Adelante Capital Management LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
AC Adelante Capital Management LLC | Institutional Filer | ▼ 1.46% | $1.46B | 42 |
Current Portfolio Holdings
Showing all 42 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc. | Real Estate | 1.0M | $203.5M | 13.91% |
| 2 | PLD | Prologis, Inc. | Real Estate | 1.3M | $174.7M | 11.95% |
| 3 | EQIX | Equinix, Inc. | Real Estate | 131K | $128.6M | 8.79% |
| 4 | DLR | Digital Realty Trust, Inc. | Real Estate | 478K | $86.2M | 5.89% |
| 5 | SPG | Simon Property Group, Inc. | Real Estate | 449K | $83.8M | 5.73% |
| 6 | O | Realty Income Corporation | Real Estate | 1.2M | $73.0M | 4.99% |
| 7 | AVB | AvalonBay Communities, Inc. | Real Estate | 325K | $53.1M | 3.63% |
| 8 | EQR | Equity Residential | Real Estate | 894K | $52.9M | 3.62% |
| 9 | VTR | Ventas, Inc. | Real Estate | 616K | $50.4M | 3.45% |
| 10 | BKD | Brookdale Senior Living Inc. | Healthcare | 1.0M | $47.6M | 3.26% |
| 11 | KIM | Kimco Realty Corporation | Real Estate | 1.9M | $42.8M | 2.93% |
| 12 | IRM | Iron Mountain Incorporated | Real Estate | 357K | $36.5M | 2.49% |
| 13 | BRX | Brixmor Property Group Inc. | Real Estate | 1.3M | $36.2M | 2.48% |
| 14 | ELS | Equity LifeStyle Properties, Inc. | Real Estate | 553K | $34.5M | 2.36% |
| 15 | VICI | VICI Properties Inc. | Real Estate | 1.2M | $33.8M | 2.31% |
Showing 1 to 15 of 42 holdings