GWN SECURITIES INC.
Broker-DealerPosition in ADC — Agree Realty Corp
CIK 1265905
Palm Beach Gardens, FL
Position in ADC
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$397,483
-$6,478 QoQ
Shares Held
5,248
-2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#319
of 491 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026GWN SECURITIES INC. holds $1,208,885 across 2 REIT - Retail names. ADC ranks #2 (32.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
3,628 | $811,402 | |
| 2 | ADC |
Agree Realty Corp
This page
|
5,248 | $397,483 |
All Filings in ADC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $397,483 | 5,248 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $403,961 | 5,359 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $404,160 | 5,611 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $354,631 | 4,992 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||