02-24 | |
| 2024-06-30 | $169,608,877 | 1,510,185 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,821,476 | 1,695,757 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $221,252,673 | 1,659,810 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $199,701,259 | 1,779,710 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $219,151,705 | 1,787,097 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $239,563,016 | 1,920,037 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $230,855,595 | 2,047,863 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $155,562,401 | 1,531,126 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $187,855,872 | 1,596,735 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $263,588,163 | 1,632,327 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $285,811,976 | 1,697,624 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $208,807,334 | 1,664,732 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $188,926,607 | 1,580,579 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $169,875,600 | 1,602,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $163,453,362 | 1,640,110 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $205,992,282 | 2,047,230 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $191,546,292 | 2,052,355 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $160,255,127 | 1,993,967 | Shares | Sole | 2020-05-15 | |
| No 13F history on record for this holder in this stock. | ||||||