Adelante Capital Management LLC Top Holdings and 13F Report (2026) About Adelante Capital Management LLCInvestment ActivityAdelante Capital Management LLC has $1.52 billion in total holdings as of June 30, 2026.Adelante Capital Management LLC owns shares of 42 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.36% of the portfolio was purchased this quarter.About 10.10% of the portfolio was sold this quarter.This quarter, Adelante Capital Management LLC has purchased 42 new stocks and bought additional shares in 14 stocks.Adelante Capital Management LLC sold shares of 23 stocks and completely divested from 5 stocks this quarter.Largest Holdings Welltower $220,721,194Prologis $172,652,546Equinix $129,153,523Simon Property Group $93,282,206Digital Realty Trust $87,530,906 Largest New Holdings this Quarter 313745101 - Federal Realty Investment Trust $27,480,152 Holding42250P103 - Healthpeak Properties $21,605,458 Holding297178105 - Essex Property Trust $19,826,023 Holding78410G104 - SBA Communications $2,736,000 Holding962166104 - Weyerhaeuser $1,549,000 Holding Largest Purchases this Quarter Federal Realty Investment Trust 222,622 shares (about $27.48M)Healthpeak Properties 1,009,623 shares (about $21.61M)Essex Property Trust 67,992 shares (about $19.83M)Lamar Advertising 70,304 shares (about $10.97M)Caretrust REIT Inc 193,031 shares (about $7.79M) Largest Sales this Quarter Kimco Realty 1,166,949 shares (about $29.58M)Alexandria Real Estate Equities 289,165 shares (about $15.28M)Welltower 56,610 shares (about $12.85M)Equity Residential 171,111 shares (about $11.62M)Brookdale Senior Living 522,982 shares (about $8.41M) 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$220,721,194$12,848,766 â–¼-5.5%972,46914.5%Real EstatePLDPrologis$172,652,546$6,433,730 â–¼-3.6%1,274,47311.4%Real EstateEQIXEquinix$129,153,523$7,615,723 â–¼-5.6%123,9018.5%Real EstateSPGSimon Property Group$93,282,206$7,210,667 â–¼-7.2%417,0926.1%Real EstateDLRDigital Realty Trust$87,530,906$1,638,312 â–²1.9%487,4195.8%Real EstateORealty Income$72,114,766$1,837,489 â–¼-2.5%1,163,8904.7%Real EstateAVBAvalonBay Communities$55,000,778$6,356,977 â–¼-10.4%291,4873.6%Real EstateVTRVentas$52,736,858$1,981,824 â–¼-3.6%593,8883.5%Real EstateEQREquity Residential$49,119,870$11,623,577 â–¼-19.1%723,0953.2%Real EstateIRMIron Mountain$41,131,393$3,952,588 â–¼-8.8%325,6412.7%Real EstateELSEquity Lifestyle Properties$39,646,711$4,001,769 â–²11.2%615,1542.6%Real EstateBRXBrixmor Property Group$36,218,540$3,430,166 â–¼-8.7%1,148,6952.4%Real EstateVICIVICI Properties$35,535,654$2,729,840 â–²8.3%1,338,4452.3%Real EstateADCAgree Realty$32,583,857$755,275 â–¼-2.3%430,2092.1%Real EstateAMHAmerican Homes 4 Rent$28,364,765$1,937,360 â–¼-6.4%846,2021.9%Real EstateEXRExtra Space Storage$27,550,276$951,713 â–¼-3.3%189,6101.8%Real EstateFRTFederal Realty Investment Trust$27,480,152$27,480,152 â–²New Holding222,6221.8%Real EstateVNOVornado Realty Trust$27,030,047$4,338,924 â–¼-13.8%687,7801.8%Real EstateRHPRyman Hospitality Properties$25,694,739$2,437,918 â–¼-8.7%199,8841.7%Real EstateCaretrust REIT Inc$22,010,785$7,788,851 â–²54.8%545,4931.4%COMMAAMid-America Apartment Communities$21,864,519$166,592 â–²0.8%157,3641.4%Real EstateHealthpeak Properties$21,605,458$21,605,458 â–²New Holding1,009,6231.4%COMESSEssex Property Trust$19,826,023$19,826,023 â–²New Holding67,9921.3%Real EstateLAMRLamar Advertising$19,122,343$10,966,093 â–²134.5%122,5941.3%Real EstateKIMKimco Realty$18,736,000$29,582,505 â–¼-61.2%739,0841.2%Real EstateEPRTEssential Properties Realty Trust$16,406,000$3,000,341 â–¼-15.5%549,6151.1%Real EstateJanus Living Inc$15,636,561$6,728,263 â–²75.5%544,0721.0%COMIVTInvenTrust Properties$13,400,200$1,717,181 â–²14.7%378,5450.9%Real EstateMACMacerich$12,574,621$1,730,856 â–²16.0%499,1980.8%Real EstateMillrose Properties$12,345,771$995,933 â–¼-7.5%410,8470.8%COMFRFirst Industrial Realty Trust$11,416,898$633,640 â–²5.9%576,6110.8%Real EstatePSAPublic Storage$10,346,602$860,570 â–¼-7.7%245,0640.7%Real EstateEGPEastGroup Properties$8,904,000$682,757 â–¼-7.1%43,9620.6%Real EstateAMTAmerican Tower$8,533,000$347,438 â–¼-3.9%52,1650.6%Real EstateBKDBrookdale Senior Living$8,116,080$8,414,908 â–¼-50.9%504,4100.5%HealthcareCBRECBRE Group$6,174,237$51,680 â–²0.8%133,2090.4%Real EstateBXPBXP$5,571,000$374,967 â–²7.2%84,0180.4%Real EstateSLGSL Green Realty$5,496,000$62,125 â–²1.1%106,1600.4%Real EstateAREAlexandria Real Estate Equities$3,609,000$15,282,954 â–¼-80.9%68,2850.2%Real EstateSBACSBA Communications$2,736,000$2,736,000 â–²New Holding15,5050.2%Real EstateWYWeyerhaeuser$1,549,000$1,549,000 â–²New Holding64,7030.1%Real EstateHLTHilton Worldwide$1,463,879$230,429 â–²18.7%72,2190.1%Consumer DiscretionaryCOLDAmericold Realty Trust$0$7,689,019 â–¼-100.0%00.0%Real EstateSUISun Communities$0$4,149,503 â–¼-100.0%00.0%Real EstateCSRCenterspace$0$4,148,000 â–¼-100.0%00.0%Real EstateCCICrown Castle$0$3,169,000 â–¼-100.0%00.0%Real EstateRYNRayonier$0$1,627,000 â–¼-100.0%00.0%Real EstateShowing largest 100 holdings. 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