Position in ADC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$62,179
-$34,380 QoQ
Shares Held
821
-35.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#389
of 491 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $2,440,305 across 26 REIT - Retail names. ADC ranks #9 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,505 | $560,238 | |
| 2 | O |
Realty Income Corp
|
6,528 | $404,471 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,455 | $393,406 | |
| 4 | FRT |
Federal Realty Investment Trust
|
2,623 | $323,779 | |
| 5 | KIM |
Kimco Realty Corp
|
4,800 | $121,676 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
2,587 | $91,577 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
1,802 | $74,997 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
2,238 | $70,561 |
All Filings in ADC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,179 | 821 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $96,559 | 1,281 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $71,234 | 989 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $92,137 | 1,297 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $99,214 | 1,358 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $30,334 | 393 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,304 | 345 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,058 | 253 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $29,110 | 470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $23,475 | 411 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $23,038 | 366 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,313 | 60 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $9,677 | 148 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $20,308 | 296 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,116 | 340 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $115,966 | 1,716 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $106,463 | 1,476 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,356 | 141 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $14,556 | 204 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||