Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.52M
Total Bought
$226.6K
Total Sold
$166.6K
Net Transaction
+$59.9K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
Brookdale Senior Living(BKD)1,107,9441,625,835+517,8918754.97%+68
Regency Centers Corp.(REG)0330,024+330,0240241.61%+24
Digital Realty Trust(DLR)465,127507,703+42,57675905.94%+15
Cousins Properties, Inc.(CUZ)0436,627+436,6270130.88%+13
Kimco Realty Corp.(KIM)1,789,3632,317,331+527,96842543.58%+13
Omega Healthcare Investors(OHI)190,873438,626+247,7538171.10%+9
Alexandria Real Estate Equit225,014357,889+132,87527352.30%+8
First Industrial Realty Trus(FR)212,092244,443+32,3514120.81%+8
Ryman Hospitality Properties(RHP)280,595348,890+68,29530362.40%+6
Simon Property Group, Inc.(SPG)516,313535,740+19,42787926.09%+5
CBRE Group(CBRE)49,99445,309-4,685260.39%+4
American Homes 4 Rent(AMH)761,980837,803+75,82329312.07%+2
SBA Communications(SBAC)08,820+8,820020.12%+2
Veris Residential, Inc.507,736625,229+117,4939100.69%+1
Agree Realty Corporation011,885+11,885010.06%+1
Vornado Realty Trust(VNO)303,299297,058-6,24112120.82%+1
Lamar Advertising Co-A(LAMR)53,67959,763+6,084770.48%0
Hilton, Inc.(HLT)3,4883,371-117110.05%0
COPT Defense Properties(CDP)18,35318,329-24110.04%0
Essex Property Trust, Inc.(ESS)2,0992,161+62110.04%-0
Essential Properties Realty48,04347,763-280210.10%-0
Mid-America Apartment Commun(MAA)137,919128,120-9,799220.15%-0
Potlach Corp35,84033,880-1,960210.09%-0
Equinix Inc.(EQIX)160,850151,087-9,7631431429.40%-0
Iron Mountain(IRM)397,223445,897+48,67447473.09%-0
Americold Realty Trust(COLD)347,556441,492+93,9361090.62%-0
Inventrust Properties(IVT)481,437424,769-56,66814130.84%-1
Realty Income(O)66,50158,145-8,356430.20%-1
Welltower Inc.(WELL)1,162,6951,171,232+8,5371491489.74%-1
Sun Communities, Inc.(SUI)154,958159,147+4,18921201.29%-1
American Tower Corp.(AMT)38,52739,844+1,317970.48%-2
Vici Properties(VICI)182,239148,132-34,107640.29%-2
Crown Castle Inc(CCI)15,7760-15,77620-2
Eastgroup Properties(EGP)195,583215,909+20,32637352.29%-2
Equity Lifestyle Properties(ELS)432,580429,028-3,55231291.89%-2
Marriott International-CL A(MAR)65,62548,658-16,96716140.90%-3
AvalonBay Communities, Inc.404,045400,444-3,60191885.81%-3
BXP, Inc.(BXP)584,471559,494-24,97747422.75%-5
Equity Residential(EQR)1,119,7111,077,337-42,37483775.10%-6
Ventas, Inc.(VTR)599,644522,956-76,68838312.03%-8
Invitation Homes Inc(INVH)912,563718,041-194,52232231.51%-9
Healthpeak Properties(DOC)837,73926,052-811,6871910.03%-19
Public Storage(PSA)290,842286,811-4,031106865.67%-20
Brixmor Property Group(BRX)1,919,660606,342-1,313,31853171.11%-37
Extra Space Storage, Inc.(EXR)276,236291,112+14,8765060.38%-44
ProLogis Inc.(PLD)1,523,7331,400,344-123,3891921489.77%-44
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