Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.32M
Total Bought
$212.1K
Total Sold
$474.5K
Net Transaction
-$262.4K
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
Realty Income(O)58,145860,671+802,5263503.78%+47
Vici Properties(VICI)148,1321,424,836+1,276,7044463.52%+42
Agree Realty Corporation11,885370,652+358,7671292.17%+28
Healthpeak Properties(DOC)26,0521,189,069+1,163,0171241.82%+24
Extra Space Storage, Inc.(EXR)291,112186,050-105,0626282.09%+22
Essential Properties Realty47,763636,179+588,4161211.57%+19
Equity Lifestyle Properties(ELS)429,028634,637+205,60929423.20%+14
Mid-America Apartment Commun(MAA)128,12070,612-57,5082120.90%+10
Tanger Factory Outlet Center(SKT)0281,084+281,084090.72%+9
First Industrial Realty Trus(FR)244,443399,043+154,60012221.63%+9
Cousins Properties, Inc.(CUZ)436,627682,499+245,87213201.52%+7
American Tower Corp.(AMT)39,84463,158+23,3147141.04%+6
American Homes 4 Rent(AMH)837,803913,578+75,77531352.61%+3
Ventas, Inc.(VTR)522,956488,664-34,29231342.54%+3
Regency Centers Corp.(REG)330,024348,468+18,44424261.95%+1
SBA Communications(SBAC)8,82012,603+3,783230.21%+1
Potlach Corp33,88048,708+14,828120.17%+1
Americold Realty Trust(COLD)441,492465,202+23,7109100.76%+1
Welltower Inc.(WELL)1,171,232963,730-207,50214814811.17%0
Veris Residential, Inc.625,229616,656-8,57310100.79%0
COPT Defense Properties(CDP)18,3290-18,32910-1
Essex Property Trust, Inc.(ESS)2,1610-2,16110-1
Hilton, Inc.(HLT)3,3710-3,37110-1
Lamar Advertising Co-A(LAMR)59,76354,787-4,976760.47%-1
Vornado Realty Trust(VNO)297,058287,797-9,26112110.81%-2
Marriott International-CL A(MAR)48,65844,174-4,48414110.80%-3
Omega Healthcare Investors(OHI)438,626337,195-101,43117130.97%-4
CBRE Group(CBRE)45,30929,858-15,451610.10%-5
Eastgroup Properties(EGP)215,909168,269-47,64035302.24%-5
Inventrust Properties(IVT)424,769362,173-62,5961370.54%-6
Kimco Realty Corp.(KIM)2,317,3312,163,571-153,76054463.48%-8
Ryman Hospitality Properties(RHP)348,890302,992-45,89836282.10%-9
Invitation Homes Inc(INVH)718,041351,142-366,89923120.93%-11
Equity Residential(EQR)1,077,337929,789-147,54877675.04%-11
ProLogis Inc.(PLD)1,400,3441,205,055-195,28914813510.19%-13
AvalonBay Communities, Inc.400,444344,822-55,62288745.60%-14
BXP, Inc.(BXP)559,494383,958-175,53642261.95%-16
Brixmor Property Group(BRX)606,3420-606,342170-17
Sun Communities, Inc.(SUI)159,1470-159,147200-20
Equinix Inc.(EQIX)151,087143,114-7,9731421178.83%-26
Alexandria Real Estate Equit357,88994,287-263,6023590.66%-26
Simon Property Group, Inc.(SPG)535,740386,479-149,26192644.86%-28
Digital Realty Trust(DLR)507,703427,306-80,39790614.63%-29
Iron Mountain(IRM)445,897390,346-55,5514780.60%-39
Brookdale Senior Living(BKD)1,625,8351,502,850-122,9857590.71%-66
Public Storage(PSA)286,811250,826-35,9858640.34%-81
Page 1 of 1