Root Financial Partners
ADC icon

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
Q3 		$67 Buy
+1
New +$74 ﹤0.01% 3697
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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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bahl & Gaynor
Bahl & Gaynor Cincinnati, Ohio $21B AUM 23.02% 1-Year Est. Return

Root Financial Partners's ADC Position: Q3 2026 in Review

Root Financial Partners opened a new position in Agree Realty (ADC) in Q3 2026: 1 share worth $67. The stake represents ﹤0.01% of the portfolio and ranks #3697 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in ADC as recently as Q1 2026.

Root Financial Partners first reported a position in ADC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11.4K in Q1 2026. 272 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Root Financial Partners held 1 share of Agree Realty worth $67 as of Q3 2026.
  • Agree Realty was a new Root Financial Partners position in Q3 2026.
  • Agree Realty made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3697 holding.
  • Root Financial Partners first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Agree Realty position peaked at $11.4K in Q1 2026.
  • 272 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.