GFA
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Gallagher Fiduciary Advisors’s Agree Realty ADC Stock Holding History

Gallagher Fiduciary 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 		$373K Sell
4,955
-489
-9% -$37.1K 0.01% 228
2025
Q4 		$392K Sell
5,444
-180
-3% -$13.2K 0.01% 232
2025
Q3 		$400K Buy
+5,624
New +$407K 0.01% 212

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

Gallagher Fiduciary Advisors's ADC Position: Q1 2026 in Review

Gallagher Fiduciary Advisors reduced its Agree Realty (ADC) stake by 9% in Q1 2026, selling an estimated $37.1K and leaving 4,955 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #228.

Gallagher Fiduciary Advisors first reported a position in ADC in Q3 2025 and has held it in 3 quarters since. The position peaked at $400K in Q3 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Gallagher Fiduciary Advisors held 4,955 shares of Agree Realty worth $373K as of Q1 2026.
  • Gallagher Fiduciary Advisors sold 489 Agree Realty shares in Q1 2026, an estimated $37.1K.
  • Agree Realty made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q1 2026, its #228 holding.
  • Gallagher Fiduciary Advisors first reported a position in Agree Realty in Q3 2025 and has held it in 3 quarters since.
  • Gallagher Fiduciary Advisors's Agree Realty position peaked at $400K in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

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