Principia Wealth Advisory
ADC icon

Principia Wealth Advisory’s Agree Realty ADC Stock Holding History

Principia Wealth Advisory’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 		$334 Buy
5
+1
+25% +$74 ﹤0.01% 931
2026
Q2 		$303 Sell
4
-1
-20% -$76 ﹤0.01% 963
2026
Q1 		$377 Buy
5
+2
+67% +$152 ﹤0.01% 886
2025
Q4 		$216 Sell
3
-2
-40% -$146 ﹤0.01% 924
2025
Q3 		$355 Buy
+5
New +$362 ﹤0.01% 834

Other funds holding ADC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Principia Wealth Advisory's ADC Position: Q3 2026 in Review

Principia Wealth Advisory increased its Agree Realty (ADC) stake by 25% in Q3 2026, buying an estimated $74 and bringing the position to 5 shares worth $334. The position accounts for ﹤0.01% of the portfolio, ranked #931.

Principia Wealth Advisory first reported a position in ADC in Q3 2025 and has held it in 5 quarters since. The position peaked at $377 in Q1 2026. 317 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Principia Wealth Advisory held 5 shares of Agree Realty worth $334 as of Q3 2026.
  • Principia Wealth Advisory bought 1 Agree Realty share in Q3 2026, an estimated $74.
  • Agree Realty made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q3 2026, its #931 holding.
  • Principia Wealth Advisory first reported a position in Agree Realty in Q3 2025 and has held it in 5 quarters since.
  • Principia Wealth Advisory's Agree Realty position peaked at $377 in Q1 2026.
  • 317 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Principia Wealth Advisory's 13F filing for Q3 2026, filed 12 Nov 2026.