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
Q2 		$425K Buy
5,608
+653
+13% +$49.5K 0.01% 228
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 $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gallagher Fiduciary Advisors's ADC Position: Q2 2026 in Review

Gallagher Fiduciary Advisors increased its Agree Realty (ADC) stake by 13% in Q2 2026, buying an estimated $49.5K and bringing the position to 5,608 shares worth $425K. 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 4 quarters since. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Gallagher Fiduciary Advisors held 5,608 shares of Agree Realty worth $425K as of Q2 2026.
  • Gallagher Fiduciary Advisors bought 653 Agree Realty shares in Q2 2026, an estimated $49.5K.
  • Agree Realty made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #228 holding.
  • Gallagher Fiduciary Advisors first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • 496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.