Adelante Capital Management LLC - Portfolio Stock Holdings

Adelante Capital Management LLC disclosed 47 stock positions in a recent SEC 13F filing. $1,646,757,209 of stock holdings were filed, with the largest holdings including WELL, PLD, and EQIX. This filing represented positions held on June 30, 2026, and was filed on Aug. 14, 2026.

We estimate the fund has a total AUM of $1,488,002,915 and has 10 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from state or municipal government entities.