Vanguard Personalized Indexing Management, LLC
Position in ADC — Agree Realty Corp
CIK 1767306
OAKLAND, CA
Position in ADC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,287,277
-$210,523 QoQ
Shares Held
16,996
-14.5% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#225
of 491 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $33,866,225 across 20 REIT - Retail names. ADC ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
54,950 | $12,289,567 | |
| 2 | O |
Realty Income Corp
|
123,724 | $7,665,939 | |
| 3 | KIM |
Kimco Realty Corp
|
70,241 | $1,780,609 | |
| 4 | NNN |
Nnn REIT, Inc.
|
37,255 | $1,733,475 | |
| 5 | REG |
Regency Centers Corp
|
16,424 | $1,309,649 | |
| 6 | ADC |
Agree Realty Corp
This page
|
16,996 | $1,287,277 | |
| 7 | BRX |
Brixmor Property Group Inc.
|
40,378 | $1,273,118 | |
| 8 | MAC |
Macerich Co
|
41,750 | $1,051,682 |
All Filings in ADC
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,277 | 16,996 | Shares | Sole | 2026-08-11 | |
| 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. | ||||||