SEC 13F Intelligence

Adelante Capital Management LLC / ADC

Adelante Capital Management LLC’s Agree Rlty Corp Position

Does Adelante Capital Management LLC own Agree Rlty Corp (ADC)? Yes — 440.2K shares worth $33M (+2.27% of its 13F portfolio) as of Q1 2026, up from 438.4K shares the prior filed quarter.

Position Value
$33M
Q1 2026
Shares
440.2K
% of Portfolio
+2.27%
Quarters Held
5
currently held

Position History ADC

Reported value by quarter
Q1 ’25: $28,611Q1 ’25Q2 ’25: $31,241Q2 ’25Q3 ’25: $31MQ3 ’25Q4 ’25: $32MQ4 ’25Q1 ’26: $33MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026440.2K$33M+2.27%
Q4 2025438.4K$32M+2.13%
Q3 2025441.6K$31M+2.10%
Q2 2025427.6K$31,241+2.30%
Q1 2025370.7K$28,611+2.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Adelante Capital Management LLC’s full portfolio or all institutional holders of ADC.