Adelante Capital Management
$1.5B Assets Reported
46 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WELL | Welltower Inc. | 1,029,079 | $203M | 13.9% |
| PLD | ProLogis Inc. | 1,321,965 | $175M | 11.9% |
| EQIX | Equinix Inc. | 131,207 | $129M | 8.8% |
| DLR | Digital Realty Trust | 478,296 | $86M | 5.9% |
| SPG | Simon Property Group, Inc. | 449,333 | $84M | 5.7% |
| O | Realty Income | 1,193,546 | $73M | 5.0% |
| AVB | AvalonBay Communities, Inc. | 325,177 | $53M | 3.6% |
| EQR | Equity Residential | 894,206 | $53M | 3.6% |
| VTR | Ventas, Inc. | 616,206 | $50M | 3.4% |
| BKD | Brookdale Senior Living | 1,027,392 | $48M | 3.3% |
Track Adelante Capital Management's 13F portfolio: $1.5B in reported holdings, 46 positions. Top holdings, AUM, and quarterly changes on SentiSense.