AAS
ADC icon

Avantax Advisory Services’s Agree Realty ADC Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$574K Buy
7,862
+924
+13% +$69.5K ﹤0.01% 1504
2025
Q1 		$536K Sell
6,938
-355
-5% -$26K ﹤0.01% 1464
2024
Q4 		$514K Buy
7,293
+786
+12% +$58.5K ﹤0.01% 1428
2024
Q3 		$490K Sell
6,507
-730
-10% -$51.7K ﹤0.01% 1422
2024
Q2 		$448K Buy
+7,237
New +$428K ﹤0.01% 1430

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Avantax Advisory Services's ADC Position: Q2 2025 in Review

Avantax Advisory Services increased its Agree Realty (ADC) stake by 13% in Q2 2025, buying an estimated $69.5K and bringing the position to 7,862 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #1504.

Avantax Advisory Services first reported a position in ADC in Q2 2024 and has held it in 5 quarters since. 471 funds tracked by Wall St. Rank hold ADC as of Q2 2025.

  • Avantax Advisory Services held 7,862 shares of Agree Realty worth $574K as of Q2 2025.
  • Avantax Advisory Services bought 924 Agree Realty shares in Q2 2025, an estimated $69.5K.
  • Agree Realty made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1504 holding.
  • Avantax Advisory Services first reported a position in Agree Realty in Q2 2024 and has held it in 5 quarters since.
  • 471 funds tracked by Wall St. Rank held Agree Realty as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.