Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.27M
Total Bought
$53.6K
Total Sold
$340.5K
Net Transaction
-$286.9K
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Sun Communities, Inc.(SUI)272,209208,112-64,0970251.98%+25
First Industrial Realty Trus(FR)276,692313,237+36,5455151.18%+9
Omega Healthcare Investors(OHI)0258,824+258,824090.70%+9
AvalonBay Communities, Inc.386,562385,130-1,43272806.29%+8
Digital Realty Trust(DLR)486,469503,300+16,83170776.04%+6
Eastgroup Properties(EGP)133,524177,161+43,63724302.38%+6
Brixmor Property Group(BRX)1,596,6341,776,672+180,03837413.24%+4
Crown Castle Inc(CCI)014,376+14,376010.11%+1
American Healthcare REIT(AHR)784,286835,832+51,54612120.96%+1
Realty Income(O)54,85567,061+12,206340.28%+1
Elme Communities598,574541,961-56,613890.68%0
Lamar Advertising Co-A(LAMR)65,05767,183+2,126880.63%0
American Homes 4 Rent(AMH)1,266,0281,259,806-6,22247473.70%0
SBA Communications(SBAC)7,0830-7,083000
Iron Mountain(IRM)17,55215,627-1,925110.11%-0
Essential Properties Realty29,47527,347-2,128110.06%-0
Vici Properties(VICI)183,372186,292+2,920550.42%-0
Potlach Corp32,75031,990-760210.10%-0
Equity Residential(EQR)1,273,8101,154,894-118,91680806.32%-0
Hilton, Inc.(HLT)7,0045,409-1,595110.09%-0
Broadstone Net Lease(BNL)41,71134,841-6,870220.13%-0
Inventrust Properties(IVT)357,262358,119+857990.70%-0
SL Green Realty Corp.(SLG)10,8430-10,84310-1
Vornado Realty Trust(VNO)381,175354,248-26,9271190.74%-2
Equity Lifestyle Properties(ELS)404,742367,691-37,05126241.89%-2
Welltower Inc.(WELL)1,314,7321,154,620-160,1121231209.51%-2
American Tower Corp.(AMT)60,59042,627-17,9631280.65%-4
Marriott International-CL A(MAR)58,76544,911-13,85415110.86%-4
Invitation Homes Inc(INVH)803,649682,430-121,21929241.93%-4
Essex Property Trust, Inc.(ESS)30,6814,569-26,112810.10%-6
Alexandria Real Estate Equit446,156434,810-11,34658514.02%-7
Public Storage(PSA)319,874298,708-21,16693866.79%-7
Americold Realty Trust(COLD)344,20925,844-318,365910.05%-8
Simon Property Group, Inc.(SPG)617,628577,445-40,18397886.92%-9
Rexford Industrial Realty(REXR)186,2950-186,29590-9
BXP, Inc.(BXP)568,314424,588-143,72637262.06%-11
Kimco Realty Corp.(KIM)2,884,7172,155,911-728,80657423.31%-15
DiamondRock Hospitality(DRH)1,563,33044,259-1,519,0711500.03%-15
Ryman Hospitality Properties(RHP)137,350287,989+150,639160-16
Playa Hotels & Resorts1,482,9391,202,328-280,61126100.80%-16
Equinix Inc.(EQIX)186,505170,110-16,39515412910.16%-25
Mid-America Apartment Commun(MAA)241,471164,126-77,3453230.23%-29
Ventas, Inc.(VTR)786,922605,296-181,626340-34
Extra Space Storage, Inc.(EXR)343,739285,649-58,0905160.45%-45
ProLogis Inc.(PLD)1,695,7571,510,185-185,57222117013.39%-51
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