Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.36B
Total Bought
$168.4K
Total Sold
$274.6K
Net Transaction
-$106.2K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
Public Storage(PSA)250,826244,857-5,9694720.01%+67
Hudson Pacific Properties03,043,383+3,043,3830600.00%+60
Iron Mountain(IRM)390,346403,205+12,8598410.00%+33
Realty Income(O)860,6711,081,406+220,73550620.00%+12
Digital Realty Trust(DLR)427,306407,136-20,17061710.01%+10
Extra Space Storage, Inc.(EXR)186,050243,070+57,02028360.00%+8
Mid-America Apartment Commun(MAA)70,612128,589+57,97712190.00%+7
Cousins Properties, Inc.(CUZ)682,499902,912+220,41320270.00%+7
Vici Properties(VICI)1,424,8361,631,912+207,07646530.00%+7
Alexandria Real Estate Equit94,287202,726+108,4399150.00%+6
Ventas, Inc.(VTR)488,664613,415+124,75134390.00%+5
Welltower Inc.(WELL)963,730981,590+17,8601481510.01%+3
Vornado Realty Trust(VNO)287,797361,948+74,15111140.00%+3
Inventrust Properties(IVT)362,173364,286+2,1137100.00%+3
Agree Realty Corporation370,652427,610+56,95829310.00%+3
Eastgroup Properties(EGP)168,269191,849+23,58030320.00%+2
Regency Centers Corp.(REG)348,468376,117+27,64926270.00%+1
Veris Residential, Inc.616,656737,945+121,28910110.00%+1
SBA Communications(SBAC)12,60313,765+1,162330.00%0
American Tower Corp.(AMT)63,15862,998-16014140.00%0
Marriott International-CL A(MAR)44,17438,637-5,53711110.00%0
CBRE Group(CBRE)29,85827,865-1,993110.00%-0
Potlach Corp48,70848,622-86220.00%-0
Equity Lifestyle Properties(ELS)634,637674,425+39,78842420.00%-1
Lamar Advertising Co-A(LAMR)54,78742,589-12,198650.00%-1
Kimco Realty Corp.(KIM)2,163,5712,134,766-28,80546450.00%-1
Tanger Factory Outlet Center(SKT)281,084268,040-13,044980.00%-1
Brookdale Senior Living(BKD)1,502,8501,119,470-383,380980.00%-2
Ryman Hospitality Properties(RHP)302,992260,178-42,81428260.00%-2
Americold Realty Trust(COLD)465,202469,411+4,2091080.00%-2
First Industrial Realty Trus(FR)399,043394,445-4,59822190.00%-3
Invitation Homes Inc(INVH)351,142467,453+116,3111290.00%-3
AvalonBay Communities, Inc.344,822341,855-2,96774700.01%-4
American Homes 4 Rent(AMH)913,578830,542-83,03635300.00%-5
Simon Property Group, Inc.(SPG)386,479368,002-18,47764590.00%-5
Essential Properties Realty636,179487,395-148,78421160.00%-5
Equinix Inc.(EQIX)143,114140,006-3,1081171110.01%-5
Omega Healthcare Investors(OHI)337,195148,205-188,9901350.00%-7
Healthpeak Properties(DOC)1,189,069771,586-417,48324140.00%-11
Equity Residential(EQR)929,789780,332-149,45767530.00%-14
BXP, Inc.(BXP)383,958131,341-252,6172690.00%-17
ProLogis Inc.(PLD)1,205,0551,167,878-37,177135210.00%-114
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