Adelante Capital Management LLC Portfolio Holdings

Adelante Capital Management LLC

  • $1.42 Billion
  • Q2 2025

Adelante Capital Management LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.42 Billion distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $151M, Prologis, Inc. with a value of $123M, Equinix Inc with a value of $111M, Public Storage with a value of $71.8M, and Digital Realty Trust, Inc. with a value of $71M.

Examining the 13F form we can see an increase of $96.7M in the current position value, from $1.32B to 1.42B.

Adelante Capital Management LLC is based out at Alameda, CA

Below you can find more details about Adelante Capital Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.42 Billion
Real Estate: $1.4 Billion
Consumer Cyclical: $10.6 Million
Healthcare: $7.79 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $1.42 Billion
  • Prior Value $1.32 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 1 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
Track This Portfolio

Track Adelante Capital Management LLC Portfolio

Follow Adelante Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Adelante Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Adelante Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email