Adelante Capital Management LLC Top Holdings and 13F Report (2025) About Adelante Capital Management LLCInvestment ActivityAdelante Capital Management LLC has $1.36 million in total holdings as of June 30, 2025.Adelante Capital Management LLC owns shares of 42 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 10.53% of the portfolio was purchased this quarter.About 5.32% of the portfolio was sold this quarter.This quarter, Adelante Capital Management LLC has purchased 41 new stocks and bought additional shares in 19 stocks.Adelante Capital Management LLC sold shares of 22 stocks and completely divested from 0 stocks this quarter.Largest Holdings Welltower $150,899Equinix $111,371Public Storage $71,846Digital Realty Trust $70,977AvalonBay Communities $69,568 Largest New Holdings this Quarter 444097109 - Hudson Pacific Properties $60,259 Holding Largest Purchases this Quarter Hudson Pacific Properties 3,043,383 shares (about $60.26K)Realty Income 220,735 shares (about $12.72K)Mid-America Apartment Communities 57,977 shares (about $8.58K)Extra Space Storage 57,020 shares (about $8.41K)Ventas 124,751 shares (about $7.88K) Largest Sales this Quarter BXP 252,617 shares (about $17.04K)Equity Residential 149,457 shares (about $10.09K)Healthpeak Properties 417,483 shares (about $7.31K)Omega Healthcare Investors 188,990 shares (about $6.93K)Essential Properties Realty Trust 148,784 shares (about $4.75K) 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$150,899$2,746 ▲1.9%981,59011.1%FinanceEQIXEquinix$111,371$2,472 ▼-2.2%140,0068.2%FinancePSAPublic Storage$71,846$1,751 ▼-2.4%244,8575.3%FinanceDLRDigital Realty Trust$70,977$3,516 ▼-4.7%407,1365.2%FinanceAVBAvalonBay Communities$69,568$604 ▼-0.9%341,8555.1%FinanceORealty Income$62,300$12,717 ▲25.6%1,081,4064.6%FinanceHPPHudson Pacific Properties$60,259$60,259 ▲New Holding3,043,3834.4%FinanceSPGSimon Property Group$59,160$2,970 ▼-4.8%368,0024.4%FinanceVICIVICI Properties$53,200$6,751 ▲14.5%1,631,9123.9%FinanceEQREquity Residential$52,665$10,087 ▼-16.1%780,3323.9%FinanceKIMKimco Realty$44,873$605 ▼-1.3%2,134,7663.3%FinanceELSEquity Lifestyle Properties$41,592$2,454 ▲6.3%674,4253.1%FinanceIRMIron Mountain$41,356$1,319 ▲3.3%403,2053.0%Business ServicesVTRVentas$38,737$7,878 ▲25.5%613,4152.9%FinanceEXRExtra Space Storage$35,838$8,407 ▲30.6%243,0702.6%FinanceEGPEastGroup Properties$32,062$3,941 ▲14.0%191,8492.4%FinanceADCAgree Realty$31,241$4,161 ▲15.4%427,6102.3%FinanceAMHAmerican Homes 4 Rent$29,958$2,995 ▼-9.1%830,5422.2%FinanceCUZCousins Properties$27,115$6,619 ▲32.3%902,9122.0%FinanceREGRegency Centers$26,791$1,969 ▲7.9%376,1172.0%FinanceRHPRyman Hospitality Properties$25,672$4,224 ▼-14.1%260,1781.9%FinancePLDPrologis$20,847$664 ▼-3.1%1,167,8781.5%FinanceMAAMid-America Apartment Communities$19,032$8,581 ▲82.1%128,5891.4%FinanceFRFirst Industrial Realty Trust$18,985$221 ▼-1.2%394,4451.4%FinanceEPRTEssential Properties Realty Trust$15,553$4,748 ▼-23.4%487,3951.1%FinanceAREAlexandria Real Estate Equities$14,724$7,876 ▲115.0%202,7261.1%FinanceAMTAmerican Tower$13,924$35 ▼-0.3%62,9981.0%FinanceVNOVornado Realty Trust$13,841$2,836 ▲25.8%361,9481.0%FinancePEAKHealthpeak Properties$13,510$7,310 ▼-35.1%771,5861.0%FinanceVREVeris Residential$10,989$1,806 ▲19.7%737,9450.8%FinanceMARMarriott International$10,556$1,513 ▼-12.5%38,6370.8%Consumer DiscretionaryIVTInvenTrust Properties$9,982$58 ▲0.6%364,2860.7%FinanceINVHInvitation Home$9,475$2,358 ▲33.1%467,4530.7%FinanceBXPBXP$8,862$17,045 ▼-65.8%131,3410.7%FinanceSKTTanger$8,196$399 ▼-4.6%268,0400.6%FinanceCOLDAmericold Realty Trust$7,807$70 ▲0.9%469,4110.6%FinanceBKDBrookdale Senior Living$7,792$2,668 ▼-25.5%1,119,4700.6%MedicalOHIOmega Healthcare Investors$5,432$6,927 ▼-56.0%148,2050.4%FinanceLAMRLamar Advertising$5,169$1,480 ▼-22.3%42,5890.4%FinanceSBACSBA Communications$3,233$273 ▲9.2%13,7650.2%FinancePCHPotlatch$1,866$3 ▼-0.2%48,6220.1%ConstructionCBRECBRE Group$1,292$92 ▼-6.7%27,8650.1%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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