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Portfolio (Quarterly) Guide ↗

Adelante Capital Management LLC

· CIK 0001067926
13F Portfolio $1.5B AUM 42 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 14 Added 23 Reduced 5 Exited
Page 2 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMT American Tower Corp. Real Estate 52,165.0 $8.5M 0.56% -2K -3.9% $163.58 +8.3%
22 BKD Brookdale Senior Living Healthcare 504,410.0 $8.1M 0.53% -523K -50.9% $16.09 -25.4%
23 ARE Alexandria Real Estate Equitie Real Estate 68,285.0 $3.6M 0.24% -289K -80.9% $52.85 +2.2%
Page 2 of 2  ·  23 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 99.4%
Healthcare 0.5%
Consumer Cyclical 0.1%