HoldingsChannel.com
Adelante Capital Management LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ProLogis Inc. 1,903,380 -38,726 $162,206
     PLD1,903,380-38,726$162,206
Equinix Inc. 246,204 -13,870 $142,010
     EQIX246,204-13,870$142,010
Simon Property Group Inc. 907,689 -48,102 $141,282
     SPG907,689-48,102$141,282
Equity Residential 1,610,656 -9,301 $138,935
     EQR1,610,656-9,301$138,935
Alexandria Real Estate Equit 672,766 -23,183 $103,633
     ARE672,766-23,183$103,633
HCP Inc. 2,634,987 +29,937 $93,884
     HCP2,634,987+29,937$93,884
Camden Property Trust 761,168 +31,705 $84,497
     CPT761,168+31,705$84,497
Boston Properties Inc. 645,227 -12,039 $83,660
     BXP645,227-12,039$83,660
Extra Space Storage Inc 707,995 -85,948 $82,708
     EXR707,995-85,948$82,708
Essex Property Trust Inc. 247,298 -39,604 $80,780
     ESS247,298-39,604$80,780
Ventas Inc. 1,061,551 +51,172 $77,525
     VTR1,061,551+51,172$77,525
Regency Centers Corp. 990,231 +45,404 $68,811
     REG990,231+45,404$68,811
Kimco Realty Corp. 3,137,787 -41,510 $65,517
     KIM3,137,787-41,510$65,517
Kilroy Realty 826,537 -16,066 $64,379
     KRC826,537-16,066$64,379
Sun Communities Inc. 406,928 -2,499 $60,409
     SUI406,928-2,499$60,409
Americold Realty Trust 1,615,726 -285,585 $59,895
     COLD1,615,726-285,585$59,895
Cubesmart 1,326,317 -16,981 $46,289
     CUBE1,326,317-16,981$46,289
Pebblebrook Hotel Trust 1,624,383 +293,239 $45,190
     PEB1,624,383+293,239$45,190
Healthcare Trust of America 1,512,430 +83,959 $44,435
     HTA1,512,430+83,959$44,435
Duke Realty Corporation 1,257,451 +84,583 $42,716
     DRE1,257,451+84,583$42,716
American Tower Corp. 190,270 -20,075 $42,075
     AMT190,270-20,075$42,075
Invitation Homes Inc 1,377,096 +171,870 $40,776
     INVH1,377,096+171,870$40,776
Hilton Inc. 365,736 +365,736 $34,054
     HLT365,736+365,736$34,054
Highwoods Properties Inc. 743,992 +1,753 $33,435
     HIW743,992+1,753$33,435
AvalonBay Communities Inc. 150,690 +150,690 $32,448
     AVB150,690+150,690$32,448
JBG Smith Properties 789,990 +125,012 $30,976
     JBGS789,990+125,012$30,976
CyrusOne 290,223 +290,223 $22,957
     CONE290,223+290,223$22,957
CoreSite Realty Corp. 178,052 -70,785 $21,696
     COR178,052-70,785$21,696
Terreno Realty Corp 422,274 -417 $21,574
     TRNO422,274-417$21,574
Interxion Holdings 199,745 +64,700 $16,271
     INXN199,745+64,700$16,271
MGM Growth Properties 531,534 +531,534 $15,972
     MGP531,534+531,534$15,972
Alexander & Baldwin Inc 575,394 +5,518 $14,103
     ALEX575,394+5,518$14,103
Four Corners Property Trust 497,022 UNCH $14,056
     FCPT497,022UNCH$14,056
DiamondRock Hospitality 1,050,951 -3,038,125 $10,772
     DRH1,050,951-3,038,125$10,772
Paramount Group Inc 568,635 +2,327 $7,591
     PGRE568,635+2,327$7,591
Hudson Pacific Properties 39,670 +170 $1,327
     HPP39,670+170$1,327

See Full List: All Stocks Held By Adelante Capital Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Adelante Capital Management LLC

Size ($ in 1000's)
At 09/30/2019: $2,049,333
At 06/30/2019: $1,941,982

Adelante Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Adelante Capital Management LLC 13F filings. Link to 13F filings: SEC filings

Adelante Capital Management LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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