IFP Advisors’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $29.8K | Sell |
393
-106
| -21% | -$8.03K | ﹤0.01% | 2727 |
|
|
2026
Q1 | $37.6K | Sell |
499
-311
| -38% | -$23.6K | ﹤0.01% | 2407 |
|
|
2025
Q4 | $58.3K | Sell |
810
-299
| -27% | -$21.8K | ﹤0.01% | 2103 |
|
|
2025
Q3 | $78.8K | Buy |
1,109
+169
| +18% | +$12.2K | ﹤0.01% | 1835 |
|
|
2025
Q2 | $68.7K | Buy |
+940
| New | +$70.7K | ﹤0.01% | 1869 |
|
|
2024
Q3 | – | Sell |
-18
| Closed | -$1.11K | – | 3302 |
|
|
2024
Q2 | $1.11K | Hold |
18
| – | – | ﹤0.01% | 2964 |
|
|
2024
Q1 | $1.03K | Sell |
18
-42
| -70% | -$2.46K | ﹤0.01% | 2865 |
|
|
2023
Q4 | $3.8K | Buy |
60
+24
| +67% | +$1.39K | ﹤0.01% | 2507 |
|
|
2023
Q3 | $2.01K | Sell |
36
-15
| -29% | -$938 | ﹤0.01% | 2838 |
|
|
2023
Q2 | $3.33K | Buy |
51
+15
| +42% | +$993 | ﹤0.01% | 2685 |
|
|
2023
Q1 | $1.88K | Sell |
36
-668
| -95% | -$47.7K | ﹤0.01% | 2912 |
|
|
2022
Q4 | $51K | Sell |
704
-105
| -13% | -$7.21K | ﹤0.01% | 2228 |
|
|
2022
Q3 | $57K | Buy |
809
+370
| +84% | +$27.8K | ﹤0.01% | 2265 |
|
|
2022
Q2 | $37K | Hold |
439
| – | – | ﹤0.01% | 2368 |
|
|
2022
Q1 | $37K | Buy |
439
+234
| +114% | +$15.2K | ﹤0.01% | 2368 |
|
|
2021
Q4 | $16K | Hold |
205
| – | – | ﹤0.01% | 2032 |
|
|
2021
Q3 | $14K | Sell |
205
-290
| -59% | -$21.1K | ﹤0.01% | 2125 |
|
|
2021
Q2 | $35K | Buy |
495
+439
| +784% | +$30.8K | ﹤0.01% | 1675 |
|
|
2021
Q1 | $3K | Sell |
56
-90
| -62% | -$5.87K | ﹤0.01% | 2533 |
|
|
2020
Q4 | $9K | Buy |
146
+45
| +45% | +$2.94K | ﹤0.01% | 2098 |
|
|
2020
Q3 | $6K | Hold |
101
| – | – | ﹤0.01% | 2078 |
|
|
2020
Q2 | $6K | Sell |
101
-14
| -12% | -$894 | ﹤0.01% | 1990 |
|
|
2020
Q1 | $7K | Sell |
115
-26
| -18% | -$1.85K | ﹤0.01% | 1919 |
|
|
2019
Q4 | $8K | Sell |
141
-36
| -20% | -$2.66K | ﹤0.01% | 1998 |
|
|
2019
Q3 | $13K | Buy |
+177
| New | +$12.4K | ﹤0.01% | 1939 |
|
|
2019
Q1 | – | Sell |
-669
| Closed | -$40K | – | 2356 |
|
|
2018
Q4 | $40K | Buy |
669
+169
| +34% | +$9.66K | ﹤0.01% | 1726 |
|
|
2018
Q3 | $27K | Hold |
500
| – | – | ﹤0.01% | 2272 |
|
|
2018
Q2 | $26K | Hold |
500
| – | – | ﹤0.01% | 2305 |
|
|
2018
Q1 | $26K | Hold |
500
| – | – | ﹤0.01% | 2211 |
|
|
2017
Q4 | $26K | Sell |
500
-250
| -33% | -$12.4K | ﹤0.01% | 2240 |
|
|
2017
Q3 | $37K | Hold |
750
| – | – | ﹤0.01% | 2173 |
|
|
2017
Q2 | $34K | Hold |
750
| – | – | ﹤0.01% | 2224 |
|
|
2017
Q1 | $36K | Sell |
750
-1
| -0.1% | -$47 | ﹤0.01% | 2123 |
|
|
2016
Q4 | $35K | Hold |
751
| – | – | ﹤0.01% | 2079 |
|
|
2016
Q3 | $37K | Hold |
751
| – | – | ﹤0.01% | 1995 |
|
|
2016
Q2 | $36K | Buy |
+751
| New | +$31.6K | ﹤0.01% | 1964 |
|
|
2016
Q1 | – | Sell |
-537
| Closed | -$18K | – | 2353 |
|
|
2015
Q4 | $18K | Buy |
+537
| New | +$17.5K | ﹤0.01% | 2208 |
|
Other funds holding ADC
CIM
IFP Advisors's ADC Position: Q2 2026 in Review
IFP Advisors reduced its Agree Realty (ADC) stake by 21% in Q2 2026, selling an estimated $8.03K and leaving 393 shares worth $29.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.
IFP Advisors first reported a position in ADC in Q4 2015 and has held it in 37 quarters since. The position peaked at $78.8K in Q3 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.
- IFP Advisors held 393 shares of Agree Realty worth $29.8K as of Q2 2026.
- IFP Advisors sold 106 Agree Realty shares in Q2 2026, an estimated $8.03K.
- Agree Realty made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2727 holding.
- IFP Advisors first reported a position in Agree Realty in Q4 2015 and has held it in 37 quarters since.
- IFP Advisors's Agree Realty position peaked at $78.8K in Q3 2025.
- 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.