FMP
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Financial Management Professionals’s Agree Realty ADC Stock Holding History

Financial Management Professionals’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 		$532 Hold
7
– – ﹤0.01% 951
2026
Q1 		$529 Hold
7
– – ﹤0.01% 877
2025
Q4 		$506 Buy
7
+2
+40% +$146 ﹤0.01% 873
2025
Q3 		$356 Buy
+5
New +$362 ﹤0.01% 887

Other funds holding ADC

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Financial Management Professionals's ADC Position: Q2 2026 in Review

Financial Management Professionals held its Agree Realty (ADC) position steady in Q2 2026 at 7 shares worth $532. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Financial Management Professionals first reported a position in ADC in Q3 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Financial Management Professionals held 7 shares of Agree Realty worth $532 as of Q2 2026.
  • Financial Management Professionals left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #951 holding.
  • Financial Management Professionals first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.