The Analysis of Adelante Capital Management LLC's Holdings
Currently, Adelante Capital Management LLC holds 42 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in HLT (+67.5K shares, valued at $19.4M), ARE (+324.9K shares, valued at $15.9M), CBRE (+82.6K shares, valued at $13.3M); decreased their positions in BXP (-210.0K shares, valued at $14.2M), KRC (-191.0K shares, valued at $7.1M), AVB (-22.4K shares, valued at $4.1M); initiated new positions in HLT (+67.5K shares, valued at $19.4M), MRP (+220.6K shares, valued at $6.6M), CSR (+72.1K shares, valued at $4.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WELL Welltower Inc.1.0M shares2.71%2025-12-312026-02-18
PLD ProLogis Inc.1.3M shares4.57%2025-12-312026-02-18 EQIX Equinix Inc.127.8K shares2.03%2025-12-312026-02-18 SPG Simon Property Group, Inc.483.0K shares7.50%2025-12-312026-02-18 DLR Digital Realty Trust476.4K shares2.85%2025-12-312026-02-18 O Realty Income1.2M shares6.59%2025-12-312026-02-18 PSA Public Storage241.2K shares2.59%2025-12-312026-02-18 AVB AvalonBay Communities, Inc.317.9K shares-6.58%2025-12-312026-02-18 EQR Equity Residential855.5K shares-2.59%2025-12-312026-02-18 VTR Ventas, Inc.695.2K shares5.04%2025-12-312026-02-18 BKD Brookdale Senior Living1.1M shares7.44%2025-12-312026-02-18 VICI Vici Properties1.5M shares-2.04%2025-12-312026-02-18 AMH American Homes 4 Rent1.3M shares42.58%2025-12-312026-02-18 KIM Kimco Realty Corp.2.0M shares-1.06%2025-12-312026-02-18 ELS Equity Lifestyle Properties579.9K shares-8.54%2025-12-312026-02-18 BRX Brixmor Property Group1.3M shares12.84%2025-12-312026-02-18 ADC Agree Realty Corporation438.4K shares-0.72%2025-12-312026-02-18 EXR Extra Space Storage, Inc.221.4K shares-7.09%2025-12-312026-02-18 IRM Iron Mountain339.2K shares-12.18%2025-12-312026-02-18 VNO Vornado Realty Trust647.9K shares74.65%2025-12-312026-02-18 ARE Alexandria Real Estate Equitie397.3K shares448.70%2025-12-312026-02-18 HLT Hilton, Inc.67.5K sharesnew addition2025-12-312026-02-18 CBRE CBRE Group109.1K shares312.22%2025-12-312026-02-18 RHP Ryman Hospitality Properties184.4K shares7.52%2025-12-312026-02-18 MAA Mid-America Apartment Communit115.8K shares-1.70%2025-12-312026-02-18 CTRE Caretrust REIT Inc391.9K shares15.21%2025-12-312026-02-18 EGP Eastgroup Properties67.9K shares-10.39%2025-12-312026-02-18 VRE Veris Residential, Inc.737.2K shares-2.00%2025-12-312026-02-18 AMT American Tower Corp.56.8K shares-1.26%2025-12-312026-02-18 FR First Industrial Realty Trust,474.1K shares19.22%2025-12-312026-02-18 IVT Inventrust Properties329.8K shares-1.57%2025-12-312026-02-18 COLD Americold Realty Trust670.3K shares16.60%2025-12-312026-02-18 EPRT Essential Properties Realty411.3K shares-18.87%2025-12-312026-02-18 CUZ Cousins Properties, Inc.285.1K shares-1.42%2025-12-312026-02-18 MRP Millrose Properties220.6K sharesnew addition2025-12-312026-02-18 LAMR Lamar Advertising Co-A48.7K shares1.73%2025-12-312026-02-18 KRC Kilroy Realty136.9K shares-58.25%2025-12-312026-02-18 BXP BXP, Inc.75.4K shares-73.59%2025-12-312026-02-18 CSR Centerspace72.1K sharesnew addition2025-12-312026-02-18 SLG SL Green Realty Corp.96.8K sharesnew addition2025-12-312026-02-18 PCH Potlach Corp45.4K shares-14.91%2025-12-312026-02-18 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available