Fund HoldingsAdelante Capital Management LLC

Total Portfolio Value
$1.48B
Total Bought
$164.39M
Total Sold
$177.50M
Net Transaction
-$13.11M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
ProLogis Inc.(PLD)1,272,2881,330,380+58,092145,702169,83611.44%+24,134
Extra Space Storage, Inc.(EXR)238,341221,431-16,9104,71928,8351.94%+24,116
Hilton, Inc.(HLT)067,494+67,494019,3871.31%+19,387
Alexandria Real Estate Equitie72,405397,289+324,8846,03419,4431.31%+13,409
CBRE Group(CBRE)26,465109,094+82,6294,17017,5411.18%+13,371
Welltower Inc.(WELL)979,3821,005,930+26,548174,467186,71112.58%+12,244
American Homes 4 Rent(AMH)912,0011,300,347+388,34630,32541,7412.81%+11,417
Ventas, Inc.(VTR)661,909695,237+33,32846,32753,7973.62%+7,470
Millrose Properties(MRP)0220,567+220,56706,5880.44%+6,588
Vornado Realty Trust(VNO)370,941647,857+276,91615,03421,5601.45%+6,526
Simon Property Group, Inc.(SPG)449,344483,043+33,69984,32889,4166.03%+5,088
Centerspace(CSR)072,059+72,05904,8080.32%+4,808
SL Green Realty Corp.(SLG)096,825+96,82504,4410.30%+4,441
Brookdale Senior Living(BKD)1,013,1811,088,545+75,36446,96150,4543.40%+3,493
Caretrust REIT Inc(CTRE)340,197391,935+51,73811,79814,1720.95%+2,374
Brixmor Property Group(BRX)1,113,8301,256,794+142,96430,83132,9532.22%+2,123
Ryman Hospitality Properties(RHP)171,496184,398+12,90215,36417,4471.18%+2,084
Americold Realty Trust(COLD)574,892670,301+95,4097,0378,6200.58%+1,583
Lamar Advertising Co-A(LAMR)47,82548,651+8265,8556,1580.41%+303
Agree Realty Corporation441,605438,415-3,19031,37231,5792.13%+207
Equinix Inc.(EQIX)125,234127,773+2,53998,08897,8956.60%-193
Potlach Corp53,34545,393-7,9522,1741,9160.13%-258
Inventrust Properties(IVT)335,032329,783-5,2499,5899,3030.63%-286
Omega Healthcare Investors(OHI)8,3570-8,3573530-353
Mid-America Apartment Communit(MAA)117,764115,761-2,00316,45516,0801.08%-375
Crown Castle Inc(CCI)42,48640,940-1,5464,0993,6380.25%-461
Veris Residential, Inc.752,225737,176-15,04911,43410,9690.74%-465
Eastgroup Properties(EGP)75,77867,903-7,87512,82612,0960.82%-730
Realty Income(O)1,135,2591,210,086+74,82769,01368,2134.60%-800
Cousins Properties, Inc.(CUZ)289,203285,108-4,0958,3707,3500.50%-1,020
American Tower Corp.(AMT)57,56756,840-72711,0719,9790.67%-1,092
Equity Residential(EQR)878,252855,472-22,78056,84953,9293.63%-2,920
Equity Lifestyle Properties(ELS)634,055579,880-54,17538,48735,1472.37%-3,340
Kimco Realty Corp.(KIM)2,000,7501,979,607-21,14343,71740,1272.70%-3,590
Public Storage(PSA)235,117241,215+6,09867,91362,5954.22%-5,318
Digital Realty Trust(DLR)463,235476,430+13,19580,08473,7084.97%-6,376
Essential Properties Realty506,994411,313-95,68115,0888,1440.55%-6,944
Vici Properties(VICI)1,521,4571,490,427-31,03049,61541,9112.82%-7,704
AvalonBay Communities, Inc.340,288317,906-22,38265,73457,6393.88%-8,094
Kilroy Realty(KRC)327,909136,904-191,00513,8555,1160.34%-8,738
First Industrial Realty Trust,(FR)397,648474,066+76,41820,4679,6090.65%-10,857
Iron Mountain(IRM)386,285339,227-47,05839,37828,1391.90%-11,239
Invitation Homes Inc(INVH)478,8930-478,89314,0460-14,046
Terreno Realty Corp(TRNO)283,1730-283,17316,0700-16,070
BXP, Inc.(BXP)285,33975,363-209,97621,2125,0850.34%-16,127
Host Hotels & Resorts, Inc.(HST)1,343,1330-1,343,13322,8600-22,860
Healthpeak Properties(DOC)1,305,5560-1,305,55626,4640-26,464
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