SEC 13F Intelligence

Gillson Capital LP / ADC

Gillson Capital LP’s Agree Rlty Corp Position

Does Gillson Capital LP own Agree Rlty Corp (ADC)? Not currently — the last reported position was 254.3K shares worth $20M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$20M
Q1 2025
Shares
254.3K
% of Portfolio
+1.67%
Quarters Held
3
position exited

Position History ADC

Reported value by quarter
Q2 ’21: $8MQ2 ’21Q4 ’24: $5MQ4 ’24Q1 ’25: $20MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025254.3K$20M+1.67%
Q4 202472.6K$5M+0.46%
Q2 2021111.6K$8M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gillson Capital LP’s full portfolio or all institutional holders of ADC.