Position in ADC
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$712,486
-$4,227 QoQ
Shares Held
9,407
-1.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#259
of 489 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 20261620 INVESTMENT ADVISORS, INC. holds $1,830,224 across 6 REIT - Retail names. ADC ranks #1 (38.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
This page
|
9,407 | $712,486 | |
| 2 | SKT |
Tanger Inc.
|
10,498 | $414,356 | |
| 3 | SPG |
Simon Property Group Inc.
|
1,758 | $393,176 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
10,293 | $252,693 | |
| 5 | O |
Realty Income Corp
|
720 | $44,611 | |
| 6 | PECO |
Phillips Edison & Company, Inc.
|
310 | $12,902 |
All Filings in ADC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,486 | 9,407 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $716,713 | 9,508 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $683,060 | 9,483 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $672,322 | 9,464 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $638,471 | 8,739 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $660,900 | 8,562 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $596,993 | 8,474 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $635,785 | 8,440 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $535,285 | 8,642 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $465,071 | 8,142 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $509,769 | 8,098 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $438,495 | 7,938 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $517,431 | 7,913 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $540,097 | 7,872 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $550,984 | 7,768 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $511,310 | 7,566 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,843 | 7,415 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $480,380 | 7,239 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $516,575 | 7,239 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||