0001067926-22-000006.txt : 20221115 0001067926-22-000006.hdr.sgml : 20221115 20221114184822 ACCESSION NUMBER: 0001067926-22-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221115 DATE AS OF CHANGE: 20221114 EFFECTIVENESS DATE: 20221115 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: 221388525 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 09-30-2022 09-30-2022 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 11-14-2022 0 44 1331 false INFORMATION TABLE 2 inftable.xml 3Q22 FORM 13F Alexander & Baldwin Inc COM 014491104 8843 533385 SH SOLE 185573 0 347812 Alexandria Real Estate Equit COM 015271109 57274 408550 SH SOLE 304713 0 103837 American Homes 4 Rent COM 02665T306 39027 1189490 SH SOLE 818776 0 370714 American Tower Corp. COM 03027X100 33572 156366 SH SOLE 122012 0 34354 AvalonBay Communities, Inc. COM 053484101 23851 129489 SH SOLE 83069 0 46420 Boston Properties, Inc. COM 101121101 36395 485458 SH SOLE 286297 0 199161 Broadstone Net Lease COM 11135E203 462 29770 SH SOLE 27060 0 2710 Camden Property Trust COM 133131102 54245 454128 SH SOLE 303588 0 150540 Cousins Properties, Inc. COM 222795502 678 29030 SH SOLE 29030 0 0 Crown Castle Inc COM 22822V101 1169 8085 SH SOLE 7460 0 625 Digital Realty Trust COM 253868103 19140 192991 SH SOLE 63900 0 129091 Duke Realty Corporation COM 264411505 68547 1422133 SH SOLE 841507 0 580626 Eastgroup Properties COM 277276101 9865 68344 SH SOLE 24300 0 44044 Equinix Inc. COM 29444U700 107257 188554 SH SOLE 117520 0 71034 Equity Lifestyle Properties COM 29472R108 45248 720041 SH SOLE 554404 0 165637 Equity Residential COM 29476L107 91044 1354419 SH SOLE 876435 0 477984 Essex Property Trust, Inc. COM 297178105 71962 297082 SH SOLE 197546 0 99536 Extra Space Storage, Inc. COM 30225T102 85045 492415 SH SOLE 344937 0 147478 Federal Realty Investment Tr COM 313745101 9815 108907 SH SOLE 43960 0 64947 First Industrial Realty Trus COM 32054K103 7424 165680 SH SOLE 49795 0 115885 Global Medical REIT COM 37954A204 5847 686328 SH SOLE 253519 0 432809 Healthcare Realty Trust COM 42226K105 12135 582008 SH SOLE 202030 0 379978 Hilton, Inc. COM 43300A203 931 7716 SH SOLE 7716 0 0 IHS Holdings LTD COM G4701H109 599 107415 SH SOLE 103840 0 3575 Invitation Homes Inc COM 46187W107 54469 1612927 SH SOLE 1186353 0 426574 Kilroy Realty COM 49427F108 24775 588338 SH SOLE 313994 0 274344 Kimco Realty Corp. COM 49446R109 63511 3449792 SH SOLE 2247964 0 1201828 Lamar Advertising Co-A COM 512816109 7993 96900 SH SOLE 96535 0 365 Netstreit Corp COM 64119V303 7514 421880 SH SOLE 130220 0 291660 Playa Hotels & Resorts COM N70544106 19601 3367863 SH SOLE 2070975 0 1296888 Potlach Corp COM 737630103 788 19190 SH SOLE 19190 0 0 ProLogis Inc. COM 74340W103 155562 1531126 SH SOLE 1045848 0 485278 Public Storage COM 74460D109 0 294431 SH SOLE 178185 0 116246 Realty Income COM 756109104 2120 36425 SH SOLE 34660 0 1765 Retail Opportunity Investmen COM 76131N101 14993 1089620 SH SOLE 1089364 0 256 Ryman Hospitality Properties COM 78377T107 0 334900 SH SOLE 230094 0 104806 SBA Communications COM 78410G104 1840 6465 SH SOLE 5965 0 500 Simon Property Group, Inc. COM 828806109 54268 604654 SH SOLE 381358 0 223296 Sun Communities, Inc. COM 866674104 13859 102411 SH SOLE 38995 0 63416 Ventas, Inc. COM 92276F100 34327 854547 SH SOLE 548608 0 305939 Veris Residential, Inc. COM 554489104 0 742669 SH SOLE 303151 0 439518 Vici Properties COM 925652109 2177 72925 SH SOLE 65652 0 7273 Welltower Inc. COM 95040Q104 71499 1111621 SH SOLE 745393 0 366228 Xenia Hotels & Resorts Inc COM 984017103 11270 817299 SH SOLE 483425 0 333874