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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
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 Buy
7,342
+4,537
+162% +$338K 0.1% 229
2024
Q3 		$211K Sell
2,805
-3,856
-58% -$273K 0.11% 174
2024
Q2 		$413K Buy
+6,661
New +$394K 0.09% 257

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

Golden State Equity Partners's ADC Position: Q1 2026 in Review

Golden State Equity Partners reduced its Agree Realty (ADC) stake by 3.8% in Q1 2026, selling an estimated $20.6K and leaving 6,928 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #442.

Golden State Equity Partners first reported a position in ADC in Q2 2024 and has held it in 8 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Golden State Equity Partners held 6,928 shares of Agree Realty worth $522K as of Q1 2026.
  • Golden State Equity Partners sold 272 Agree Realty shares in Q1 2026, an estimated $20.6K.
  • Agree Realty made up 0.04% of Golden State Equity Partners's portfolio in Q1 2026, its #442 holding.
  • Golden State Equity Partners first reported a position in Agree Realty in Q2 2024 and has held it in 8 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.