Adelante Capital Management LLC
CIK 1067926
13F filing for Q2 2026・No. 1,979
- Holdings
- US$1.52B
- Quarter change
- +US$58.54M
- Entries
- 42
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
42 stocks worth US$1.52B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| Welltower Inc.COM | — | 972,469 | US$220.72M | 14.51% |
| PLDProLogis Inc.COM | — | 1,274,473 | US$172.65M | 11.35% |
| EQIXEquinix Inc.COM | — | 123,901 | US$129.15M | 8.49% |
| SPGSimon Property Group, Inc.COM | — | 417,092 | US$93.28M | 6.13% |
| DLRDigital Realty TrustCOM | — | 487,419 | US$87.53M | 5.75% |
| ORealty IncomeCOM | — | 1,163,890 | US$72.11M | 4.74% |
| AVBAvalonBay Communities, Inc.COM | — | 291,487 | US$55M | 3.62% |
| VTRVentas, Inc.COM | — | 593,888 | US$52.74M | 3.47% |
| VMRKEquity ResidentialCOM | — | 723,095 | US$49.12M | 3.23% |
| IRMIron MountainCOM | — | 325,641 | US$41.13M | 2.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 17, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.