SEC 13F Intelligence

Leeward Investments, LLC - Ma / ADC

Leeward Investments, LLC - Ma’s Agree Rlty Corp Position

Does Leeward Investments, LLC - Ma own Agree Rlty Corp (ADC)? Yes — 393.1K shares worth $30M (+1.46% of its 13F portfolio) as of Q1 2026, down from 404.9K shares the prior filed quarter.

Position Value
$30M
Q1 2026
Shares
393.1K
% of Portfolio
+1.46%
Quarters Held
8
currently held

Position History ADC

Reported value by quarter
Q2 ’24: $30MQ2 ’24Q3 ’24: $38MQ3 ’24Q4 ’24: $33MQ4 ’24Q1 ’25: $35MQ1 ’25Q2 ’25: $31MQ2 ’25Q3 ’25: $29MQ3 ’25Q4 ’25: $29MQ4 ’25Q1 ’26: $30MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026393.1K$30M+1.46%
Q4 2025404.9K$29M+1.48%
Q3 2025414.7K$29M+1.51%
Q2 2025426.1K$31M+1.66%
Q1 2025454.0K$35M+1.86%
Q4 2024473.4K$33M+1.66%
Q3 2024501.2K$38M+1.75%
Q2 2024489.3K$30M+1.39%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Leeward Investments, LLC - Ma’s full portfolio or all institutional holders of ADC.