0001067926-22-000002.txt : 20220214 0001067926-22-000002.hdr.sgml : 20220214 20220214164907 ACCESSION NUMBER: 0001067926-22-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20211231 FILED AS OF DATE: 20220214 DATE AS OF CHANGE: 20220214 EFFECTIVENESS DATE: 20220214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Adelante Capital Management LLC CENTRAL INDEX KEY: 0001067926 IRS NUMBER: 943219135 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-07246 FILM NUMBER: 22633766 BUSINESS ADDRESS: STREET 1: 1101 MARINA VILLAGE PARKWAY STREET 2: SUITE 201 CITY: ALAMEDA STATE: CA ZIP: 94501 BUSINESS PHONE: 510-986-2100 MAIL ADDRESS: STREET 1: 1101 MARINA VILLAGE PARKWAY STREET 2: SUITE 201 CITY: ALAMEDA STATE: CA ZIP: 94501 FORMER COMPANY: FORMER CONFORMED NAME: LEND LEASE ROSEN REAL ESTATE SECURITIES LLC DATE OF NAME CHANGE: 19981104 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001067926 XXXXXXXX 12-31-2021 12-31-2021 Adelante Capital Management LLC

1101 MARINA VILLAGE PARKWAY SUITE 201 ALAMEDA CA 94501

13F HOLDINGS REPORT 028-07246 N Kathy Ascani 5109862123 Kathy Ascani Alameda CA 02-14-2022 0 45 2184 false INFORMATION TABLE 2 inftable.xml 4Q21 13F Alexander & Baldwin Inc COM 014491104 10678 425581 SH SOLE 139945 0 285636 Alexandria Real Estate Equit COM 015271109 56735 254465 SH SOLE 194348 0 60117 American Campus Communities COM 024835100 831 14505 SH SOLE 12935 0 1570 American Homes 4 Rent COM 02665T306 44520 1020853 SH SOLE 748954 0 271899 American Tower Corp. COM 03027X100 58494 199978 SH SOLE 149008 0 50970 Boston Properties, Inc. COM 101121101 53186 461763 SH SOLE 249544 0 212219 Broadstone Net Lease COM 11135E203 596 24000 SH SOLE 21250 0 2750 Camden Property Trust COM 133131102 105583 590903 SH SOLE 356469 0 234434 Cousins Properties, Inc. COM 222795502 1798 44630 SH SOLE 44630 0 0 Crown Castle Inc COM 22822V101 1226 5875 SH SOLE 5875 0 0 Cubesmart COM 229663109 62078 1090807 SH SOLE 608629 0 482178 Duke Realty Corporation COM 264411505 113280 1725774 SH SOLE 980592 0 745182 Eastgroup Properties COM 277276101 12011 52711 SH SOLE 23783 0 28928 Equinix Inc. COM 29444U700 177892 210314 SH SOLE 120147 0 90167 Equity Lifestyle Properties COM 29472R108 53869 614529 SH SOLE 452968 0 161561 Equity Residential COM 29476L107 123049 1359656 SH SOLE 828800 0 530856 Essex Property Trust, Inc. COM 297178105 110677 314218 SH SOLE 197091 0 117127 Extra Space Storage, Inc. COM 30225T102 125908 555321 SH SOLE 383122 0 172199 Federal Realty Investment Tr COM 313745101 12714 93265 SH SOLE 40456 0 52809 Global Medical REIT COM 37954A204 15848 892823 SH SOLE 357570 0 535253 Healthcare Realty Com COM 421946104 14738 465819 SH SOLE 157409 0 308410 Highwoods Properties, Inc. COM 431284108 5994 134424 SH SOLE 34649 0 99775 Hilton, Inc. COM 43300A203 1482 9502 SH SOLE 9502 0 0 IHS Holdings LTD COM G4701H109 1776 125950 SH SOLE 122660 0 3290 Invitation Homes Inc COM 46187W107 94856 2092107 SH SOLE 1381000 0 711107 JBG Smith Properties COM 46590V100 8580 298838 SH SOLE 298838 0 0 Jones Lang Lasalle Inc COM 48020Q107 8548 31735 SH SOLE 31735 0 0 Kilroy Realty COM 49427F108 42723 642842 SH SOLE 333900 0 308942 Kimco Realty Corp. COM 49446R109 96139 3900161 SH SOLE 2384529 0 1515632 Lamar Advertising Co-A COM 512816109 11359 93640 SH SOLE 93265 0 375 MGM Growth Properties COM 55303A105 1363 33375 SH SOLE 29585 0 3790 Playa Hotels & Resorts COM N70544106 31251 3916163 SH SOLE 2271717 0 1644446 Potlach Corp COM 737630103 16064 266766 SH SOLE 95173 0 171593 ProLogis Inc. COM 74340W103 285812 1697624 SH SOLE 1066790 0 630834 Public Storage COM 74460D109 36042 96225 SH SOLE 31777 0 64448 Realty Income COM 756109104 1071 14960 SH SOLE 12980 0 1980 Retail Opportunity Investmen COM 76131N101 21512 1097526 SH SOLE 1097193 0 333 Ryman Hospitality Properties COM 78377T107 30694 333779 SH SOLE 223519 0 110260 SBA Communications COM 78410G104 2350 6040 SH SOLE 5485 0 555 Simon Property Group, Inc. COM 828806109 114255 715124 SH SOLE 453050 0 262074 Sun Communities, Inc. COM 866674104 60204 286725 SH SOLE 182806 0 103919 Switch Inc A COM 87105L104 16372 571651 SH SOLE 185413 0 386238 Tanger Factory Outlet Center COM 875465106 8932 463275 SH SOLE 171646 0 291629 Ventas, Inc. COM 92276F100 45755 895047 SH SOLE 517964 0 377083 Veris Residential, Inc. COM 554489104 18827 1024323 SH SOLE 378533 0 645790 Vici Properties COM 925652109 984 32680 SH SOLE 28515 0 4165 Welltower Inc. COM 95040Q104 115162 1342681 SH SOLE 785290 0 557391 Xenia Hotels & Resorts Inc COM 984017103 18754 1035562 SH SOLE 585621 0 449941