Position in ADC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,390,761
+$408,849 QoQ
Shares Held
18,450
+35.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 99.60975609756098.ToString("F0")%
Shared 0.ToString("F0")%
None 0.3902439024390244.ToString("F0")%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026Ethic Inc. holds $23,485,514 across 11 REIT - Retail names. ADC ranks #3 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
56,328 | $10,506,861 | |
| 2 | O |
Realty Income Corp
|
110,148 | $6,738,854 | |
| 3 | ADC |
Agree Realty Corp
This page
|
18,450 | $1,390,761 | |
| 4 | REG |
Regency Centers Corp
|
17,591 | $1,330,935 | |
| 5 | KIM |
Kimco Realty Corp
|
55,605 | $1,249,444 | |
| 6 | NNN |
Nnn REIT, Inc.
|
18,650 | $783,859 | |
| 7 | FRT |
Federal Realty Investment Trust
|
3,976 | $422,290 | |
| 8 | CBL |
Cbl & Associates Properties Inc
|
9,257 | $355,746 |
All Filings in ADC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,390,761 | 18,450 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $981,912 | 13,632 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $909,525 | 12,803 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $765,157 | 10,473 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $683,131 | 8,850 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $221,001 | 3,137 | Shares | Sole | 2025-02-14 | |
| 2023-12-31 | $235,055 | 3,734 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||