Adelante Capital Management LLC - Q42025 Holdings

Adelante Capital Management LLC holds 42 stocks with a total portfolio value of $ 1.48B as of Q42025. In Q42025, Adelante Capital Management LLC added 4 new positions, increased stakes in 19 stocks, reduced 19 holdings, and fully exited 5 positions. The largest holding is Welltower Inc. (WELL), representing 12.58% of the total portfolio.