Vanguard Personalized Indexing Management, LLC
Position in ADC — Agree Realty Corp
CIK 1767306
OAKLAND, CA
Position in ADC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,497,800
+$92,495 QoQ
Shares Held
19,870
+1.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 68.80221439355813.ToString("F0")%
Shared 0.ToString("F0")%
None 31.197785606441876.ToString("F0")%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $31,214,426 across 19 REIT - Retail names. ADC ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
54,457 | $10,157,864 | |
| 2 | O |
Realty Income Corp
|
131,886 | $8,068,785 | |
| 3 | KIM |
Kimco Realty Corp
|
82,160 | $1,846,135 | |
| 4 | NNN |
Nnn REIT, Inc.
|
40,741 | $1,712,344 | |
| 5 | ADC |
Agree Realty Corp
This page
|
19,870 | $1,497,800 | |
| 6 | REG |
Regency Centers Corp
|
16,073 | $1,216,083 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
40,236 | $1,158,796 | |
| 8 | EPRT |
Essential Properties Realty Trust, Inc.
|
32,625 | $990,495 |
All Filings in ADC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,497,800 | 19,870 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,405,305 | 19,510 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,472,588 | 20,729 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,301,344 | 17,812 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,247,390 | 16,160 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,084,859 | 15,399 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,070,439 | 14,210 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $790,106 | 12,756 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $529,673 | 9,273 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,057,371 | 16,797 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $353,094 | 6,392 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $356,833 | 5,457 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $567,198 | 8,267 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $558,360 | 7,872 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $295,459 | 4,372 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $295,372 | 4,095 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||