PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in ADC — Agree Realty Corp
CIK 2145782
WALTHAM, MA
Position in ADC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$53,018
+$252 QoQ
Shares Held
700
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#394
of 491 holders
Holding Since
Dec 2025
3 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $167,817 across 2 REIT - Retail names. ADC ranks #2 (31.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FRT |
Federal Realty Investment Trust
|
930 | $114,799 | |
| 2 | ADC |
Agree Realty Corp
This page
|
700 | $53,018 |
All Filings in ADC
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,018 | 700 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $52,766 | 700 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $50,421 | 700 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||