0001067926-23-000004.txt : 20230215 0001067926-23-000004.hdr.sgml : 20230215 20230214180114 ACCESSION NUMBER: 0001067926-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230215 DATE AS OF CHANGE: 20230214 EFFECTIVENESS DATE: 20230215 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: 23632390 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 X0202 13F-HR LIVE false true false 0001067926 XXXXXXXX 12-31-2022 12-31-2022 Adelante Capital Management LLC

1101 MARINA VILLAGE PARKWAY SUITE 201 ALAMEDA CA 94501

13F HOLDINGS REPORT 028-07246 000107382 801-48599 N Kathy Ascani 5109862123 Kathy Ascani Alameda CA 02-14-2023 0 43 1187351 false INFORMATION TABLE 2 inftable.xml 4Q22 FORM 13F Alexander & Baldwin Inc COM 014491104 12122 647170 SH SOLE 234697 0 412473 Alexandria Real Estate Equit COM 015271109 52959 363551 SH SOLE 278626 0 84925 American Homes 4 Rent COM 02665T306 38405 1274192 SH SOLE 870933 0 403259 American Tower Corp. COM 03027X100 25856 122043 SH SOLE 97919 0 24124 AvalonBay Communities, Inc. COM 053484101 26491 164015 SH SOLE 70451 0 93564 Boston Properties, Inc. COM 101121101 34928 516830 SH SOLE 298753 0 218077 Brixmor Property Group COM 11120U105 18320 808086 SH SOLE 371214 0 436872 Broadstone Net Lease COM 11135E203 596 36745 SH SOLE 33450 0 3295 Camden Property Trust COM 133131102 51408 459488 SH SOLE 306840 0 152648 Cousins Properties, Inc. COM 222795502 629 24880 SH SOLE 24880 0 0 Crown Castle Inc COM 22822V101 1335 9845 SH SOLE 9220 0 625 Digital Realty Trust COM 253868103 22254 221941 SH SOLE 77308 0 144633 Eastgroup Properties COM 277276101 10085 68117 SH SOLE 26165 0 41952 Equinix Inc. COM 29444U700 115637 176538 SH SOLE 120186 0 56352 Equity Lifestyle Properties COM 29472R108 53534 828691 SH SOLE 584127 0 244564 Equity Residential COM 29476L107 80901 1371208 SH SOLE 900840 0 470368 Essex Property Trust, Inc. COM 297178105 61833 291773 SH SOLE 197090 0 94683 Extra Space Storage, Inc. COM 30225T102 70800 481045 SH SOLE 334788 0 146257 Federal Realty Investment Tr COM 313745101 788 7796 SH SOLE 7796 0 0 First Industrial Realty Trus COM 32054K103 8738 181062 SH SOLE 70588 0 110474 Healthcare Realty Trust COM 42226K105 11315 587170 SH SOLE 225085 0 362085 Hilton, Inc. COM 43300A203 1024 8101 SH SOLE 8101 0 0 IHS Holdings LTD COM G4701H109 664 107965 SH SOLE 104390 0 3575 Invitation Homes Inc COM 46187W107 40212 1356665 SH SOLE 950557 0 406108 Kilroy Realty COM 49427F108 21283 550376 SH SOLE 289519 0 260857 Kimco Realty Corp. COM 49446R109 70261 3317338 SH SOLE 2243579 0 1073759 Lamar Advertising Co-A COM 512816109 9299 98510 SH SOLE 98145 0 365 Marriott International-CL A COM 571903202 20124 135158 SH SOLE 92529 0 42629 Mid-America Apartment Commun COM 59522J103 12485 79525 SH SOLE 79525 0 0 Netstreit Corp COM 64119V303 9812 535278 SH SOLE 203421 0 331857 Playa Hotels & Resorts COM N70544106 21643 3314291 SH SOLE 2076981 0 1237310 Potlach Corp COM 737630103 1043 23720 SH SOLE 23720 0 0 ProLogis Inc. COM 74340W103 0 2047863 SH SOLE 1375085 0 672778 Public Storage COM 74460D109 88552 316045 SH SOLE 201634 0 114411 Realty Income COM 756109104 3646 57480 SH SOLE 55920 0 1560 Retail Opportunity Investmen COM 76131N101 0 894523 SH SOLE 894523 0 0 Rexford Industrial Realty COM 76169C100 7745 141740 SH SOLE 94005 0 47735 Ryman Hospitality Properties COM 78377T107 26924 329226 SH SOLE 231863 0 97363 SBA Communications COM 78410G104 2100 7490 SH SOLE 7010 0 480 Simon Property Group, Inc. COM 828806109 66368 564930 SH SOLE 360259 0 204671 Ventas, Inc. COM 92276F100 0 865575 SH SOLE 575429 0 290146 Vici Properties COM 925652109 3476 107285 SH SOLE 100777 0 6508 Welltower Inc. COM 95040Q104 81757 1247259 SH SOLE 851871 0 395388