Fund Holdings — Adelante Capital Management LLC

Total Portfolio Value
$1.50B
Total Bought
$781.85M
Total Sold
$712.64M
Net Transaction
+$69.21M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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Welltower Inc.(WELL)981,590979,382-2,208151174,46711.67%+174,316
ProLogis Inc.(PLD)1,167,8781,272,288+104,41021145,7029.74%+145,682
Equinix Inc.(EQIX)140,006125,234-14,77211198,0886.56%+97,977
Simon Property Group, Inc.(SPG)368,002449,344+81,3425984,3285.64%+84,269
Digital Realty Trust(DLR)407,136463,235+56,0997180,0845.35%+80,013
Realty Income(O)1,081,4061,135,259+53,8536269,0134.61%+68,950
Public Storage(PSA)244,857235,117-9,7407267,9134.54%+67,841
AvalonBay Communities, Inc.341,855340,288-1,5677065,7344.40%+65,664
Equity Residential(VMRK)780,332878,252+97,9205356,8493.80%+56,797
Vici Properties(VICI)1,631,9121,521,457-110,4555349,6153.32%+49,562
Brookdale Senior Living(BKD)1,119,4701,013,181-106,289846,9613.14%+46,953
Ventas, Inc.(VTR)613,415661,909+48,4943946,3273.10%+46,289
Kimco Realty Corp.(KIM)2,134,7662,000,750-134,0164543,7172.92%+43,672
Iron Mountain(IRM)403,205386,285-16,9204139,3782.63%+39,337
Equity Lifestyle Properties(ELS)674,425634,055-40,3704238,4872.57%+38,445
Agree Realty Corporation427,610441,605+13,9953131,3722.10%+31,341
Brixmor Property Group(BRX)01,113,830+1,113,830030,8312.06%+30,831
American Homes 4 Rent(AMH)830,542912,001+81,4593030,3252.03%+30,295
Healthpeak Properties(DOC)771,5861,305,556+533,9701426,4641.77%+26,450
Host Hotels & Resorts, Inc.(HST)01,343,133+1,343,133022,8601.53%+22,860
BXP, Inc.(BXP)131,341285,339+153,998921,2121.42%+21,203
First Industrial Realty Trust,(FR)394,445397,648+3,2031920,4671.37%+20,448
Mid-America Apartment Communit(MAA)128,589117,764-10,8251916,4551.10%+16,436
Terreno Realty Corp(TRNO)0283,173+283,173016,0701.07%+16,070
Ryman Hospitality Properties(RHP)260,178171,496-88,6822615,3641.03%+15,338
Essential Properties Realty487,395506,994+19,5991615,0881.01%+15,072
Vornado Realty Trust(VNO)361,948370,941+8,9931415,0341.01%+15,020
Invitation Homes Inc(INVH)467,453478,893+11,440914,0460.94%+14,037
Kilroy Realty(KRC)0327,909+327,909013,8550.93%+13,855
Eastgroup Properties(EGP)191,84975,778-116,0713212,8260.86%+12,794
Caretrust REIT Inc(CTRE)0340,197+340,197011,7980.79%+11,798
Veris Residential, Inc.737,945752,225+14,2801111,4340.76%+11,423
American Tower Corp.(AMT)62,99857,567-5,4311411,0710.74%+11,057
Inventrust Properties(IVT)364,286335,032-29,254109,5890.64%+9,579
Cousins Properties, Inc.(CUZ)902,912289,203-613,709278,3700.56%+8,343
Americold Realty Trust(COLD)469,411574,892+105,48187,0370.47%+7,029
Alexandria Real Estate Equitie202,72672,405-130,321156,0340.40%+6,019
Lamar Advertising Co-A(LAMR)42,58947,825+5,23655,8550.39%+5,850
Extra Space Storage, Inc.(EXR)243,070238,341-4,729364,7190.32%+4,683
CBRE Group(CBRE)27,86526,465-1,40014,1700.28%+4,169
Crown Castle Inc(CCI)042,486+42,48604,0990.27%+4,099
Potlach Corp48,62253,345+4,72322,1740.15%+2,172
Omega Healthcare Investors(OHI)148,2058,357-139,84853530.02%+347
SBA Communications(SBAC)13,7650-13,76530—-3
Tanger Factory Outlet Center(SKT)268,0400-268,04080—-8
Marriott International-CL A(MAR)38,6370-38,637110—-11
Regency Centers Corp.(REG)376,1170-376,117270—-27
Hudson Pacific Properties3,043,3830-3,043,383600—-60
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Adelante Capital Management LLC — 13F Holdings — Q3 2025 | TickerTrail