Adelante Capital Management
Adelante Capital Management reported 42 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are WELL (14.5%), PLD (11.3%) and EQIX (8.5%). Compared with Q1 2026, the fund opened new positions in FRT, DOC and ESS, added to DLR, ELS and VICI, trimmed WELL, PLD and EQIX and sold out of COLD, SUI and CSR.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WELL Welltower Inc | $221M | 14.5% | 972K | −57K (−6%) | 8 of 8 | |
| 2 |  PLD Prologis Inc. | $173M | 11.3% | 1.3M | −47K (−4%) | 8 of 8 | |
| 3 |  EQIX Equinix Inc | $129M | 8.5% | 124K | −7,306 (−6%) | 8 of 8 | |
| 4 |  SPG Simon Ppty Group Inc New | $93.3M | 6.1% | 417K | −32K (−7%) | 8 of 8 | |
| 5 |  DLR Digital Rlty TR Inc | $87.5M | 5.8% | 487K | +9,123 (+2%) | 8 of 8 | |
| 6 |  O Realty Income Corp REIT | $72.1M | 4.7% | 1.2M | −30K (−2%) | 8 of 8 | |
| 7 | AVALONBAY CMNTYS INC | $55M | 3.6% | 291K | −34K (−10%) | 8 of 8 | |
| 8 |  VTR Ventas Inc | $52.7M | 3.5% | 594K | −22K (−4%) | 8 of 8 | |
| 9 |  VMRK Equity Residential | $49.1M | 3.2% | 723K | −171K (−19%) | 8 of 8 | |
| 10 |  IRM Iron Mtn Inc New | $41.1M | 2.7% | 326K | −31K (−9%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
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All hedge fund holdings →Adelante Capital Management 13F FAQ
What does Adelante Capital Management own?
Adelante Capital Management reported 42 stocks worth $1.5B in its 13F filing for Q2 2026, filed Aug 17, 2026. Its largest holdings are WELL (14.5%), PLD (11.3%) and EQIX (8.5%). The table above lists every position in the filing (the top 10 without an account).
What did Adelante Capital Management buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 14 added to, 23 trimmed and 5 sold out. New positions include FRT, DOC and ESS. It sold all of COLD, SUI and CSR.
When will Adelante Capital Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Adelante Capital Management's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.