Adelante Capital Management LLC Q4 2025 Filing
Filed February 18, 2026
Portfolio Value
$1.5B
Holdings
42
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | WELLWelltower Inc. | 1,005,930 | $186.7M | 12.58% | |
| 2 | PLDProLogis Inc. | 1,330,380 | $169.8M | 11.44% | |
| 3 | EQIXEquinix Inc. | 127,773 | $97.9M | 6.60% | |
| 4 | SPGSimon Property Group, Inc. | 483,043 | $89.4M | 6.03% | |
| 5 | FQIDigital Realty Trust | 476,430 | $73.7M | 4.97% | |
| 6 | ORealty Income | 1,210,086 | $68.2M | 4.60% | |
| 7 | PSAPublic Storage | 241,215 | $62.6M | 4.22% | |
| 8 | AVBAvalonBay Communities, Inc. | 317,906 | $57.6M | 3.88% | |
| 9 | EQREquity Residential | 855,472 | $53.9M | 3.63% | |
| 10 | VENVentas, Inc. | 695,237 | $53.8M | 3.62% | |
| 11 | B7SBrookdale Senior Living | 1,088,545 | $50.5M | 3.40% | |
| 12 | VICIVici Properties | 1,490,427 | $41.9M | 2.82% | |
| 13 | AMHAmerican Homes 4 Rent | 1,300,347 | $41.7M | 2.81% | |
| 14 | KIMKimco Realty Corp. | 1,979,607 | $40.1M | 2.70% | |
| 15 | ELSEquity Lifestyle Properties | 579,880 | $35.1M | 2.37% | |
| 16 | BRXBrixmor Property Group | 1,256,794 | $33.0M | 2.22% | |
| 17 | ADCAgree Realty Corporation | 438,415 | $31.6M | 2.13% | |
| 18 | EXRExtra Space Storage, Inc. | 221,431 | $28.8M | 1.94% | |
| 19 | IRMIron Mountain | 339,227 | $28.1M | 1.90% | |
| 20 | VNOVornado Realty Trust | 647,857 | $21.6M | 1.45% | |
| 21 | AREAlexandria Real Estate Equitie | 397,289 | $19.4M | 1.31% | |
| 22 | HLTHilton, Inc. | 67,494 | $19.4M | 1.31% | |
| 23 | CBRECBRE Group | 109,094 | $17.5M | 1.18% | |
| 24 | RHPRyman Hospitality Properties | 184,398 | $17.4M | 1.18% | |
| 25 | MAAMid-America Apartment Communit | 115,761 | $16.1M | 1.08% | |
| 26 | CTRECaretrust REIT Inc | 391,935 | $14.2M | 0.95% | |
| 27 | EGPEastgroup Properties | 67,903 | $12.1M | 0.82% | |
| 28 | VREVeris Residential, Inc. | 737,176 | $11.0M | 0.74% | |
| 29 | AMTAmerican Tower Corp. | 56,840 | $10.0M | 0.67% | |
| 30 | FRFirst Industrial Realty Trust, | 474,066 | $9.6M | 0.65% | |
| 31 | IVTInventrust Properties | 329,783 | $9.3M | 0.63% | |
| 32 | COLDAmericold Realty Trust | 670,301 | $8.6M | 0.58% | |
| 33 | EPRTEssential Properties Realty | 411,313 | $8.1M | 0.55% | |
| 34 | CUZCousins Properties, Inc. | 285,108 | $7.3M | 0.50% | |
| 35 | MRPMillrose Properties | 220,567 | $6.6M | 0.44% | |
| 36 | LAMRLamar Advertising Co-A | 48,651 | $6.2M | 0.41% | |
| 37 | KRCKilroy Realty | 136,904 | $5.1M | 0.34% | |
| 38 | BXPBXP, Inc. | 75,363 | $5.1M | 0.34% | |
| 39 | CSRCenterspace | 72,059 | $4.8M | 0.32% | |
| 40 | SLGSL Green Realty Corp. | 96,825 | $4.4M | 0.30% | |
| 41 | 8CWCrown Castle Inc | 40,940 | $3.6M | 0.25% | |
| 42 | PCHPotlach Corp | 45,393 | $1.9M | 0.13% |