Global Retirement Partners, LLC
PensionPosition in ADC — Agree Realty Corp
CIK 1749744
San Rafael, CA
Position in ADC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$270,543
+$70,732 QoQ
Shares Held
3,572
+28.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#350
of 491 holders
Holding Since
Mar 2022
16 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, 2026Global Retirement Partners, LLC holds $7,375,273 across 23 REIT - Retail names. ADC ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
49,202 | $3,048,555 | |
| 2 | SPG |
Simon Property Group Inc.
|
8,728 | $1,952,017 | |
| 3 | FRT |
Federal Realty Investment Trust
|
6,122 | $755,699 | |
| 4 | KIM |
Kimco Realty Corp
|
17,086 | $433,130 | |
| 5 | ADC |
Agree Realty Corp
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|
3,572 | $270,543 | |
| 6 | BRX |
Brixmor Property Group Inc.
|
5,015 | $158,122 | |
| 7 | IVT |
InvenTrust Properties Corp.
|
3,639 | $128,820 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
2,815 | $117,160 |
All Filings in ADC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,543 | 3,572 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $199,811 | 2,774 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $37,580 | 529 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $43,251 | 592 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $30,575 | 434 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $25,612 | 340 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $20,192 | 326 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $1,256 | 22 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,384 | 22 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,596 | 47 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $6,931 | 106 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $7,547 | 110 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,944 | 112 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $7,298 | 108 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,616 | 64 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,716 | 56 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||