Position in ADC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$11,512
+$8,950 QoQ
Shares Held
152
+347.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#430
of 491 holders
Holding Since
Jun 2021
14 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, 2026Clearstead Advisors, LLC holds $4,107,768 across 26 REIT - Retail names. ADC ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SPG |
Simon Property Group Inc.
|
8,698 | $1,945,307 | |
| 2 | O |
Realty Income Corp
|
23,281 | $1,442,490 | |
| 3 | NNN |
Nnn REIT, Inc.
|
8,379 | $389,874 | |
| 4 | FCPT |
Four Corners Property Trust, Inc.
|
3,776 | $92,700 | |
| 5 | REG |
Regency Centers Corp
|
729 | $58,130 | |
| 6 | FRT |
Federal Realty Investment Trust
|
400 | $49,376 | |
| 7 | KIM |
Kimco Realty Corp
|
1,474 | $37,365 | |
| 8 | PECO |
Phillips Edison & Company, Inc.
|
737 | $30,673 |
All Filings in ADC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,512 | 152 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,562 | 34 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $33,061 | 459 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $12,360 | 174 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $22,210 | 304 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $12,813 | 166 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,694 | 166 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $12,504 | 166 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,282 | 166 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $5,483 | 96 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,043 | 96 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,872 | 52 | Shares | Sole | 2023-11-07 | |
| 2021-09-30 | $14,504 | 219 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,762 | 25 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||