Adelante Capital Management LLC
CIK: 1067926SEC EDGAR →
Portfolio Value
$631.0B
Holdings
42
As of
Q1 2026
New Positions
42
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Realty Income | 1,193,546 | $73.0B | 11.57% |
| 2 | Equity Residential | 894,206 | $52.9B | 8.38% |
| 3 | Ventas, Inc. | 616,206 | $50.4B | 7.99% |
| 4 | Brookdale Senior Living | 1,027,392 | $47.6B | 7.55% |
| 5 | Kimco Realty Corp. | 1,906,033 | $42.8B | 6.79% |
| 6 | Brixmor Property Group | 1,257,485 | $36.2B | 5.74% |
| 7 | Equity Lifestyle Properties | 553,063 | $34.5B | 5.47% |
| 8 | Vici Properties | 1,235,626 | $33.8B | 5.35% |
| 9 | Agree Realty Corporation | 440,181 | $33.2B | 5.26% |
| 10 | First Industrial Realty Trust, | 544,609 | $31.5B | 4.99% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Real Estate | 36 | $521.2B | 82.6% |
| Unknown | 5 | $108.6B | 17.2% |
| Consumer Cyclical | 1 | $1.2B | 0.2% |