PWA
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
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

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

Principia Wealth Advisory's ADC Position: Q2 2026 in Review

Principia Wealth Advisory reduced its Agree Realty (ADC) stake by 20% in Q2 2026, selling an estimated $76 and leaving 4 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Principia Wealth Advisory first reported a position in ADC in Q3 2025 and has held it in 4 quarters since. The position peaked at $377 in Q1 2026. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Principia Wealth Advisory held 4 shares of Agree Realty worth $303 as of Q2 2026.
  • Principia Wealth Advisory sold 1 Agree Realty share in Q2 2026, an estimated $76.
  • Agree Realty made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #963 holding.
  • Principia Wealth Advisory first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • Principia Wealth Advisory's Agree Realty position peaked at $377 in Q1 2026.
  • 496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.