Position in ADC
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$29,765
-$7,849 QoQ
Shares Held
393
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#416
of 491 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026IFP Advisors, Inc holds $5,214,113 across 24 REIT - Retail names. ADC ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
56,729 | $3,514,928 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,512 | $785,458 | |
| 3 | NNN |
Nnn REIT, Inc.
|
5,583 | $259,776 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,516 | $187,135 | |
| 5 | IVT |
InvenTrust Properties Corp.
|
4,587 | $162,379 | |
| 6 | SKT |
Tanger Inc.
|
1,628 | $64,257 | |
| 7 | KIM |
Kimco Realty Corp
|
1,738 | $44,058 | |
| 8 | ADC |
Agree Realty Corp
This page
|
393 | $29,765 |
All Filings in ADC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,765 | 393 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $37,614 | 499 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $58,344 | 810 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $68,676 | 940 | Shares | Sole | 2025-07-24 | |
| 2024-06-30 | $1,114 | 18 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,028 | 18 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $3,777 | 60 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,988 | 36 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $3,334 | 51 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $2,469 | 36 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $49,934 | 704 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $54,672 | 809 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $31,665 | 439 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,603 | 205 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $14,628 | 205 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $13,577 | 205 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $34,892 | 495 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $3,769 | 56 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $9,720 | 146 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $6,427 | 101 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,636 | 101 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $7,118 | 115 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||