PFA
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Pure Financial Advisors’s Agree Realty ADC Stock Holding History

Pure Financial 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 		$289K Sell
3,814
-809
-17% -$61.3K ﹤0.01% 514
2026
Q1 		$348K Buy
4,623
+1,240
+37% +$94K 0.01% 417
2025
Q4 		$244K Buy
+3,383
New +$247K ﹤0.01% 467

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

Pure Financial Advisors's ADC Position: Q2 2026 in Review

Pure Financial Advisors reduced its Agree Realty (ADC) stake by 17% in Q2 2026, selling an estimated $61.3K and leaving 3,814 shares worth $289K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Pure Financial Advisors first reported a position in ADC in Q4 2025 and has held it in 3 quarters since. The position peaked at $348K in Q1 2026. 493 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Pure Financial Advisors held 3,814 shares of Agree Realty worth $289K as of Q2 2026.
  • Pure Financial Advisors sold 809 Agree Realty shares in Q2 2026, an estimated $61.3K.
  • Agree Realty made up ﹤0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #514 holding.
  • Pure Financial Advisors first reported a position in Agree Realty in Q4 2025 and has held it in 3 quarters since.
  • Pure Financial Advisors's Agree Realty position peaked at $348K in Q1 2026.
  • 493 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.