Frank, Rimerman Advisors LLC

Position in ADC — Agree Realty Corp

CIK 1977560 Palo Alto, CA

Position in ADC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$422,477

+$32,763 QoQ

Shares Held

5,578

+7.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#312

of 491 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $4,959,357 across 4 REIT - Retail names. ADC ranks #3 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	42,797	$2,651,702
2	SPG	Simon Property Group Inc.	7,531	$1,684,308
3	ADC	Agree Realty Corp This page	5,578	$422,477
4	NNN	Nnn REIT, Inc.	4,317	$200,870

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$422,477	5,578	+7.9%	Shares	Sole	2026-07-27
2026-03-31	$389,714	5,170	+33.6%	Shares	Sole	2026-04-29
2025-09-30	$274,924	3,870	-16.8%	Shares	Sole	2025-11-04
2025-06-30	$339,948	4,653	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.