Total Wealth Planning & Management, Inc.
Position in ADC — Agree Realty Corp
CIK 2058383
Ponte Vedra Beach, FL
Position in ADC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$575,548
+$62,135 QoQ
Shares Held
7,599
+11.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#284
of 494 holders
Holding Since
Dec 2024
6 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, 2026Total Wealth Planning & Management, Inc. holds $575,548 across 1 REIT - Retail name. ADC ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADC |
Agree Realty Corp
This page
|
7,599 | $575,548 |
All Filings in ADC
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,548 | 7,599 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $513,413 | 6,811 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $437,582 | 6,075 | Shares | Sole | 2026-02-11 | |
| 2025-06-30 | $383,930 | 5,255 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $421,611 | 5,462 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $377,893 | 5,364 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||