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Disclosery

ADC AGREE RLTY CORP

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REIT (common), issuer CIK 917251

456 managers (468 13F filers) reported a position in ADC shares at 2025-03-31, 121,175,444 shares in all. 57 filers opened a position and 40 filers sold out during the quarter.

Managers
456
13F filers
468
New
57
Added
202
Reduced
140
Sold out
40
Shares held by filers
121,175,444

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MAI Capital Management408$31.5K<0.01%+5413F-HRTimeline
AEW CAPITAL MANAGEMENT L Pin group AEW CAPITAL MANAGEMENT L P400$30.9K<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…393$30.3K<0.01%+4813F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.350$27K<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC321$25K<0.01%+213F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.292$23K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Geneos Wealth Management Inc.294$22.7K<0.01%+11113F-HRTimeline
MATHER GROUP, LLC.242$18.7K<0.01%+6013F-HRTimeline
WHITTIER TRUST CO227$17.5K<0.01%013F-HRTimeline
Arax Advisory Partners219$16.9K<0.01%-59613F-HRTimeline
Parkside Financial Bank & Trust213$16.4K<0.01%+10313F-HRTimeline
Smallwood Wealth Investment Management,…200$15.4K0.01%new13F-HRTimeline
Stephens Consulting, LLC200$15.4K<0.01%013F-HRTimeline
Kentucky Trust Co172$13.3K0.01%013F-HRTimeline
Rise Advisors, LLC171$13.2K0.01%-9913F-HRTimeline
Clearstead Advisors, LLC166$12.8K<0.01%013F-HRTimeline
OPTIMUM INVESTMENT ADVISORS150$11.6K0.01%013F-HRTimeline
Caldwell Trust Co150$11.6K<0.01%013F-HRTimeline
Quent Capital, LLC129$9.96K<0.01%013F-HRTimeline
Brooklyn Investment Group126$9.65K<0.01%+12313F-HRTimeline
Rosenberg Matthew Hamilton123$9.49K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.109$8.41K<0.01%-8013F-HRTimeline
Plante Moran Financial Advisors, LLC100$7.72K<0.01%013F-HRTimeline
Prestige Wealth Management Group LLC92$7.12K<0.01%013F-HR/ATimeline
WHITTIER TRUST CO OF NEVADA INC90$6.95K<0.01%+3613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC75$5.81K<0.01%+2513F-HRTimeline
Farther Finance Advisors, LLC75$5.76K<0.01%-1,13113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…73$5.63K<0.01%+3313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.67$5.17K<0.01%013F-HRTimeline
Clearstead Trust, LLC66$5.09K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC65$5.02K<0.01%new13F-HRTimeline
High Note Wealth, LLC61$4.71K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc58$4.48K<0.01%013F-HRTimeline
Roble, Belko & Company, Inc47$4K<0.01%013F-HRTimeline
Avalon Trust Co44$3.4K<0.01%013F-HRTimeline
WPG Advisers, LLC37$2.86K<0.01%+1913F-HRTimeline
MJT & Associates Financial Advisory Gro…30$2.32K<0.01%13F-HRTimeline
NewSquare Capital LLC27$2.08K<0.01%+513F-HRTimeline
Sachetta, LLC22$1.7K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC22$1.7K<0.01%013F-HRTimeline
True Wealth Design, LLC17$1.31K<0.01%new13F-HRTimeline
SIERRA OCEAN, LLC17$1.31K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC15$1.16K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC14$1.08K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC13$1K<0.01%new13F-HRTimeline
Avion Wealth18$1K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.10$803<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC8$618<0.01%013F-HRTimeline
Blume Capital Management, Inc.7$541<0.01%new13F-HRTimeline
Dunhill Financial, LLC6$497<0.01%013F-HRTimeline
First Horizon Advisors, Inc.3$232<0.01%013F-HRTimeline
Perkins Coie Trust Co3$231<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2$141<0.01%-1,29013F-HRTimelineGroup
PSI Advisors, LLC1$77<0.01%013F-HRTimeline
CHILTON CAPITAL MANAGEMENT LLC0$49<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1413F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.