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Q2 2026 13F · SEC CIK 1067926

Adelante Capital Management LLC

Institutional asset managerFiled 2026-08-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$1.5B
Reported positions
42
Top holdings a year, 3 yrs
+9.5%
Assets under management
$1.5B

Adelante Capital Management LLC is an institutional asset manager that reported 42 positions worth $1.5B in its Q2 2026 13F, filed 2026-08-17. Its largest holdings were Welltower Inc (WELL, 14.5%), Prologis Inc (PLD, 11.4%), Equinix Inc (EQIX, 8.5%). A portfolio copying its top holdings returned 9.5% a year over the last 3 years, against 20.4% for the S&P 500.

Adelante Capital Management LLC holdings all 42 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Adelante Capital Management LLC 13F holdings
Stock% of 13F valueShare changeReported value
WELLWelltower Inc14.5%-5.5%$220.7M
PLDPrologis Inc11.4%-3.6%$172.7M
EQIXEquinix Inc8.5%-5.6%$129.2M
SPGSimon Ppty Group Inc New6.1%-7.2%$93.3M
DLRDigital Rlty Tr Inc5.8%+1.9%$87.5M
ORealty Income Corp.4.7%-2.5%$72.1M
AVBAvalonBay Communities Inc3.6%-10.4%$55.0M
VTRVentas Inc3.5%-3.6%$52.7M
EQRVivmark Residential3.2%-19.1%$49.1M
IRMIron Mtn Inc Del2.7%-8.8%$41.1M
ELSEquity Lifestyle Properties2.6%+11.2%$39.6M
BRXBrixmor Ppty Group Inc2.4%-8.7%$36.2M
VICIVici Pptys Inc2.3%+8.3%$35.5M
ADCAgree Rlty Corp2.1%-2.3%$32.6M
AMHAmerican Homes 4 Rent1.9%-6.4%$28.4M
EXRExtra Space Storage Inc1.8%-3.3%$27.6M
FRTFederal Rlty Invt Tr New1.8%—$27.5M
VNOVornado Rlty Tr1.8%-13.8%$27.0M
RHPRyman Hospitality Pptys Inc1.7%-8.7%$25.7M
CTRECaretrust REIT Inc1.4%+54.8%$22.0M
MAAMid-Amer Apt Cmntys Inc1.4%+0.8%$21.9M
PEAKHealthpeak Properties Inc1.4%—$21.6M
ESSEssex Ppty Tr Inc1.3%—$19.8M
LAMRLamar Advertising Co New Cl A1.3%+134.5%$19.1M
KIMKimco Realty Corp1.2%-61.2%$18.7M
EPRTEssential Pptys Rlty Tr Inc1.1%-15.5%$16.4M
JANJanus Living Inc1.0%+75.5%$15.6M
46124J201InvenTrust Properties Corporation0.9%+14.7%$13.4M
MACMacerich Co0.8%+16.0%$12.6M
MRPMillrose Pptys Inc0.8%-7.5%$12.3M
FRFirst Industrial Realty Trus Co0.8%+5.9%$11.4M
PSAPublic Storage0.7%-7.7%$10.3M
EGPEastgroup Pptys Inc0.6%-7.1%$8.9M
AMTAmerican Tower Corp0.6%-3.9%$8.5M
BKDBrookdale Sr Living Inc0.5%-50.9%$8.1M
CBRECbre Group Inc0.4%+0.8%$6.2M
BXPBxp Inc0.4%+7.2%$5.6M
SLGSl Green Rlty Corp0.4%+1.1%$5.5M
AREAlexandria Real Estate Eq in0.2%-80.9%$3.6M
SBACSba Communications Corp0.2%—$2.7M
WYWeyerhaeuser Company Com New REIT0.1%—$1.5M
HLTHilton Worldwide Hldgs Inc0.1%+18.7%$1.5M

What Adelante Capital Management LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+15.9% /yr
S&P 500 +20.1%
3 years
+9.5% /yr
S&P 500 +20.4%
5 years
+1.8% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$1.5B42
Q1 2026$1.5B42
Q4 2025$1.5B42
Q3 2025$1.5B43
Q2 2025$1.4B42
Q1 2025$1.3B41
Q4 2024$1.5B45
Q3 2024$1.5B42
Q2 2024$1.3B40
Q1 2024$1.5B41
Q4 2023$1.4B42
Q3 2023$1.2B41

Questions about Adelante Capital Management LLC's portfolio

What stocks does Adelante Capital Management LLC own?

Adelante Capital Management LLC's latest 13F, for Q2 2026 and filed Aug 17, 2026, lists 42 positions worth $1.5B. The largest are Welltower Inc (WELL) at 14.5%, Prologis Inc (PLD) at 11.4%, Equinix Inc (EQIX) at 8.5%, Simon Ppty Group Inc New (SPG) at 6.1% and Digital Rlty Tr Inc (DLR) at 5.8%.

What did Adelante Capital Management LLC buy last quarter?

In Q2 2026, Adelante Capital Management LLC added a new position in Federal Rlty Invt Tr New (FRT), a new position in Healthpeak Properties Inc (PEAK), a new position in Essex Ppty Tr Inc (ESS), a new position in Sba Communications Corp (SBAC), a new position in Weyerhaeuser Company Com New REIT (WY), Lamar Advertising Co New Cl A (LAMR) (+134.5% shares), Janus Living Inc (JAN) (+75.5% shares) and Caretrust REIT Inc (CTRE) (+54.8% shares), compared with its Q1 2026 filing.

What did Adelante Capital Management LLC sell last quarter?

In Q2 2026, Adelante Capital Management LLC sold all of Americold Realty Trust Inc (COLD), sold all of Sun Cmntys Inc (SUI), sold all of Centerspace (CSR), sold all of Crown Castle Inc (CCI), sold all of Rayonier Incorporated REIT (RYN), Alexandria Real Estate Eq in (ARE) (-80.9% shares), Kimco Realty Corp (KIM) (-61.2% shares) and Brookdale Sr Living Inc (BKD) (-50.9% shares), compared with its Q1 2026 filing.

How has Adelante Capital Management LLC's portfolio performed?

A portfolio copying Adelante Capital Management LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.5% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.9% against +20.1%. Over 5 years: +1.8% a year against +11.6%.

When is Adelante Capital Management LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Adelante Capital Management LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Adelante Capital Management LLC manage?

Adelante Capital Management LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.