Adelante Capital Management LLC holds a focused book of 42 stocks worth $1.5B as of Q1 2026 (disclosed May 18, 2026, a ~45-day 13F lag). This quarter they opened Macerich Co and trimmed Prologis Inc. Their largest long position is Welltower Inc at 14% of the equity book. Cloning the disclosed picks since 2013 would be +214% (+9.4%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Adelante Capital Management LLC's latest holdings, largest changes, and filing provenance.
The reported book (valued from quarter-end) returned +246.7%, a 33.0-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Adelante Capital Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
99% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Adelante Capital Management LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| VANGUARD GROUP INC | 45 / 42 | $162.1B |
| BlackRock, Inc. | 45 / 42 | $129.9B |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 45 / 42 | $84.2B |
| VANGUARD CAPITAL MANAGEMENT LLC | 45 / 42 | $72.3B |
| FMR LLC | 45 / 42 | $27.2B |
| JPMORGAN CHASE & CO | 45 / 42 | $24.7B |
| BANK OF AMERICA CORP /DE/ | 45 / 42 | $17.6B |
| MORGAN STANLEY | 45 / 42 | $16.8B |
Ranked by how many of Adelante Capital Management LLC's top 42 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Welltower Inc. COM | $203.5M | 1.03M | 13.9% | ▲+2.3% Added · +23K sh | |
| 2 | ProLogis Inc. COM | $174.7M | 1.32M | 11.9% | ▼−0.6% Reduced · −8K sh | |
| 3 | Equinix Inc. COM | $128.6M | 131.2K | 8.8% | ▲+2.7% Added · +3K sh | |
| 4 | Digital Realty Trust COM | $86.2M | 478.3K | 5.9% | ▲+0.4% Added · +2K sh | |
| 5 | Simon Property Group, Inc. COM | $83.8M | 449.3K | 5.7% | ▼−7.0% Reduced · −34K sh | |
| 6 | Realty Income COM | $73.0M | 1.19M | 5.0% | ▼−1.4% Reduced · −17K sh | |
| 7 | AvalonBay Communities, Inc. COM | $53.1M | 325.2K | 3.6% | ▲+2.3% Added · +7K sh | |
| 8 | Equity Residential COM | $52.9M | 894.2K | 3.6% | ▲+4.5% Added · +39K sh | |
| 9 | Ventas, Inc. COM | $50.4M | 616.2K | 3.4% | ▼−11% Reduced · −79K sh | |
| 10 | Brookdale Senior Living COM | $47.6M | 1.03M | 3.3% | ▼−5.6% Reduced · −61K sh | |
| 11 | Kimco Realty Corp. COM | $42.8M | 1.91M | 2.9% | ▼−3.7% Reduced · −74K sh | |
| 12 | Iron Mountain COM | $36.5M | 356.9K | 2.5% | ▲+5.2% Added · +18K sh | |
| 13 | Brixmor Property Group COM | $36.2M | 1.26M | 2.5% | ▲+0.1% Added · +691 sh | |
| 14 | Equity Lifestyle Properties COM | $34.5M | 553.1K | 2.4% | ▼−4.6% Reduced · −27K sh | |
| 15 | Vici Properties COM | $33.8M | 1.24M | 2.3% | ▼−17% Reduced · −255K sh | |
| 16 | Agree Realty Corporation COM | $33.2M | 440.2K | 2.3% | ▲+0.4% Added · +2K sh | |
| 17 | First Industrial Realty Trust, COM | $31.5M | 544.6K | 2.2% | ▲+15% Added · +71K sh | |
| 18 | American Homes 4 Rent COM | $25.2M | 904.0K | 1.7% | ▼−30% Reduced · −396K sh | |
| 19 | Vornado Realty Trust COM | $20.7M | 798.2K | 1.4% | ▲+23% Added · +150K sh | |
| 20 | Ryman Hospitality Properties COM | $20.2M | 218.8K | 1.4% | ▲+19% Added · +34K sh | |
| 21 | Essential Properties Realty COM | $19.7M | 650.1K | 1.3% | ▲+58% Added · +239K sh | |
| 22 | Mid-America Apartment Communit COM | $19.1M | 156.2K | 1.3% | ▲+35% Added · +40K sh | |
| 23 | CBRE Group COM | $17.9M | 132.1K | 1.2% | ▲+21% Added · +23K sh | |
| 24 | Alexandria Real Estate Equitie COM | $16.6M | 357.4K | 1.1% | ▼−10% Reduced · −40K sh | |
| 25 | Caretrust REIT Inc COM | $12.9M | 352.5K | 0.9% | ▼−10% Reduced · −39K sh | |
| 26 | Millrose Properties COM | $12.4M | 444.0K | 0.9% | ▲+101% Added · +223K sh | |
| 27 | Public Storage COM | $11.2M | 265.4K | 0.8% | ▲+10% Added · +24K sh | |
| 28 | Inventrust Properties COM | $10.1M | 330.0K | 0.7% | ▲+0.1% Added · +253 sh | |
| 29 | American Tower Corp. COM | $9.4M | 54.3K | 0.6% | ▼−4.5% Reduced · −3K sh | |
| 30 | Eastgroup Properties COM | $8.8M | 47.3K | 0.6% | ▼−30% Reduced · −21K sh | |
| 31 | The Macerich Company COM | $8.1M | 430.5K | 0.6% | ▲New New position | |
| 32 | Americold Realty Trust COM | $7.7M | 671.0K | 0.5% | ▲+0.1% Added · +671 sh | |
| 33 | Janus Living Inc COM | $7.3M | 310.0K | 0.5% | ▲New New position | |
| 34 | Lamar Advertising Co-A COM | $6.6M | 52.3K | 0.5% | ▲+7.5% Added · +4K sh | |
| 35 | Sun Communities, Inc. COM | $4.1M | 32.9K | 0.3% | ▲New New position | |
| 36 | Centerspace COM | $4.1M | 72.2K | 0.3% | ▲+0.2% Added · +142 sh | |
| 37 | BXP, Inc. COM | $4.1M | 78.4K | 0.3% | ▲+4.0% Added · +3K sh | |
| 38 | Extra Space Storage, Inc. COM | $3.9M | 196.2K | 0.3% | ▼−11% Reduced · −25K sh | |
| 39 | SL Green Realty Corp. COM | $3.9M | 105.0K | 0.3% | ▲+8.4% Added · +8K sh | |
| 40 | Crown Castle Inc COM | $3.2M | 39.0K | 0.2% | ▼−4.8% Reduced · −2K sh | |
| 41 | Rayonier Inc COM | $1.6M | 78.9K | 0.1% | ▲New New position | |
| 42 | Hilton, Inc. COM | $1.2M | 60.9K | 0.1% | ▼−9.8% Reduced · −7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 18, 2026 | 42 | $1.5B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 18, 2026 | 42 | $1.5B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 17, 2025 | 43 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 15, 2025 | 42 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 16, 2025 | 41 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 14, 2025 | 45 | $1.5B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Feb 24, 2025 | 42 | $1.5B | 13F-HR/A |
| Q2 2024 | Jun 30, 2024 | Aug 14, 2024 | 42 | $1.3B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 15, 2024 | 43 | $1.5B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 15, 2024 | 44 | $1.4B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 15, 2023 | 44 | $1.2B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 14, 2023 | 45 | $1.1B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 16, 2023 | 44 | $1.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 15, 2023 | 43 | $1.2B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 15, 2022 | 44 | $1.3B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 17, 2022 | 43 | $1.7B | 13F-HR/A |
| Q1 2022 | Mar 31, 2022 | May 16, 2022 | 45 | $2.0B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 14, 2022 | 48 | $2.3B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 15, 2021 | 44 | $2.0B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 17, 2021 | 44 | $1.9B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 17, 2021 | 35 | $1.6B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 16, 2021 | 39 | $1.5B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.