Position in ADC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,953
+$1,597 QoQ
Shares Held
39
+116.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 491 holders
Holding Since
Jun 2025
5 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, 2026Cromwell Holdings LLC holds $569,212 across 8 REIT - Retail names. ADC ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
1,119 | $250,264 | |
| 2 | O |
Realty Income Corp
|
2,873 | $178,011 | |
| 3 | KIM |
Kimco Realty Corp
|
2,258 | $57,239 | |
| 4 | REG |
Regency Centers Corp
|
588 | $46,886 | |
| 5 | FRT |
Federal Realty Investment Trust
|
240 | $29,624 | |
| 6 | ADC |
Agree Realty Corp
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|
39 | $2,953 | |
| 7 | NNN |
Nnn REIT, Inc.
|
47 | $2,186 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
65 | $2,049 |
All Filings in ADC
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,953 | 39 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,356 | 18 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,296 | 18 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,278 | 18 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,315 | 18 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||