HoldingsChannel.com
Adelante Capital Management LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ProLogis Inc. 1,822,185 -81,195 $162,430
     PLD1,822,185-81,195$162,430
Simon Property Group Inc. 930,708 +23,019 $138,638
     SPG930,708+23,019$138,638
Equinix Inc. 236,180 -10,024 $137,858
     EQIX236,180-10,024$137,858
Equity Residential 1,539,889 -70,767 $124,607
     EQR1,539,889-70,767$124,607
Alexandria Real Estate Equit 626,117 -46,649 $101,168
     ARE626,117-46,649$101,168
Healthpeak Properties 2,876,266 +2,876,266 $99,145
     PEAK2,876,266+2,876,266$99,145
Boston Properties Inc. 711,877 +66,650 $98,139
     BXP711,877+66,650$98,139
Camden Property Trust 784,671 +23,503 $83,254
     CPT784,671+23,503$83,254
Extra Space Storage Inc 751,111 +43,116 $79,332
     EXR751,111+43,116$79,332
Essex Property Trust Inc. 220,127 -27,171 $66,228
     ESS220,127-27,171$66,228
Kilroy Realty 757,110 -69,427 $63,522
     KRC757,110-69,427$63,522
Sun Communities Inc. 396,350 -10,578 $59,492
     SUI396,350-10,578$59,492
Kimco Realty Corp. 2,584,648 -553,139 $53,528
     KIM2,584,648-553,139$53,528
Duke Realty Corporation 1,501,557 +244,106 $52,059
     DRE1,501,557+244,106$52,059
AvalonBay Communities Inc. 247,817 +97,127 $51,968
     AVB247,817+97,127$51,968
Ventas Inc. 875,598 -185,953 $50,557
     VTR875,598-185,953$50,557
Invitation Homes Inc 1,620,604 +243,508 $48,570
     INVH1,620,604+243,508$48,570
Healthcare Trust of America 1,584,100 +71,670 $47,966
     HTA1,584,100+71,670$47,966
American Tower Corp. 200,053 +9,783 $45,977
     AMT200,053+9,783$45,977
Retail Opportunity Investmen 2,409,926 +2,409,926 $42,559
     ROIC2,409,926+2,409,926$42,559
Pebblebrook Hotel Trust 1,580,377 -44,006 $42,370
     PEB1,580,377-44,006$42,370
Cubesmart 1,293,271 -33,046 $40,712
     CUBE1,293,271-33,046$40,712
Americold Realty Trust 1,068,156 -547,570 $37,449
     COLD1,068,156-547,570$37,449
JBG Smith Properties 901,650 +111,660 $35,967
     JBGS901,650+111,660$35,967
Interxion Holdings 353,743 +153,998 $29,647
     INXN353,743+153,998$29,647
Hudson Pacific Properties 737,470 +697,800 $27,766
     HPP737,470+697,800$27,766
Hilton Inc. 230,790 -134,946 $25,597
     HLT230,790-134,946$25,597
CyrusOne 378,696 +88,473 $24,778
     CONE378,696+88,473$24,778
Terreno Realty Corp 443,858 +21,584 $24,031
     TRNO443,858+21,584$24,031
American Homes 4 Rent 908,414 +908,414 $23,809
     AMH908,414+908,414$23,809
Highwoods Properties Inc. 436,685 -307,307 $21,359
     HIW436,685-307,307$21,359
Regency Centers Corp. 315,784 -674,447 $19,922
     REG315,784-674,447$19,922
MGM Growth Properties 541,462 +9,928 $16,769
     MGP541,462+9,928$16,769
Ryman Hospitality Properties 180,315 +180,315 $15,626
     RHP180,315+180,315$15,626
Alexander & Baldwin Inc 739,659 +164,265 $15,503
     ALEX739,659+164,265$15,503
DiamondRock Hospitality 863,672 -187,279 $9,570
     DRH863,672-187,279$9,570
CoreSite Realty Corp. 15,957 -162,095 $1,789
     COR15,957-162,095$1,789

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 12/31/2019: $2,020,434
At 09/30/2019: $2,049,333

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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