AFC
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Ares Financial Consulting’s Agree Realty ADC Stock Holding History

Ares Financial Consulting’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 		$1.21K Hold
16
– – ﹤0.01% 973
2026
Q1 		$1.21K Hold
16
– – ﹤0.01% 931
2025
Q4 		$1.15K Buy
+16
New +$1.17K ﹤0.01% 750

Other funds holding ADC

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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
CI
Cincinnati Insurance Fairfield, Ohio $6.94B AUM 20.24% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ares Financial Consulting's ADC Position: Q2 2026 in Review

Ares Financial Consulting held its Agree Realty (ADC) position steady in Q2 2026 at 16 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #973.

Ares Financial Consulting first reported a position in ADC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.21K in Q1 2026. 186 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Ares Financial Consulting held 16 shares of Agree Realty worth $1.21K as of Q2 2026.
  • Ares Financial Consulting left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #973 holding.
  • Ares Financial Consulting first reported a position in Agree Realty in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Agree Realty position peaked at $1.21K in Q1 2026.
  • 186 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.