Institutional Fund
Adelante Capital Management LLC
Alameda, CACIK 10679265 filings on record
Portfolio Value
$1.46B
Q1 2026
Holdings
42
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-1.5%
from $1.48B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Welltower Inc13.9%
- Prologis Inc.11.9%
- Equinix Inc8.8%
- Digital Rlty Tr Inc5.9%
- Simon Ppty Group Inc New5.7%
- Realty Income Corp5.0%
- Other48.7%
Portfolio Holdings
42 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc | 1.03M | $203.46M | 13.9% | +23.1K | Added |
| 2 | Prologis Inc. | 1.32M | $174.74M | 11.9% | −8.4K | Reduced |
| 3 | Equinix Inc | 131.2K | $128.61M | 8.8% | +3.4K | Added |
| 4 | Digital Rlty Tr Inc | 478.3K | $86.19M | 5.9% | +1.9K | Added |
| 5 | Simon Ppty Group Inc New | 449.3K | $83.81M | 5.7% | −33.7K | Reduced |
| 6 | Realty Income Corp | 1.19M | $73.02M | 5.0% | −16.5K | Reduced |
| 7 | Avalonbay Cmntys Inc | 325.2K | $53.12M | 3.6% | +7.3K | Added |
| 8 | Equity Residential | 894.2K | $52.89M | 3.6% | +38.7K | Added |
| 9 | Ventas Inc | 616.2K | $50.39M | 3.4% | −79.0K | Reduced |
| 10 | Brookdale Sr Living Inc | 1.03M | $47.62M | 3.3% | −61.2K | Reduced |
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