Physician Wealth Advisors
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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
Q3 		$9.8K Sell
147
-52
-26% -$3.87K ﹤0.01% 900
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 		$9.6K 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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Physician Wealth Advisors's ADC Position: Q3 2026 in Review

Physician Wealth Advisors reduced its Agree Realty (ADC) stake by 26% in Q3 2026, selling an estimated $3.87K and leaving 147 shares worth $9.8K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Physician Wealth Advisors first reported a position in ADC in Q4 2024 and has held it in 8 quarters since. The position peaked at $15.1K in Q2 2026. 394 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Physician Wealth Advisors held 147 shares of Agree Realty worth $9.8K as of Q3 2026.
  • Physician Wealth Advisors sold 52 Agree Realty shares in Q3 2026, an estimated $3.87K.
  • Agree Realty made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #900 holding.
  • Physician Wealth Advisors first reported a position in Agree Realty in Q4 2024 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Agree Realty position peaked at $15.1K in Q2 2026.
  • 394 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.