Position in ADC
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$3,484
+$3,481 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#454
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, 2026CX Institutional holds $1,662,864 across 10 REIT - Retail names. ADC ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
2,217 | $495,832 | |
| 2 | O |
Realty Income Corp
|
6,852 | $424,549 | |
| 3 | REG |
Regency Centers Corp
|
3,436 | $273,986 | |
| 4 | FRT |
Federal Realty Investment Trust
|
1,614 | $199,232 | |
| 5 | KIM |
Kimco Realty Corp
|
7,174 | $181,860 | |
| 6 | IVT |
InvenTrust Properties Corp.
|
881 | $31,187 | |
| 7 | PECO |
Phillips Edison & Company, Inc.
|
724 | $30,132 | |
| 8 | KRG |
Kite Realty Group Trust
|
732 | $20,774 |
All Filings in ADC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,484 | 46 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $3 | 46 | Shares | Sole | 2026-04-06 | |
| No filing history on record for this holder in this stock. | ||||||