Position in ADC
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$717,538
+$194,242 QoQ
Shares Held
9,519
+31.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $3,186,020 across 9 REIT - Retail names. ADC ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
This page
|
9,519 | $717,538 | |
| 2 | SPG |
Simon Property Group Inc.
|
3,163 | $589,991 | |
| 3 | O |
Realty Income Corp
|
7,706 | $471,451 | |
| 4 | PECO |
Phillips Edison & Company, Inc.
|
10,268 | $384,227 | |
| 5 | REG |
Regency Centers Corp
|
4,478 | $338,803 | |
| 6 | FCPT |
Four Corners Property Trust, Inc.
|
10,435 | $246,787 | |
| 7 | SKT |
Tanger Inc.
|
6,884 | $233,917 | |
| 8 | KIM |
Kimco Realty Corp
|
9,048 | $203,306 |
All Filings in ADC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $717,538 | 9,519 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $523,296 | 7,265 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $583,945 | 8,220 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $560,880 | 7,677 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $508,834 | 6,592 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $448,272 | 6,363 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $475,179 | 6,308 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $353,180 | 5,702 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $280,116 | 4,904 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $276,161 | 4,387 | Shares | Other | 2024-02-09 | |
| 2023-03-31 | $297,424 | 4,335 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||