Filed: 8/15/2025ACC: 0001067926-25-000008
📋 What this filing means
ADELANTE CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 42 equity positions with a total reported market value of $1.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
42
Positions
$1.36M
Total AUM (reported)
23.53M
Total Shares
Allocation by class
COM$1.36M100.0%
Portfolio Concentration
Top 3$334.1K24.6%
4–10$428.1K31.5%
11–25$449.7K33.1%
Rest$146.7K10.8%
Top 3 weight
24.6%
Top 10 weight
56.1%
Voting Authority Distribution
Total shares with voting rights: 23.53M
Sole
Full voting authority
12.62M
shares
% of voting shares53.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
10.92M
shares
% of voting shares46.4%
Investment Discretion (by position count)
Sole42
Shared0
Other0
Dominant voting typeSole · 53.6% of voting shares
Institutional Holdings42
Rows:
Welltower Inc.
SOLEShares981.59K
TypeSH
Market value$150.9K
11.11%
Sole
588.65K
Shared
0.00
None
392.94K
Equinix Inc.
SOLEShares140.01K
TypeSH
Market value$111.4K
8.20%
Sole
86.41K
Shared
0.00
None
53.59K
Public Storage
SOLEShares244.86K
TypeSH
Market value$71.8K
5.29%
Sole
139.66K
Shared
0.00
None
105.20K
Digital Realty Trust
SOLEShares407.14K
TypeSH
Market value$71.0K
5.22%
Sole
235.46K
Shared
0.00
None
171.68K
AvalonBay Communities, Inc.
SOLEShares341.86K
TypeSH
Market value$69.6K
5.12%
Sole
211.06K
Shared
0.00
None
130.79K
Realty Income
SOLEShares1.08M
TypeSH
Market value$62.3K
4.59%
Sole
623.34K
Shared
0.00
None
458.06K
Hudson Pacific Properties
SOLEShares3.04M
TypeSH
Market value$60.3K
4.44%
Sole
1.13M
Shared
0.00
None
1.92M
Simon Property Group, Inc.
SOLEShares368K
TypeSH
Market value$59.2K
4.35%
Sole
217.43K
Shared
0.00
None
150.58K
Vici Properties
SOLEShares1.63M
TypeSH
Market value$53.2K
3.92%
Sole
875.66K
Shared
0.00
None
756.25K
Equity Residential
SOLEShares780.33K
TypeSH
Market value$52.7K
3.88%
Sole
497.24K
Shared
0.00
None
283.09K
Kimco Realty Corp.
SOLEShares2.13M
TypeSH
Market value$44.9K
3.30%
Sole
1.34M
Shared
0.00
None
790.97K
Equity Lifestyle Properties
SOLEShares674.42K
TypeSH
Market value$41.6K
3.06%
Sole
427.40K
Shared
0.00
None
247.02K
Iron Mountain
SOLEShares403.20K
TypeSH
Market value$41.4K
3.04%
Sole
239.88K
Shared
0.00
None
163.33K
Ventas, Inc.
SOLEShares613.41K
TypeSH
Market value$38.7K
2.85%
Sole
397.57K
Shared
0.00
None
215.84K
Extra Space Storage, Inc.
SOLEShares243.07K
TypeSH
Market value$35.8K
2.64%
Sole
146K
Shared
0.00
None
97.07K
Eastgroup Properties
SOLEShares191.85K
TypeSH
Market value$32.1K
2.36%
Sole
128.55K
Shared
0.00
None
63.30K
Agree Realty Corporation
SOLEShares427.61K
TypeSH
Market value$31.2K
2.30%
Sole
230.24K
Shared
0.00
None
197.37K
American Homes 4 Rent
SOLEShares830.54K
TypeSH
Market value$30.0K
2.21%
Sole
591.38K
Shared
0.00
None
239.16K
Cousins Properties, Inc.
SOLEShares902.91K
TypeSH
Market value$27.1K
2.00%
Sole
567.89K
Shared
0.00
None
335.02K
Regency Centers Corp.
SOLEShares376.12K
TypeSH
Market value$26.8K
1.97%
Sole
238.27K
Shared
0.00
None
137.84K
Ryman Hospitality Properties
SOLEShares260.18K
TypeSH
Market value$25.7K
1.89%
Sole
157.49K
Shared
0.00
None
102.69K
ProLogis Inc.
SOLEShares1.17M
TypeSH
Market value$20.8K
1.53%
Sole
718.62K
Shared
0.00
None
449.26K
Mid-America Apartment Commun
SOLEShares128.59K
TypeSH
Market value$19.0K
1.40%
Sole
69.10K
Shared
0.00
None
59.49K
First Industrial Realty Trus
SOLEShares394.44K
TypeSH
Market value$19.0K
1.40%
Sole
228.25K
Shared
0.00
None
166.20K
Essential Properties Realty
SOLEShares487.39K
TypeSH
Market value$15.6K
1.14%
Sole
172.84K
Shared
0.00
None
314.55K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Welltower Inc.SOLE | COM | 981.59K | SH | $150.9K 11.11% | 588.65K | 0.00 | 392.94K |
Equinix Inc.SOLE | COM | 140.01K | SH | $111.4K 8.20% | 86.41K | 0.00 | 53.59K |
Public StorageSOLE | COM | 244.86K | SH | $71.8K 5.29% | 139.66K | 0.00 | 105.20K |
Digital Realty TrustSOLE | COM | 407.14K | SH | $71.0K 5.22% | 235.46K | 0.00 | 171.68K |
AvalonBay Communities, Inc.SOLE | COM | 341.86K | SH | $69.6K 5.12% | 211.06K | 0.00 | 130.79K |
Realty IncomeSOLE | COM | 1.08M | SH | $62.3K 4.59% | 623.34K | 0.00 | 458.06K |
Hudson Pacific PropertiesSOLE | COM | 3.04M | SH | $60.3K 4.44% | 1.13M | 0.00 | 1.92M |
Simon Property Group, Inc.SOLE | COM | 368K | SH | $59.2K 4.35% | 217.43K | 0.00 | 150.58K |
Vici PropertiesSOLE | COM | 1.63M | SH | $53.2K 3.92% | 875.66K | 0.00 | 756.25K |
Equity ResidentialSOLE | COM | 780.33K | SH | $52.7K 3.88% | 497.24K | 0.00 | 283.09K |
Kimco Realty Corp.SOLE | COM | 2.13M | SH | $44.9K 3.30% | 1.34M | 0.00 | 790.97K |
Equity Lifestyle PropertiesSOLE | COM | 674.42K | SH | $41.6K 3.06% | 427.40K | 0.00 | 247.02K |
Iron MountainSOLE | COM | 403.20K | SH | $41.4K 3.04% | 239.88K | 0.00 | 163.33K |
Ventas, Inc.SOLE | COM | 613.41K | SH | $38.7K 2.85% | 397.57K | 0.00 | 215.84K |
Extra Space Storage, Inc.SOLE | COM | 243.07K | SH | $35.8K 2.64% | 146K | 0.00 | 97.07K |
Eastgroup PropertiesSOLE | COM | 191.85K | SH | $32.1K 2.36% | 128.55K | 0.00 | 63.30K |
Agree Realty CorporationSOLE | COM | 427.61K | SH | $31.2K 2.30% | 230.24K | 0.00 | 197.37K |
American Homes 4 RentSOLE | COM | 830.54K | SH | $30.0K 2.21% | 591.38K | 0.00 | 239.16K |
Cousins Properties, Inc.SOLE | COM | 902.91K | SH | $27.1K 2.00% | 567.89K | 0.00 | 335.02K |
Regency Centers Corp.SOLE | COM | 376.12K | SH | $26.8K 1.97% | 238.27K | 0.00 | 137.84K |
Ryman Hospitality PropertiesSOLE | COM | 260.18K | SH | $25.7K 1.89% | 157.49K | 0.00 | 102.69K |
ProLogis Inc.SOLE | COM | 1.17M | SH | $20.8K 1.53% | 718.62K | 0.00 | 449.26K |
Mid-America Apartment CommunSOLE | COM | 128.59K | SH | $19.0K 1.40% | 69.10K | 0.00 | 59.49K |
First Industrial Realty TrusSOLE | COM | 394.44K | SH | $19.0K 1.40% | 228.25K | 0.00 | 166.20K |
Essential Properties RealtySOLE | COM | 487.39K | SH | $15.6K 1.14% | 172.84K | 0.00 | 314.55K |
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