Gen-Wealth Partners Inc

Position in ADC — Agree Realty Corp

CIK 2023375 ZEELAND, MI

Position in ADC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$321,516

-$16,111 QoQ

Shares Held

4,245

-5.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#335

of 489 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Gen-Wealth Partners Inc holds $1,472,985 across 5 REIT - Retail names. ADC ranks #4 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SPG	Simon Property Group Inc.	1,714	$383,336
2	O	Realty Income Corp	5,743	$355,836
3	FRT	Federal Realty Investment Trust	2,878	$355,260
4	ADC	Agree Realty Corp This page	4,245	$321,516
5	KIM	Kimco Realty Corp	2,250	$57,037

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,516	4,245	-5.2%	Shares	Sole	2026-08-10
2026-03-31	$337,627	4,479	-0.2%	Shares	Sole	2026-05-08
2025-12-31	$323,414	4,490	+12.2%	Shares	Sole	2026-02-13
2025-09-30	$284,302	4,002	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.