Adelante Capital Management LLC 13F Holdings · Q2 2026
Adelante Capital Management LLC reported 42 securities worth $1.52B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: WELL (14.51%), PLD (11.35%), EQIX (8.49%). Among its top 25 positions this quarter: 3 new, 6 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc. | $220.7M | 14.51% | 972,469 | Trimmed |
| 2 | PLD | ProLogis Inc. | $172.7M | 11.35% | 1.3M | Trimmed |
| 3 | EQIX | Equinix Inc. | $129.2M | 8.49% | 123,901 | Trimmed |
| 4 | SPG | Simon Property Group, Inc. | $93.3M | 6.13% | 417,092 | Trimmed |
| 5 | DLR | Digital Realty Trust | $87.5M | 5.75% | 487,419 | Added |
| 6 | O | Realty Income | $72.1M | 4.74% | 1.2M | Trimmed |
| 7 | AVB | AvalonBay Communities, Inc. | $55.0M | 3.62% | 291,487 | Trimmed |
| 8 | VTR | Ventas, Inc. | $52.7M | 3.47% | 593,888 | Trimmed |
| 9 | VMRK | Equity Residential | $49.1M | 3.23% | 723,095 | Trimmed |
| 10 | IRM | Iron Mountain | $41.1M | 2.70% | 325,641 | Trimmed |
| 11 | ELS | Equity Lifestyle Properties | $39.6M | 2.61% | 615,154 | Added |
| 12 | BRX | Brixmor Property Group | $36.2M | 2.38% | 1.1M | Trimmed |
| 13 | VICI | Vici Properties | $35.5M | 2.34% | 1.3M | Added |
| 14 | ADC | Agree Realty Corporation | $32.6M | 2.14% | 430,209 | Trimmed |
| 15 | AMH | American Homes 4 Rent | $28.4M | 1.86% | 846,202 | Trimmed |
| 16 | EXR | Extra Space Storage, Inc. | $27.6M | 1.81% | 189,610 | Trimmed |
| 17 | FRT | Federal Realty Investment Trus | $27.5M | 1.81% | 222,622 | New |
| 18 | VNO | Vornado Realty Trust | $27.0M | 1.78% | 687,780 | Trimmed |
| 19 | RHP | Ryman Hospitality Properties | $25.7M | 1.69% | 199,884 | Trimmed |
| 20 | CTRE | Caretrust REIT Inc | $22.0M | 1.45% | 545,493 | Added |
| 21 | MAA | Mid-America Apartment Communit | $21.9M | 1.44% | 157,364 | Added |
| 22 | DOC | Healthpeak Properties | $21.6M | 1.42% | 1.0M | New |
| 23 | ESS | Essex Property Trust, Inc. | $19.8M | 1.30% | 67,992 | New |
| 24 | LAMR | Lamar Advertising Co-A | $19.1M | 1.26% | 122,594 | Added |
| 25 | KIM | Kimco Realty Corp. | $18.7M | 1.23% | 739,084 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR