Aptus Capital Advisors, LLC

Position in ADC — Agree Realty Corp

CIK 1664193 FAIRHOPE, AL

Position in ADC

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$6,973,026

+$377,888 QoQ

Shares Held

92,505

+1.0% QoQ

Ownership

0.077%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 99.99027079617318.ToString("F0")% Shared 0.ToString("F0")% None 0.009729203826820172.ToString("F0")%

Real Estate · as of Mar 31, 2026

Aptus Capital Advisors, LLC holds $21,924,487 across 4 REIT - Retail names. ADC ranks #2 (31.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EPRT	Essential Properties Realty Trust, Inc.	337,304	$10,240,549
2	ADC	Agree Realty Corp This page	92,505	$6,973,026
3	FCPT	Four Corners Property Trust, Inc.	177,194	$4,190,638
4	O	Realty Income Corp	8,504	$520,274

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,973,026	92,505	+1.0%	Shares	Sole	2026-05-11
2025-12-31	$6,595,138	91,561	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$6,478,208	91,191	+15.2%	Shares	Sole	2025-11-12
2025-06-30	$5,782,991	79,154	+9.7%	Shares	Sole	2025-08-11
2025-03-31	$5,567,791	72,131	+12.7%	Shares	Sole	2025-05-13
2024-12-31	$4,508,870	64,001	+22.3%	Shares	Sole	2025-02-14
2024-09-30	$3,940,888	52,315	+15.6%	Shares	Sole	2024-11-05
2024-06-30	$2,803,342	45,259	+24.8%	Shares	Sole	2024-07-31
2024-03-31	$2,071,571	36,267	+11.9%	Shares	Sole	2024-05-15
2023-12-31	$2,039,705	32,402	-1.1%	Shares	Sole	2024-02-13
2023-09-30	$1,809,772	32,762	-16.9%	Shares	Sole	2023-11-08
2023-06-30	$2,578,523	39,433	+9.2%	Shares	Sole	2023-08-11
2023-03-31	$2,477,438	36,109	+34.3%	Shares	Sole	2023-05-09
2022-12-31	$1,907,662	26,895	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.