account_balance
Investment manager · 13F filer · SEC CIK 1067926
Adelante Capital Management LLC
Reported value$1.52Bas of Jun 30, 2026
Positions42 5 new, 5 sold out
Top 10 weight64.0%WELL alone is 15%
FiledAug 1748 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
WELLWelltower Inc.
14.5%Trimmed −6%
PLDPrologis, Inc.
11.4%Trimmed −4%
EQIXEquinix Inc
8.5%Trimmed −6%
SPGSimon Property Group Inc.
6.1%Trimmed −7%
DLRDigital Realty Trust, Inc.
5.8%
ORealty Income Corp
4.7%Trimmed −2%
AVBAvalonBay Communities, Inc.
3.6%Trimmed −10%
VTRVentas, Inc.
3.5%Trimmed −4%
VMRKVivmark Residential
3.2%−19%
IRMIron Mountain Inc
2.7%
ELSEquity Lifestyle Properties Inc
2.6%+11%
BRXBrixmor Property Group Inc.
2.4%−9%
WELLWelltower Inc.
14.5%Trimmed −6%
PLDPrologis, Inc.
11.4%Trimmed −4%
EQIXEquinix Inc
8.5%−6%
SPGSimon Property Group Inc.
6.1%−7%
DLRDigital Realty Trust, Inc.
5.8%
ORealty Income Corp
4.7%
AVBAvalonBay Communities, Inc.
3.6%
VTRVentas, Inc.
3.5%
VMRK3.2%IRM2.7%ELS2.6%BRX2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WELL Welltower Inc. 14.5% Trimmed −6%PLD Prologis, Inc. 11.4% Trimmed −4%EQIX Equinix Inc 8.5% Trimmed −6%SPG Simon Property Group Inc. 6.1% Trimmed −7%DLR Digital Realty Trust, Inc. 5.8% HeldO Realty Income Corp 4.7% Trimmed −2%
AVB AvalonBay Communities, Inc. 3.6% Trimmed −10%
VTR Ventas, Inc. 3.5% Trimmed −4%VMRK Vivmark Residential 3.2% Trimmed −19%IRM Iron Mountain Inc 2.7% Trimmed −9%ELS Equity Lifestyle Properties Inc 2.6% Added +11%BRX Brixmor Property Group Inc. 2.4% Trimmed −9%What changed
Biggest moves since Mar 31, 2026
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