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 VTR
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $50,393,326 | 616,206 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $53,797,439 | 695,237 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $46,327,010 | 661,909 | Shares | Defined | 2025-11-17 | |
| 2025-06-30 | $38,737,157 | 613,415 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $33,600,536 | 488,664 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $30,796,878 | 522,956 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $38,455,169 | 599,644 | Shares | Sole | 2025-02-24 | |
| 2024-06-30 | $31,027,472 | 605,296 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,262,583 | 786,922 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $36,930,642 | 740,984 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $32,059,371 | 760,963 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $37,806,546 | 799,800 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,402,133 | 724,386 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $38,994,153 | 865,575 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $34,327,152 | 854,547 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $47,680,855 | 927,102 | Shares | Sole | 2022-08-17 | |
| 2022-03-31 | $43,268,253 | 700,587 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $45,754,802 | 895,047 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $42,130,254 | 763,091 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $44,363,959 | 776,952 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $14,938,933 | 280,070 | Shares | Sole | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||