LIBERTY ONE INVESTMENT MANAGEMENT, LLC
Position in ADC — Agree Realty Corp
CIK 1807328
LIBERTYVILLE, IL
Position in ADC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,925,669
-$8,696 QoQ
Shares Held
78,237
-0.6% QoQ
Ownership
0.063%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#133
of 490 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 16%
None 84%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $11,936,718 across 2 REIT - Retail names. ADC ranks #2 (49.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | O |
Realty Income Corp
|
97,015 | $6,011,049 | |
| 2 | ADC |
Agree Realty Corp
This page
|
78,237 | $5,925,669 |
All Filings in ADC
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,925,669 | 78,237 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,934,365 | 78,726 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,232,763 | 72,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $11,031,588 | 155,287 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||