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Strategic Wealth Partners’s Agree Realty ADC Stock Holding History

Strategic Wealth 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
Q2 		$1.97K Hold
26
– – ﹤0.01% 1202
2026
Q1 		$1.96K Hold
26
– – ﹤0.01% 1166
2025
Q4 		$1.87K Hold
26
– – ﹤0.01% 1212
2025
Q3 		$1.85K Hold
26
– – ﹤0.01% 1170
2025
Q2 		$1.9K Buy
+26
New +$1.95K ﹤0.01% 1010

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

Strategic Wealth Partners's ADC Position: Q2 2026 in Review

Strategic Wealth Partners held its Agree Realty (ADC) position steady in Q2 2026 at 26 shares worth $1.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Strategic Wealth Partners first reported a position in ADC in Q2 2025 and has held it in 5 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Strategic Wealth Partners held 26 shares of Agree Realty worth $1.97K as of Q2 2026.
  • Strategic Wealth Partners left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1202 holding.
  • Strategic Wealth Partners first reported a position in Agree Realty in Q2 2025 and has held it in 5 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.