Position in ADC
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$522,606
+$2,484 QoQ
Shares Held
6,900
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#290
of 491 holders
Holding Since
Dec 2025
3 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, 2026J. Derek Lewis & Associates Inc. holds $522,606 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
|
6,900 | $522,606 |
All Filings in ADC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,606 | 6,900 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $520,122 | 6,900 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $497,007 | 6,900 | Shares | Sole | 2026-03-23 | |
| No filing history on record for this holder in this stock. | ||||||