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Gen-Wealth Partners’s Agree Realty ADC Stock Holding History

Gen-Wealth Partners’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 		$338K Sell
4,479
-11
-0.2% -$834 0.11% 182
2025
Q4 		$323K Buy
4,490
+488
+12% +$35.7K 0.1% 204
2025
Q3 		$284K Buy
+4,002
New +$290K 0.1% 207

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

Gen-Wealth Partners's ADC Position: Q1 2026 in Review

Gen-Wealth Partners reduced its Agree Realty (ADC) stake by 0.24% in Q1 2026, selling an estimated $834 and leaving 4,479 shares worth $338K. The position accounts for 0.11% of the portfolio, ranked #182.

Gen-Wealth Partners first reported a position in ADC in Q3 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Gen-Wealth Partners held 4,479 shares of Agree Realty worth $338K as of Q1 2026.
  • Gen-Wealth Partners sold 11 Agree Realty shares in Q1 2026, an estimated $834.
  • Agree Realty made up 0.11% of Gen-Wealth Partners's portfolio in Q1 2026, its #182 holding.
  • Gen-Wealth Partners first reported a position in Agree Realty in Q3 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 Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.