Adelante Capital Management Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.46B
Q ending 2026-03-31
Prior quarter
$1.48B
Q ending 2025-12-31
Change
-1.5% QoQ · +110571.4% YoY
Positions
42
reported holdings
Largest positions
All 42 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Welltower Inc. | WELL | Shares | $203.5M | 1.0M |
| Prologis Inc. | PLD | Shares | $174.7M | 1.3M |
| Equinix Inc. | EQIX | Shares | $128.6M | 131K |
| Digital Realty Trust | DLR | Shares | $86.2M | 478K |
| Simon Property Group, Inc. | SPG | Shares | $83.8M | 449K |
| Realty Income | O | Shares | $73.0M | 1.2M |
| Avalonbay Communities, Inc. | AVB | Shares | $53.1M | 325K |
| Equity Residential | EQR | Shares | $52.9M | 894K |
| Ventas, Inc. | VTR | Shares | $50.4M | 616K |
| Brookdale Senior Living | BKD | Shares | $47.6M | 1.0M |
| Kimco Realty Corp. | KIM | Shares | $42.8M | 1.9M |
| Iron Mountain | IRM | Shares | $36.5M | 357K |
| Brixmor Property Group | BRX | Shares | $36.2M | 1.3M |
| Equity Lifestyle Properties | ELS | Shares | $34.5M | 553K |
| Vici Properties | VICI | Shares | $33.8M | 1.2M |
| Agree Realty Corporation | ADC | Shares | $33.2M | 440K |
| First Industrial Realty Trust, | FR | Shares | $31.5M | 545K |
| American Homes 4 Rent | AMH | Shares | $25.2M | 904K |
| Vornado Realty Trust | VNO | Shares | $20.7M | 798K |
| Ryman Hospitality Properties | RHP | Shares | $20.2M | 219K |
| Essential Properties Realty | EPRT | Shares | $19.7M | 650K |
| Mid-America Apartment Communit | MAA | Shares | $19.1M | 156K |
| Cbre Group | CBRE | Shares | $17.9M | 132K |
| Alexandria Real Estate Equitie | ARE | Shares | $16.6M | 357K |
| Caretrust Reit Inc | CTRE | Shares | $12.9M | 352K |
| Millrose Properties | MRP | Shares | $12.4M | 444K |
| Public Storage | PSA | Shares | $11.2M | 265K |
| Inventrust Properties | IVT | Shares | $10.1M | 330K |
| American Tower Corp. | AMT | Shares | $9.4M | 54K |
| Eastgroup Properties | EGP | Shares | $8.8M | 47K |
| The Macerich Company | MAC | Shares | $8.1M | 430K |
| Americold Realty Trust | COLD | Shares | $7.7M | 671K |
| Janus Living Inc | JAN | Shares | $7.3M | 310K |
| Lamar Advertising Co-A | LAMR | Shares | $6.6M | 52K |
| Sun Communities, Inc. | SUI | Shares | $4.1M | 33K |
| Centerspace | CSR | Shares | $4.1M | 72K |
| Bxp, Inc. | BXP | Shares | $4.1M | 78K |
| Extra Space Storage, Inc. | EXR | Shares | $3.9M | 196K |
| Sl Green Realty Corp. | SLG | Shares | $3.9M | 105K |
| Crown Castle Inc | CCI | Shares | $3.2M | 39K |
| Rayonier Inc | RYN | Shares | $1.6M | 79K |
| Hilton, Inc. | HLT | Shares | $1.2M | 61K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.