Adelante Capital Management LLC: 13F holdings
CIK 10679262026Q2
| Positions | 42 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-17 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| WELL Welltower Inc. | 972,469 | $220.7m | 14.5% |
| PLD ProLogis Inc. | 1,274,473 | $172.7m | 11.4% |
| EQIX Equinix Inc. | 123,901 | $129.2m | 8.5% |
| SPG Simon Property Group, Inc. | 417,092 | $93.3m | 6.1% |
| DLR Digital Realty Trust | 487,419 | $87.5m | 5.8% |
| O Realty Income | 1,163,890 | $72.1m | 4.7% |
| AvalonBay Communities, Inc. | 291,487 | $55.0m | 3.6% |
| VTR Ventas, Inc. | 593,888 | $52.7m | 3.5% |
| EQR Equity Residential | 723,095 | $49.1m | 3.2% |
| IRM Iron Mountain | 325,641 | $41.1m | 2.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1067926")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.