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Evolve Private Wealth’s Agree Realty ADC Stock Holding History

Evolve Private Wealth’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 		$216K Buy
+2,848
New +$216K 0.01% 907

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

Evolve Private Wealth's ADC Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in Agree Realty (ADC) in Q2 2026: 2,848 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #907 among its holdings.

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

  • Evolve Private Wealth held 2,848 shares of Agree Realty worth $216K as of Q2 2026.
  • Agree Realty was a new Evolve Private Wealth position in Q2 2026.
  • Agree Realty made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #907 holding.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.