FT
ADC icon

Fiduciary Trust’s Agree Realty ADC Stock Holding History

Fiduciary Trust’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
Q1 		– Sell
-3,287
Closed -$237K – 866
2025
Q4 		$237K Sell
3,287
-2,203
-40% -$161K ﹤0.01% 793
2025
Q3 		$390K Hold
5,490
– – ﹤0.01% 623
2025
Q2 		$401K Buy
5,490
+35
+0.6% +$2.63K ﹤0.01% 590
2025
Q1 		$421K Buy
+5,455
New +$400K 0.01% 559

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 $3.38T AUM 44.17% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Fiduciary Trust's ADC Position: Q1 2026 in Review

Fiduciary Trust sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 3,287 shares — an estimated $237K sold.

Fiduciary Trust first reported a position in ADC in Q1 2025 and held it in 4 quarters. The position peaked at $421K in Q1 2025. 501 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Fiduciary Trust reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Trust sold 3,287 Agree Realty shares in Q1 2026, an estimated $237K.
  • Fiduciary Trust first reported a position in Agree Realty in Q1 2025 and held it in 4 quarters.
  • Fiduciary Trust's Agree Realty position peaked at $421K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Fiduciary Trust's 13F filing for Q1 2026, filed 15 May 2026.