13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001067926
Total reported value
$1.5B
$1.5B
45 檔
40.8%
During the Q4 2024 filing period, Adelante Capital Management LLC (CIK: 0001067926) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 45 reported positions.
Adelante Capital Management LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 1 holdings and trimming 22 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLD | Prologis Inc | Stock-Real Estate | 10.23% | -0.60% | -8.10% | |
| 2 | WELL | Welltower Inc | Stock-Real Estate | 10.20% | +0.60% | +0.73% | |
| 3 | EQIX | Equinix Inc | Stock-Real Estate | 9.84% | -0.30% | -6.07% | |
| 4 | SPG | Simon Property Group Inc | Stock-Real Estate | 6.37% | +0.40% | +3.76% | |
| 5 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 6.22% | -0.14% | +9.15% | |
| 6 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 6.09% | -0.01% | -0.89% | |
| 7 | PSA | Public Storage | Stock-Real Estate | 5.93% | -0.09% | -1.39% | |
| 8 | EQR | Equity Residential | Stock-Real Estate | 5.34% | -0.39% | -3.78% | |
| 9 | KIM | Kimco Realty CORP | Stock-Real Estate | 3.75% | -1.70% | +29.51% | |
| 10 | IRM | Iron Mountain Inc | Stock-Real Estate | 3.24% | +0.21% | +12.25% | |
| 11 | BXP | Bxp Inc | Stock-Real Estate | 2.87% | +0.09% | -4.27% | |
| 12 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 2.52% | +0.31% | +24.34% | |
| 13 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 2.41% | -0.89% | +59.05% | |
| 14 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 2.39% | -0.01% | +10.39% | |
| 15 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 2.17% | +0.13% | +9.95% | |
| 16 | VTR | Ventas Inc | Stock-Real Estate | 2.13% | +0.02% | -12.79% | |
| 17 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 1.97% | +0.25% | -0.82% | |
| 18 | REG | Regency Centers CORP | Stock-Real Estate | 1.69% | — | — | |
| 19 | INVH | Invitation Homes Inc | Stock-Real Estate | 1.59% | — | -21.32% | |
| 20 | SUI | Sun Communities Inc | Stock-Real Estate | 1.35% | -0.28% | EXIT | |
| 21 | BRX | Brixmor Property Group Inc | Stock-Real Estate | 1.17% | -0.10% | -68.41% | |
| 22 | OHI | Omega Healthcare Investors | Stock-Real Estate | 1.15% | — | +129.80% | |
| 23 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.94% | — | -25.85% | |
| 24 | CUZ | Cousins Properties Inc | Stock-Real Estate | 0.92% | — | — | |
| 25 | IVT | Inventrust Properties CORP | Stock-Other | 0.88% | +0.19% | -11.77% | |
| 26 | VNO | Vornado Realty Trust | Stock-Real Estate | 0.86% | +0.36% | -2.06% | |
| 27 | FR | First Industrial Realty Tr | Stock-Real Estate | 0.85% | -1.40% | +15.25% | |
| 28 | VRSK | Verisk Analytics, Inc. | Stock-Industrials | 0.72% | — | +23.14% | |
| 29 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.65% | -0.53% | EXIT | |
| 30 | BKD | Brookdale Senior Living Inc | Stock-Other | 0.52% | -2.73% | +46.74% | |
| 31 | AMT | American Tower CORP | Stock-Real Estate | 0.50% | -0.08% | +3.42% | |
| 32 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.50% | +0.81% | +11.33% | |
| 33 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.41% | -0.81% | -9.37% | |
| 34 | EXR | Extra Space Storage Inc | Stock-Real Estate | 0.40% | +1.54% | +5.39% | |
| 35 | VICI | Vici Properties Inc | Stock-Real Estate | 0.30% | +0.03% | -18.72% | |
| 36 | O | Realty Income CORP | Stock-Real Estate | 0.21% | -0.25% | -12.57% | |
| 37 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.16% | +0.14% | -7.10% | |
| 38 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.12% | +0.18% | NEW | |
| 39 | EPRT | Essential Properties Realty | Stock-Real Estate | 0.10% | -0.27% | -0.58% | |
| 40 | PCH | Potlatchdeltic CORP | Stock-Other | 0.09% | — | -5.47% | |
| 41 | ADC | Agree Realty CORP | Stock-Real Estate | 0.06% | -0.13% | — | |
| 42 | HLT | Hilton Worldwide Holdings In | Stock-Consumer Disc | 0.06% | +0.02% | -3.35% | |
| 43 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.04% | +1.30% | NEW | |
| 44 | CDP | Copt Defense Properties | Stock-Other | 0.04% | — | -0.13% | |
| 45 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.04% | +1.42% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | REG | Regency Centers CORP | +1.7% | NEW | New buy |
| 2 | DLR | Digital Realty Trust Inc | +1.4% | +9.15% | Add |
| 3 | KIM | Kimco Realty CORP | +1.1% | +29.51% | Add |
| 4 | CUZ | Cousins Properties Inc | +0.9% | NEW | New buy |
| 5 | SPG | Simon Property Group Inc | +0.7% | +3.76% | Add |
| 6 | ARE | Alexandria Real Estate Equit | +0.7% | +59.05% | Add |
| 7 | OHI | Omega Healthcare Investors | +0.7% | +129.80% | Add |
| 8 | EQIX | Equinix Inc | +0.6% | -6.07% | Trim |
| 9 | WELL | Welltower Inc | +0.6% | +0.73% | Add |
| 10 | FR | First Industrial Realty Tr | +0.6% | +15.25% | Add |
| 11 | RHP | Ryman Hospitality Properties | +0.6% | +24.34% | Add |
| 12 | AMH | American Homes 4 Rent- A | +0.3% | +9.95% | Add |
| 13 | CBRE | Cbre Group Inc - A | +0.3% | -9.37% | Trim |
| 14 | AVB | Avalonbay Communities Inc | +0.2% | -0.89% | Trim |
| 15 | IRM | Iron Mountain Inc | +0.2% | +12.25% | Add |
| 16 | VRSK | Verisk Analytics, Inc. | +0.1% | +23.14% | Add |
| 17 | SBAC | Sba Communications CORP | +0.1% | NEW | New buy |
| 18 | VNO | Vornado Realty Trust | +0.1% | -2.06% | Trim |
| 19 | ADC | Agree Realty CORP | +0.1% | NEW | New buy |
| 20 | LAMR | Lamar Advertising Co-a | 0% | +11.33% | Add |
| 21 | EGP | Eastgroup Properties Inc | 0% | +10.39% | Add |
| 22 | BKD | Brookdale Senior Living Inc | 0% | +46.74% | Add |
| 23 | COLD | Americold Realty Trust Inc | 0% | +27.03% | Add |
| 24 | HLT | Hilton Worldwide Holdings In | 0% | -3.35% | Trim |
| 25 | SUI | Sun Communities Inc | — | +2.70% | Add |
| 26 | IVT | Inventrust Properties CORP | — | -11.77% | Trim |
| 27 | MAA | Mid-america Apartment Comm | — | -7.10% | Trim |
| 28 | CDP | Copt Defense Properties | — | -0.13% | Trim |
| 29 | ESS | Essex Property Trust Inc | — | +2.95% | Add |
| 30 | PCH | Potlatchdeltic CORP | 0% | -5.47% | Trim |
| 31 | EPRT | Essential Properties Realty | 0% | -0.58% | Trim |
| 32 | ELS | Equity Lifestyle Properties | 0% | -0.82% | Trim |
| 33 | EQR | Equity Residential | 0% | -3.78% | Trim |
| 34 | O | Realty Income CORP | -0.1% | -12.57% | Trim |
| 35 | AMT | American Tower CORP | -0.1% | +3.42% | Add |
| 36 | VICI | Vici Properties Inc | -0.1% | -18.72% | Trim |
| 37 | MAR | Marriott International -cl A | -0.1% | -25.85% | Trim |
| 38 | CCI | Crown Castle Inc | -0.1% | EXIT | Sold out |
| 39 | BXP | Bxp Inc | -0.2% | -4.27% | Trim |
| 40 | VTR | Ventas Inc | -0.4% | -12.79% | Trim |
| 41 | INVH | Invitation Homes Inc | -0.5% | -21.32% | Trim |
| 42 | PSA | Public Storage | -0.9% | -1.39% | Trim |
| 43 | DOC | Healthpeak Properties Inc | -1.2% | -96.89% | Trim |
| 44 | PLD | Prologis Inc | -2.2% | -8.10% | Trim |
| 45 | BRX | Brixmor Property Group Inc | -2.3% | -68.41% | Trim |
| 46 | EXR | Extra Space Storage Inc | -2.8% | +5.39% | Add |
According to official SEC Form 13F filings, Adelante Capital Management LLC reported a total U.S. public equity portfolio value of $1.5B across 45 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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, WELL, EQIX) accounted for 40.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
REG
市值: $24.4M
Top Position Liquidated / Trimmed
CCI
前期市值: $1.9M
During Q4 2024, Adelante Capital Management LLC's top holdings by market value included PLD (10.2%)、WELL (10.2%)、EQIX (9.8%). The largest single position, PLD, represented 10.2% of total portfolio value.
In Q4 2024, Adelante Capital Management LLC made 46 total portfolio adjustments, initiating 4 new buys, adding to 19 positions, trimming 22 holdings, and fully liquidating 1 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.