Frank Rimerman Advisors’s Agree Realty ADC Stock Holding History

Frank Rimerman 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	$349K	Sell	5,231 -347	-6%	-$25.8K	0.02%	487
2026 Q2	$422K	Buy	5,578 +408	+8%	+$30.9K	0.02%	446
2026 Q1	$390K	Buy	+5,170	New	+$392K	0.03%	434
2025 Q4	–	Sell	-3,870	Closed	-$275K	–	601
2025 Q3	$275K	Sell	3,870 -783	-17%	-$56.7K	0.02%	503
2025 Q2	$340K	Buy	+4,653	New	+$350K	0.02%	422

Other funds holding ADC

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Frank Rimerman Advisors's ADC Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Agree Realty (ADC) stake by 6.2% in Q3 2026, selling an estimated $25.8K and leaving 5,231 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #487.

Frank Rimerman Advisors first reported a position in ADC in Q2 2025 and has held it in 5 quarters since. The position peaked at $422K in Q2 2026. 224 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

Frank Rimerman Advisors held 5,231 shares of Agree Realty worth $349K as of Q3 2026.
Frank Rimerman Advisors sold 347 Agree Realty shares in Q3 2026, an estimated $25.8K.
Agree Realty made up 0.02% of Frank Rimerman Advisors's portfolio in Q3 2026, its #487 holding.
Frank Rimerman Advisors first reported a position in Agree Realty in Q2 2025 and has held it in 5 quarters since.
Frank Rimerman Advisors's Agree Realty position peaked at $422K in Q2 2026.
224 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.