Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.24M
Total Bought
$169.0K
Total Sold
$444.2K
Net Transaction
-$275.3K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ProLogis Inc.(PLD)1,787,0971,779,710-7,387020016.16%+200
Simon Property Group, Inc.(SPG)561,653573,465+11,8120625.01%+62
Digital Realty Trust(DLR)188,588357,672+169,08421433.50%+22
Mid-America Apartment Commun(MAA)134,392258,142+123,75020332.69%+13
DiamondRock Hospitality(DRH)77,3651,543,195+1,465,8301121.00%+12
First Industrial Realty Trus(FR)137,329386,432+249,1037181.49%+11
Elme Communities0487,293+487,293070.54%+7
Boston Properties, Inc.(BXP)656,055728,061+72,00638433.51%+6
Welltower Inc.(WELL)1,155,0551,204,151+49,09693997.98%+5
Inventrust Properties(IVT)0198,360+198,360050.38%+5
Alexandria Real Estate Equit384,989482,357+97,36844483.91%+5
Cubesmart(CUBE)216,000346,857+130,85710131.07%+4
AvalonBay Communities, Inc.120,451148,452+28,00123252.06%+3
American Tower Corp.(AMT)101,055132,348+31,29320221.76%+2
Retail Opportunity Investmen375,245103,850-271,395010.10%+1
Potlach Corp21,38034,354+12,974120.13%0
Broadstone Net Lease(BNL)34,31544,680+10,365110.05%0
Hilton, Inc.(HLT)8,6218,441-180110.10%0
SBA Communications(SBAC)7,1857,885+700220.13%-0
Iron Mountain(IRM)9,6256,708-2,917100.03%-0
Vici Properties(VICI)158,835163,495+4,660550.39%-0
Brixmor Property Group(BRX)1,249,9391,301,408+51,46927272.19%-0
Alexander & Baldwin Inc599,866633,832+33,96611110.86%-1
Life Storage Inc5,4500-5,45010-1
Realty Income(O)59,14052,430-6,710430.21%-1
Lamar Advertising Co-A(LAMR)57,88055,026-2,854650.37%-1
Crown Castle Inc(CCI)11,7200-11,72010-1
Netstreit Corp(NTST)673,613676,772+3,15912110.85%-1
Playa Hotels & Resorts1,924,5321,892,445-32,08716141.11%-2
Eastgroup Properties(EGP)62,55052,576-9,9741190.71%-2
Invitation Homes Inc(INVH)881,547857,988-23,55930272.20%-3
American Homes 4 Rent(AMH)1,274,8641,227,662-47,20245413.35%-4
Sun Communities, Inc.(SUI)29,982177,856+147,87440-4
Marriott International-CL A(MAR)81,19954,886-26,31315110.87%-4
Ventas, Inc.(VTR)799,800760,963-38,83738322.59%-6
Sabra Health Care REIT Inc(SBRA)1,682,193971,961-710,23220141.10%-6
Equinix Inc.(EQIX)175,520179,716+4,19613813110.56%-7
Ryman Hospitality Properties(RHP)265,130182,558-82,57225151.23%-9
Kimco Realty Corp.(KIM)3,175,9322,974,967-200,96563524.24%-10
Equity Residential(EQR)1,328,9611,316,941-12,02088776.26%-10
Essex Property Trust, Inc.(ESS)202,207168,691-33,51647362.90%-12
Equity Lifestyle Properties(ELS)712,226554,726-157,50048352.86%-12
CBRE Group(CBRE)180,5880-180,588150-15
Rexford Industrial Realty(REXR)298,836175,520-123,316160-16
Extra Space Storage, Inc.(EXR)365,373312,060-53,31354383.07%-16
Camden Property Trust(CPT)340,91360,688-280,2253760.46%-31
Public Storage(PSA)273,468253,863-19,605800-80
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