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CIK: 0001067926
Total reported value
$1.5B
$1.5B
42 檔
31.2%
The Q2 2025 SEC filing reveals that Adelante Capital Management LLC held a total portfolio value of $1.5B, covering 42 public equity positions.
During Q2 2025, Adelante Capital Management LLC performed routine portfolio adjustments (1 new buys, 19 additions, 22 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc | Stock-Real Estate | 11.11% | +0.60% | +1.85% | |
| 2 | EQIX | Equinix Inc | Stock-Real Estate | 8.20% | -0.30% | -2.17% | |
| 3 | PSA | Public Storage | Stock-Real Estate | 5.29% | -0.09% | -2.38% | |
| 4 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 5.22% | -0.14% | -4.72% | |
| 5 | AVB | Avalonbay Communities Inc | Stock-Real Estate | 5.12% | -0.01% | -0.86% | |
| 6 | O | Realty Income CORP | Stock-Real Estate | 4.59% | -0.25% | +25.65% | |
| 7 | HPP | Hudson Pacific Properties, Inc. | Stock-Other | 4.44% | — | — | |
| 8 | SPG | Simon Property Group Inc | Stock-Real Estate | 4.35% | +0.40% | -4.78% | |
| 9 | VICI | Vici Properties Inc | Stock-Real Estate | 3.92% | +0.03% | +14.53% | |
| 10 | EQR | Equity Residential | Stock-Real Estate | 3.88% | -0.39% | -16.07% | |
| 11 | KIM | Kimco Realty CORP | Stock-Real Estate | 3.30% | -1.70% | -1.33% | |
| 12 | ELS | Equity Lifestyle Properties | Stock-Real Estate | 3.06% | +0.25% | +6.27% | |
| 13 | IRM | Iron Mountain Inc | Stock-Real Estate | 3.04% | +0.21% | +3.29% | |
| 14 | VTR | Ventas Inc | Stock-Real Estate | 2.85% | +0.02% | +25.53% | |
| 15 | EXR | Extra Space Storage Inc | Stock-Real Estate | 2.64% | +1.54% | +30.65% | |
| 16 | EGP | Eastgroup Properties Inc | Stock-Real Estate | 2.36% | -0.01% | +14.01% | |
| 17 | ADC | Agree Realty CORP | Stock-Real Estate | 2.30% | -0.13% | +15.37% | |
| 18 | AMH | American Homes 4 Rent- A | Stock-Real Estate | 2.21% | +0.13% | -9.09% | |
| 19 | CUZ | Cousins Properties Inc | Stock-Real Estate | 2.00% | — | +32.30% | |
| 20 | REG | Regency Centers CORP | Stock-Real Estate | 1.97% | — | +7.93% | |
| 21 | RHP | Ryman Hospitality Properties | Stock-Real Estate | 1.89% | +0.31% | -14.13% | |
| 22 | PLD | Prologis Inc | Stock-Real Estate | 1.53% | -0.60% | -3.09% | |
| 23 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 1.40% | +0.14% | +82.11% | |
| 24 | FR | First Industrial Realty Tr | Stock-Real Estate | 1.40% | -1.40% | -1.15% | |
| 25 | EPRT | Essential Properties Realty | Stock-Real Estate | 1.14% | -0.27% | -23.39% | |
| 26 | ARE | Alexandria Real Estate Equit | Stock-Real Estate | 1.08% | -0.89% | +115.01% | |
| 27 | AMT | American Tower CORP | Stock-Real Estate | 1.02% | -0.08% | -0.25% | |
| 28 | VNO | Vornado Realty Trust | Stock-Real Estate | 1.02% | +0.36% | +25.77% | |
| 29 | DOC | Healthpeak Properties Inc | Stock-Real Estate | 0.99% | +1.42% | NEW | |
| 30 | VRSK | Verisk Analytics, Inc. | Stock-Industrials | 0.81% | — | +19.67% | |
| 31 | MAR | Marriott International -cl A | Stock-Consumer Disc | 0.78% | — | -12.53% | |
| 32 | IVT | Inventrust Properties CORP | Stock-Other | 0.73% | +0.19% | +0.58% | |
| 33 | INVH | Invitation Homes Inc | Stock-Real Estate | 0.70% | — | +33.12% | |
| 34 | BXP | Bxp Inc | Stock-Real Estate | 0.65% | +0.09% | -65.79% | |
| 35 | SKT | Tanger Inc | Stock-Real Estate | 0.60% | — | -4.64% | |
| 36 | COLD | Americold Realty Trust Inc | Stock-Real Estate | 0.57% | -0.53% | EXIT | |
| 37 | BKD | Brookdale Senior Living Inc | Stock-Other | 0.57% | -2.73% | -25.51% | |
| 38 | OHI | Omega Healthcare Investors | Stock-Real Estate | 0.40% | — | -56.05% | |
| 39 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.38% | +0.81% | -22.26% | |
| 40 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.24% | +0.18% | NEW | |
| 41 | PCH | Potlatchdeltic CORP | Stock-Other | 0.14% | — | -0.18% | |
| 42 | CBRE | Cbre Group Inc - A | Stock-Real Estate | 0.10% | -0.81% | -6.67% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PSA | Public Storage | +5% | -2.38% | Trim |
| 2 | HPP | Hudson Pacific Properties, Inc. | +4.4% | NEW | New buy |
| 3 | IRM | Iron Mountain Inc | +2.4% | +3.29% | Add |
| 4 | O | Realty Income CORP | +0.8% | +25.65% | Add |
| 5 | DLR | Digital Realty Trust Inc | +0.6% | -4.72% | Trim |
| 6 | EXR | Extra Space Storage Inc | +0.6% | +30.65% | Add |
| 7 | MAA | Mid-america Apartment Comm | +0.5% | +82.11% | Add |
| 8 | CUZ | Cousins Properties Inc | +0.5% | +32.30% | Add |
| 9 | ARE | Alexandria Real Estate Equit | +0.4% | +115.01% | Add |
| 10 | VICI | Vici Properties Inc | +0.4% | +14.53% | Add |
| 11 | VTR | Ventas Inc | +0.3% | +25.53% | Add |
| 12 | VNO | Vornado Realty Trust | +0.2% | +25.77% | Add |
| 13 | IVT | Inventrust Properties CORP | +0.2% | +0.58% | Add |
| 14 | ADC | Agree Realty CORP | +0.1% | +15.37% | Add |
| 15 | EGP | Eastgroup Properties Inc | +0.1% | +14.01% | Add |
| 16 | SBAC | Sba Communications CORP | 0% | +9.22% | Add |
| 17 | REG | Regency Centers CORP | 0% | +7.93% | Add |
| 18 | VRSK | Verisk Analytics, Inc. | 0% | +19.67% | Add |
| 19 | CBRE | Cbre Group Inc - A | — | -6.67% | Trim |
| 20 | AMT | American Tower CORP | 0% | -0.25% | Trim |
| 21 | MAR | Marriott International -cl A | 0% | -12.53% | Trim |
| 22 | PCH | Potlatchdeltic CORP | 0% | -0.18% | Trim |
| 23 | WELL | Welltower Inc | -0.1% | +1.85% | Add |
| 24 | LAMR | Lamar Advertising Co-a | -0.1% | -22.26% | Trim |
| 25 | SKT | Tanger Inc | -0.1% | -4.64% | Trim |
| 26 | BKD | Brookdale Senior Living Inc | -0.1% | -25.51% | Trim |
| 27 | ELS | Equity Lifestyle Properties | -0.1% | +6.27% | Add |
| 28 | KIM | Kimco Realty CORP | -0.2% | -1.33% | Trim |
| 29 | COLD | Americold Realty Trust Inc | -0.2% | +0.90% | Add |
| 30 | RHP | Ryman Hospitality Properties | -0.2% | -14.13% | Trim |
| 31 | INVH | Invitation Homes Inc | -0.2% | +33.12% | Add |
| 32 | FR | First Industrial Realty Tr | -0.2% | -1.15% | Trim |
| 33 | AMH | American Homes 4 Rent- A | -0.4% | -9.09% | Trim |
| 34 | EPRT | Essential Properties Realty | -0.4% | -23.39% | Trim |
| 35 | AVB | Avalonbay Communities Inc | -0.5% | -0.86% | Trim |
| 36 | SPG | Simon Property Group Inc | -0.5% | -4.78% | Trim |
| 37 | OHI | Omega Healthcare Investors | -0.6% | -56.05% | Trim |
| 38 | EQIX | Equinix Inc | -0.6% | -2.17% | Trim |
| 39 | DOC | Healthpeak Properties Inc | -0.8% | -35.11% | Trim |
| 40 | EQR | Equity Residential | -1.2% | -16.07% | Trim |
| 41 | BXP | Bxp Inc | -1.3% | -65.79% | Trim |
| 42 | PLD | Prologis Inc | -8.7% | -3.09% | Trim |
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 2025.
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 WELL, EQIX, PSA) accounted for 31.2% of total reported equity market value during Q2 2025.
Top New Position Initiated
HPP
市值: $60.3M
Top Position Liquidated / Trimmed
PLD
前期市值: $134.7M
During Q2 2025, Adelante Capital Management LLC's top holdings by market value included WELL (11.1%)、EQIX (8.2%)、PSA (5.3%). The largest single position, WELL, represented 11.1% of total portfolio value.
In Q2 2025, Adelante Capital Management LLC made 42 total portfolio adjustments, initiating 1 new buys, adding to 19 positions, trimming 22 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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