Adelante Capital Management LLC - Portfolio Stock Holdings

Adelante Capital Management LLC disclosed 45 stock positions in a recent SEC 13F filing. $1,528,918,413 of stock holdings were filed, with the largest holdings including WELL, PLD, and EQIX. This filing represented positions held on March 31, 2026, and was filed on May 15, 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.