Adelante Capital Management LLC
CIK: 0001067926SEC EDGAR →
Portfolio Value
$1.5B
Holdings
42
As of
Q4 2025
New Positions
4
Closed Positions
5
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Welltower Inc. | 1,005,930 | $186.7M | 12.58% |
| 2 | ProLogis Inc. | 1,330,380 | $169.8M | 11.44% |
| 3 | Equinix Inc. | 127,773 | $97.9M | 6.60% |
| 4 | Simon Property Group, Inc. | 483,043 | $89.4M | 6.03% |
| 5 | Digital Realty Trust | 476,430 | $73.7M | 4.97% |
| 6 | Realty Income | 1,210,086 | $68.2M | 4.60% |
| 7 | Public Storage | 241,215 | $62.6M | 4.22% |
| 8 | AvalonBay Communities, Inc. | 317,906 | $57.6M | 3.88% |
| 9 | Equity Residential | 855,472 | $53.9M | 3.63% |
| 10 | Ventas, Inc. | 695,237 | $53.8M | 3.62% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 36 | $1.3B | 86.3% |
| Unknown | 5 | $183.5M | 12.4% |
| Consumer Cyclical | 1 | $19.4M | 1.3% |