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Rialto Wealth Management’s Agree Realty ADC Stock Holding History

Rialto 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
2026
Q2 		$3.26K Hold
43
– – ﹤0.01% 926
2026
Q1 		$3.24K Buy
43
+10
+30% +$758 ﹤0.01% 703
2025
Q4 		$2.38K Hold
33
– – ﹤0.01% 687
2025
Q3 		$2.35K Buy
33
+13
+65% +$942 ﹤0.01% 627
2025
Q2 		$1.46K Buy
20
+7
+54% +$526 ﹤0.01% 695
2025
Q1 		$1K Buy
+13
New +$953 ﹤0.01% 669

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

Rialto Wealth Management's ADC Position: Q2 2026 in Review

Rialto Wealth Management held its Agree Realty (ADC) position steady in Q2 2026 at 43 shares worth $3.26K. The position accounts for ﹤0.01% of the portfolio, ranked #926.

Rialto Wealth Management first reported a position in ADC in Q1 2025 and has held it in 6 quarters since. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Rialto Wealth Management held 43 shares of Agree Realty worth $3.26K as of Q2 2026.
  • Rialto Wealth Management left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #926 holding.
  • Rialto Wealth Management first reported a position in Agree Realty in Q1 2025 and has held it in 6 quarters since.
  • 496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.