Adelante Capital Management LLC

CIK

1067926

City

ALAMEDA

State / Country

Stock

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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$20,193,197	218,849	+18.7%	Shares	Sole	2026-05-18
2025-12-31	$17,447,738	184,398	+7.5%	Shares	Sole	2026-02-18
2025-09-30	$15,364,326	171,496	-34.1%	Shares	Defined	2025-11-17
2025-06-30	$25,671,763	260,178	-14.1%	Shares	Sole	2025-08-15
2025-03-31	$27,705,588	302,992	-13.2%	Shares	Sole	2025-05-16
2024-12-31	$36,403,182	348,890	+24.3%	Shares	Sole	2025-02-14
2024-09-30	$30,091,007	280,595	-2.6%	Shares	Sole	2025-02-24
2024-06-30	$28,758,581	287,989	+109.7%	Shares	Sole	2024-08-14
2024-03-31	$15,879,033	137,350	-12.0%	Shares	Sole	2024-05-15
2023-12-31	$17,185,869	156,150	-14.5%	Shares	Sole	2024-02-15
2023-09-30	$15,203,430	182,558	-31.1%	Shares	Sole	2023-11-15
2023-06-30	$24,635,879	265,130	-7.5%	Shares	Sole	2023-08-14
2023-03-31	$25,708,452	286,509	-13.0%	Shares	Sole	2023-05-16
2022-12-31	$26,924,102	329,226	-1.7%	Shares	Sole	2023-02-15
2022-09-30	$24,645,291	334,900	-11.2%	Shares	Sole	2022-11-15
2022-06-30	$28,669,924	377,087	+19.4%	Shares	Sole	2022-08-17
2022-03-31	$29,295,188	315,783	-5.4%	Shares	Sole	2022-05-16
2021-12-31	$30,694,316	333,779	-3.8%	Shares	Sole	2022-02-14
2021-09-30	$29,054,613	347,128	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$26,626,812	337,219	-1.6%	Shares	Sole	2021-08-17
2021-03-31	$26,565,932	342,742	-22.5%	Shares	Sole	2021-05-17
2020-12-31	$29,979,937	442,443	-33.5%	Shares	Sole	2021-02-16
2020-09-30	$24,475,054	665,083	+46.9%	Shares	Sole	2020-11-16
2020-06-30	$15,664,838	452,741	+1.5%	Shares	Sole	2020-08-14
2020-03-31	$15,991,537	446,068	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.