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Provenance Wealth Advisors, LLC

Position in ADC — Agree Realty Corp

CIK 2081584 FORT LAUDERDALE, FL

Position in ADC

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$1,136
+$6 QoQ
Shares Held
15
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 491 holders
Holding Since
Sep 2023
12 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, 2026

Provenance Wealth Advisors, LLC holds $3,142 across 4 REIT - Retail names. ADC ranks #1 (36.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ADC
Agree Realty Corp
This page
15 $1,136

All Filings in ADC

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12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,136 15
2026-03-31 $1,130 15
2025-12-31 $1,080 15
2025-09-30 $1,065 15
2025-06-30 $1,095 15
2025-03-31 $1,157 15
2024-12-31 $1,056 15
2024-09-30 $1,129 15
2024-06-30 $929 15
2024-03-31 $856 15
2023-12-31 $944 15
2023-09-30 $828 15