OneDigital Investment Advisors LLC
Position in ADC — Agree Realty Corp
CIK 1690370
OVERLAND PARK, KS
Position in ADC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$226,917
+$1,607 QoQ
Shares Held
2,996
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#364
of 491 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026OneDigital Investment Advisors LLC holds $6,744,661 across 5 REIT - Retail names. ADC ranks #4 (3.4% of the industry book) .
All Filings in ADC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,917 | 2,996 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $225,310 | 2,989 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $219,331 | 3,045 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $240,612 | 3,387 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $248,330 | 3,399 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $265,533 | 3,440 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $245,236 | 3,481 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $255,368 | 3,390 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $207,375 | 3,348 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||