
ADELANTE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
![]() | KIM | 1.91M | $42.83M |
![]() | PLD | 1.32M | $174.74M |
![]() | BRX | 1.26M | $36.22M |
![]() | VICI | 1.24M | $33.76M |
![]() | O | 1.19M | $73.02M |
![]() | WELL | 1.03M | $203.46M |
![]() | BKD | 1.03M | $47.62M |
![]() | AMH | 904K | $25.24M |
![]() | EQR | 894K | $52.89M |
![]() | VNO | 798K | $20.74M |
![]() | COLD | 671K | $7.69M |
![]() | EPRT | 650K | $19.74M |
![]() | VTR | 616K | $50.39M |
![]() | ELS | 553K | $34.52M |
![]() | FR | 545K | $31.51M |
![]() | DLR | 478K | $86.19M |
![]() | SPG | 449K | $83.81M |
![]() | MRP | 444K | $12.43M |
![]() | ADC | 440K | $33.18M |
![]() | MAC | 430K | $8.14M |

Kimco Realty Corporation
KIM
Shares Held
1.91M
Value
$42.83M

Prologis, Inc.
PLD
Shares Held
1.32M
Value
$174.74M

Brixmor Property Group Inc.
BRX
Shares Held
1.26M
Value
$36.22M

VICI Properties Inc.
VICI
Shares Held
1.24M
Value
$33.76M

Realty Income Corporation
O
Shares Held
1.19M
Value
$73.02M

Welltower Inc.
WELL
Shares Held
1.03M
Value
$203.46M

Brookdale Senior Living Inc.
BKD
Shares Held
1.03M
Value
$47.62M

American Homes 4 Rent
AMH
Shares Held
904K
Value
$25.24M

Equity Residential
EQR
Shares Held
894K
Value
$52.89M

Vornado Realty Trust
VNO
Shares Held
798K
Value
$20.74M

Americold Realty Trust, Inc.
COLD
Shares Held
671K
Value
$7.69M

Essential Properties Realty Trust, Inc.
EPRT
Shares Held
650K
Value
$19.74M

Ventas, Inc.
VTR
Shares Held
616K
Value
$50.39M

Equity LifeStyle Properties, Inc.
ELS
Shares Held
553K
Value
$34.52M

First Industrial Realty Trust, Inc.
FR
Shares Held
545K
Value
$31.51M

Digital Realty Trust, Inc.
DLR
Shares Held
478K
Value
$86.19M

Simon Property Group, Inc.
SPG
Shares Held
449K
Value
$83.81M

Millrose Properties, Inc.
MRP
Shares Held
444K
Value
$12.43M

Agree Realty Corporation
ADC
Shares Held
440K
Value
$33.18M

The Macerich Company
MAC
Shares Held
430K
Value
$8.14M
