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Allie Family Office’s Agree Realty ADC Stock Holding History

Allie Family Office’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,814
Closed -$212K – 109
2026
Q1 		$212K Hold
2,814
– – 0.09% 94
2025
Q4 		$203K Buy
+2,814
New +$206K 0.09% 96
2025
Q3 		– Sell
-2,814
Closed -$206K – 102
2025
Q2 		$206K Hold
2,814
– – 0.1% 89
2025
Q1 		$217K Buy
+2,814
New +$206K 0.12% 86
2024
Q4 		– Sell
-2,814
Closed -$212K – 96
2024
Q3 		$212K Buy
+2,814
New +$199K 0.11% 85

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allie Family Office's ADC Position: Q2 2026 in Review

Allie Family Office sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 2,814 shares — an estimated $212K sold.

Allie Family Office first reported a position in ADC in Q3 2024 and held it in 5 quarters. The position peaked at $217K in Q1 2025. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Allie Family Office reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
  • Allie Family Office sold 2,814 Agree Realty shares in Q2 2026, an estimated $212K.
  • Allie Family Office first reported a position in Agree Realty in Q3 2024 and held it in 5 quarters.
  • Allie Family Office's Agree Realty position peaked at $217K in Q1 2025.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Allie Family Office's 13F filing for Q2 2026, filed 13 Aug 2026.