Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Adelante Capital Management LLC (CIK 1067926) reported $1.46B across 41 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WELL ($203.5M, 13.91%), PLD ($174.7M, 11.95%), EQIX ($128.6M, 8.79%), DLR ($86.2M, 5.89%), SPG ($83.8M, 5.73%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc. | $203.5M | 13.91% | 1.0M | Added |
| 2 | PLD | ProLogis Inc. | $174.7M | 11.95% | 1.3M | Trimmed |
| 3 | EQIX | Equinix Inc. | $128.6M | 8.79% | 131,207 | Added |
| 4 | DLR | Digital Realty Trust | $86.2M | 5.89% | 478,296 | Added |
| 5 | SPG | Simon Property Group, Inc. | $83.8M | 5.73% | 449,333 | Trimmed |
| 6 | O | Realty Income | $73.0M | 4.99% | 1.2M | Trimmed |
| 7 | AVB | AvalonBay Communities, Inc. | $53.1M | 3.63% | 325,177 | Added |
| 8 | EQR | Equity Residential | $52.9M | 3.62% | 894,206 | Added |
| 9 | VTR | Ventas, Inc. | $50.4M | 3.45% | 616,206 | Trimmed |
| 10 | BKD | Brookdale Senior Living | $47.6M | 3.26% | 1.0M | Trimmed |
| 11 | KIM | Kimco Realty Corp. | $42.8M | 2.93% | 1.9M | Trimmed |
| 12 | IRM | Iron Mountain | $36.5M | 2.49% | 356,934 | Added |
| 13 | BRX | Brixmor Property Group | $36.2M | 2.48% | 1.3M | Added |
| 14 | ELS | Equity Lifestyle Properties | $34.5M | 2.36% | 553,063 | Trimmed |
| 15 | VICI | Vici Properties | $33.8M | 2.31% | 1.2M | Trimmed |
| 16 | ADC | Agree Realty Corporation | $33.2M | 2.27% | 440,181 | Added |
| 17 | FR | First Industrial Realty Trust, | $31.5M | 2.15% | 544,609 | Added |
| 18 | AMH | American Homes 4 Rent | $25.2M | 1.73% | 903,999 | Trimmed |
| 19 | VNO | Vornado Realty Trust | $20.7M | 1.42% | 798,184 | Added |
| 20 | RHP | Ryman Hospitality Properties | $20.2M | 1.38% | 218,849 | Added |
| 21 | EPRT | Essential Properties Realty | $19.7M | 1.35% | 650,129 | Added |
| 22 | MAA | Mid-America Apartment Communit | $19.1M | 1.30% | 156,165 | Added |
| 23 | CBRE | CBRE Group | $17.9M | 1.22% | 132,094 | Added |
| 24 | ARE | Alexandria Real Estate Equitie | $16.6M | 1.13% | 357,450 | Trimmed |
| 25 | CTRE | Caretrust REIT Inc | $12.9M | 0.88% | 352,462 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31