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Equibles

Creative Planning

Position in ADC — Agree Realty Corp

CIK 1540235 OVERLAND PARK, KS
Back to ADC Full portfolio

Position in ADC

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$18,553,118
+$2,573,087 QoQ
Shares Held
244,958
+15.6% QoQ
Ownership
0.197%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#84
of 496 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 1% Shared 0% None 99%

Common Shares in ADC Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Creative Planning holds $186,955,796 across 25 REIT - Retail names. ADC ranks #5 (9.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 O
Realty Income Corp
 564,624 $34,984,102
2 NNN
Nnn REIT, Inc.
 618,874 $28,796,206
3 SPG
Simon Property Group Inc.
 123,826 $27,693,684
4 REG
Regency Centers Corp
 240,563 $19,182,492
5 ADC
Agree Realty Corp
This page 		244,958 $18,553,118
6 KIM
Kimco Realty Corp
 555,518 $14,082,380
7 FRT
Federal Realty Investment Trust
 111,368 $13,747,265
8 BRX
Brixmor Property Group Inc.
 374,520 $11,808,615

All Filings in ADC

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $18,553,118 244,958
2026-03-31 $15,980,031 211,993
2025-12-31 $11,989,969 166,458
2025-09-30 $8,508,034 119,764
2025-06-30 $6,424,604 87,936
2025-03-31 $6,346,792 82,223
2024-12-31 $5,319,538 75,508
2024-09-30 $4,615,242 61,267
2024-06-30 $3,519,367 56,819
2024-03-31 $1,737,647 30,421
2023-12-31 $1,556,123 24,720
2023-09-30 $848,651 15,363
2023-06-30 $1,021,391 15,620
2023-03-31 $613,647 8,944
2022-12-31 $623,971 8,797
2022-09-30 $634,778 9,393
2022-06-30 $557,853 7,734
2022-03-31 $643,094 9,691
2021-12-31 $681,916 9,556
2021-09-30 $632,430 9,549
2021-06-30 $465,515 6,604
2021-03-31 $530,739 7,885
2020-12-31 $495,421 7,441
2020-09-30 $470,299 7,390
2020-06-30 $485,596 7,390
2020-03-31 $459,112 7,417