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Sequoia Financial Advisors’s Agree Realty ADC Stock Holding History

Sequoia Financial Advisors’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 		$504K Sell
6,659
-3,809
-36% -$289K ﹤0.01% 1335
2026
Q1 		$789K Sell
10,468
-1,584
-13% -$120K ﹤0.01% 1005
2025
Q4 		$868K Buy
12,052
+4,654
+63% +$340K ﹤0.01% 962
2025
Q3 		$526K Sell
7,398
-10,583
-59% -$767K ﹤0.01% 1108
2025
Q2 		$1.31M Buy
17,981
+13,252
+280% +$996K 0.01% 596
2025
Q1 		$365K Buy
4,729
+139
+3% +$10.2K ﹤0.01% 984
2024
Q4 		$323K Buy
4,590
+169
+4% +$12.6K ﹤0.01% 994
2024
Q3 		$333K Buy
4,421
+592
+15% +$41.9K ﹤0.01% 922
2024
Q2 		$237K Sell
3,829
-3,183
-45% -$188K ﹤0.01% 1007
2024
Q1 		$401K Buy
7,012
+297
+4% +$17.4K 0.01% 763
2023
Q4 		$423K Buy
6,715
+97
+1% +$5.62K 0.01% 792
2023
Q3 		$366K Buy
6,618
+68
+1% +$4.25K 0.01% 614
2023
Q2 		$428K Sell
6,550
-434
-6% -$28.7K 0.01% 575
2023
Q1 		$479K Sell
6,984
-1,881
-21% -$134K 0.01% 468
2022
Q4 		$629K Buy
8,865
+3,579
+68% +$246K 0.02% 381
2022
Q3 		$357K Buy
5,286
+227
+4% +$17.1K 0.01% 348
2022
Q2 		$365K Sell
5,059
-1,593
-24% -$111K 0.01% 395
2022
Q1 		$441K Buy
6,652
+633
+11% +$41.2K 0.01% 386
2021
Q4 		$430K Buy
+6,019
New +$417K 0.01% 360
2021
Q3 		– Sell
-5,771
Closed -$407K – 259
2021
Q2 		$407K Hold
5,771
– – 0.01% 316
2021
Q1 		$388K Hold
5,771
– – 0.02% 295
2020
Q4 		$384K Hold
5,771
– – 0.02% 287
2020
Q3 		$367K Hold
5,771
– – 0.02% 265
2020
Q2 		$379K Buy
5,771
+115
+2% +$7.34K 0.02% 258
2020
Q1 		$350K Buy
5,656
+10
+0.2% +$712 0.03% 238
2019
Q4 		$396K Buy
+5,646
New +$416K 0.03% 253

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

Sequoia Financial Advisors's ADC Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Agree Realty (ADC) stake by 36% in Q2 2026, selling an estimated $289K and leaving 6,659 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Sequoia Financial Advisors first reported a position in ADC in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.31M in Q2 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Sequoia Financial Advisors held 6,659 shares of Agree Realty worth $504K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,809 Agree Realty shares in Q2 2026, an estimated $289K.
  • Agree Realty made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1335 holding.
  • Sequoia Financial Advisors first reported a position in Agree Realty in Q4 2019 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's Agree Realty position peaked at $1.31M in Q2 2025.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.