Golden State Equity Partners’s Agree Realty ADC Stock Holding History

Golden State Equity 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 Q2	–	Sell	-6,928	Closed	-$522K	–	369
2026 Q1	$522K	Sell	6,928 -272	-4%	-$20.6K	0.04%	442
2025 Q4	$519K	Buy	7,200 +243	+3%	+$17.8K	0.08%	273
2025 Q3	$494K	Sell	6,957 -65	-0.9%	-$4.71K	0.08%	256
2025 Q2	$513K	Buy	7,022 +323	+5%	+$24.3K	0.1%	241
2025 Q1	$517K	Sell	6,699 -643	-9%	-$47.1K	0.1%	240
2024 Q4	$517K	Sell	7,342 -2,822	-28%	-$210K	0.1%	229
2024 Q3	$766K	Buy	10,164 +3,503	+53%	+$248K	0.12%	191
2024 Q2	$413K	Buy	+6,661	New	+$394K	0.09%	257

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Golden State Equity Partners's ADC Position: Q2 2026 in Review

Golden State Equity Partners sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 6,928 shares — an estimated $522K sold.

Golden State Equity Partners first reported a position in ADC in Q2 2024 and held it in 8 quarters. The position peaked at $766K in Q3 2024. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Golden State Equity Partners reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 6,928 Agree Realty shares in Q2 2026, an estimated $522K.
Golden State Equity Partners first reported a position in Agree Realty in Q2 2024 and held it in 8 quarters.
Golden State Equity Partners's Agree Realty position peaked at $766K in Q3 2024.
496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.