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 VRE
Shares Held
Position Value (USD)
12 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $10,969,178 | 737,176 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $11,433,820 | 752,225 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $10,988,001 | 737,945 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $10,433,819 | 616,656 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $10,397,558 | 625,229 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,068,164 | 507,736 | Shares | Sole | 2025-02-24 | |
| 2022-09-30 | $8,444,146 | 742,669 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $12,206,406 | 921,934 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $15,665,938 | 900,859 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $18,827,056 | 1,024,323 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $12,325,509 | 719,948 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $11,229,974 | 654,809 | Shares | Sole | 2021-08-17 | |
| No 13F history on record for this holder in this stock. | ||||||