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BFPW
BOK Financial Private Wealth’s
Agree Realty
ADC
Stock Holding History
BOK Financial Private Wealth’s Portfolio
ADC Stock Details
ADC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
–
Hold
0
–
–
–
444
Other funds holding ADC
BlackRock
New York
$6.73T AUM
46.02%
1-Year Est. Return
Cohen & Steers
New York
$63.2B AUM
17.15%
1-Year Est. Return
Vanguard Portfolio Management
Malvern, Pennsylvania
$2.22T AUM
State Street
Boston, Massachusetts
$3.37T AUM
44.26%
1-Year Est. Return
Vanguard Capital Management
Malvern, Pennsylvania
$4.68T AUM
Principal Financial Group
Des Moines, Iowa
$204B AUM
27.99%
1-Year Est. Return
Two Sigma Investments
New York
$138B AUM
41.87%
1-Year Est. Return
CIM
Centersquare Investment Management
Conshohocken, Pennsylvania
$11.7B AUM
20.39%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.34B AUM
22.78%
1-Year Est. Return
Daiwa Securities Group
Tokyo, Japan
$51.1B AUM
35.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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