Position in ADC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,574
+$36 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#434
of 490 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $171,599 across 16 REIT - Retail names. ADC ranks #4 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
1,156 | $71,625 | |
| 2 | IVT |
InvenTrust Properties Corp.
|
1,176 | $41,630 | |
| 3 | KRG |
Kite Realty Group Trust
|
1,284 | $36,439 | |
| 4 | ADC |
Agree Realty Corp
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|
100 | $7,574 | |
| 5 | SPG |
Simon Property Group Inc.
|
27 | $6,038 | |
| 6 | MAC |
Macerich Co
|
77 | $1,939 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
27 | $1,123 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
34 | $1,014 |
All Filings in ADC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,574 | 100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $7,538 | 100 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,203 | 100 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,104 | 100 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,306 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $7,719 | 100 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $7,045 | 100 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,533 | 100 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $6,194 | 100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,712 | 100 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,295 | 100 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $5,524 | 100 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $6,539 | 100 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,861 | 100 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,093 | 100 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,758 | 100 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $8,150 | 113 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,636 | 100 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $7,136 | 100 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $6,623 | 100 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,049 | 100 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,731 | 100 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $6,658 | 100 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $6,364 | 100 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $6,571 | 100 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $6,190 | 100 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||