Position in ADC
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$299,703
+$79,745 QoQ
Shares Held
3,957
+35.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#338
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, 2026Wealth Quarterback LLC holds $783,424 across 2 REIT - Retail names. ADC ranks #2 (38.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
7,807 | $483,721 | |
| 2 | ADC |
Agree Realty Corp
This page
|
3,957 | $299,703 |
All Filings in ADC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,703 | 3,957 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $219,958 | 2,918 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $241,876 | 3,358 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $210,278 | 2,960 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $240,951 | 3,298 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||