Arkolith/Funds/Adelante Capital Management LLC

Adelante Capital Management LLC

CIK 1067926Hedge fund
Holdings as of Jun 30, 2026·disclosed Aug 17, 2026·~48-day 13F lag·13F-HR
Active Filer

Adelante Capital Management LLC holds a focused book of 42 reported positions worth $1.5B as of Q2 2026 (disclosed Aug 17, 2026, a ~48-day 13F lag). This quarter they opened Federal Realty Invs Trust and trimmed Welltower Inc. Their largest long position is Welltower Inc at 15% of the reported non-option book. Cloning the disclosed picks since 2013 would be +196% (+8.8%/yr). That is a simulation of the disclosed long book, not audited returns.

Growth of $10,000: cloning the disclosed book

If you'd copied them
+196.5%
+8.8%/yr · since Nov '13
Their reported book
+215.1%
held from quarter-end
S&P 500
+426.6%
same window
$10K$20K$31K$42K$53KNov '13Jun '16Jan '19Jul '21Feb '24Sep '26
Adelante Capital Management LLC (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +215.1%, a 18.6-point gap that is the cost of the ~48-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 each quarter's actual reporting lag, ~48 days for the latest filing, with 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.

How much sits in the biggest positions

Top-heavy: focused book

Top 5 holdings
46%
Top 10 holdings
64%
Top 20 holdings
84%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Where the money is, by sector

100% mapped to company sectors

Real Estate
99%
Health Care
1%

+1 sector below the cut, under 0.5% together

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.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Adelante Capital Management LLC

Manager / fundShared namesTheir $ in those
Vert Asset Management LLC23 / 42$310.7M
Resolution Capital Ltd16 / 42$4.6B
Heitman Real Estate Securities LLC31 / 42$1.2B
Centersquare Investment Management LLC39 / 42$9.0B
GSI Capital Advisors LLC19 / 42$158.0M
Aew Capital Management L P21 / 42$1.2B
Lasalle Investment Management Securities LLC26 / 42$1.7B
Masterton Capital Management, LP10 / 42$74.2M

Ranked by the share of each fund's own book sitting in the names it shares with Adelante Capital Management LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each position's share of the portfolio. Click a row for its position history.

42 positions
#SecurityValueShares% PortLast moveHistory
1Welltower Inc.
COM
$220.7M972.5K
14.5%
−5.5%
Reduced · −57K sh
2ProLogis Inc.
COM
$172.7M1.27M
11.4%
−3.6%
Reduced · −47K sh
3Equinix Inc.
COM
$129.2M123.9K
8.5%
−5.6%
Reduced · −7K sh
4Simon Property Group, Inc.
COM
$93.3M417.1K
6.1%
−7.2%
Reduced · −32K sh
5Digital Realty Trust
COM
$87.5M487.4K
5.8%
+1.9%
Added · +9K sh
6Realty Income
COM
$72.1M1.16M
4.7%
−2.5%
Reduced · −30K sh
7AvalonBay Communities, Inc.
COM
$55.0M291.5K
3.6%
−10%
Reduced · −34K sh
8Ventas, Inc.
COM
$52.7M593.9K
3.5%
−3.6%
Reduced · −22K sh
9Equity Residential
COM
$49.1M723.1K
3.2%
−19%
Reduced · −171K sh
10Iron Mountain
COM
$41.1M325.6K
2.7%
−8.8%
Reduced · −31K sh
11Equity Lifestyle Properties
COM
$39.6M615.2K
2.6%
+11%
Added · +62K sh
12Brixmor Property Group
COM
$36.2M1.15M
2.4%
−8.7%
Reduced · −109K sh
13Vici Properties
COM
$35.5M1.34M
2.3%
+8.3%
Added · +103K sh
14Agree Realty Corporation
COM
$32.6M430.2K
2.1%
−2.3%
Reduced · −10K sh
15American Homes 4 Rent
COM
$28.4M846.2K
1.9%
−6.4%
Reduced · −58K sh
16Extra Space Storage, Inc.
COM
$27.6M189.6K
1.8%
−3.3%
Reduced · −7K sh
17Federal Realty Investment Trus
COM
$27.5M222.6K
1.8%
New
New position
18Vornado Realty Trust
COM
$27.0M687.8K
1.8%
−14%
Reduced · −110K sh
19Ryman Hospitality Properties
COM
$25.7M199.9K
1.7%
−8.7%
Reduced · −19K sh
20Caretrust REIT Inc
COM
$22.0M545.5K
1.4%
+55%
Added · +193K sh
21Mid-America Apartment Communit
COM
$21.9M157.4K
1.4%
+0.8%
Added · +1K sh
22Healthpeak Properties
COM
$21.6M1.01M
1.4%
New
New position
23Essex Property Trust, Inc.
COM
$19.8M68.0K
1.3%
New
New position
24Lamar Advertising Co-A
COM
$19.1M122.6K
1.3%
+134%
Added · +70K sh
25Kimco Realty Corp.
COM
$18.7M739.1K
1.2%
−61%
Reduced · −1.2M sh
26Essential Properties Realty
COM
$16.4M549.6K
1.1%
−15%
Reduced · −101K sh
27Janus Living Inc
COM
$15.6M544.1K
1.0%
+76%
Added · +234K sh
28Inventrust Properties
COM
$13.4M378.5K
0.9%
+15%
Added · +49K sh
29The Macerich Company
COM
$12.6M499.2K
0.8%
+16%
Added · +69K sh
30Millrose Properties
COM
$12.3M410.8K
0.8%
−7.5%
Reduced · −33K sh
31First Industrial Realty Trust,
COM
$11.4M576.6K
0.8%
+5.9%
Added · +32K sh
32Public Storage
COM
$10.3M245.1K
0.7%
−7.7%
Reduced · −20K sh
33Eastgroup Properties
COM
$8.9M44.0K
0.6%
−7.1%
Reduced · −3K sh
34American Tower Corp.
COM
$8.5M52.2K
0.6%
−3.9%
Reduced · −2K sh
35Brookdale Senior Living
COM
$8.1M504.4K
0.5%
−51%
Reduced · −523K sh
36CBRE Group
COM
$6.2M133.2K
0.4%
+0.8%
Added · +1K sh
37BXP, Inc.
COM
$5.6M84.0K
0.4%
+7.2%
Added · +6K sh
38SL Green Realty Corp.
COM
$5.5M106.2K
0.4%
+1.1%
Added · +1K sh
39Alexandria Real Estate Equitie
COM
$3.6M68.3K
0.2%
−81%
Reduced · −289K sh
40SBA Communications
COM
$2.7M15.5K
0.2%
New
New position
41Weyerhauser
COM
$1.5M64.7K
0.1%
New
New position
42Hilton, Inc.
COM
$1.5M72.2K
0.1%
+19%
Added · +11K sh
Showing all 42 positions
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Filing history

As-of date vs the date the SEC received each filing

$2.3B · Q4 2021Q1 2021 · $1.6BQ2 2026 · $1.5B

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Aug 17, 202648d42$1.5B13F-HR
Q1 2026Mar 31, 2026May 18, 202648d42$1.5B13F-HR
Q4 2025Dec 31, 2025Feb 18, 202649d42$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 17, 202548d43$1.5B13F-HR
Q2 2025Jun 30, 2025Aug 15, 202546d42$1.4B13F-HR
Q1 2025Mar 31, 2025May 16, 202546d41$1.3B13F-HR
Q4 2024Dec 31, 2024Feb 14, 202545d45$1.5B13F-HR
Q3 2024Sep 30, 2024Feb 24, 2025147d42$1.5B13F-HR/A
Q2 2024Jun 30, 2024Aug 14, 202445d42$1.3B13F-HR
Q1 2024Mar 31, 2024May 15, 202445d43$1.5B13F-HR
Q4 2023Dec 31, 2023Feb 15, 202446d44$1.4B13F-HR
Q3 2023Sep 30, 2023Nov 15, 202346d44$1.2B13F-HR
Q2 2023Jun 30, 2023Aug 14, 202345d45$1.1B13F-HR
Q1 2023Mar 31, 2023May 16, 202346d44$1.1B13F-HR
Q4 2022Dec 31, 2022Feb 15, 202346d43$1.2B13F-HR
Q3 2022Sep 30, 2022Nov 15, 202246d44$1.3B13F-HR
Q2 2022Jun 30, 2022Aug 17, 202248d43$1.7B13F-HR/A
Q1 2022Mar 31, 2022May 16, 202246d45$2.0B13F-HR
Q4 2021Dec 31, 2021Feb 14, 202245d48$2.3B13F-HR
Q3 2021Sep 30, 2021Nov 15, 202146d44$2.0B13F-HR
Q2 2021Jun 30, 2021Aug 17, 202148d44$1.9B13F-HR
Q1 2021Mar 31, 2021May 17, 202147d35$1.6B13F-HR
Amended / restated
  • Q3 2024 · filed Nov 14, 202413F-HR · superseded
  • Q2 2022 · filed Aug 15, 202213F-HR · superseded

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.