Adelante Capital Management LLC 13F 持仓 · 2026年Q2
Adelante Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 42 只证券，申报市值合计 15.21 亿美元。前几大持仓：WELL（14.51%）、PLD（11.35%）、EQIX（8.49%）。本季前 25 大持仓中：新建仓 3 只、增持 6 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | WELL | Welltower Inc. | $220.7M | 14.51% | 972,469 | 减持 |
| 2 | PLD | ProLogis Inc. | $172.7M | 11.35% | 1.3M | 减持 |
| 3 | EQIX | Equinix Inc. | $129.2M | 8.49% | 123,901 | 减持 |
| 4 | SPG | Simon Property Group, Inc. | $93.3M | 6.13% | 417,092 | 减持 |
| 5 | DLR | Digital Realty Trust | $87.5M | 5.75% | 487,419 | 增持 |
| 6 | O | Realty Income | $72.1M | 4.74% | 1.2M | 减持 |
| 7 | AVB | AvalonBay Communities, Inc. | $55.0M | 3.62% | 291,487 | 减持 |
| 8 | VTR | Ventas, Inc. | $52.7M | 3.47% | 593,888 | 减持 |
| 9 | VMRK | Equity Residential | $49.1M | 3.23% | 723,095 | 减持 |
| 10 | IRM | Iron Mountain | $41.1M | 2.70% | 325,641 | 减持 |
| 11 | ELS | Equity Lifestyle Properties | $39.6M | 2.61% | 615,154 | 增持 |
| 12 | BRX | Brixmor Property Group | $36.2M | 2.38% | 1.1M | 减持 |
| 13 | VICI | Vici Properties | $35.5M | 2.34% | 1.3M | 增持 |
| 14 | ADC | Agree Realty Corporation | $32.6M | 2.14% | 430,209 | 减持 |
| 15 | AMH | American Homes 4 Rent | $28.4M | 1.86% | 846,202 | 减持 |
| 16 | EXR | Extra Space Storage, Inc. | $27.6M | 1.81% | 189,610 | 减持 |
| 17 | FRT | Federal Realty Investment Trus | $27.5M | 1.81% | 222,622 | 新建仓 |
| 18 | VNO | Vornado Realty Trust | $27.0M | 1.78% | 687,780 | 减持 |
| 19 | RHP | Ryman Hospitality Properties | $25.7M | 1.69% | 199,884 | 减持 |
| 20 | CTRE | Caretrust REIT Inc | $22.0M | 1.45% | 545,493 | 增持 |
| 21 | MAA | Mid-America Apartment Communit | $21.9M | 1.44% | 157,364 | 增持 |
| 22 | DOC | Healthpeak Properties | $21.6M | 1.42% | 1.0M | 新建仓 |
| 23 | ESS | Essex Property Trust, Inc. | $19.8M | 1.30% | 67,992 | 新建仓 |
| 24 | LAMR | Lamar Advertising Co-A | $19.1M | 1.26% | 122,594 | 增持 |
| 25 | KIM | Kimco Realty Corp. | $18.7M | 1.23% | 739,084 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR