§ 13F · FUND PROFILE
Adelante Capital Management LLC.
AUM · $1.5B (13F)Positions · 43Turnover · n/a · Q2Filed · Aug 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$73M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc. | 972K | $221M | 14.5% | −5% |
| 2 | PLD | ProLogis Inc. | 1.27M | $173M | 11.4% | −4% |
| 3 | EQIX | Equinix Inc. | 124K | $129M | 8.5% | −6% |
| 4 | SPG | Simon Property Group, Inc. | 417K | $93M | 6.1% | −7% |
| 5 | DLR | Digital Realty Trust | 487K | $88M | 5.8% | +2% |
| 6 | O | Realty Income | 1.16M | $72M | 4.7% | −2% |
| 7 | AVB | AvalonBay Communities, Inc. | 291K | $55M | 3.6% | −10% |
| 8 | VTR | Ventas, Inc. | 594K | $53M | 3.5% | −4% |
| 9 | VMRK | Equity Residential | 723K | $49M | 3.2% | −19% |
| 10 | IRM | Iron Mountain | 326K | $41M | 2.7% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ADELANTE SIGNAL
AC read
Adelante Capital Management LLC is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 43 positions.
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