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Physician Wealth Advisors’s Agree Realty ADC Stock Holding History

Physician Wealth 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 		$15.1K Buy
199
+39
+24% +$2.96K ﹤0.01% 763
2026
Q1 		$12.1K Buy
160
+11
+7% +$834 ﹤0.01% 750
2025
Q4 		$10.7K Buy
149
+14
+10% +$1.02K ﹤0.01% 748
2025
Q3 		$9.59K Buy
135
+21
+18% +$1.52K ﹤0.01% 751
2025
Q2 		$8.33K Buy
114
+5
+5% +$376 ﹤0.01% 676
2025
Q1 		$8.41K Sell
109
-80
-42% -$5.86K ﹤0.01% 638
2024
Q4 		$13.3K Buy
+189
New +$14.1K ﹤0.01% 588

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

Physician Wealth Advisors's ADC Position: Q2 2026 in Review

Physician Wealth Advisors increased its Agree Realty (ADC) stake by 24% in Q2 2026, buying an estimated $2.96K and bringing the position to 199 shares worth $15.1K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Physician Wealth Advisors first reported a position in ADC in Q4 2024 and has held it in 7 quarters since. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Physician Wealth Advisors held 199 shares of Agree Realty worth $15.1K as of Q2 2026.
  • Physician Wealth Advisors bought 39 Agree Realty shares in Q2 2026, an estimated $2.96K.
  • Agree Realty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #763 holding.
  • Physician Wealth Advisors first reported a position in Agree Realty in Q4 2024 and has held it in 7 quarters since.
  • 496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.