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Adelante Capital Management LLC: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Adelante Capital Management LLC on IVT, newest first. How the timeline and the estimate are built.

Adelante Capital Management LLC held 378,545 IVT shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 378,545 shares
    Change vs previous 13F +48,509 shares

    0.88% of the 13F portfolio, value $13,400,200.

    13F-HR 0001067926-26-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 330,036 shares
    Change vs previous 13F +253 shares

    0.69% of the 13F portfolio, value $10,053,259.

    13F-HR 0001067926-26-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 329,783 shares
    Change vs previous 13F -5,249 shares

    0.63% of the 13F portfolio, value $9,302,995.

    13F-HR 0001067926-26-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 335,032 shares
    Change vs previous 13F -29,254 shares

    0.64% of the 13F portfolio, value $9,588,881.

    13F-HR 0001067926-25-000009 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 364,286 shares
    Change vs previous 13F +2,113 shares

    0.73% of the 13F portfolio, value $9,982,000.

    13F-HR 0001067926-25-000008 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 362,173 shares
    Change vs previous 13F -62,596 shares

    0.54% of the 13F portfolio, value $7,171,000.

    13F-HR 0001067926-25-000005 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 424,769 shares
    Change vs previous 13F -56,668 shares

    0.84% of the 13F portfolio, value $12,799,000.

    13F-HR 0001067926-25-000003 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 481,437 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $13,659,000.

    13F-HR/A 0001067926-25-000004 filed by Adelante Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).