Position in ADC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,167,830
-$29,270 QoQ
Shares Held
28,622
-1.8% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#188
of 490 holders
Holding Since
Jun 2025
5 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,768,970 across 6 REIT - Retail names. ADC ranks #2 (32.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
10,158 | $2,271,836 | |
| 2 | ADC |
Agree Realty Corp
This page
|
28,622 | $2,167,830 | |
| 3 | O |
Realty Income Corp
|
20,297 | $1,257,602 | |
| 4 | BRX |
Brixmor Property Group Inc.
|
16,114 | $508,074 | |
| 5 | REG |
Regency Centers Corp
|
4,129 | $329,246 | |
| 6 | EPRT |
Essential Properties Realty Trust, Inc.
|
7,852 | $234,382 |
All Filings in ADC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,167,830 | 28,622 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,197,100 | 29,147 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,051,990 | 28,488 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,949,337 | 27,440 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,963 | 328 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||