Cerity Partners
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Cerity Partners’s Agree Realty ADC Stock Holding History

Cerity Partners’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
Q1 		$3.26M Buy
43,311
+3,153
+8% +$239K ﹤0.01% 1215
2025
Q4 		$2.89M Sell
40,158
-131
-0.3% -$9.57K ﹤0.01% 1200
2025
Q3 		$2.86M Buy
40,289
+1,722
+4% +$125K ﹤0.01% 1118
2025
Q2 		$2.82M Sell
38,567
-555
-1% -$41.7K 0.01% 1061
2025
Q1 		$3.02M Buy
39,122
+536
+1% +$39.3K 0.01% 940
2024
Q4 		$2.85M Buy
38,586
+2,215
+6% +$165K 0.01% 952
2024
Q3 		$2.74M Buy
36,371
+7,505
+26% +$531K 0.01% 953
2024
Q2 		$1.79M Sell
28,866
-3,043
-10% -$180K ﹤0.01% 956
2024
Q1 		$1.82M Buy
+31,909
New +$1.87M ﹤0.01% 1010
2023
Q2 		– Sell
-2,895
Closed -$2.47M – 1635
2023
Q1 		$2.47M Buy
+2,895
New +$207K 0.01% 659

Other funds holding ADC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cerity Partners's ADC Position: Q1 2026 in Review

Cerity Partners increased its Agree Realty (ADC) stake by 7.9% in Q1 2026, buying an estimated $239K and bringing the position to 43,311 shares worth $3.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1215.

Cerity Partners first reported a position in ADC in Q1 2023 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Cerity Partners held 43,311 shares of Agree Realty worth $3.26M as of Q1 2026.
  • Cerity Partners bought 3,153 Agree Realty shares in Q1 2026, an estimated $239K.
  • Agree Realty made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1215 holding.
  • Cerity Partners first reported a position in Agree Realty in Q1 2023 and has held it in 10 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.