Westside Investment Management, Inc.
Position in ADC — Agree Realty Corp
CIK 1538383
SANTA MONICA, CA
Position in ADC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$32,568
+$155 QoQ
Shares Held
430
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#413
of 491 holders
Holding Since
Jun 2025
5 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, 2026Westside Investment Management, Inc. holds $160,437 across 7 REIT - Retail names. ADC ranks #2 (20.3% of the industry book) .
All Filings in ADC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,568 | 430 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $32,413 | 430 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $30,972 | 430 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $30,547 | 430 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $15,707 | 215 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||