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

Ritholtz 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 		$387K Buy
5,106
+1,290
+34% +$97.8K 0.01% 949
2026
Q1 		$288K Buy
+3,816
New +$289K 0.01% 999

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

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

Ritholtz Wealth Management increased its Agree Realty (ADC) stake by 34% in Q2 2026, buying an estimated $97.8K and bringing the position to 5,106 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #949.

Ritholtz Wealth Management first reported a position in ADC in Q1 2026 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Ritholtz Wealth Management held 5,106 shares of Agree Realty worth $387K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,290 Agree Realty shares in Q2 2026, an estimated $97.8K.
  • Agree Realty made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #949 holding.
  • Ritholtz Wealth Management first reported a position in Agree Realty in Q1 2026 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.