Moran Wealth Management, LLC

Position in ADC — Agree Realty Corp

CIK 1965334 Naples, FL

Position in ADC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,077,704

-$2,717 QoQ

Shares Held

14,229

-0.7% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#238

of 491 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Moran Wealth Management, LLC holds $7,388,299 across 6 REIT - Retail names. ADC ranks #4 (14.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	9,219	$2,061,828
2	IVT	InvenTrust Properties Corp.	36,242	$1,282,966
3	REG	Regency Centers Corp	15,217	$1,213,402
4	ADC	Agree Realty Corp This page	14,229	$1,077,704
5	EPRT	Essential Properties Realty Trust, Inc.	35,444	$1,058,003
6	CURB	Curbline Properties Corp.	22,842	$694,396

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,077,704	14,229	-0.7%	Shares	Sole	2026-08-05
2026-03-31	$1,080,421	14,333	-28.1%	Shares	Sole	2026-04-27
2025-12-31	$1,436,134	19,938	+5.5%	Shares	Sole	2026-01-26
2025-09-30	$1,341,945	18,890	-0.8%	Shares	Sole	2025-10-23
2025-06-30	$1,391,793	19,050	-1.3%	Shares	Sole	2025-07-28
2025-03-31	$1,489,767	19,300	-0.8%	Shares	Sole	2025-04-23
2024-12-31	$1,370,534	19,454	-0.8%	Shares	Sole	2025-02-07
2024-09-30	$1,477,447	19,613	+0.1%	Shares	Sole	2024-11-08
2024-06-30	$1,214,085	19,601	-3.8%	Shares	Sole	2024-08-13
2024-03-31	$1,164,276	20,383	+0.6%	Shares	Sole	2024-05-15
2023-12-31	$1,275,807	20,267	-2.8%	Shares	Sole	2024-02-08
2023-09-30	$1,151,919	20,853	+22.2%	Shares	Sole	2023-11-13
2023-06-30	$1,115,749	17,063	-33.9%	Shares	Sole	2023-08-10
2023-03-31	$1,769,932	25,797	+20.6%	Shares	Sole	2023-05-10
2022-12-31	$1,516,979	21,387	—	Shares	Sole	2023-02-13
No filing history on record for this holder in this stock.