Adelante Capital Management LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| Equinix Inc. | 0 | 131,207 | +131,207 | 0 | 128,614,248 | +128,614,248 |
| First Industrial Realty Trust, | 0 | 544,609 | +544,609 | 0 | 31,506,008 | +31,506,008 |
| Welltower Inc. | 0 | 1,029,079 | +1,029,079 | 0 | 203,459,330 | +203,459,330 |
| Digital Realty Trust | 0 | 478,296 | +478,296 | 0 | 86,194,139 | +86,194,139 |
| Essential Properties Realty | 0 | 650,129 | +650,129 | 0 | 19,737,579 | +19,737,579 |
| Iron Mountain | 0 | 356,934 | +356,934 | 0 | 36,456,882 | +36,456,882 |
| The Macerich Company | 0 | 430,485 | +430,485 | 0 | 8,136,227 | +8,136,227 |
| Janus Living Inc | 0 | 309,963 | +309,963 | 0 | 7,305,846 | +7,305,846 |
| Millrose Properties | 0 | 443,990 | +443,990 | 0 | 12,431,432 | +12,431,432 |
| ProLogis Inc. | 0 | 1,321,965 | +1,321,965 | 0 | 174,737,806 | +174,737,806 |
| Realty Income | 0 | 1,193,546 | +1,193,546 | 0 | 73,021,090 | +73,021,090 |
| Sun Communities, Inc. | 0 | 32,940 | +32,940 | 0 | 4,149,503 | +4,149,503 |
| Brixmor Property Group | 0 | 1,257,485 | +1,257,485 | 0 | 36,215,719 | +36,215,719 |
| Mid-America Apartment Communit | 0 | 156,165 | +156,165 | 0 | 19,071,061 | +19,071,061 |
| Ryman Hospitality Properties | 0 | 218,849 | +218,849 | 0 | 20,193,306 | +20,193,306 |
| Kimco Realty Corp. | 0 | 1,906,033 | +1,906,033 | 0 | 42,828,681 | +42,828,681 |
| Rayonier Inc | 0 | 78,915 | +78,915 | 0 | 1,627,000 | +1,627,000 |
| Agree Realty Corporation | 0 | 440,181 | +440,181 | 0 | 33,181,119 | +33,181,119 |
| Inventrust Properties | 0 | 330,036 | +330,036 | 0 | 10,053,259 | +10,053,259 |
| Lamar Advertising Co-A | 0 | 52,290 | +52,290 | 0 | 6,623,000 | +6,623,000 |
| CBRE Group | 0 | 132,094 | +132,094 | 0 | 17,893,342 | +17,893,342 |
| Crown Castle Inc | 0 | 38,976 | +38,976 | 0 | 3,169,000 | +3,169,000 |
| SL Green Realty Corp. | 0 | 104,960 | +104,960 | 0 | 3,877,000 | +3,877,000 |
| American Tower Corp. | 0 | 54,289 | +54,289 | 0 | 9,369,000 | +9,369,000 |
| Equity Lifestyle Properties | 0 | 553,063 | +553,063 | 0 | 34,522,570 | +34,522,570 |
| Centerspace | 0 | 72,201 | +72,201 | 0 | 4,148,000 | +4,148,000 |
| Vornado Realty Trust | 0 | 798,184 | +798,184 | 0 | 20,744,438 | +20,744,438 |
| Americold Realty Trust | 0 | 670,972 | +670,972 | 0 | 7,689,019 | +7,689,019 |
| BXP, Inc. | 0 | 78,363 | +78,363 | 0 | 4,067,000 | +4,067,000 |
| Equity Residential | 0 | 894,206 | +894,206 | 0 | 52,892,750 | +52,892,750 |
| Caretrust REIT Inc | 0 | 352,462 | +352,462 | 0 | 12,918,163 | +12,918,163 |
| Potlach Corp | 0 | 0 | 0 | 0 | 0 | 0 |
| Brookdale Senior Living | 0 | 1,027,392 | +1,027,392 | 0 | 47,619,619 | +47,619,619 |
| Alexandria Real Estate Equitie | 0 | 357,450 | +357,450 | 0 | 16,592,406 | +16,592,406 |
| Eastgroup Properties | 0 | 47,333 | +47,333 | 0 | 8,761,000 | +8,761,000 |
| Ventas, Inc. | 0 | 616,206 | +616,206 | 0 | 50,393,597 | +50,393,597 |
| AvalonBay Communities, Inc. | 0 | 325,177 | +325,177 | 0 | 53,117,231 | +53,117,231 |
| Kilroy Realty | 0 | 0 | 0 | 0 | 0 | 0 |
| Simon Property Group, Inc. | 0 | 449,333 | +449,333 | 0 | 83,814,225 | +83,814,225 |
| Cousins Properties, Inc. | 0 | 0 | 0 | 0 | 0 | 0 |
| Vici Properties | 0 | 1,235,626 | +1,235,626 | 0 | 33,757,523 | +33,757,523 |
| Veris Residential, Inc. | 0 | 0 | 0 | 0 | 0 | 0 |
| American Homes 4 Rent | 0 | 903,999 | +903,999 | 0 | 25,239,655 | +25,239,655 |
| Hilton, Inc. | 0 | 60,851 | +60,851 | 0 | 1,233,450 | +1,233,450 |
| Extra Space Storage, Inc. | 0 | 196,160 | +196,160 | 0 | 3,883,968 | +3,883,968 |
| Public Storage | 0 | 265,447 | +265,447 | 0 | 11,207,172 | +11,207,172 |