ADELANTE CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KIM | 1.98M | $40.13M |
 | VICI | 1.49M | $41.91M |
 | PLD | 1.33M | $169.84M |
 | AMH | 1.30M | $41.74M |
 | BRX | 1.26M | $32.95M |
 | O | 1.21M | $68.21M |
 | BKD | 1.09M | $50.45M |
 | WELL | 1.01M | $186.71M |
 | EQR | 855K | $53.93M |
 | VRE | 737K | $10.97M |
 | VTR | 695K | $53.80M |
 | COLD | 670K | $8.62M |
 | VNO | 648K | $21.56M |
 | ELS | 580K | $35.15M |
 | SPG | 483K | $89.42M |
 | DLR | 476K | $73.71M |
 | FR | 474K | $9.61M |
 | ADC | 438K | $31.58M |
 | EPRT | 411K | $8.14M |
 | ARE | 397K | $19.44M |
Kimco Realty Corporation
KIM
Shares Held
1.98M
Value
$40.13M
VICI Properties Inc.
VICI
Shares Held
1.49M
Value
$41.91M
Prologis, Inc.
PLD
Shares Held
1.33M
Value
$169.84M
American Homes 4 Rent
AMH
Shares Held
1.30M
Value
$41.74M
Brixmor Property Group Inc.
BRX
Shares Held
1.26M
Value
$32.95M
Realty Income Corporation
O
Shares Held
1.21M
Value
$68.21M
Brookdale Senior Living Inc.
BKD
Shares Held
1.09M
Value
$50.45M
Welltower Inc.
WELL
Shares Held
1.01M
Value
$186.71M
Equity Residential
EQR
Shares Held
855K
Value
$53.93M
Veris Residential, Inc.
VRE
Shares Held
737K
Value
$10.97M
Ventas, Inc.
VTR
Shares Held
695K
Value
$53.80M
Americold Realty Trust, Inc.
COLD
Shares Held
670K
Value
$8.62M
Vornado Realty Trust
VNO
Shares Held
648K
Value
$21.56M
Equity LifeStyle Properties, Inc.
ELS
Shares Held
580K
Value
$35.15M
Simon Property Group, Inc.
SPG
Shares Held
483K
Value
$89.42M
Digital Realty Trust, Inc.
DLR
Shares Held
476K
Value
$73.71M
First Industrial Realty Trust, Inc.
FR
Shares Held
474K
Value
$9.61M
Agree Realty Corporation
ADC
Shares Held
438K
Value
$31.58M
Essential Properties Realty Trust, Inc.
EPRT
Shares Held
411K
Value
$8.14M
Alexandria Real Estate Equities, Inc.
ARE
Shares Held
397K
Value
$19.44M