Adelante Capital Management LLC Top Holdings and 13F Report (2026) About Adelante Capital Management LLCInvestment ActivityAdelante Capital Management LLC has $1.46 billion in total holdings as of March 31, 2026.Adelante Capital Management LLC owns shares of 42 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 4.76% of the portfolio was purchased this quarter.About 4.97% of the portfolio was sold this quarter.This quarter, Adelante Capital Management LLC has purchased 42 new stocks and bought additional shares in 22 stocks.Adelante Capital Management LLC sold shares of 16 stocks and completely divested from 4 stocks this quarter.Largest Holdings Welltower $203,459,330Prologis $174,737,806Equinix $128,614,248Digital Realty Trust $86,194,139Simon Property Group $83,814,225 Largest New Holdings this Quarter 554382101 - Macerich $8,136,227 Holding471024109 - Janus Living Inc $7,305,846 Holding866674104 - Sun Communities $4,149,503 Holding754907103 - Rayonier $1,627,000 Holding Largest Purchases this Quarter Macerich 430,485 shares (about $8.14M)Janus Living Inc 309,963 shares (about $7.31M)Essential Properties Realty Trust 238,816 shares (about $7.25M)Millrose Properties 223,423 shares (about $6.26M)Mid-America Apartment Communities 40,404 shares (about $4.93M) Largest Sales this Quarter American Homes 4 Rent 396,348 shares (about $11.07M)VICI Properties 254,801 shares (about $6.96M)Ventas 79,031 shares (about $6.46M)Simon Property Group 33,710 shares (about $6.29M)EastGroup Properties 20,570 shares (about $3.81M) 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$203,459,330$4,576,792 â–²2.3%1,029,07913.9%FinancePLDPrologis$174,737,806$1,112,298 â–¼-0.6%1,321,96511.9%FinanceEQIXEquinix$128,614,248$3,366,141 â–²2.7%131,2078.8%FinanceDLRDigital Realty Trust$86,194,139$336,273 â–²0.4%478,2965.9%FinanceSPGSimon Property Group$83,814,225$6,287,937 â–¼-7.0%449,3335.7%FinanceORealty Income$73,021,090$1,011,916 â–¼-1.4%1,193,5465.0%FinanceAVBAvalonBay Communities$53,117,231$1,187,708 â–²2.3%325,1773.6%FinanceEQREquity Residential$52,892,750$2,291,136 â–²4.5%894,2063.6%FinanceVTRVentas$50,393,597$6,463,190 â–¼-11.4%616,2063.4%FinanceBKDBrookdale Senior Living$47,619,619$2,834,442 â–¼-5.6%1,027,3923.3%MedicalKIMKimco Realty$42,828,681$1,653,212 â–¼-3.7%1,906,0332.9%FinanceIRMIron Mountain$36,456,882$1,808,575 â–²5.2%356,9342.5%Business ServicesBRXBrixmor Property Group$36,215,719$19,901 â–²0.1%1,257,4852.5%FinanceELSEquity Lifestyle Properties$34,522,570$1,673,935 â–¼-4.6%553,0632.4%FinanceVICIVICI Properties$33,757,523$6,961,209 â–¼-17.1%1,235,6262.3%FinanceADCAgree Realty$33,181,119$133,122 â–²0.4%440,1812.3%FinanceFRFirst Industrial Realty Trust$31,506,008$4,080,961 â–²14.9%544,6092.2%FinanceAMHAmerican Homes 4 Rent$25,239,655$11,066,037 â–¼-30.5%903,9991.7%FinanceVNOVornado Realty Trust$20,744,438$3,906,930 â–²23.2%798,1841.4%FinanceRHPRyman Hospitality Properties$20,193,306$3,178,811 â–²18.7%218,8491.4%FinanceEPRTEssential Properties Realty Trust$19,737,579$7,250,330 â–²58.1%650,1291.3%FinanceMAAMid-America Apartment Communities$19,071,061$4,934,186 â–²34.9%156,1651.3%FinanceCBRECBRE Group$17,893,342$3,115,561 â–²21.1%132,0941.2%FinanceAREAlexandria Real Estate Equities$16,592,406$1,849,279 â–¼-10.0%357,4501.1%FinanceCaretrust REIT Inc$12,918,163$1,446,734 â–¼-10.1%352,4620.9%COMMillrose Properties$12,431,432$6,255,699 â–²101.3%443,9900.9%COMPSAPublic Storage$11,207,172$1,023,075 â–²10.0%265,4470.8%FinanceIVTInvenTrust Properties$10,053,259$7,707 â–²0.1%330,0360.7%FinanceAMTAmerican Tower$9,369,000$440,242 â–¼-4.5%54,2890.6%FinanceEGPEastGroup Properties$8,761,000$3,807,360 â–¼-30.3%47,3330.6%FinanceMACMacerich$8,136,227$8,136,227 â–²New Holding430,4850.6%FinanceCOLDAmericold Realty Trust$7,689,019$7,689 â–²0.1%670,9720.5%FinanceJanus Living Inc$7,305,846$7,305,846 â–²New Holding309,9630.5%COMLAMRLamar Advertising$6,623,000$460,912 â–²7.5%52,2900.5%FinanceSUISun Communities$4,149,503$4,149,503 â–²New Holding32,9400.3%FinanceCSRCenterspace$4,148,000$8,158 â–²0.2%72,2010.3%FinanceBXPBXP$4,067,000$155,698 â–²4.0%78,3630.3%FinanceEXRExtra Space Storage$3,883,968$500,366 â–¼-11.4%196,1600.3%FinanceSLGSL Green Realty$3,877,000$300,490 â–²8.4%104,9600.3%FinanceCCICrown Castle$3,169,000$159,686 â–¼-4.8%38,9760.2%FinanceRYNRayonier$1,627,000$1,627,000 â–²New Holding78,9150.1%ConstructionHLTHilton Worldwide$1,233,450$134,654 â–¼-9.8%60,8510.1%Consumer DiscretionaryVREVeris Residential$0$10,968,732 â–¼-100.0%00.0%FinanceCUZCousins Properties$0$7,350,000 â–¼-100.0%00.0%FinanceKRCKilroy Realty$0$5,116,194 â–¼-100.0%00.0%FinancePCHPotlatch$0$1,916,492 â–¼-100.0%00.0%ConstructionShowing 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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