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Adelante Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Adelante Capital Management LLC

No.2008 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$16.47亿
环比变动 Q1 2026
+$1.84亿+12.6%
持仓股票数
42
新买入
5
加仓
14
减仓
23
清仓
5
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
WELLTOWER COMWELL
13.41%13.91%$2.21亿97.2万股$2.03亿102.9万股-5.7万股-5.50%减仓
PPROLOGIS COMPLD
10.49%11.95%$1.73亿127.4万股$1.75亿132.2万股-4.7万股-3.59%减仓
EquinixEQIX
7.84%8.79%$1.29亿12.4万股$1.29亿13.1万股-7,306股-5.57%减仓
SIMON PPTY NEW COMSPG
5.67%5.73%$9,328.2万41.7万股$8,381.4万44.9万股-3.2万股-7.18%减仓
DIGITAL RLTY TR COMDLR
5.32%5.89%$8,753.1万48.7万股$8,619.4万47.8万股+9,123股+1.91%加仓
PUBLIC STORAGE COMPSA
4.73%0.77%$7,793.0万24.5万股$1,120.7万26.5万股-2.0万股-7.68%减仓
REALTY INCOME COMO
4.38%4.99%$7,211.5万116.4万股$7,302.1万119.4万股-3.0万股-2.48%减仓
AVALONBAY CMNTYS INC REITAVB
3.34%3.63%$5,500.1万29.1万股$5,311.7万32.5万股-3.4万股-10.36%减仓
VENTAS COMVTR
3.2%3.45%$5,273.7万59.4万股$5,039.4万61.6万股-2.2万股-3.62%减仓
EEquity ResidentialVMRK
2.98%3.62%$4,912.0万72.3万股$5,289.3万89.4万股-17.1万股-19.14%减仓
IRON MTN DEL COMIRM
2.5%2.49%$4,113.1万32.6万股$3,645.7万35.7万股-3.1万股-8.77%减仓
EQUITY LIFESTYLE PROPERTIESELS
2.41%2.36%$3,964.7万61.5万股$3,452.3万55.3万股+6.2万股+11.23%加仓
BRIXMOR PPTYBRX
2.2%2.48%$3,621.9万114.9万股$3,621.6万125.7万股-10.9万股-8.65%减仓
VICI PPTYS COMVICI
2.16%2.31%$3,553.6万133.8万股$3,375.8万123.6万股+10.3万股+8.32%加仓
FIRST INDL RLTY TRFR
2.14%2.15%$3,517.3万57.7万股$3,150.6万54.5万股+3.2万股+5.88%加仓
AGREE RLTYADC
1.98%2.27%$3,258.4万43.0万股$3,318.1万44.0万股-9,972股-2.27%减仓
AMERICAN HOMES 4 RENTAMH
1.72%1.73%$2,836.5万84.6万股$2,524.0万90.4万股-5.8万股-6.39%减仓
Extra SpaceEXR
1.67%0.27%$2,755.0万19.0万股$388.4万19.6万股-6,550股-3.34%减仓
FEDERAL RLTY INVT TR NEWFRT
1.67%$2,748.0万22.3万股$00股+22.3万股新买入
VORNADO RLTY TRVNO
1.64%1.42%$2,703.0万68.8万股$2,074.4万79.8万股-11.0万股-13.83%减仓
RYMAN HOSPITALITY PPTYSRHP
1.56%1.38%$2,569.5万20.0万股$2,019.3万21.9万股-1.9万股-8.67%减仓
希尔顿HLT
1.45%0.08%$2,383.2万7.2万股$123.3万6.1万股+1.1万股+18.68%加仓
CARETRUST REITCTRE
1.34%0.88%$2,201.1万54.5万股$1,291.8万35.2万股+19.3万股+54.77%加仓
Mid-America公寓MAA
1.33%1.3%$2,186.5万15.7万股$1,907.1万15.6万股+1,199股+0.77%加仓
HealthpeakDOC
1.31%$2,160.5万101.0万股$00股+101.0万股新买入
Essex地产ESS
1.2%$1,982.6万6.8万股$00股+6.8万股新买入
LAMAR ADVERTISINGLAMR
1.16%0.45%$1,912.2万12.3万股$662.3万5.2万股+7.0万股+134.45%加仓
KKimco地产KIM
1.14%2.93%$1,873.6万73.9万股$4,282.9万190.6万股-116.7万股-61.22%减仓
CCBRE CL ACBRE
1.09%1.22%$1,798.3万13.3万股$1,789.3万13.2万股+1,115股+0.84%加仓
ESSENTIAL PPTYS RLTY TREPRT
1%1.35%$1,640.6万55.0万股$1,973.8万65.0万股-10.1万股-15.46%减仓
J骏利·LIVING INCJAN
0.95%0.5%$1,563.7万54.4万股$730.6万31.0万股+23.4万股+75.53%加仓
INVENTRUST PPTYSIVT
0.81%0.69%$1,340.0万37.9万股$1,005.3万33.0万股+4.9万股+14.70%加仓
MACERICHMAC
0.76%0.56%$1,257.5万49.9万股$813.6万43.0万股+6.9万股+15.96%加仓
MMILLROSE PPTYS INC CLASS AMRP
0.75%0.85%$1,234.6万41.1万股$1,243.1万44.4万股-3.3万股-7.46%减仓
EASTGROUP PPTYSEGP
0.54%0.6%$890.4万4.4万股$876.1万4.7万股-3,371股-7.12%减仓
AMERICAN TOWER COMAMT
0.52%0.64%$853.3万5.2万股$936.9万5.4万股-2,124股-3.91%减仓
BBROOKDALE SR LIVINGBKD
0.49%3.26%$811.6万50.4万股$4,762.0万102.7万股-52.3万股-50.90%减仓
BXPBXP
0.34%0.28%$557.1万8.4万股$406.7万7.8万股+5,655股+7.22%加仓
SL GREEN RLTYSLG
0.33%0.27%$549.6万10.6万股$387.7万10.5万股+1,200股+1.14%加仓
AALEXANDRIA REAL ESTATE EQ INARE
0.22%1.13%$360.9万6.8万股$1,659.2万35.7万股-28.9万股-80.90%减仓
SBA通信SBAC
0.17%$273.6万1.6万股$00股+1.6万股新买入
WEYERHAEUSERWY
0.09%$154.9万6.5万股$00股+6.5万股新买入

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