HWP
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Highline Wealth Partners’s Agree Realty ADC Stock Holding History

Highline 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
Q2 		$1.06K Hold
14
– – ﹤0.01% 1268
2026
Q1 		$1.05K Hold
14
– – ﹤0.01% 1150
2025
Q4 		$1.01K Hold
14
– – ﹤0.01% 917
2025
Q3 		$995 Hold
14
– – ﹤0.01% 927
2025
Q2 		$1.02K Hold
14
– – ﹤0.01% 721
2025
Q1 		$1.08K Buy
+14
New +$1.03K ﹤0.01% 732

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Highline Wealth Partners's ADC Position: Q2 2026 in Review

Highline Wealth Partners held its Agree Realty (ADC) position steady in Q2 2026 at 14 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

Highline Wealth Partners first reported a position in ADC in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.08K in Q1 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Highline Wealth Partners held 14 shares of Agree Realty worth $1.06K as of Q2 2026.
  • Highline Wealth Partners left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1268 holding.
  • Highline Wealth Partners first reported a position in Agree Realty in Q1 2025 and has held it in 6 quarters since.
  • Highline Wealth Partners's Agree Realty position peaked at $1.08K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.