Legacy Wealth Asset Management, LLC

Position in ADC — Agree Realty Corp

CIK 1846151 WOODBURY, MN

Position in ADC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$228,659

-$3,511 QoQ

Shares Held

3,019

-2.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#362

of 489 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,014,903 across 5 REIT - Retail names. ADC ranks #5 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	7,070	$1,581,205
2	KRG	Kite Realty Group Trust	21,303	$604,579
3	O	Realty Income Corp	5,004	$310,047
4	REG	Regency Centers Corp	3,642	$290,413
5	ADC	Agree Realty Corp This page	3,019	$228,659

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$228,659	3,019	-2.0%	Shares	Sole	2026-07-09
2026-03-31	$232,170	3,080	—	Shares	Sole	2026-04-08
No filing history on record for this holder in this stock.