ENVESTNET ASSET MANAGEMENT INC

Position in ADC — Agree Realty Corp

CIK 1407543 Berwyn, PA

Position in ADC

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$26,604,843

+$4,540,038 QoQ

Shares Held

352,943

+15.2% QoQ

Ownership

0.294%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

ENVESTNET ASSET MANAGEMENT INC holds $359,128,433 across 21 REIT - Retail names. ADC ranks #4 (7.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	2,000,103	$122,366,301
2	SPG	Simon Property Group Inc.	325,424	$60,701,338
3	KIM	Kimco Realty Corp	1,852,756	$41,631,427
4	ADC	Agree Realty Corp This page	352,943	$26,604,843
5	BRX	Brixmor Property Group Inc.	524,094	$15,093,907
6	GTY	Getty Realty Corp /Md/	360,641	$11,468,383
7	NNN	Nnn REIT, Inc.	256,283	$10,771,574
8	FRT	Federal Realty Investment Trust	94,179	$10,002,751

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$26,604,843	352,943	+15.2%	Shares	Sole	2026-05-04
2025-12-31	$22,064,805	306,328	-4.0%	Shares	Sole	2026-02-10
2025-09-30	$22,676,749	319,211	+12.8%	Shares	Sole	2025-11-05
2025-06-30	$20,668,600	282,899	-3.7%	Shares	Sole	2025-08-01
2025-03-31	$22,674,794	293,753	-2.7%	Shares	Sole	2025-04-29
2024-12-31	$21,258,357	301,751	+3.6%	Shares	Sole	2025-02-13
2024-09-30	$21,944,005	291,305	+9.3%	Shares	Sole	2024-11-07
2024-06-30	$16,505,399	266,474	-1.5%	Shares	Sole	2024-08-08
2024-03-31	$15,445,533	270,405	+17.8%	Shares	Sole	2024-05-13
2023-12-31	$14,444,192	229,455	-1.0%	Shares	Sole	2024-02-13
2023-09-30	$12,800,765	231,730	+59.2%	Shares	Sole	2023-11-13
2023-06-30	$9,517,449	145,549	-0.9%	Shares	Sole	2023-08-04
2023-03-31	$10,078,397	146,894	-6.7%	Shares	Sole	2023-05-11
2022-12-31	$11,166,935	157,436	+1.3%	Shares	Sole	2023-02-07
2022-09-30	$10,501,729	155,397	+12.2%	Shares	Sole	2022-11-10
2022-06-30	$9,985,677	138,440	+46.4%	Shares	Sole	2022-08-03
2022-03-31	$6,277,257	94,594	+12.1%	Shares	Sole	2022-05-04
2021-12-31	$6,021,000	84,375	-20.9%	Shares	Sole	2022-02-04
2021-09-30	$7,062,104	106,630	+1.8%	Shares	Sole	2021-10-07
2021-06-30	$7,381,642	104,719	+6.7%	Shares	Sole	2021-08-04
2021-03-31	$6,606,813	98,155	+16.2%	Shares	Sole	2021-05-04
2020-12-31	$5,622,947	84,454	+13.8%	Shares	Sole	2021-02-02
2020-09-30	$4,723,042	74,215	+7.8%	Shares	Sole	2020-10-09
2020-06-30	$4,522,293	68,822	+19.7%	Shares	Sole	2020-07-08
2020-03-31	$3,558,816	57,493	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.