Curated Wealth Partners’s Agree Realty ADC Stock Holding History

Curated Wealth 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 Q2	$63.4K	Buy	+60,000	New	+$4.55M	0.01%	668

Other funds holding ADC

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's ADC Position: Q2 2026 in Review

Curated Wealth Partners opened a new position in Agree Realty (ADC) in Q2 2026: 60,000 shares worth $63.4K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings.

123 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Curated Wealth Partners held 60,000 shares of Agree Realty worth $63.4K as of Q2 2026.
Agree Realty was a new Curated Wealth Partners position in Q2 2026.
Agree Realty made up 0.01% of Curated Wealth Partners's portfolio in Q2 2026, its #668 holding.
123 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.