Adelante Capital Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 18, 2026, for the 2025 Q4 period, Adelante Capital Management LLC held in its portfolio 42 assets valued at $1,484,078,428 (i.e. $1.48B).
The most valuable assets in the portfolio included: Welltower Inc. ($186.71M), ProLogis Inc. ($169.84M), and Equinix Inc. ($97.90M).
The chart below shows the top 10 valuable assets, and the table below shows the top 42 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Adelante Capital Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| Welltower Inc. | 1005930 | 186711048 | COM |
| ProLogis Inc. | 1330380 | 169836246 | COM |
| Equinix Inc. | 127773 | 97894950 | COM |
| Simon Property Group, Inc. | 483043 | 89416122 | COM |
| Digital Realty Trust | 476430 | 73708106 | COM |
| Realty Income | 1210086 | 68212871 | COM |
| Public Storage | 241215 | 62595262 | COM |
| AvalonBay Communities, Inc. | 317906 | 57639223 | COM |
| Equity Residential | 855472 | 53929149 | COM |
| Ventas, Inc. | 695237 | 53797212 | COM |
| Brookdale Senior Living | 1088545 | 50454061 | COM |
| Vici Properties | 1490427 | 41910893 | COM |
| American Homes 4 Rent | 1300347 | 41741121 | COM |
| Kimco Realty Corp. | 1979607 | 40126775 | COM |
| Equity Lifestyle Properties | 579880 | 35146845 | COM |
| Brixmor Property Group | 1256794 | 32953119 | COM |
| Agree Realty Corporation | 438415 | 31578720 | COM |
| Extra Space Storage, Inc. | 221431 | 28834864 | COM |
| Iron Mountain | 339227 | 28139081 | COM |
| Vornado Realty Trust | 647857 | 21560252 | COM |
| Alexandria Real Estate Equitie | 397289 | 19442953 | COM |
| Hilton, Inc. | 67494 | 19387328 | COM |
| CBRE Group | 109094 | 17541472 | COM |
| Ryman Hospitality Properties | 184398 | 17447436 | COM |
| Mid-America Apartment Communit | 115761 | 16080143 | COM |
| Caretrust REIT Inc | 391935 | 14172255 | COM |
| Eastgroup Properties | 67903 | 12096000 | COM |
| Veris Residential, Inc. | 737176 | 10968732 | COM |
| American Tower Corp. | 56840 | 9979000 | COM |
| First Industrial Realty Trust, | 474066 | 9609318 | COM |
| Inventrust Properties | 329783 | 9302995 | COM |
| Americold Realty Trust | 670301 | 8619987 | COM |
| Essential Properties Realty | 411313 | 8143997 | COM |
| Cousins Properties, Inc. | 285108 | 7350000 | COM |
| Millrose Properties | 220567 | 6588206 | COM |
| Lamar Advertising Co-A | 48651 | 6158000 | COM |
| Kilroy Realty | 136904 | 5116194 | COM |
| BXP, Inc. | 75363 | 5085000 | COM |
| Centerspace | 72059 | 4808000 | COM |
| SL Green Realty Corp. | 96825 | 4441000 | COM |
| Crown Castle Inc | 40940 | 3638000 | COM |
| Potlach Corp | 45393 | 1916492 | COM |
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