Position in ADC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,742
+$1,245 QoQ
Shares Held
23
+228.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#464
of 490 holders
Holding Since
Sep 2025
2 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, 2026Bogart Wealth, LLC holds $10,782,415 across 10 REIT - Retail names. ADC ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
47,489 | $10,620,914 | |
| 2 | O |
Realty Income Corp
|
978 | $60,596 | |
| 3 | REG |
Regency Centers Corp
|
520 | $41,464 | |
| 4 | KIM |
Kimco Realty Corp
|
1,102 | $27,935 | |
| 5 | NNN |
Nnn REIT, Inc.
|
499 | $23,218 | |
| 6 | SKT |
Tanger Inc.
|
122 | $4,815 | |
| 7 | ADC |
Agree Realty Corp
This page
|
23 | $1,742 | |
| 8 | FRT |
Federal Realty Investment Trust
|
9 | $1,110 |
All Filings in ADC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742 | 23 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $497 | 7 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||