Position in ADC
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$50,518
+$768 QoQ
Shares Held
667
+1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#395
of 491 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ADC Over Time
Shares Held
Position Value (USD)
Position in REIT - Retail
Real Estate · as of Jun 30, 2026Financial Life Planners holds $64,384 across 2 REIT - Retail names. ADC ranks #1 (78.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
This page
|
667 | $50,518 | |
| 2 | SPG |
Simon Property Group Inc.
|
62 | $13,866 |
All Filings in ADC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $50,518 | 667 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $49,750 | 660 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $45,891 | 646 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $44,101 | 626 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||