Adelante Capital Management LLC
ALAMEDA CA · SEC CIK 0001067926
$16.11亿2026Q2 申报市值
42持仓数
62.7%前十大占比 · 第一大 13.7%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FRT 新建仓+$2,748.02万
DOC 新建仓+$2,160.55万
ESS 新建仓+$1,982.60万
LAMR 加仓+$1,096.61万
CTRE 加仓+$778.89万
2026Q2 卖出最多 按季末市值估算
KIM 减仓-$2,958.25万
ARE 减仓-$1,528.30万
WELL 减仓-$1,284.88万
VMRK 减仓-$1,162.36万
BKD 减仓-$841.49万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| WELL | Welltower Inc. | $2.21亿 | 13.70% | 972,469 | -56,610 | -5.5% | -$1,284.88万 | 减仓 |
| PLD | ProLogis Inc. | $1.73亿 | 10.72% | 1,274,473 | -47,492 | -3.6% | -$643.37万 | 减仓 |
| EQIX | Equinix Inc. | $1.29亿 | 8.02% | 123,901 | -7,306 | -5.6% | -$761.57万 | 减仓 |
| SPG | Simon Property Group, Inc. | $9,328.22万 | 5.79% | 417,092 | -32,241 | -7.2% | -$721.07万 | 减仓 |
| DLR | Digital Realty Trust | $8,753.09万 | 5.43% | 487,419 | 9,123 | 1.9% | $163.83万 | 加仓 |
| PSA | Public Storage | $7,800.63万 | 4.84% | 245,064 | -20,383 | -7.7% | -$648.81万 | 减仓 |
| O | Realty Income | $7,211.48万 | 4.48% | 1,163,890 | -29,656 | -2.5% | -$183.75万 | 减仓 |
| — | AvalonBay Communities, Inc. | $5,500.08万 | 3.41% | 291,487 | -33,690 | -10.4% | -$635.70万 | 减仓 |
| VTR | Ventas, Inc. | $5,273.69万 | 3.27% | 593,888 | -22,318 | -3.6% | -$198.18万 | 减仓 |
| VMRK | Equity Residential | $4,911.99万 | 3.05% | 723,095 | -171,111 | -19.1% | -$1,162.36万 | 减仓 |
| IRM | Iron Mountain | $4,113.14万 | 2.55% | 325,641 | -31,293 | -8.8% | -$395.26万 | 减仓 |
| ELS | Equity Lifestyle Properties | $3,964.67万 | 2.46% | 615,154 | 62,091 | 11.2% | $400.18万 | 加仓 |
| BRX | Brixmor Property Group | $3,621.85万 | 2.25% | 1,148,695 | -108,790 | -8.7% | -$343.02万 | 减仓 |
| VICI | Vici Properties | $3,553.57万 | 2.21% | 1,338,445 | 102,819 | 8.3% | $272.98万 | 加仓 |
| ADC | Agree Realty Corporation | $3,258.39万 | 2.02% | 430,209 | -9,972 | -2.3% | -$75.53万 | 减仓 |
| AMH | American Homes 4 Rent | $2,836.48万 | 1.76% | 846,202 | -57,797 | -6.4% | -$193.74万 | 减仓 |
| EXR | Extra Space Storage, Inc. | $2,755.03万 | 1.71% | 189,610 | -6,550 | -3.3% | -$95.17万 | 减仓 |
| FRT | Federal Realty Investment Trus | $2,748.02万 | 1.71% | 222,622 | 222,622 | — | $2,748.02万 | 新建仓 |
| VNO | Vornado Realty Trust | $2,703.00万 | 1.68% | 687,780 | -110,404 | -13.8% | -$433.89万 | 减仓 |
| RHP | Ryman Hospitality Properties | $2,569.47万 | 1.59% | 199,884 | -18,965 | -8.7% | -$243.79万 | 减仓 |
| HLT | Hilton, Inc. | $2,386.55万 | 1.48% | 72,219 | 11,368 | 18.7% | $375.67万 | 加仓 |
| CTRE | Caretrust REIT Inc | $2,201.08万 | 1.37% | 545,493 | 193,031 | 54.8% | $778.89万 | 加仓 |
| MAA | Mid-America Apartment Communit | $2,186.45万 | 1.36% | 157,364 | 1,199 | 0.8% | $16.66万 | 加仓 |
| DOC | Healthpeak Properties | $2,160.55万 | 1.34% | 1,009,623 | 1,009,623 | — | $2,160.55万 | 新建仓 |
| ESS | Essex Property Trust, Inc. | $1,982.60万 | 1.23% | 67,992 | 67,992 | — | $1,982.60万 | 新建仓 |
| LAMR | Lamar Advertising Co-A | $1,912.23万 | 1.19% | 122,594 | 70,304 | 134.5% | $1,096.61万 | 加仓 |
| KIM | Kimco Realty Corp. | $1,873.60万 | 1.16% | 739,084 | -1,166,949 | -61.2% | -$2,958.25万 | 减仓 |
| EPRT | Essential Properties Realty | $1,640.60万 | 1.02% | 549,615 | -100,514 | -15.5% | -$300.03万 | 减仓 |
| JAN | Janus Living Inc | $1,563.66万 | 0.97% | 544,072 | 234,109 | 75.5% | $672.83万 | 加仓 |
| IVT | Inventrust Properties | $1,340.02万 | 0.83% | 378,545 | 48,509 | 14.7% | $171.72万 | 加仓 |
| MAC | The Macerich Company | $1,257.46万 | 0.78% | 499,198 | 68,713 | 16.0% | $173.09万 | 加仓 |
| MRP | Millrose Properties | $1,234.58万 | 0.77% | 410,847 | -33,143 | -7.5% | -$99.59万 | 减仓 |
| FR | First Industrial Realty Trust, | $1,141.69万 | 0.71% | 576,611 | 32,002 | 5.9% | $63.36万 | 加仓 |
| EGP | Eastgroup Properties | $890.40万 | 0.55% | 43,962 | -3,371 | -7.1% | -$68.28万 | 减仓 |
| AMT | American Tower Corp. | $853.30万 | 0.53% | 52,165 | -2,124 | -3.9% | -$34.74万 | 减仓 |
| BKD | Brookdale Senior Living | $811.61万 | 0.50% | 504,410 | -522,982 | -50.9% | -$841.49万 | 减仓 |
| CBRE | CBRE Group | $617.42万 | 0.38% | 133,209 | 1,115 | 0.8% | $5.17万 | 加仓 |
| BXP | BXP, Inc. | $557.10万 | 0.35% | 84,018 | 5,655 | 7.2% | $37.50万 | 加仓 |
| SLG | SL Green Realty Corp. | $549.60万 | 0.34% | 106,160 | 1,200 | 1.1% | $6.21万 | 加仓 |
| ARE | Alexandria Real Estate Equitie | $360.90万 | 0.22% | 68,285 | -289,165 | -80.9% | -$1,528.30万 | 减仓 |
| SBAC | SBA Communications | $273.60万 | 0.17% | 15,505 | 15,505 | — | $273.60万 | 新建仓 |
| WY | Weyerhauser | $154.90万 | 0.10% | 64,703 | 64,703 | — | $154.90万 | 新建仓 |
| COLD | Americold Realty Trust | $0 | 0.00% | 0 | -670,972 | -100.0% | -$768.90万 | 清仓 |
| SUI | Sun Communities, Inc. | $0 | 0.00% | 0 | -32,940 | -100.0% | -$414.95万 | 清仓 |
| CSR | Centerspace | $0 | 0.00% | 0 | -72,201 | -100.0% | -$414.80万 | 清仓 |
| CCI | Crown Castle Inc | $0 | 0.00% | 0 | -38,976 | -100.0% | -$316.90万 | 清仓 |
| RYN | Rayonier Inc | $0 | 0.00% | 0 | -78,915 | -100.0% | -$162.70万 | 清仓 |