MFWM
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Motley Fool Wealth Management’s Agree Realty ADC Stock Holding History

Motley Fool 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
Q1 		$814K Sell
10,801
-4,017
-27% -$304K 0.09% 114
2025
Q4 		$1.07M Sell
14,818
-2,929
-17% -$214K 0.08% 119
2025
Q3 		$1.26M Sell
17,747
-2,579
-13% -$187K 0.09% 117
2025
Q2 		$1.49M Sell
20,326
-2,861
-12% -$215K 0.09% 113
2025
Q1 		$1.79M Sell
23,187
-2,810
-11% -$206K 0.11% 111
2024
Q4 		$1.83M Sell
25,997
-7,842
-23% -$584K 0.09% 117
2024
Q3 		$2.55M Sell
33,839
-2,374
-7% -$168K 0.13% 107
2024
Q2 		$2.24M Sell
36,213
-557
-2% -$32.9K 0.11% 107
2024
Q1 		$2.1M Sell
36,770
-164
-0.4% -$9.6K 0.11% 104
2023
Q4 		$2.33M Buy
36,934
+20,619
+126% +$1.19M 0.12% 105
2023
Q3 		$901K Buy
16,315
+535
+3% +$33.4K 0.05% 113
2023
Q2 		$1.03M Buy
15,780
+1,027
+7% +$68K 0.06% 114
2023
Q1 		$1.01M Sell
14,753
-596
-4% -$42.6K 0.06% 110
2022
Q4 		$1.09M Buy
15,349
+627
+4% +$43K 0.08% 116
2022
Q3 		$995K Buy
14,722
+271
+2% +$20.4K 0.07% 122
2022
Q2 		$1.04M Sell
14,451
-1,854
-11% -$129K 0.07% 116
2022
Q1 		$1.08M Buy
+16,305
New +$1.06M 0.05% 115
2020
Q2 		– Sell
-6,160
Closed -$381K – 118
2020
Q1 		$381K Sell
6,160
-7
-0.1% -$498 0.03% 117
2019
Q4 		$433K Buy
6,167
+408
+7% +$30.1K 0.03% 118
2019
Q3 		$421K Buy
5,759
+47
+0.8% +$3.28K 0.03% 119
2019
Q2 		$366K Buy
5,712
+100
+2% +$6.68K 0.02% 124
2019
Q1 		$389K Buy
5,612
+1,741
+45% +$113K 0.03% 124
2018
Q4 		$229K Buy
3,871
+58
+2% +$3.31K 0.02% 125
2018
Q3 		$203K Buy
+3,813
New +$207K 0.01% 134
2018
Q1 		– Sell
-4,159
Closed -$214K – 143
2017
Q4 		$214K Buy
4,159
+14
+0.3% +$694 0.02% 142
2017
Q3 		$203K Buy
+4,145
New +$203K 0.02% 143

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Motley Fool Wealth Management's ADC Position: Q1 2026 in Review

Motley Fool Wealth Management reduced its Agree Realty (ADC) stake by 27% in Q1 2026, selling an estimated $304K and leaving 10,801 shares worth $814K. The position accounts for 0.09% of the portfolio, ranked #114.

Motley Fool Wealth Management first reported a position in ADC in Q3 2017 and has held it in 26 quarters since. The position peaked at $2.55M in Q3 2024. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Motley Fool Wealth Management held 10,801 shares of Agree Realty worth $814K as of Q1 2026.
  • Motley Fool Wealth Management sold 4,017 Agree Realty shares in Q1 2026, an estimated $304K.
  • Agree Realty made up 0.09% of Motley Fool Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Motley Fool Wealth Management first reported a position in Agree Realty in Q3 2017 and has held it in 26 quarters since.
  • Motley Fool Wealth Management's Agree Realty position peaked at $2.55M in Q3 2024.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Motley Fool Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.