0001067926-22-000003.txt : 20220516 0001067926-22-000003.hdr.sgml : 20220516 20220516170409 ACCESSION NUMBER: 0001067926-22-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 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: 22930648 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 03-31-2022 03-31-2022 Adelante Capital Management LLC

1101 MARINA VILLAGE PARKWAY SUITE 201 ALAMEDA CA 94501

13F HOLDINGS REPORT 028-07246 N Kathy Ascani 510-986-2123 Kathy Ascani Alameda CA 05-16-2022 0 45 2017 false INFORMATION TABLE 2 inftable.xml 1Q22 FORM 13F Alexander & Baldwin Inc COM 014491104 10457 450928 SH SOLE 164429 0 286499 Alexandria Real Estate Equit COM 015271109 66346 329671 SH SOLE 253435 0 76236 American Campus Communities COM 024835100 812 14505 SH SOLE 12935 0 1570 American Homes 4 Rent COM 02665T306 46135 1152503 SH SOLE 840878 0 311625 American Tower Corp. COM 03027X100 41045 163382 SH SOLE 127263 0 36119 Boston Properties, Inc. COM 101121101 51397 399038 SH SOLE 238041 0 160997 Broadstone Net Lease COM 11135E203 684 31395 SH SOLE 28120 0 3275 Camden Property Trust COM 133131102 96070 578038 SH SOLE 381854 0 196184 Cousins Properties, Inc. COM 222795502 1213 30105 SH SOLE 30105 0 0 Crown Castle Inc COM 22822V101 1157 6270 SH SOLE 5875 0 395 Cubesmart COM 229663109 9880 189902 SH SOLE 189661 0 241 Duke Realty Corporation COM 264411505 90577 1560058 SH SOLE 979343 0 580715 Eastgroup Properties COM 277276101 13797 67872 SH SOLE 30962 0 36910 Equinix Inc. COM 29444U700 147765 199247 SH SOLE 122280 0 76967 Equity Lifestyle Properties COM 29472R108 45936 600618 SH SOLE 469738 0 130880 Equity Residential COM 29476L107 113597 1263308 SH SOLE 832864 0 430444 Essex Property Trust, Inc. COM 297178105 103483 299534 SH SOLE 200392 0 99142 Extra Space Storage, Inc. COM 30225T102 113035 549781 SH SOLE 391757 0 158024 Federal Realty Investment Tr COM 313745101 14161 116001 SH SOLE 51047 0 64954 Global Medical REIT COM 37954A204 12961 794172 SH SOLE 360577 0 433595 Healthcare Trust of America COM 42225P501 13749 438725 SH SOLE 174107 0 264618 Hilton, Inc. COM 43300A203 1442 9502 SH SOLE 9502 0 0 IHS Holdings LTD COM G4701H109 1396 125950 SH SOLE 122660 0 3290 Invitation Homes Inc COM 46187W107 76682 1908444 SH SOLE 1365218 0 543226 Jones Lang Lasalle Inc COM 48020Q107 17928 74868 SH SOLE 55099 0 19769 Kilroy Realty COM 49427F108 42675 558437 SH SOLE 325668 0 232769 Kimco Realty Corp. COM 49446R109 87442 3540141 SH SOLE 2367313 0 1172828 Lamar Advertising Co-A COM 512816109 11003 94710 SH SOLE 94275 0 435 MGM Growth Properties COM 55303A105 1411 36450 SH SOLE 32480 0 3970 Playa Hotels & Resorts COM N70544106 29740 3438151 SH SOLE 2140833 0 1297318 Potlach Corp COM 737630103 682 12930 SH SOLE 12930 0 0 ProLogis Inc. COM 74340W103 263589 1632327 SH SOLE 1098437 0 533890 Public Storage COM 74460D109 98509 252407 SH SOLE 143188 0 109219 Realty Income COM 756109104 812 11720 SH SOLE 9890 0 1830 Retail Opportunity Investmen COM 76131N101 21279 1097391 SH SOLE 1097071 0 320 Ryman Hospitality Properties COM 78377T107 29295 315783 SH SOLE 226008 0 89775 SBA Communications COM 78410G104 2211 6425 SH SOLE 5835 0 590 Simon Property Group, Inc. COM 828806109 86078 654286 SH SOLE 431269 0 223017 Sun Communities, Inc. COM 866674104 47989 273769 SH SOLE 183912 0 89857 Switch Inc A COM 87105L104 23632 766777 SH SOLE 290887 0 475890 Ventas, Inc. COM 92276F100 43268 700587 SH SOLE 465165 0 235422 Veris Residential, Inc. COM 554489104 15666 900859 SH SOLE 375101 0 525758 Vici Properties COM 925652109 930 32680 SH SOLE 28515 0 4165 Welltower Inc. COM 95040Q104 101196 1052590 SH SOLE 678927 0 373663 Xenia Hotels & Resorts Inc COM 984017103 17649 914877 SH SOLE 580602 0 334275