The Analysis of Adelante Capital Management LLC's Holdings
Currently, Adelante Capital Management LLC holds 43 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in BRX (+1.1M shares, valued at $30.8M), HST (+1.3M shares, valued at $22.9M), TRNO (+283.2K shares, valued at $16.1M); decreased their positions in EGP (-116.1K shares, valued at $19.6M), CUZ (-613.7K shares, valued at $17.8M), EQIX (-14.8K shares, valued at $11.6M); initiated new positions in BRX (+1.1M shares, valued at $30.8M), HST (+1.3M shares, valued at $22.9M), TRNO (+283.2K shares, valued at $16.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
WELL Welltower Inc.979.4K shares-0.22%2025-09-302025-11-17
PLD ProLogis Inc.1.3M shares8.94%2025-09-302025-11-17 EQIX Equinix Inc.125.2K shares-10.55%2025-09-302025-11-17 SPG Simon Property Group, Inc.449.3K shares22.10%2025-09-302025-11-17 DLR Digital Realty Trust463.2K shares13.78%2025-09-302025-11-17 O Realty Income1.1M shares4.98%2025-09-302025-11-17 PSA Public Storage235.1K shares-3.98%2025-09-302025-11-17 AVB AvalonBay Communities, Inc.340.3K shares-0.46%2025-09-302025-11-17 EQR Equity Residential878.3K shares12.55%2025-09-302025-11-17 VICI Vici Properties1.5M shares-6.77%2025-09-302025-11-17 BKD Brookdale Senior Living1.0M shares-9.49%2025-09-302025-11-17 VTR Ventas, Inc.661.9K shares7.91%2025-09-302025-11-17 KIM Kimco Realty Corp.2.0M shares-6.28%2025-09-302025-11-17 IRM Iron Mountain386.3K shares-4.20%2025-09-302025-11-17 ELS Equity Lifestyle Properties634.1K shares-5.99%2025-09-302025-11-17 ADC Agree Realty Corporation441.6K shares3.27%2025-09-302025-11-17 BRX Brixmor Property Group1.1M sharesnew addition2025-09-302025-11-17 AMH American Homes 4 Rent912.0K shares9.81%2025-09-302025-11-17 DOC Healthpeak Properties1.3M shares69.20%2025-09-302025-11-17 HST Host Hotels & Resorts, Inc.1.3M sharesnew addition2025-09-302025-11-17 BXP BXP, Inc.285.3K shares117.25%2025-09-302025-11-17 FR First Industrial Realty Trust,397.6K shares0.81%2025-09-302025-11-17 MAA Mid-America Apartment Communit117.8K shares-8.42%2025-09-302025-11-17 TRNO Terreno Realty Corp283.2K sharesnew addition2025-09-302025-11-17 RHP Ryman Hospitality Properties171.5K shares-34.09%2025-09-302025-11-17 EPRT Essential Properties Realty507.0K shares4.02%2025-09-302025-11-17 VNO Vornado Realty Trust370.9K shares2.48%2025-09-302025-11-17 INVH Invitation Homes Inc478.9K shares2.45%2025-09-302025-11-17 KRC Kilroy Realty327.9K sharesnew addition2025-09-302025-11-17 EGP Eastgroup Properties75.8K shares-60.50%2025-09-302025-11-17 CTRE Caretrust REIT Inc340.2K sharesnew addition2025-09-302025-11-17 VRE Veris Residential, Inc.752.2K shares1.94%2025-09-302025-11-17 AMT American Tower Corp.57.6K shares-8.62%2025-09-302025-11-17 IVT Inventrust Properties335.0K shares-8.03%2025-09-302025-11-17 CUZ Cousins Properties, Inc.289.2K shares-67.97%2025-09-302025-11-17 COLD Americold Realty Trust574.9K shares22.47%2025-09-302025-11-17 ARE Alexandria Real Estate Equitie72.4K shares-64.28%2025-09-302025-11-17 LAMR Lamar Advertising Co-A47.8K shares12.29%2025-09-302025-11-17 EXR Extra Space Storage, Inc.238.3K shares-1.95%2025-09-302025-11-17 CBRE CBRE Group26.5K shares-5.02%2025-09-302025-11-17 CCI Crown Castle Inc42.5K sharesnew addition2025-09-302025-11-17 PCH Potlach Corp53.3K shares9.71%2025-09-302025-11-17 OHI Omega Healthcare Investors8.4K shares-94.36%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available