Position in ADC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$386,728
+$99,078 QoQ
Shares Held
5,106
+33.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#324
of 491 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $7,992,802 across 7 REIT - Retail names. ADC ranks #6 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBL |
Cbl & Associates Properties Inc
|
53,497 | $2,840,155 | |
| 2 | O |
Realty Income Corp
|
25,734 | $1,594,478 | |
| 3 | SPG |
Simon Property Group Inc.
|
6,424 | $1,436,727 | |
| 4 | KRG |
Kite Realty Group Trust
|
34,889 | $990,149 | |
| 5 | NNN |
Nnn REIT, Inc.
|
11,692 | $544,028 | |
| 6 | ADC |
Agree Realty Corp
This page
|
5,106 | $386,728 | |
| 7 | MAC |
Macerich Co
|
7,961 | $200,537 |
All Filings in ADC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,728 | 5,106 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $287,650 | 3,816 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||