Stifel Financial
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Stifel Financial’s Agree Realty ADC Stock Holding History

Stifel Financial’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 		$2.6M Sell
34,537
-215
-0.6% -$16.3K ﹤0.01% 1770
2025
Q4 		$2.5M Sell
34,752
-1,798
-5% -$131K ﹤0.01% 1777
2025
Q3 		$2.6M Buy
36,550
+188
+0.5% +$13.6K ﹤0.01% 1722
2025
Q2 		$2.66M Buy
36,362
+905
+3% +$68K ﹤0.01% 1639
2025
Q1 		$2.74M Buy
35,457
+263
+0.7% +$19.3K ﹤0.01% 1542
2024
Q4 		$2.48M Buy
35,194
+820
+2% +$61K ﹤0.01% 1631
2024
Q3 		$2.59M Sell
34,374
-607
-2% -$43K ﹤0.01% 1613
2024
Q2 		$2.17M Buy
34,981
+407
+1% +$24.1K ﹤0.01% 1669
2024
Q1 		$1.97M Buy
34,574
+1,541
+5% +$90.2K ﹤0.01% 1728
2023
Q4 		$2.08M Buy
33,033
+4,478
+16% +$260K ﹤0.01% 1642
2023
Q3 		$1.58M Buy
28,555
+71
+0.2% +$4.44K ﹤0.01% 1751
2023
Q2 		$1.86M Buy
28,484
+1,000
+4% +$66.2K ﹤0.01% 1672
2023
Q1 		$1.89M Sell
27,484
-1,319
-5% -$94.2K ﹤0.01% 1602
2022
Q4 		$2.04M Sell
28,803
-2,214
-7% -$152K ﹤0.01% 1510
2022
Q3 		$2.1M Buy
31,017
+3,315
+12% +$249K ﹤0.01% 1435
2022
Q2 		$2M Buy
27,702
+4,242
+18% +$294K ﹤0.01% 1493
2022
Q1 		$1.56M Buy
23,460
+126
+0.5% +$8.19K ﹤0.01% 1812
2021
Q4 		$1.67M Sell
23,334
-8,372
-26% -$581K ﹤0.01% 1760
2021
Q3 		$2.1M Buy
31,706
+1,914
+6% +$139K ﹤0.01% 1544
2021
Q2 		$2.1M Buy
29,792
+137
+0.5% +$9.61K ﹤0.01% 1575
2021
Q1 		$2M Sell
29,655
-2,149
-7% -$140K ﹤0.01% 1518
2020
Q4 		$2.12M Buy
31,804
+4,358
+16% +$285K ﹤0.01% 1351
2020
Q3 		$1.75M Sell
27,446
-876
-3% -$57.7K ﹤0.01% 1290
2020
Q2 		$1.86M Sell
28,322
-837
-3% -$53.4K ﹤0.01% 1197
2020
Q1 		$1.79M Sell
29,159
-476
-2% -$33.9K 0.01% 1093
2019
Q4 		$2.07M Sell
29,635
-1,347
-4% -$99.4K ﹤0.01% 1311
2019
Q3 		$2.26M Buy
30,982
+489
+2% +$34.1K 0.01% 1235
2019
Q2 		$1.95M Buy
30,493
+905
+3% +$60.4K 0.01% 1363
2019
Q1 		$2.05M Sell
29,588
-529
-2% -$34.2K 0.01% 1226
2018
Q4 		$1.77M Buy
30,117
+259
+0.9% +$14.8K 0.01% 1218
2018
Q3 		$1.58M Sell
29,858
-393
-1% -$21.4K ﹤0.01% 1396
2018
Q2 		$1.59M Buy
30,251
+17,500
+137% +$892K ﹤0.01% 1334
2018
Q1 		$613K Buy
12,751
+107
+0.8% +$5.13K ﹤0.01% 1846
2017
Q4 		$648K Buy
12,644
+732
+6% +$36.3K ﹤0.01% 1768
2017
Q3 		$586K Buy
11,912
+1,348
+13% +$65.9K ﹤0.01% 1789
2017
Q2 		$485K Buy
10,564
+2,830
+37% +$134K ﹤0.01% 1890
2017
Q1 		$370K Buy
+7,734
New +$366K ﹤0.01% 1984
2016
Q4 		– Sell
-7,511
Closed -$372K – 2464
2016
Q3 		$372K Buy
+7,511
New +$366K ﹤0.01% 1877

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $9.67B AUM 5.55% 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 $34.8B AUM 20.7% 1-Year Est. Return

Stifel Financial's ADC Position: Q1 2026 in Review

Stifel Financial reduced its Agree Realty (ADC) stake by 0.62% in Q1 2026, selling an estimated $16.3K and leaving 34,537 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Stifel Financial first reported a position in ADC in Q3 2016 and has held it in 38 quarters since. The position peaked at $2.74M in Q1 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Stifel Financial held 34,537 shares of Agree Realty worth $2.6M as of Q1 2026.
  • Stifel Financial sold 215 Agree Realty shares in Q1 2026, an estimated $16.3K.
  • Agree Realty made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1770 holding.
  • Stifel Financial first reported a position in Agree Realty in Q3 2016 and has held it in 38 quarters since.
  • Stifel Financial's Agree Realty position peaked at $2.74M in Q1 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.