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Portfolio (Quarterly) Guide ↗

Adelante Capital Management LLC

· CIK 0001067926
13F Portfolio $1.5B AUM 42 positions Filed May 18, 2026 EDGAR ↗ ← All Funds
Q1 2026 · All 42 New
Page 3 of 3  ·  42 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RYN Rayonier Inc Real Estate 78,915.0 $1.6M 0.11% NEW $20.62 -3.9%
42 HLT Hilton, Inc. Consumer Cyclical 60,851.0 $1.2M 0.08% NEW $20.27 +1459.8%
Page 3 of 3  ·  42 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Real Estate 96.6%
Healthcare 3.3%
Consumer Cyclical 0.1%