Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.55M
Total Bought
$222.5K
Total Sold
$249.5K
Net Transaction
-$27.0K
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Iron Mountain(IRM)15,627397,223+381,5961473.05%+46
Extra Space Storage, Inc.(EXR)285,649276,236-9,4136503.21%+44
Ventas, Inc.(VTR)605,296599,644-5,6520382.48%+38
Ryman Hospitality Properties(RHP)287,989280,595-7,3940301.94%+30
Welltower Inc.(WELL)1,154,6201,162,695+8,0751201499.61%+28
ProLogis Inc.(PLD)1,510,1851,523,733+13,54817019212.42%+23
BXP, Inc.(BXP)424,588584,471+159,88326473.04%+21
Public Storage(PSA)298,708290,842-7,866861066.83%+20
Healthpeak Properties(DOC)0837,739+837,7390191.24%+19
Equinix Inc.(EQIX)170,110160,850-9,2601291439.22%+14
Brixmor Property Group(BRX)1,776,6721,919,660+142,98841533.45%+12
AvalonBay Communities, Inc.385,130404,045+18,91580915.88%+11
Americold Realty Trust(COLD)25,844347,556+321,7121100.63%+9
Veris Residential, Inc.0507,736+507,736090.59%+9
Invitation Homes Inc(INVH)682,430912,563+230,13324322.08%+8
Brookdale Senior Living(BKD)01,107,944+1,107,944080.49%+8
Equity Lifestyle Properties(ELS)367,691432,580+64,88924311.99%+7
Eastgroup Properties(EGP)177,161195,583+18,42230372.36%+6
Marriott International-CL A(MAR)44,91165,625+20,71411161.05%+5
Inventrust Properties(IVT)358,119481,437+123,3189140.88%+5
Equity Residential(EQR)1,154,8941,119,711-35,18380835.38%+3
Vornado Realty Trust(VNO)354,248303,299-50,9499120.77%+3
CBRE Group(CBRE)049,994+49,994020.15%+2
Essential Properties Realty27,34748,043+20,696120.11%+1
Vici Properties(VICI)186,292182,239-4,053560.39%+1
Realty Income(O)67,06166,501-560440.27%+1
American Tower Corp.(AMT)42,62738,527-4,100890.58%+1
COPT Defense Properties(CDP)018,353+18,353010.04%+1
Crown Castle Inc(CCI)14,37615,776+1,400120.12%0
Potlach Corp31,99035,840+3,850120.10%0
DiamondRock Hospitality(DRH)44,2590-44,25900-0
Hilton, Inc.(HLT)5,4093,488-1,921110.05%-0
Simon Property Group, Inc.(SPG)577,445516,313-61,13288875.64%-0
Kimco Realty Corp.(KIM)2,155,9111,789,363-366,54842422.68%-0
Mid-America Apartment Commun(MAA)164,126137,919-26,207320.16%-0
Essex Property Trust, Inc.(ESS)4,5692,099-2,470110.04%-1
Lamar Advertising Co-A(LAMR)67,18353,679-13,504870.46%-1
Omega Healthcare Investors(OHI)258,824190,873-67,951980.50%-1
Digital Realty Trust(DLR)503,300465,127-38,17377754.86%-1
Broadstone Net Lease(BNL)34,8410-34,84120-2
Sun Communities, Inc.(SUI)208,112154,958-53,15425211.35%-4
Elme Communities541,9610-541,96190-9
Playa Hotels & Resorts1,202,3280-1,202,328100-10
First Industrial Realty Trus(FR)313,237212,092-101,1451540.27%-11
American Healthcare REIT(AHR)835,8320-835,832120-12
American Homes 4 Rent(AMH)1,259,806761,980-497,82647291.89%-18
Alexandria Real Estate Equit434,810225,014-209,79651271.73%-24
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