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Masterton Capital Management, LP

Position in ADC — Agree Realty Corp

CIK 1817145 NEW YORK, NY

Position in ADC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$7,823,942
+$2,826,248 QoQ
Shares Held
103,300
+55.8% QoQ
Ownership
0.083%
of shares outstanding
% of Portfolio
6.63%
of 13F equity value
Holder Rank
#121
of 496 holders
Holding Since
Sep 2023
7 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in ADC Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

Masterton Capital Management, LP holds $23,270,152 across 3 REIT - Retail names. ADC ranks #2 (33.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 ADC
Agree Realty Corp
This page
103,300 $7,823,942

All Filings in ADC

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,823,942 103,300
2026-03-31 $4,997,694 66,300
2024-09-30 $3,792,187 50,341
2024-06-30 $14,035,604 226,600
2024-03-31 $12,943,392 226,600
2023-12-31 $12,117,875 192,500
2023-09-30 $4,999,220 90,500