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Cromwell Holdings’s Agree Realty ADC Stock Holding History

Cromwell Holdings’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 		$2.96K Buy
39
+21
+117% +$1.59K ﹤0.01% 766
2026
Q1 		$1.36K Hold
18
– – ﹤0.01% 789
2025
Q4 		$1.3K Hold
18
– – ﹤0.01% 778
2025
Q3 		$1.28K Hold
18
– – ﹤0.01% 786
2025
Q2 		$1.32K Buy
+18
New +$1.35K ﹤0.01% 757

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

Cromwell Holdings's ADC Position: Q2 2026 in Review

Cromwell Holdings increased its Agree Realty (ADC) stake by 117% in Q2 2026, buying an estimated $1.59K and bringing the position to 39 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #766.

Cromwell Holdings first reported a position in ADC in Q2 2025 and has held it in 5 quarters since. 494 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Cromwell Holdings held 39 shares of Agree Realty worth $2.96K as of Q2 2026.
  • Cromwell Holdings bought 21 Agree Realty shares in Q2 2026, an estimated $1.59K.
  • Agree Realty made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #766 holding.
  • Cromwell Holdings first reported a position in Agree Realty in Q2 2025 and has held it in 5 quarters since.
  • 494 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.