StockDriftsStockDriftsTop 41 Adelante Capital Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | 13.91% | 1.03M | $203.5M | +2.30%(+23.15K) | $70.62(+202.67%) | 2026-03-31 | |
| PLD | ProLogis Inc. | 11.95% | 1.32M | $174.7M | -0.63%(-8.41K) | $75.46(+86.24%) | 2026-03-31 | |
| EQIX | Equinix Inc. | 8.79% | 131.2K | $128.6M | +2.69%(+3.43K) | $469.13(+125.83%) | 2026-03-31 | |
| DLR | Digital Realty Trust | 5.89% | 478.3K | $86.2M | +0.39%(+1.87K) | $136.21(+38.40%) | 2026-03-31 | |
| SPG | Simon Property Group, Inc. | 5.73% | 449.3K | $83.8M | -6.98%(-33.71K) | $130.16(+53.67%) | 2026-03-31 | |
| O | Realty Income | 4.99% | 1.19M | $73.0M | -1.37%(-16.54K) | $56.37(+8.43%) | 2026-03-31 | |
| AVB | AvalonBay Communities, Inc. | 3.63% | 325.2K | $53.1M | +2.29%(+7.27K) | $183.32(-1.35%) | 2026-03-31 | |
| EQR | Equity Residential | 3.62% | 894.2K | $52.9M | +4.53%(+38.73K) | $58.58(+9.05%) | 2026-03-31 | |
| VTR | Ventas, Inc. | 3.45% | 616.2K | $50.4M | -11.37%(-79.03K) | $58.26(+50.10%) | 2026-03-31 | |
| BKD | Brookdale Senior Living | 3.26% | 1.03M | $47.6M | -5.62%(-61.15K) | $6.74(+93.52%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.16% | +26.53% |
| Top 20 Holdings Unweighted | +7.34% | +23.67% |
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