Position in ADC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$248,275
+$22,060 QoQ
Shares Held
3,278
+9.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#355
of 491 holders
Holding Since
Mar 2026
2 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, 2026Callan Family Office, LLC holds $6,201,338 across 8 REIT - Retail names. ADC ranks #7 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
11,434 | $2,557,214 | |
| 2 | O |
Realty Income Corp
|
23,657 | $1,465,787 | |
| 3 | SITC |
SITE Centers Corp.
|
151,185 | $600,204 | |
| 4 | REG |
Regency Centers Corp
|
6,366 | $507,624 | |
| 5 | GTY |
Getty Realty Corp /Md/
|
10,361 | $345,642 | |
| 6 | FRT |
Federal Realty Investment Trust
|
2,135 | $263,544 | |
| 7 | ADC |
Agree Realty Corp
This page
|
3,278 | $248,275 | |
| 8 | BRX |
Brixmor Property Group Inc.
|
6,757 | $213,048 |
All Filings in ADC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,275 | 3,278 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $226,215 | 3,001 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||