Adelante Capital Management
$1.5B 13F equity value
47 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Adelante Capital Management covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| WELL | Welltower Inc. | 972,469 | $221M | 14.5% |
| PLD | ProLogis Inc. | 1,274,473 | $173M | 11.4% |
| EQIX | Equinix Inc. | 123,901 | $129M | 8.5% |
| SPG | Simon Property Group, Inc. | 417,092 | $93M | 6.1% |
| DLR | Digital Realty Trust | 487,419 | $88M | 5.8% |
| O | Realty Income | 1,163,890 | $72M | 4.7% |
| AVB | AvalonBay Communities, Inc. | 291,487 | $55M | 3.6% |
| VTR | Ventas, Inc. | 593,888 | $53M | 3.5% |
| EQR | Equity Residential | 723,095 | $49M | 3.2% |
| IRM | Iron Mountain | 325,641 | $41M | 2.7% |
Track Adelante Capital Management's 13F portfolio: $1.5B in reported holdings, 47 positions. Top holdings and quarterly changes on SentiSense.
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