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Garton & Associates Financial Advisors’s Agree Realty ADC Stock Holding History

Garton & Associates Financial 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 		– Sell
-303
Closed -$21.9K – 128
2025
Q4 		$21.9K Buy
+303
New +$22.1K 0.01% 609

Other funds holding ADC

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Cohen & Steers
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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
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

Garton & Associates Financial Advisors's ADC Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 303 shares — an estimated $21.9K sold.

Garton & Associates Financial Advisors first reported a position in ADC in Q4 2025 and held it in 1 quarter. The position peaked at $21.9K in Q4 2025. 498 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 303 Agree Realty shares in Q1 2026, an estimated $21.9K.
  • Garton & Associates Financial Advisors first reported a position in Agree Realty in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Agree Realty position peaked at $21.9K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.