Adelante Capital Management LLC — 13F holdings

Adelante Capital Management LLC reported 42 holdings worth $1.52B in its 13F filing for Q2 2026, filed August 17, 2026.

Largest positions

1. WELL Welltower Inc — $221M (14.5%)
2. PLD PROLOGIS INC. — $173M (11.4%)
3. EQIX EQUINIX INC — $129M (8.5%)
4. SPG SIMON PPTY GROUP INC NEW — $93.3M (6.1%)
5. DLR DIGITAL RLTY TR INC — $87.5M (5.8%)
6. O REALTY INCOME CORP — $72.1M (4.7%)
7. AVALONBAY CMNTYS INC — $55.0M (3.6%)
8. VTR VENTAS INC — $52.7M (3.5%)
9. VMRK EQUITY RESIDENTIAL — $49.1M (3.2%)
10. IRM IRON MTN INC DEL — $41.1M (2.7%)