Adelante Capital Management LLC
ALAMEDA CA · SEC CIK 0001067926
$15.62亿2026Q1 申报市值
42持仓数
62.6%前十大占比 · 第一大 13.0%
4 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MAC 新建仓+$813.62万
JAN 新建仓+$730.58万
EPRT 加仓+$725.03万
PSA 加仓+$656.40万
MRP 加仓+$625.57万
2026Q1 卖出最多 按季末市值估算
AMH 减仓-$1,106.60万
Veris Residentia 清仓-$1,096.87万
CUZ 清仓-$735.00万
VICI 减仓-$696.12万
VTR 减仓-$646.32万
2026Q1 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. | $2.03亿 | 13.02% | 1,029,079 | 23,149 | 2.3% | $457.68万 | 加仓 |
| PLD | ProLogis Inc. | $1.75亿 | 11.18% | 1,321,965 | -8,415 | -0.6% | -$111.23万 | 减仓 |
| EQIX | Equinix Inc. | $1.29亿 | 8.23% | 131,207 | 3,434 | 2.7% | $336.61万 | 加仓 |
| DLR | Digital Realty Trust | $8,619.41万 | 5.52% | 478,296 | 1,866 | 0.4% | $33.63万 | 加仓 |
| SPG | Simon Property Group, Inc. | $8,381.42万 | 5.36% | 449,333 | -33,710 | -7.0% | -$628.79万 | 减仓 |
| O | Realty Income | $7,302.11万 | 4.67% | 1,193,546 | -16,540 | -1.4% | -$101.19万 | 减仓 |
| PSA | Public Storage | $7,190.43万 | 4.60% | 265,447 | 24,232 | 10.0% | $656.40万 | 加仓 |
| — | AvalonBay Communities, Inc. | $5,311.72万 | 3.40% | 325,177 | 7,271 | 2.3% | $118.77万 | 加仓 |
| VMRK | Equity Residential | $5,289.27万 | 3.39% | 894,206 | 38,734 | 4.5% | $229.11万 | 加仓 |
| VTR | Ventas, Inc. | $5,039.36万 | 3.23% | 616,206 | -79,031 | -11.4% | -$646.32万 | 减仓 |
| BKD | Brookdale Senior Living | $4,761.96万 | 3.05% | 1,027,392 | -61,153 | -5.6% | -$283.44万 | 减仓 |
| KIM | Kimco Realty Corp. | $4,282.87万 | 2.74% | 1,906,033 | -73,574 | -3.7% | -$165.32万 | 减仓 |
| IRM | Iron Mountain | $3,645.69万 | 2.33% | 356,934 | 17,707 | 5.2% | $180.86万 | 加仓 |
| BRX | Brixmor Property Group | $3,621.57万 | 2.32% | 1,257,485 | 691 | 0.1% | $1.99万 | 加仓 |
| ELS | Equity Lifestyle Properties | $3,452.26万 | 2.21% | 553,063 | -26,817 | -4.6% | -$167.39万 | 减仓 |
| VICI | Vici Properties | $3,375.75万 | 2.16% | 1,235,626 | -254,801 | -17.1% | -$696.12万 | 减仓 |
| ADC | Agree Realty Corporation | $3,318.11万 | 2.12% | 440,181 | 1,766 | 0.4% | $13.31万 | 加仓 |
| FR | First Industrial Realty Trust, | $3,150.60万 | 2.02% | 544,609 | 70,543 | 14.9% | $408.10万 | 加仓 |
| EXR | Extra Space Storage, Inc. | $2,572.25万 | 1.65% | 196,160 | -25,271 | -11.4% | -$331.38万 | 减仓 |
| AMH | American Homes 4 Rent | $2,523.97万 | 1.62% | 903,999 | -396,348 | -30.5% | -$1,106.60万 | 减仓 |
| VNO | Vornado Realty Trust | $2,074.44万 | 1.33% | 798,184 | 150,327 | 23.2% | $390.69万 | 加仓 |
| RHP | Ryman Hospitality Properties | $2,019.33万 | 1.29% | 218,849 | 34,451 | 18.7% | $317.88万 | 加仓 |
| EPRT | Essential Properties Realty | $1,973.76万 | 1.26% | 650,129 | 238,816 | 58.1% | $725.03万 | 加仓 |
| MAA | Mid-America Apartment Communit | $1,907.11万 | 1.22% | 156,165 | 40,404 | 34.9% | $493.42万 | 加仓 |
| HLT | Hilton, Inc. | $1,850.36万 | 1.18% | 60,851 | -6,643 | -9.8% | -$202.00万 | 减仓 |
| CBRE | CBRE Group | $1,789.33万 | 1.15% | 132,094 | 23,000 | 21.1% | $311.56万 | 加仓 |
| ARE | Alexandria Real Estate Equitie | $1,659.24万 | 1.06% | 357,450 | -39,839 | -10.0% | -$184.93万 | 减仓 |
| CTRE | Caretrust REIT Inc | $1,291.82万 | 0.83% | 352,462 | -39,473 | -10.1% | -$144.67万 | 减仓 |
| MRP | Millrose Properties | $1,243.14万 | 0.80% | 443,990 | 223,423 | 101.3% | $625.57万 | 加仓 |
| IVT | Inventrust Properties | $1,005.33万 | 0.64% | 330,036 | 253 | 0.1% | $7,707 | 加仓 |
| AMT | American Tower Corp. | $936.90万 | 0.60% | 54,289 | -2,551 | -4.5% | -$44.02万 | 减仓 |
| EGP | Eastgroup Properties | $876.10万 | 0.56% | 47,333 | -20,570 | -30.3% | -$380.74万 | 减仓 |
| MAC | The Macerich Company | $813.62万 | 0.52% | 430,485 | 430,485 | — | $813.62万 | 新建仓 |
| COLD | Americold Realty Trust | $768.90万 | 0.49% | 670,972 | 671 | 0.1% | $7,689 | 加仓 |
| JAN | Janus Living Inc | $730.58万 | 0.47% | 309,963 | 309,963 | — | $730.58万 | 新建仓 |
| LAMR | Lamar Advertising Co-A | $662.30万 | 0.42% | 52,290 | 3,639 | 7.5% | $46.09万 | 加仓 |
| SUI | Sun Communities, Inc. | $414.95万 | 0.27% | 32,940 | 32,940 | — | $414.95万 | 新建仓 |
| CSR | Centerspace | $414.80万 | 0.27% | 72,201 | 142 | 0.2% | $8,158 | 加仓 |
| BXP | BXP, Inc. | $406.70万 | 0.26% | 78,363 | 3,000 | 4.0% | $15.57万 | 加仓 |
| SLG | SL Green Realty Corp. | $387.70万 | 0.25% | 104,960 | 8,135 | 8.4% | $30.05万 | 加仓 |
| CCI | Crown Castle Inc | $316.90万 | 0.20% | 38,976 | -1,964 | -4.8% | -$15.97万 | 减仓 |
| RYN | Rayonier Inc | $162.70万 | 0.10% | 78,915 | 78,915 | — | $162.70万 | 新建仓 |
| — | Veris Residential, Inc. | $0 | 0.00% | 0 | -737,176 | -100.0% | -$1,096.87万 | 清仓 |
| CUZ | Cousins Properties, Inc. | $0 | 0.00% | 0 | -285,108 | -100.0% | -$735.00万 | 清仓 |
| KRC | Kilroy Realty | $0 | 0.00% | 0 | -136,904 | -100.0% | -$511.62万 | 清仓 |
| — | Potlach Corp | $0 | 0.00% | 0 | -45,393 | -100.0% | -$191.65万 | 清仓 |