Tax-loss harvesting alternatives for ADC

Among the 18 Retail REITs peers screened, NNN (NNN REIT) has tracked ADC most closely over the past year, with a return correlation of 0.75. The strongest fund stand-in is REZ (iShares Residential & Multisector RE) at 0.68 over the past year. Correlations are computed from daily closing-price returns aligned by trading day.

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STOCKS

Single-name peers

Ticker	Name	Sub-industry	1Y	3Y	5Y	10Y
NNN	NNN REIT	Retail REITs	0.75	0.76	0.75	0.76
O	Realty Income	Retail REITs	0.74	0.74	0.76	0.80
NTST	NETSTREIT Corp.	Retail REITs	0.64	0.65	0.65	0.62
GTY	Getty Realty Corp.	Retail REITs	0.63	0.66	0.66	0.71
PECO	Phillips Edison & Company	Retail REITs	0.62	0.54	0.53	—
KIM	Kimco Realty	Retail REITs	0.61	0.54	0.58	0.58
REG	Regency Centers	Retail REITs	0.61	0.59	0.60	0.63
BRX	Brixmor Property Group	Retail REITs	0.57	0.51	0.56	0.59
KRG	Kite Realty Group Trust	Retail REITs	0.56	0.52	0.54	0.60
UE	Urban Edge Properties	Retail REITs	0.54	0.50	0.54	0.58
IVT	InvenTrust Properties	Retail REITs	0.53	0.47	0.00	0.01
SPG	Simon Property Group	Retail REITs	0.52	0.41	0.45	0.53
FRT	Federal Realty Investment Trust	Retail REITs	0.51	0.52	0.57	0.62
BFS	Saul Centers, Inc.	Retail REITs	0.48	0.50	0.51	0.58
CURB	Curbline Properties Corp.	Retail REITs	0.48	0.30	—	—
SKT	Tanger Factory Outlet Centers, Inc.	Retail REITs	0.46	0.36	0.38	0.45
AKR	Acadia Realty Trust	Retail REITs	0.43	0.47	0.52	0.57
MAC	Macerich	Retail REITs	0.31	0.29	0.35	0.43

ETFS

Fund stand-ins

An ETF is generally not 'substantially identical' to a single stock, which is why funds are the standard wash-sale-aware replacement.

Ticker	Name	Focus	Match	1Y	3Y	5Y	10Y
REZ	iShares Residential & Multisector RE	Residential REITs	SUB-IND	0.68	0.69	0.69	0.75
RWR	SPDR Dow Jones REIT ETF	REITs	SECTOR	0.68	0.66	0.68	0.75
SCHH	Schwab US REIT ETF	REITs	SECTOR	0.67	0.68	0.69	0.75
USRT	iShares Core US REIT ETF	REITs	SECTOR	0.67	0.66	0.68	0.75
IYR	iShares US Real Estate ETF	REITs	SECTOR	0.64	0.67	0.68	0.75
VNQ	Vanguard Real Estate ETF	REITs	SECTOR	0.63	0.65	0.67	0.75
XLRE	Real Estate Select Sector SPDR	Real Estate Sector	SECTOR	0.62	0.66	0.67	0.72
INDS	Pacer Industrial Real Estate ETF	Industrial REITs	SUB-IND	0.57	0.61	0.62	0.69
SRVR	Pacer Data & Infrastructure RE	Data Center & Tower REITs	SUB-IND	0.09	0.40	0.48	0.55
IVV	iShares Core S&P 500	S&P 500	BROAD	-0.17	0.08	0.26	0.43
SPY	SPDR S&P 500 ETF	S&P 500	BROAD	-0.17	0.08	0.26	0.42
VOO	Vanguard S&P 500 ETF	S&P 500	BROAD	-0.18	0.07	0.26	0.43

NEXT STEPS

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Replacement research for ADC's peers

NNN O NTST GTY PECO KIM REG BRX KRG UE IVT SPG FRT BFS CURB SKT AKR MAC

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Method: Pearson correlation of daily closing-price returns, Yahoo Finance data, series aligned by trading day, refreshed weekly. A cell is blank when overlapping history covers less than 60% of its window. Correlation is descriptive, not predictive. Wash-sale treatment depends on facts and circumstances — confirm with a tax professional. Not investment advice.