StockDriftsStockDriftsTop 41 Adelante Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | 14.51% | 972.5K | $220.7M | -5.50%(-56.61K) | $70.62(+231.89%) | 2026-06-30 | |
| PLD | ProLogis Inc. | 11.35% | 1.27M | $172.7M | -3.59%(-47.49K) | $75.46(+85.21%) | 2026-06-30 | |
| EQIX | Equinix Inc. | 8.49% | 123.9K | $129.2M | -5.57%(-7.31K) | $469.13(+133.27%) | 2026-06-30 | |
| SPG | Simon Property Group, Inc. | 6.13% | 417.1K | $93.3M | -7.18%(-32.24K) | $130.16(+68.76%) | 2026-06-30 | |
| DLR | Digital Realty Trust | 5.75% | 487.4K | $87.5M | +1.91%(+9.12K) | $136.98(+45.27%) | 2026-06-30 | |
| O | Realty Income | 4.74% | 1.16M | $72.1M | -2.48%(-29.66K) | $56.37(+11.30%) | 2026-06-30 | |
| AVB | AvalonBay Communities, Inc. | 3.62% | 291.5K | $55.0M | -10.36%(-33.69K) | $183.32(+0.40%) | 2026-06-30 | |
| VTR | Ventas, Inc. | 3.47% | 593.9K | $52.7M | -3.62%(-22.32K) | $58.26(+57.08%) | 2026-06-30 | |
| EQR | Equity Residential | 3.23% | 723.1K | $49.1M | -19.14%(-171.11K) | $58.58(+12.62%) | 2026-06-30 | |
| IRM | Iron Mountain | 2.7% | 325.6K | $41.1M | -8.77%(-31.29K) | $102.74(+25.98%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.05% | +33.28% | +3.25% | +17.33% |
| Top 20 Holdings Unweighted | +9.93% | +32.84% | +2.80% | +14.79% |
Adelante Capital Management LLC reports $1.52B in US-listed equity holdings across 42 positions in its most recent 13F filing. Its largest disclosed positions are WELL (14.5%), PLD (11.3%) and EQIX (8.5%). The top 20 holdings account for 83.86% of reported assets. Its disclosed equity book has returned +33.28% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Adelante Capital Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1067926). View Adelante Capital Management LLC’s 13F filings on SEC