Adelante Capital Management LLC Top Holdings and 13F Report (2024) About Adelante Capital Management LLCInvestment ActivityAdelante Capital Management LLC has $1.52 million in total holdings as of September 30, 2024.Adelante Capital Management LLC owns shares of 45 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 9.03% of the portfolio was purchased this quarter.About 6.87% of the portfolio was sold this quarter.This quarter, Adelante Capital Management LLC has purchased 42 new stocks and bought additional shares in 19 stocks.Adelante Capital Management LLC sold shares of 22 stocks and completely divested from 1 stock this quarter.Largest Holdings Prologis $148,017Welltower $147,610Equinix $142,458Simon Property Group $92,259Digital Realty Trust $90,031 Largest New Holdings this Quarter Regency Centers $24,399 HoldingCousins Properties $13,379 HoldingSBA Communications $1,798 HoldingAgree Realty $837 Holding Largest Purchases this Quarter Regency Centers 330,024 shares (about $24.40K)Brookdale Senior Living 517,891 shares (about $24.00K)Cousins Properties 436,627 shares (about $13.38K)Alexandria Real Estate Equities 132,875 shares (about $12.96K)Kimco Realty 527,968 shares (about $12.37K) Largest Sales this Quarter Brixmor Property Group 1,313,318 shares (about $36.56K)Healthpeak Properties 811,687 shares (about $16.45K)Prologis 123,389 shares (about $13.04K)Equinix 9,763 shares (about $9.21K)Invitation Homes 194,522 shares (about $6.22K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAdelante Capital Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPLDPrologis$148,017$13,042 ▼-8.1%1,400,3449.8%FinanceWELLWelltower$147,610$1,076 ▲0.7%1,171,2329.7%FinanceEQIXEquinix$142,458$9,205 ▼-6.1%151,0879.4%FinanceSPGSimon Property Group$92,259$3,345 ▲3.8%535,7406.1%FinanceDLRDigital Realty Trust$90,031$7,550 ▲9.2%507,7035.9%FinanceAVBAvalonBay Communities$88,086$792 ▼-0.9%400,4445.8%FinancePSAPublic Storage$85,883$1,207 ▼-1.4%286,8115.7%FinanceEQREquity Residential$77,310$3,041 ▼-3.8%1,077,3375.1%FinanceBKDBrookdale Senior Living$75,357$24,004 ▲46.7%1,625,8355.0%MedicalKIMKimco Realty$54,295$12,370 ▲29.5%2,317,3313.6%FinanceIRMIron Mountain$46,868$5,116 ▲12.3%445,8973.1%Business ServicesBXPBoston Properties$41,604$1,857 ▼-4.3%559,4942.7%FinanceRHPRyman Hospitality Properties$36,403$7,126 ▲24.3%348,8902.4%FinanceAREAlexandria Real Estate Equities$34,912$12,962 ▲59.1%357,8892.3%FinanceEGPEastGroup Properties$34,651$3,262 ▲10.4%215,9092.3%FinanceAMHAmerican Homes 4 Rent$31,351$2,837 ▲10.0%837,8032.1%FinanceVTRVentas$30,796$4,516 ▼-12.8%522,9562.0%FinanceELSEquity LifeStyle Properties$28,573$237 ▼-0.8%429,0281.9%FinanceREGRegency Centers$24,399$24,399 ▲New Holding330,0241.6%FinanceINVHInvitation Homes$22,955$6,219 ▼-21.3%718,0411.5%FinanceSUISun Communities$19,571$515 ▲2.7%159,1471.3%FinanceBRXBrixmor Property Group$16,880$36,562 ▼-68.4%606,3421.1%FinanceOHIOmega Healthcare Investors$16,602$9,377 ▲129.8%438,6261.1%FinanceMARMarriott International$13,572$4,733 ▼-25.9%48,6580.9%Consumer DiscretionaryCUZCousins Properties$13,379$13,379 ▲New Holding436,6270.9%FinanceIVTInvenTrust Properties$12,799$1,708 ▼-11.8%424,7690.8%FinanceVNOVornado Realty Trust$12,488$262 ▼-2.1%297,0580.8%FinanceFRFirst Industrial Realty Trust$12,254$1,622 ▲15.3%244,4430.8%FinanceVREVeris Residential$10,398$1,954 ▲23.1%625,2290.7%FinanceCOLDAmericold Realty Trust$9,448$2,010 ▲27.0%441,4920.6%FinanceAMTAmerican Tower$7,308$242 ▲3.4%39,8440.5%FinanceLAMRLamar Advertising$7,276$741 ▲11.3%59,7630.5%FinanceCBRECBRE Group$5,949$615 ▼-9.4%45,3090.4%FinanceEXRExtra Space Storage$5,764$295 ▲5.4%291,1120.4%FinanceVICIVICI Properties$4,327$996 ▼-18.7%148,1320.3%FinanceORealty Income$3,106$446 ▼-12.6%58,1450.2%FinanceMAAMid-America Apartment Communities$2,287$175 ▼-7.1%128,1200.2%FinanceSBACSBA Communications$1,798$1,798 ▲New Holding8,8200.1%FinanceEPRTEssential Properties Realty Trust$1,494$9 ▼-0.6%47,7630.1%FinancePCHPotlatchDeltic$1,330$77 ▼-5.5%33,8800.1%ConstructionADCAgree Realty$837$837 ▲New Holding11,8850.1%FinanceHLTHilton Worldwide$833$29 ▼-3.4%3,3710.1%Consumer DiscretionaryESSEssex Property Trust$617$18 ▲3.0%2,1610.0%FinanceCDPCOPT Defense Properties$567$1 ▼-0.1%18,3290.0%FinancePEAKHealthpeak Properties$528$16,451 ▼-96.9%26,0520.0%FinanceCCICrown Castle$0$1,872 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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