Sequoia Financial Advisors, LLC

Position in ADC — Agree Realty Corp

CIK 1599900 Akron, OH

Position in ADC

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$504,352

-$284,725 QoQ

Shares Held

6,659

-36.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#295

of 491 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,558,282 across 15 REIT - Retail names. ADC ranks #9 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	11,752	$2,628,334
2	O	Realty Income Corp	37,446	$2,320,154
3	NNN	Nnn REIT, Inc.	45,353	$2,110,275
4	KIM	Kimco Realty Corp	59,735	$1,514,282
5	BRX	Brixmor Property Group Inc.	36,564	$1,152,862
6	PECO	Phillips Edison & Company, Inc.	21,728	$904,319
7	KRG	Kite Realty Group Trust	23,757	$674,223
8	REG	Regency Centers Corp	7,238	$577,158

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$504,352	6,659	-36.4%	Shares	Sole	2026-07-17
2026-03-31	$789,077	10,468	-13.1%	Shares	Sole	2026-04-30
2025-12-31	$868,105	12,052	+62.9%	Shares	Sole	2026-02-03
2025-09-30	$525,553	7,398	-58.9%	Shares	Sole	2025-10-29
2025-06-30	$1,313,691	17,981	+280.2%	Shares	Sole	2025-07-25
2025-03-31	$365,031	4,729	+3.0%	Shares	Sole	2025-04-23
2024-12-31	$323,365	4,590	+3.8%	Shares	Sole	2025-08-08
2024-09-30	$333,033	4,421	+15.5%	Shares	Sole	2024-10-21
2024-06-30	$237,168	3,829	-45.4%	Shares	Sole	2024-07-15
2024-03-31	$400,525	7,012	+4.4%	Shares	Sole	2024-04-30
2023-12-31	$422,709	6,715	+1.5%	Shares	Sole	2024-01-26
2023-09-30	$365,578	6,618	+1.0%	Shares	Sole	2023-11-08
2023-06-30	$428,304	6,550	-6.2%	Shares	Sole	2023-08-08
2023-03-31	$479,172	6,984	-21.2%	Shares	Sole	2023-04-25
2022-12-31	$628,794	8,865	+67.7%	Shares	Sole	2023-02-10
2022-09-30	$357,227	5,286	+4.5%	Shares	Sole	2022-10-26
2022-06-30	$364,905	5,059	-23.9%	Shares	Sole	2022-07-22
2022-03-31	$441,426	6,652	+10.5%	Shares	Sole	2022-05-13
2021-12-31	$429,515	6,019	+4.3%	Shares	Sole	2022-02-22
2021-06-30	$406,797	5,771	0.0%	Shares	Sole	2021-07-27
2021-03-31	$388,446	5,771	0.0%	Shares	Sole	2021-05-14
2020-12-31	$384,233	5,771	0.0%	Shares	Sole	2021-02-12
2020-09-30	$367,266	5,771	0.0%	Shares	Sole	2020-10-23
2020-06-30	$379,212	5,771	+2.0%	Shares	Sole	2020-08-25
2020-03-31	$350,106	5,656	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.