JDM Financial Group’s Agree Realty ADC Stock Holding History

JDM Financial Group’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	$682	Hold	9	–	–	﹤0.01%	329
2026 Q1	$678	Buy	+9	New	+$682	﹤0.01%	315

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JDM Financial Group's ADC Position: Q2 2026 in Review

JDM Financial Group held its Agree Realty (ADC) position steady in Q2 2026 at 9 shares worth $682. The position accounts for ﹤0.01% of the portfolio, ranked #329.

JDM Financial Group first reported a position in ADC in Q1 2026 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

JDM Financial Group held 9 shares of Agree Realty worth $682 as of Q2 2026.
JDM Financial Group left its Agree Realty share count unchanged in Q2 2026.
Agree Realty made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #329 holding.
JDM Financial Group first reported a position in Agree Realty in Q1 2026 and has held it in 2 quarters since.
492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.