SEC 13F Intelligence

Adelante Capital Management LLC / PLD

Adelante Capital Management LLC’s Prologis Inc. Position

Does Adelante Capital Management LLC own Prologis Inc. (PLD)? Yes — 1.32M shares worth $175M (+11.95% of its 13F portfolio) as of Q1 2026, down from 1.33M shares the prior filed quarter.

Position Value
$175M
Q1 2026
Shares
1.32M
% of Portfolio
+11.95%
Quarters Held
30
currently held

Position History PLD

Reported value by quarter
Q4 ’18: $126MQ4 ’18Q1 ’19: $148MQ2 ’19: $156MQ3 ’19: $162MQ4 ’19: $162MQ4 ’19Q1 ’20: $160MQ2 ’20: $185MQ3 ’20: $206MQ4 ’20: $163MQ4 ’20Q1 ’21: $170MQ2 ’21: $189MQ3 ’21: $209MQ4 ’21: $286MQ4 ’21Q1 ’22: $264MQ2 ’22: $188MQ3 ’22: $156MQ4 ’22: $0Q4 ’22Q1 ’23: $0Q2 ’23: $0Q3 ’23: $199,702Q4 ’23: $221,253Q4 ’23Q1 ’24: $220,821Q2 ’24: $169,609Q3 ’24: $516,195Q4 ’24: $192,417Q4 ’24Q1 ’25: $134,713Q2 ’25: $20,847Q3 ’25: $146MQ4 ’25: $170MQ4 ’25Q1 ’26: $175Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.32M$175M+11.95%
Q4 20251.33M$170M+11.44%
Q3 20251.27M$146M+9.74%
Q2 20251.17M$20,847+1.53%
Q1 20251.21M$134,713+10.19%
Q4 20241.52M$192,417+12.42%
Q3 202489.2K$516,195+24.32%
Q2 20241.51M$169,609+13.39%
Q1 20241.70M$220,821+14.54%
Q4 20231.66M$221,253+15.33%
Q3 20231.78M$199,702+16.16%
Q2 20231.79M$00.00%
Q1 20231.92M$00.00%
Q4 20222.05M$00.00%
Q3 20221.53M$156M+11.69%
Q2 20221.60M$188M+11.30%
Q1 20221.63M$264M+13.07%
Q4 20211.70M$286M+12.69%
Q3 20211.66M$209M+10.61%
Q2 20211.58M$189M+10.12%
Q1 20211.60M$170M+10.67%
Q4 20201.64M$163M+11.17%
Q3 20202.05M$206M+12.11%
Q2 20202.05M$185M+10.94%
Q1 20201.99M$160M+10.18%
Q4 20191.82M$162M+8.04%
Q3 20191.90M$162M+7.92%
Q2 20191.94M$156M+8.01%
Q1 20192.06M$148M+7.27%
Q4 20182.14M$126M+7.09%

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 PLD.