TD PRIVATE CLIENT WEALTH LLC

Position in ADC — Agree Realty Corp

CIK 1551017 NEW YORK, NY

Position in ADC

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$4,089

+$547 QoQ

Shares Held

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#449

of 491 holders

Holding Since

Jun 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

TD PRIVATE CLIENT WEALTH LLC holds $5,300,084 across 16 REIT - Retail names. ADC ranks #9 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	111,054	$2,815,218
2	O	Realty Income Corp	30,988	$1,920,016
3	NNN	Nnn REIT, Inc.	6,482	$301,607
4	SPG	Simon Property Group Inc.	662	$148,056
5	REG	Regency Centers Corp	750	$59,805
6	EPRT	Essential Properties Realty Trust, Inc.	755	$22,536
7	FRT	Federal Realty Investment Trust	87	$10,739
8	SKT	Tanger Inc.	200	$7,894

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,089	54	+14.9%	Shares	Defined	2026-08-04
2026-03-31	$3,542	47	+74.1%	Shares	Defined	2026-04-27
2025-12-31	$1,944	27	+8.0%	Shares	Defined	2026-02-05
2022-09-30	$1,689	25	-46.8%	Shares	Defined	2024-08-16
2022-06-30	$3,390	47	+62.1%	Shares	Defined	2024-08-16
2022-03-31	$1,924	29	0.0%	Shares	Defined	2024-08-16
2021-12-31	$2,069	29	0.0%	Shares	Defined	2024-08-16
2021-09-30	$1,920	29	0.0%	Shares	Defined	2024-08-16
2021-06-30	$2,044	29	-21.6%	Shares	Defined	2024-08-16
2020-12-31	$2,463	37	-45.6%	Shares	Defined	2024-08-16
2020-09-30	$4,327	68	0.0%	Shares	Defined	2024-08-16
2020-06-30	$4,468	68	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.