Adelante Capital Management LLC Top Holdings and 13F Report (2025) About Adelante Capital Management LLCInvestment ActivityAdelante Capital Management LLC has $1.32 million in total holdings as of March 31, 2025.Adelante Capital Management LLC owns shares of 41 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 15.80% of the portfolio was purchased this quarter.About 19.70% of the portfolio was sold this quarter.This quarter, Adelante Capital Management LLC has purchased 45 new stocks and bought additional shares in 14 stocks.Adelante Capital Management LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings Welltower $147,653Prologis $134,713Equinix $116,688AvalonBay Communities $74,006Equity Residential $66,554 Largest New Holdings this Quarter 875465106 - Tanger $9,498 Holding Largest Purchases this Quarter Realty Income 802,526 shares (about $46.55K)VICI Properties 1,276,704 shares (about $41.65K)Agree Realty 358,767 shares (about $27.69K)Healthpeak Properties 1,163,017 shares (about $23.52K)Essential Properties Realty Trust 588,416 shares (about $19.21K) Largest Sales this Quarter Welltower 207,502 shares (about $31.79K)Simon Property Group 149,261 shares (about $24.79K)Alexandria Real Estate Equities 263,602 shares (about $24.38K)Prologis 195,289 shares (about $21.83K)Extra Space Storage 105,062 shares (about $15.60K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdelante Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWELLWelltower$147,653$31,791 ▼-17.7%963,73011.2%FinancePLDPrologis$134,713$21,831 ▼-13.9%1,205,05510.2%FinanceEQIXEquinix$116,688$6,501 ▼-5.3%143,1148.8%FinanceAVBAvalonBay Communities$74,006$11,938 ▼-13.9%344,8225.6%FinanceEQREquity Residential$66,554$10,561 ▼-13.7%929,7895.0%FinanceSPGSimon Property Group$64,187$24,789 ▼-27.9%386,4794.9%FinanceDLRDigital Realty Trust$61,228$11,520 ▼-15.8%427,3064.6%FinanceORealty Income$49,928$46,555 ▲1,380.2%860,6713.8%FinanceVICIVICI Properties$46,478$41,646 ▲861.9%1,424,8363.5%FinanceKIMKimco Realty$45,954$3,266 ▼-6.6%2,163,5713.5%FinanceELSEquity LifeStyle Properties$42,331$13,714 ▲47.9%634,6373.2%FinanceAMHAmerican Homes 4 Rent$34,542$2,865 ▲9.0%913,5782.6%FinanceVTRVentas$33,600$2,358 ▼-6.6%488,6642.5%FinanceEGPEastGroup Properties$29,641$8,392 ▼-22.1%168,2692.2%FinanceADCAgree Realty$28,611$27,694 ▲3,018.7%370,6522.2%FinanceRHPRyman Hospitality Properties$27,706$4,197 ▼-13.2%302,9922.1%FinanceEXRExtra Space Storage$27,626$15,600 ▼-36.1%186,0502.1%FinanceBXPBoston Properties$25,798$11,794 ▼-31.4%383,9582.0%FinanceREGRegency Centers$25,703$1,360 ▲5.6%348,4681.9%FinancePEAKHealthpeak Properties$24,043$23,516 ▲4,464.2%1,189,0691.8%FinanceFRFirst Industrial Realty Trust$21,533$8,342 ▲63.2%399,0431.6%FinanceEPRTEssential Properties Realty Trust$20,765$19,206 ▲1,231.9%636,1791.6%FinanceCUZCousins Properties$20,134$7,253 ▲56.3%682,4991.5%FinanceAMTAmerican Tower$13,743$5,073 ▲58.5%63,1581.0%FinanceOHIOmega Healthcare Investors$12,840$3,862 ▼-23.1%337,1951.0%FinanceINVHInvitation Homes$12,237$12,786 ▼-51.1%351,1420.9%FinanceMAAMid-America Apartment Communities$11,833$9,637 ▼-44.9%70,6120.9%FinanceVNOVornado Realty Trust$10,645$343 ▼-3.1%287,7970.8%FinanceMARMarriott International$10,522$1,068 ▼-9.2%44,1740.8%Consumer DiscretionaryVREVeris Residential$10,434$145 ▼-1.4%616,6560.8%FinanceCOLDAmericold Realty Trust$9,984$509 ▲5.4%465,2020.8%FinanceSKTTanger$9,498$9,498 ▲New Holding281,0840.7%FinanceBKDBrookdale Senior Living$9,408$770 ▼-7.6%1,502,8500.7%MedicalAREAlexandria Real Estate Equities$8,722$24,384 ▼-73.7%94,2870.7%FinanceIRMIron Mountain$7,912$1,126 ▼-12.5%390,3460.6%Business ServicesIVTInvenTrust Properties$7,171$1,239 ▼-14.7%362,1730.5%FinanceLAMRLamar Advertising$6,234$566 ▼-8.3%54,7870.5%FinancePSAPublic Storage$4,477$642 ▼-12.5%250,8260.3%FinanceSBACSBA Communications$2,773$832 ▲42.9%12,6030.2%FinancePCHPotlatchDeltic$2,198$669 ▲43.8%48,7080.2%ConstructionCBRECBRE Group$1,384$716 ▼-34.1%29,8580.1%FinanceSUISun Communities$0$19,571 ▼-100.0%00.0%FinanceBRXBrixmor Property Group$0$16,880 ▼-100.0%00.0%FinanceHLTHilton Worldwide$0$833 ▼-100.0%00.0%Consumer DiscretionaryESSEssex Property Trust$0$617 ▼-100.0%00.0%FinanceCDPCOPT Defense Properties$0$567 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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