FFA
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Farther Finance Advisors’s Agree Realty ADC Stock Holding History

Farther Finance 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
Q3 		$478K Buy
7,159
+739
+12% +$55K ﹤0.01% 1629
2026
Q2 		$486K Buy
6,420
+5,238
+443% +$397K ﹤0.01% 1581
2026
Q1 		$89.6K Sell
1,182
-176
-13% -$13.3K ﹤0.01% 2589
2025
Q4 		$97.8K Buy
1,358
+540
+66% +$39.5K ﹤0.01% 2360
2025
Q3 		$58.1K Buy
818
+437
+115% +$31.7K ﹤0.01% 2356
2025
Q2 		$27.8K Buy
381
+306
+408% +$23K ﹤0.01% 2468
2025
Q1 		$5.76K Sell
75
-1,131
-94% -$82.9K ﹤0.01% 2990
2024
Q4 		$85K Buy
1,206
+1,080
+857% +$80.4K ﹤0.01% 1380
2024
Q3 		$9.49K Buy
126
+90
+250% +$6.37K ﹤0.01% 2387
2024
Q2 		$2.22K Buy
36
+4
+13% +$236 ﹤0.01% 2756
2024
Q1 		$1.83K Buy
32
+19
+146% +$1.11K ﹤0.01% 2522
2023
Q4 		$818 Buy
13
+4
+44% +$232 ﹤0.01% 2807
2023
Q3 		$497 Sell
9
-2
-18% -$125 ﹤0.01% 2272
2023
Q2 		$719 Buy
11
+5
+83% +$331 ﹤0.01% 2053
2023
Q1 		$412 Hold
6
– – ﹤0.01% 2055
2022
Q4 		$426 Buy
+6
New +$412 ﹤0.01% 1864

Other funds holding ADC

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Farther Finance Advisors's ADC Position: Q3 2026 in Review

Farther Finance Advisors increased its Agree Realty (ADC) stake by 12% in Q3 2026, buying an estimated $55K and bringing the position to 7,159 shares worth $478K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.

Farther Finance Advisors first reported a position in ADC in Q4 2022 and has held it in 16 quarters since. The position peaked at $486K in Q2 2026. 17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Farther Finance Advisors held 7,159 shares of Agree Realty worth $478K as of Q3 2026.
  • Farther Finance Advisors bought 739 Agree Realty shares in Q3 2026, an estimated $55K.
  • Agree Realty made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1629 holding.
  • Farther Finance Advisors first reported a position in Agree Realty in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Agree Realty position peaked at $486K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.