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CIK: 0001067926
Total reported value
$1.5B
$1.5B
42 檔
38.9%
In Q2 2024, Adelante Capital Management LLC's U.S. equity holdings reached a combined market value of $1.5B, distributed across 42 disclosed stock positions.
During Q2 2024, Adelante Capital Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 13.39% | -0.60% | -10.94% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 10.16% | -0.30% | -8.79% | |
| 3 | WELL | Welltower Inc | Stock-Real Estate | 9.51% | +0.60% | -12.18% | |
| 4 | SPG | Simon Property Group Inc | Stock-Real Estate | 6.92% | +0.40% | -6.51% | |
| 5 | PSA | Public Storage | Stock-Real Estate | 6.79% | -0.09% | -6.62% | |
| 6 | EQR | Equity Residential | Stock-Real Estate | 6.32% | -0.39% | -9.34% | |
| 7 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 6.29% | -0.01% | -0.37% | |
| 8 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 6.04% | -0.14% | +3.46% | |
| 9 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 4.02% | -0.89% | -2.54% | |
| 10 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 3.70% | +0.13% | -0.49% | |
| 11 | KIM | Kimco Realty CORP | Stock-Real Estate | 3.31% | -1.70% | -25.26% | |
| 12 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 3.24% | -0.10% | +11.28% | |
| 13 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 2.38% | -0.01% | +32.68% | |
| 14 | BXP | Bxp Inc | Stock-Real Estate | 2.06% | +0.09% | -25.29% | |
| 15 | SUI | Sun Communities Inc | Stock-Real Estate | 1.98% | -0.28% | EXIT | |
| 16 | INVH | Invitation Homes Inc | Stock-Real Estate | 1.93% | — | -15.08% | |
| 17 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.89% | +0.25% | -9.15% | |
| 18 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.18% | -1.40% | +13.21% | |
| 19 | AHR | American Healthcare Reit Inc | Stock-Real Estate | 0.96% | — | +6.57% | |
| 20 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.86% | — | -23.58% | |
| 21 | ✓ | Playa Hotels & Resorts NV | Stock-Other | 0.80% | — | -18.92% | |
| 22 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.74% | +0.36% | -7.06% | |
| 23 | IVT | Inventrust Properties CORP | Stock-Other | 0.70% | +0.19% | +0.24% | |
| 24 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.70% | — | — | |
| 25 | ELME | Elme Communities | Stock-Other | 0.68% | — | -9.46% | |
| 26 | AMT | American Tower CORP | Stock-Real Estate | 0.65% | -0.08% | -29.65% | |
| 27 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.63% | +0.81% | +3.27% | |
| 28 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.45% | +1.54% | -16.90% | |
| 29 | VICI | Vici Properties Inc | Stock-Real Estate | 0.42% | +0.03% | +1.59% | |
| 30 | O | Realty Income CORP | Stock-Real Estate | 0.28% | -0.25% | +22.25% | |
| 31 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.23% | +0.14% | -32.03% | |
| 32 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.13% | — | -16.47% | |
| 33 | CCI | Crown Castle Inc | Stock-Real Estate | 0.11% | -0.22% | EXIT | |
| 34 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.11% | +0.21% | -10.97% | |
| 35 | PCH | Potlatchdeltic CORP | Stock-Other | 0.10% | — | -2.32% | |
| 36 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.10% | +1.30% | NEW | |
| 37 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.09% | +0.02% | -22.77% | |
| 38 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.06% | -0.27% | -7.22% | |
| 39 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.05% | -0.53% | EXIT | |
| 40 | DRH | Diamondrock Hospitality Co | Stock-Other | 0.03% | — | -97.17% | |
| 41 | VTR | Ventas Inc | Stock-Real Estate | — | +0.02% | -23.08% | |
| 42 | RHP | Ryman Hospitality Properties | Stock-Real Estate | — | +0.31% | +109.68% |
According to official SEC Form 13F filings, Adelante Capital Management LLC reported a total U.S. public equity portfolio value of $1.5B across 42 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLD, EQIX, WELL) accounted for 38.9% of total reported equity market value during Q2 2024.
During Q2 2024, Adelante Capital Management LLC's top holdings by market value included PLD (13.4%)、EQIX (10.2%)、WELL (9.5%). The largest single position, PLD, represented 13.4% of total portfolio value.
In Q2 2024, Adelante Capital Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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