Position in ADC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,264,782
+$372,204 QoQ
Shares Held
43,311
+7.9% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 3.495647756920875.ToString("F0")%
Shared 51.134815635750726.ToString("F0")%
None 45.36953660732839.ToString("F0")%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $52,054,707 across 19 REIT - Retail names. ADC ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
57,493 | $10,724,168 | |
| 2 | FRT |
Federal Realty Investment Trust
|
100,687 | $10,693,966 | |
| 3 | O |
Realty Income Corp
|
139,372 | $8,526,778 | |
| 4 | NNN |
Nnn REIT, Inc.
|
149,155 | $6,268,984 | |
| 5 | ADC |
Agree Realty Corp
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|
43,311 | $3,264,782 | |
| 6 | REG |
Regency Centers Corp
|
40,641 | $3,074,897 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
62,656 | $2,344,586 | |
| 8 | KIM |
Kimco Realty Corp
|
51,524 | $1,157,743 |
All Filings in ADC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,264,782 | 43,311 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,892,578 | 40,158 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,862,130 | 40,289 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,817,705 | 38,567 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,019,827 | 39,122 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,718,383 | 38,586 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $2,739,827 | 36,371 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,787,960 | 28,866 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,822,642 | 31,909 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $198,625 | 2,895 | Shares | Sole | 2023-05-11 | |
| No filing history on record for this holder in this stock. | ||||||