Focus Partners Wealth
ADC icon

Focus Partners Wealth’s Agree Realty ADC Stock Holding History

Focus Partners 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
Q1 		– Sell
-3,371
Closed -$243K – 2645
2025
Q4 		$243K Sell
3,371
-1,113
-25% -$81.3K ﹤0.01% 2343
2025
Q3 		$920K Buy
+4,484
New +$325K ﹤0.01% 1319

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State Street
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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

Focus Partners Wealth's ADC Position: Q1 2026 in Review

Focus Partners Wealth sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 3,371 shares — an estimated $243K sold.

Focus Partners Wealth first reported a position in ADC in Q3 2025 and held it in 2 quarters. The position peaked at $920K in Q3 2025. 501 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Focus Partners Wealth reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 3,371 Agree Realty shares in Q1 2026, an estimated $243K.
  • Focus Partners Wealth first reported a position in Agree Realty in Q3 2025 and held it in 2 quarters.
  • Focus Partners Wealth's Agree Realty position peaked at $920K in Q3 2025.
  • 501 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.