HWA
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HHM Wealth Advisors’s Agree Realty ADC Stock Holding History

HHM Wealth 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
2025
Q1 		– Sell
-13
Closed -$916 – 924
2024
Q4 		$916 Buy
+13
New +$968 ﹤0.01% 864
2022
Q3 		– Sell
-45
Closed -$3K – 641
2022
Q2 		$3K Hold
45
– – ﹤0.01% 692
2022
Q1 		$3K Buy
+45
New +$2.93K ﹤0.01% 642

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

HHM Wealth Advisors's ADC Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 13 shares — an estimated $916 sold.

HHM Wealth Advisors first reported a position in ADC in Q1 2022 and held it in 3 quarters. The position peaked at $3K in Q2 2022. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • HHM Wealth Advisors reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 13 Agree Realty shares in Q1 2025, an estimated $916.
  • HHM Wealth Advisors first reported a position in Agree Realty in Q1 2022 and held it in 3 quarters.
  • HHM Wealth Advisors's Agree Realty position peaked at $3K in Q2 2022.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.