RWM
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Raffa Wealth Management’s Agree Realty ADC Stock Holding History

Raffa Wealth Management’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
2024
Q3 		– Sell
-215
Closed -$13.3K – 1084
2024
Q2 		$13.3K Hold
215
– – ﹤0.01% 399
2024
Q1 		$12.3K Buy
+215
New +$12.6K ﹤0.01% 396
2021
Q4 		– Sell
-9
Closed -$596 – 1128
2021
Q3 		$596 Buy
+9
New +$655 ﹤0.01% 1000

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Raffa Wealth Management's ADC Position: Q3 2024 in Review

Raffa Wealth Management sold out of Agree Realty (ADC) in Q3 2024, closing a stake of 215 shares — an estimated $13.3K sold.

Raffa Wealth Management first reported a position in ADC in Q3 2021 and held it in 3 quarters. The position peaked at $13.3K in Q2 2024. 431 funds tracked by Wall St. Rank hold ADC as of Q3 2024.

  • Raffa Wealth Management reported no remaining Agree Realty position as of Q3 2024 after selling out during the quarter.
  • Raffa Wealth Management sold 215 Agree Realty shares in Q3 2024, an estimated $13.3K.
  • Raffa Wealth Management first reported a position in Agree Realty in Q3 2021 and held it in 3 quarters.
  • Raffa Wealth Management's Agree Realty position peaked at $13.3K in Q2 2024.
  • 431 funds tracked by Wall St. Rank held Agree Realty as of Q3 2024.

Based on Raffa Wealth Management's 13F filing for Q3 2024, filed 27 Jul 2026.