HWM
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HB Wealth Management’s Agree Realty ADC Stock Holding History

HB Wealth Management’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
-3,501
Closed -$264K – 1721
2026
Q1 		$264K Buy
+3,501
New +$265K ﹤0.01% 1299

Other funds holding ADC

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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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

HB Wealth Management's ADC Position: Q2 2026 in Review

HB Wealth Management sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 3,501 shares — an estimated $264K sold.

HB Wealth Management first reported a position in ADC in Q1 2026 and held it in 1 quarter. The position peaked at $264K in Q1 2026. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • HB Wealth Management reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 3,501 Agree Realty shares in Q2 2026, an estimated $264K.
  • HB Wealth Management first reported a position in Agree Realty in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's Agree Realty position peaked at $264K in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.