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Prestige Wealth Management Group’s Agree Realty ADC Stock Holding History

Prestige Wealth Management Group’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
2025
Q2 		– Sell
-92
Closed -$7.13K – 1011
2025
Q1 		$7.13K Hold
92
– – ﹤0.01% 498
2024
Q4 		$6.5K Hold
92
– – ﹤0.01% 544
2024
Q3 		$6.95K Hold
92
– – ﹤0.01% 530
2024
Q2 		$5.72K Hold
92
– – ﹤0.01% 519
2024
Q1 		$5.28K Buy
92
+80
+667% +$4.68K ﹤0.01% 555
2023
Q4 		$759 Sell
12
-117
-91% -$6.78K ﹤0.01% 886
2023
Q3 		$7.16K Buy
+129
New +$8.06K ﹤0.01% 505
2023
Q1 		– Sell
-40
Closed -$2.85K – 1054
2022
Q4 		$2.85K Buy
+40
New +$2.75K ﹤0.01% 752

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Prestige Wealth Management Group's ADC Position: Q2 2025 in Review

Prestige Wealth Management Group sold out of Agree Realty (ADC) in Q2 2025, closing a stake of 92 shares — an estimated $7.13K sold.

Prestige Wealth Management Group first reported a position in ADC in Q4 2022 and held it in 8 quarters. The position peaked at $7.16K in Q3 2023. 471 funds tracked by Wall St. Rank hold ADC as of Q2 2025.

  • Prestige Wealth Management Group reported no remaining Agree Realty position as of Q2 2025 after selling out during the quarter.
  • Prestige Wealth Management Group sold 92 Agree Realty shares in Q2 2025, an estimated $7.13K.
  • Prestige Wealth Management Group first reported a position in Agree Realty in Q4 2022 and held it in 8 quarters.
  • Prestige Wealth Management Group's Agree Realty position peaked at $7.16K in Q3 2023.
  • 471 funds tracked by Wall St. Rank held Agree Realty as of Q2 2025.

Based on Prestige Wealth Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.