IBEX WEALTH ADVISORS

Position in ADC — Agree Realty Corp

CIK 1686242 BEDMINSTER, NJ

Position in ADC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$8,552,712

+$354,911 QoQ

Shares Held

112,922

+3.8% QoQ

Ownership

0.091%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#114

of 491 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Real Estate · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $25,428,001 across 3 REIT - Retail names. ADC ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KIM	Kimco Realty Corp	422,853	$10,719,323
2	ADC	Agree Realty Corp This page	112,922	$8,552,712
3	SPG	Simon Property Group Inc.	27,525	$6,155,966

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,552,712	112,922	+3.8%	Shares	Sole	2026-07-27
2026-03-31	$8,197,801	108,753	+9.6%	Shares	Sole	2026-04-30
2025-12-31	$7,144,295	99,185	-0.3%	Shares	Sole	2026-02-17
2025-09-30	$7,064,785	99,448	+0.2%	Shares	Sole	2025-11-12
2025-06-30	$7,247,625	99,201	+6.0%	Shares	Sole	2025-08-07
2025-03-31	$7,225,215	93,603	+0.1%	Shares	Sole	2025-04-15
2024-12-31	$6,585,454	93,477	+13.2%	Shares	Sole	2025-01-23
2024-06-30	$5,115,252	82,584	+105.3%	Shares	Sole	2024-08-06
2024-03-31	$2,854	40,234	+58210.1%	Shares	Sole	2024-04-18
2023-12-31	$4,343	69	-99.8%	Shares	Sole	2024-01-29
2023-09-30	$2,093,651	37,901	-10.8%	Shares	Sole	2023-11-07
2023-03-31	$2,915,170	42,489	+5.6%	Shares	Sole	2023-05-15
2022-12-31	$2,853,797	40,234	-3.5%	Shares	Sole	2023-02-06
2022-09-30	$2,818,423	41,705	-0.3%	Shares	Sole	2022-10-31
2022-06-30	$3,016,260	41,817	+1.5%	Shares	Sole	2022-08-16
2022-03-31	$2,734,629	41,209	+7.4%	Shares	Sole	2022-05-16
2021-12-31	$2,736,941	38,354	+2.6%	Shares	Sole	2022-02-22
2021-09-30	$2,476,141	37,387	+5.7%	Shares	Sole	2021-11-12
2021-06-30	$2,493,442	35,373	+10.0%	Shares	Sole	2021-08-20
2021-03-31	$2,163,747	32,146	+27.5%	Shares	Sole	2021-05-05
2020-12-31	$1,678,748	25,214	+1.4%	Shares	Sole	2021-01-22
2020-09-30	$1,582,535	24,867	—	Shares	Sole	2020-10-23
No filing history on record for this holder in this stock.