Position in ADC
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$75
New position
Shares Held
1
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#489
of 490 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Activest Wealth Management holds $104,214 across 7 REIT - Retail names. ADC ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
277 | $61,951 | |
| 2 | FRT |
Federal Realty Investment Trust
|
200 | $24,688 | |
| 3 | NNN |
Nnn REIT, Inc.
|
255 | $11,865 | |
| 4 | O |
Realty Income Corp
|
66 | $4,089 | |
| 5 | REG |
Regency Centers Corp
|
14 | $1,116 | |
| 6 | KIM |
Kimco Realty Corp
|
17 | $430 | |
| 7 | ADC |
Agree Realty Corp
This page
|
1 | $75 |
All Filings in ADC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75 | 1 | Shares | Sole | 2026-07-16 | |
| No filing history on record for this holder in this stock. | ||||||