OneDigital Investment Advisors’s Agree Realty ADC Stock Holding History

OneDigital Investment Advisors’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	$227K	Buy	2,996 +7	+0.2%	+$530	﹤0.01%	1443
2026 Q1	$225K	Sell	2,989 -56	-2%	-$4.25K	﹤0.01%	1349
2025 Q4	$219K	Sell	3,045 -342	-10%	-$25K	﹤0.01%	1392
2025 Q3	$241K	Sell	3,387 -12	-0.4%	-$869	﹤0.01%	1328
2025 Q2	$248K	Sell	3,399 -41	-1%	-$3.08K	﹤0.01%	1273
2025 Q1	$266K	Sell	3,440 -41	-1%	-$3K	﹤0.01%	1183
2024 Q4	$245K	Buy	3,481 +91	+3%	+$6.77K	﹤0.01%	1232
2024 Q3	$255K	Buy	3,390 +42	+1%	+$2.97K	﹤0.01%	1241
2024 Q2	$207K	Buy	+3,348	New	+$198K	﹤0.01%	1280

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

OneDigital Investment Advisors's ADC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Agree Realty (ADC) stake by 0.23% in Q2 2026, buying an estimated $530 and bringing the position to 2,996 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

OneDigital Investment Advisors first reported a position in ADC in Q2 2024 and has held it in 9 quarters since. The position peaked at $266K in Q1 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

OneDigital Investment Advisors held 2,996 shares of Agree Realty worth $227K as of Q2 2026.
OneDigital Investment Advisors bought 7 Agree Realty shares in Q2 2026, an estimated $530.
Agree Realty made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1443 holding.
OneDigital Investment Advisors first reported a position in Agree Realty in Q2 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Agree Realty position peaked at $266K in Q1 2025.
492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.