Adelante Capital Management LLC 13F Holdings

CIK 0001067926 · OAKLAND, CA

As of Sep 30, 2025, Adelante Capital Management LLC reported 43 positions worth .5B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
WELLTOWER INCWELLReal Estate979,382 74.5M11.67%
PROLOGIS INCPLDReal Estate1,272,288 45.7M9.74%
EQUINIX INCEQIXReal Estate125,234$98.1M6.56%
SIMON PROPERTY GROUP INCSPGReal Estate449,344$84.3M5.64%
DIGITAL REALTY TRUST INCDLRReal Estate463,235$80.1M5.35%
REALTY INCOME CORPOReal Estate1,135,259$69.0M4.61%
PUBLIC STORAGEPSAReal Estate235,117$67.9M4.54%
AVALONBAY COMMUNITIES INCAVBReal Estate340,288$65.7M4.40%
EQUITY RESIDENTIALEQRReal Estate878,252$56.8M3.80%
VICI PROPERTIES INCVICIReal Estate1,521,457$49.6M3.32%
BROOKDALE SENIOR LIVING INCBKDHealthcare1,013,181$47.0M3.14%
VENTAS INCVTRReal Estate661,909$46.3M3.10%
KIMCO REALTY CORPKIMReal Estate2,000,750$43.7M2.92%
IRON MOUNTAIN INCIRMReal Estate386,285$39.4M2.63%
EQUITY LIFESTYLE PROPERTIES INCELSReal Estate634,055$38.5M2.57%
AGREE REALTY CORPADCReal Estate441,605$31.4M2.10%
BRIXMOR PROPERTY GROUP INCBRXReal Estate1,113,830$30.8M2.06%
AMERICAN HOMES 4 RENTAMHReal Estate912,001$30.3M2.03%
HEALTHPEAK PROPERTIES INCDOCReal Estate1,305,556$26.5M1.77%
HOST HOTELS & RESORTS INCHSTReal Estate1,343,133$22.9M1.53%
BXP INCBXPReal Estate285,339$21.2M1.42%
FIRST INDUSTRIAL REALTY TRUST INCFRReal Estate397,648$20.5M1.37%
MID AMERICA APARTMENT COMMUNITIES INCMAAReal Estate117,764 6.5M1.10%
TERRENO REALTY CORPTRNOReal Estate283,173 6.1M1.07%
RYMAN HOSPITALITY PROPERTIES INCRHPReal Estate171,496 5.4M1.03%