Position in ADC
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$1,206
New position
Shares Held
16
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $945,804 across 7 REIT - Retail names. ADC ranks #5 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,701 | $503,817 | |
| 2 | O |
Realty Income Corp
|
5,975 | $365,550 | |
| 3 | KIM |
Kimco Realty Corp
|
3,000 | $67,410 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
211 | $6,076 | |
| 5 | ADC |
Agree Realty Corp
This page
|
16 | $1,206 | |
| 6 | GTY |
Getty Realty Corp /Md/
|
32 | $1,017 | |
| 7 | EPRT |
Essential Properties Realty Trust, Inc.
|
24 | $728 |
All Filings in ADC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,206 | 16 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||