SWM
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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
Q1 		$829 Buy
+11
New +$834 ﹤0.01% 1507

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

SHP Wealth Management's ADC Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Agree Realty (ADC) in Q1 2026: 11 shares worth $829. The stake represents ﹤0.01% of the portfolio and ranks #1507 among its holdings.

498 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • SHP Wealth Management held 11 shares of Agree Realty worth $829 as of Q1 2026.
  • Agree Realty was a new SHP Wealth Management position in Q1 2026.
  • Agree Realty made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1507 holding.
  • 498 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.