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Root Financial Partners’s Agree Realty ADC Stock Holding History

Root Financial Partners’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 		– Sell
-151
Closed -$11.4K – 446
2026
Q1 		$11.4K Buy
151
+150
+15,000% +$11.4K ﹤0.01% 1619
2025
Q4 		$72 Hold
1
– – ﹤0.01% 2355
2025
Q3 		$71 Buy
+1
New +$72 ﹤0.01% 2257

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Principal Financial Group
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CIM
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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

Root Financial Partners's ADC Position: Q2 2026 in Review

Root Financial Partners sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 151 shares — an estimated $11.4K sold.

Root Financial Partners first reported a position in ADC in Q3 2025 and held it in 3 quarters. The position peaked at $11.4K in Q1 2026. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Root Financial Partners reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 151 Agree Realty shares in Q2 2026, an estimated $11.4K.
  • Root Financial Partners first reported a position in Agree Realty in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Agree Realty position peaked at $11.4K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.