MWM
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Moran Wealth Management’s Agree Realty ADC Stock Holding History

Moran Wealth Management’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 		$1.08M Sell
14,229
-104
-0.7% -$7.88K 0.03% 381
2026
Q1 		$1.08M Sell
14,333
-5,605
-28% -$425K 0.03% 359
2025
Q4 		$1.44M Buy
19,938
+1,048
+6% +$76.6K 0.04% 321
2025
Q3 		$1.34M Sell
18,890
-160
-0.8% -$11.6K 0.04% 315
2025
Q2 		$1.39M Sell
19,050
-250
-1% -$18.8K 0.04% 303
2025
Q1 		$1.49M Sell
19,300
-154
-0.8% -$11.3K 0.05% 283
2024
Q4 		$1.37M Sell
19,454
-159
-0.8% -$11.8K 0.04% 269
2024
Q3 		$1.48M Buy
19,613
+12
+0.1% +$849 0.05% 279
2024
Q2 		$1.21M Sell
19,601
-782
-4% -$46.2K 0.04% 278
2024
Q1 		$1.16M Buy
20,383
+116
+0.6% +$6.79K 0.04% 286
2023
Q4 		$1.28M Sell
20,267
-586
-3% -$34K 0.05% 284
2023
Q3 		$1.15M Buy
20,853
+3,790
+22% +$237K 0.04% 252
2023
Q2 		$1.12M Sell
17,063
-8,734
-34% -$578K 0.04% 247
2023
Q1 		$1.77M Buy
25,797
+4,410
+21% +$315K 0.07% 229
2022
Q4 		$1.52M Buy
+21,387
New +$1.47M 0.06% 233

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

Moran Wealth Management's ADC Position: Q2 2026 in Review

Moran Wealth Management reduced its Agree Realty (ADC) stake by 0.73% in Q2 2026, selling an estimated $7.88K and leaving 14,229 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #381.

Moran Wealth Management first reported a position in ADC in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.77M in Q1 2023. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Moran Wealth Management held 14,229 shares of Agree Realty worth $1.08M as of Q2 2026.
  • Moran Wealth Management sold 104 Agree Realty shares in Q2 2026, an estimated $7.88K.
  • Agree Realty made up 0.03% of Moran Wealth Management's portfolio in Q2 2026, its #381 holding.
  • Moran Wealth Management first reported a position in Agree Realty in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Agree Realty position peaked at $1.77M in Q1 2023.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.