Adelante Capital Management LLC Q3 2025 Filing
Filed November 17, 2025
Portfolio Value
$1.5T
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWelltower Inc. | 979,382 | $174.5B | 11.67% | |
| 2 | PLDProLogis Inc. | 1,272,288 | $145.7B | 9.74% | |
| 3 | EQIXEquinix Inc. | 125,234 | $98.1B | 6.56% | |
| 4 | SPGSimon Property Group, Inc. | 449,344 | $84.3B | 5.64% | |
| 5 | FQIDigital Realty Trust | 463,235 | $80.1B | 5.35% | |
| 6 | ORealty Income | 1,135,259 | $69.0B | 4.61% | |
| 7 | PSAPublic Storage | 235,117 | $67.9B | 4.54% | |
| 8 | AVBAvalonBay Communities, Inc. | 340,288 | $65.7B | 4.40% | |
| 9 | EQREquity Residential | 878,252 | $56.8B | 3.80% | |
| 10 | VICIVici Properties | 1,521,457 | $49.6B | 3.32% | |
| 11 | B7SBrookdale Senior Living | 1,013,181 | $47.0B | 3.14% | |
| 12 | VENVentas, Inc. | 661,909 | $46.3B | 3.10% | |
| 13 | KIMKimco Realty Corp. | 2,000,750 | $43.7B | 2.92% | |
| 14 | IRMIron Mountain | 386,285 | $39.4B | 2.63% | |
| 15 | ELSEquity Lifestyle Properties | 634,055 | $38.5B | 2.57% | |
| 16 | ADCAgree Realty Corporation | 441,605 | $31.4B | 2.10% | |
| 17 | BRXBrixmor Property Group | 1,113,830 | $30.8B | 2.06% | |
| 18 | AMHAmerican Homes 4 Rent | 912,001 | $30.3B | 2.03% | |
| 19 | DOCHealthpeak Properties | 1,305,556 | $26.5B | 1.77% | |
| 20 | HSTHost Hotels & Resorts, Inc. | 1,343,133 | $22.9B | 1.53% | |
| 21 | BXPBXP, Inc. | 285,339 | $21.2B | 1.42% | |
| 22 | FRFirst Industrial Realty Trust, | 397,648 | $20.5B | 1.37% | |
| 23 | MAAMid-America Apartment Communit | 117,764 | $16.5B | 1.10% | |
| 24 | TRNOTerreno Realty Corp | 283,173 | $16.1B | 1.07% | |
| 25 | RHPRyman Hospitality Properties | 171,496 | $15.4B | 1.03% | |
| 26 | EPRTEssential Properties Realty | 506,994 | $15.1B | 1.01% | |
| 27 | VNOVornado Realty Trust | 370,941 | $15.0B | 1.01% | |
| 28 | INVHInvitation Homes Inc | 478,893 | $14.0B | 0.94% | |
| 29 | KRCKilroy Realty | 327,909 | $13.9B | 0.93% | |
| 30 | EGPEastgroup Properties | 75,778 | $12.8B | 0.86% | |
| 31 | CTRECaretrust REIT Inc | 340,197 | $11.8B | 0.79% | |
| 32 | VREVeris Residential, Inc. | 752,225 | $11.4B | 0.76% | |
| 33 | AMTAmerican Tower Corp. | 57,567 | $11.1B | 0.74% | |
| 34 | IVTInventrust Properties | 335,032 | $9.6B | 0.64% | |
| 35 | CUZCousins Properties, Inc. | 289,203 | $8.4B | 0.56% | |
| 36 | COLDAmericold Realty Trust | 574,892 | $7.0B | 0.47% | |
| 37 | AREAlexandria Real Estate Equitie | 72,405 | $6.0B | 0.40% | |
| 38 | LAMRLamar Advertising Co-A | 47,825 | $5.9B | 0.39% | |
| 39 | EXRExtra Space Storage, Inc. | 238,341 | $4.7B | 0.32% | |
| 40 | CBRECBRE Group | 26,465 | $4.2B | 0.28% | |
| 41 | 8CWCrown Castle Inc | 42,486 | $4.1B | 0.27% | |
| 42 | PCHPotlach Corp | 53,345 | $2.2B | 0.15% | |
| 43 | OHIOmega Healthcare Investors | 8,357 | $352.8M | 0.02% |