Spire Wealth Management

Position in ADC — Agree Realty Corp

CIK 1858740 MCLEAN, VA

Position in ADC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$408,238

+$13,247 QoQ

Shares Held

5,390

+2.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#316

of 490 holders

Holding Since

Mar 2021

12 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $3,341,649 across 17 REIT - Retail names. ADC ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	8,188	$1,831,246
2	PECO	Phillips Edison & Company, Inc.	9,971	$414,993
3	ADC	Agree Realty Corp This page	5,390	$408,238
4	O	Realty Income Corp	5,423	$336,009
5	NNN	Nnn REIT, Inc.	2,419	$112,556
6	IVT	InvenTrust Properties Corp.	3,115	$110,271
7	KRG	Kite Realty Group Trust	1,035	$29,373
8	REG	Regency Centers Corp	350	$27,909

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$408,238	5,390	+2.9%	Shares	Sole	2026-07-15
2026-03-31	$394,991	5,240	0.0%	Shares	Sole	2026-04-22
2025-12-31	$377,437	5,240	-5.4%	Shares	Sole	2026-01-14
2025-09-30	$393,561	5,540	0.0%	Shares	Sole	2025-10-23
2025-06-30	$404,752	5,540	-5.1%	Shares	Sole	2025-08-04
2025-03-31	$450,789	5,840	0.0%	Shares	Sole	2025-04-23
2024-12-31	$411,428	5,840	-9.2%	Shares	Sole	2025-01-24
2022-03-31	$426,694	6,430	-1.3%	Shares	Sole	2022-04-18
2021-12-31	$464,839	6,514	-2.1%	Shares	Sole	2022-01-14
2021-09-30	$440,694	6,654	0.0%	Shares	Sole	2021-10-22
2021-06-30	$469,040	6,654	-2.9%	Shares	Sole	2021-07-26
2021-03-31	$461,342	6,854	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.