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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Frank Rimerman Advisors's ADC Position: Q1 2026 in Review

Frank Rimerman Advisors opened a new position in Agree Realty (ADC) in Q1 2026: 5,170 shares worth $390K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Frank Rimerman Advisors previously reported a position in ADC as recently as Q3 2025.

Frank Rimerman Advisors first reported a position in ADC in Q2 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Frank Rimerman Advisors held 5,170 shares of Agree Realty worth $390K as of Q1 2026.
  • Agree Realty was a new Frank Rimerman Advisors position in Q1 2026.
  • Agree Realty made up 0.03% of Frank Rimerman Advisors's portfolio in Q1 2026, its #434 holding.
  • Frank Rimerman Advisors first reported a position in Agree Realty in Q2 2025 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.