SHP Wealth Management’s Agree Realty ADC Stock Holding History

SHP 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	$833	Hold	11	–	–	﹤0.01%	1648
2026 Q1	$829	Buy	+11	New	+$834	﹤0.01%	1507

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

SHP Wealth Management held its Agree Realty (ADC) position steady in Q2 2026 at 11 shares worth $833. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

SHP Wealth Management first reported a position in ADC in Q1 2026 and has held it in 2 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

SHP Wealth Management held 11 shares of Agree Realty worth $833 as of Q2 2026.
SHP Wealth Management left its Agree Realty share count unchanged in Q2 2026.
Agree Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1648 holding.
SHP Wealth Management first reported a position in Agree Realty in Q1 2026 and has held it in 2 quarters since.
497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

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