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Clearstead Advisors’s Agree Realty ADC Stock Holding History

Clearstead Advisors’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 		$11.5K Buy
152
+118
+347% +$8.94K ﹤0.01% 1939
2026
Q1 		$2.56K Sell
34
-425
-93% -$32.2K ﹤0.01% 1850
2025
Q4 		$33.1K Buy
459
+285
+164% +$20.8K ﹤0.01% 1553
2025
Q3 		$12.4K Sell
174
-130
-43% -$9.42K ﹤0.01% 1849
2025
Q2 		$22.2K Buy
304
+138
+83% +$10.4K ﹤0.01% 1579
2025
Q1 		$12.8K Hold
166
– – ﹤0.01% 1549
2024
Q4 		$11.7K Hold
166
– – ﹤0.01% 1535
2024
Q3 		$12.5K Hold
166
– – ﹤0.01% 1546
2024
Q2 		$10.3K Buy
166
+70
+73% +$4.14K ﹤0.01% 1546
2024
Q1 		$5.77K Hold
96
– – ﹤0.01% 1155
2023
Q4 		$6.04K Buy
96
+44
+85% +$2.55K ﹤0.01% 1140
2023
Q3 		$2.87K Buy
+52
New +$3.25K ﹤0.01% 1174
2021
Q4 		– Sell
-219
Closed -$15K – 1259
2021
Q3 		$15K Buy
219
+194
+776% +$14.1K ﹤0.01% 879
2021
Q2 		$2K Buy
+25
New +$1.75K ﹤0.01% 1009

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

Clearstead Advisors's ADC Position: Q2 2026 in Review

Clearstead Advisors increased its Agree Realty (ADC) stake by 347% in Q2 2026, buying an estimated $8.94K and bringing the position to 152 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Clearstead Advisors first reported a position in ADC in Q2 2021 and has held it in 14 quarters since. The position peaked at $33.1K in Q4 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Clearstead Advisors held 152 shares of Agree Realty worth $11.5K as of Q2 2026.
  • Clearstead Advisors bought 118 Agree Realty shares in Q2 2026, an estimated $8.94K.
  • Agree Realty made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1939 holding.
  • Clearstead Advisors first reported a position in Agree Realty in Q2 2021 and has held it in 14 quarters since.
  • Clearstead Advisors's Agree Realty position peaked at $33.1K in Q4 2025.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.