LifeSteps Financial’s Agree Realty ADC Stock Holding History

LifeSteps Financial’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	$1.51K	Buy	+20	New	+$1.52K	﹤0.01%	707

Other funds holding ADC

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LifeSteps Financial's ADC Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Agree Realty (ADC) in Q2 2026: 20 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #707 among its holdings.

139 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

LifeSteps Financial held 20 shares of Agree Realty worth $1.51K as of Q2 2026.
Agree Realty was a new LifeSteps Financial position in Q2 2026.
Agree Realty made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #707 holding.
139 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.