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Sunrise Financial Services’s Agree Realty ADC Stock Holding History

Sunrise Financial Services’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 		$1.89K Hold
25
– – ﹤0.01% 410
2026
Q1 		$1.89K Hold
25
– – ﹤0.01% 411
2025
Q4 		$1.8K Buy
+25
New +$1.83K ﹤0.01% 379

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Cohen & Steers
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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

Sunrise Financial Services's ADC Position: Q2 2026 in Review

Sunrise Financial Services held its Agree Realty (ADC) position steady in Q2 2026 at 25 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

Sunrise Financial Services first reported a position in ADC in Q4 2025 and has held it in 3 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Sunrise Financial Services held 25 shares of Agree Realty worth $1.89K as of Q2 2026.
  • Sunrise Financial Services left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #410 holding.
  • Sunrise Financial Services first reported a position in Agree Realty in Q4 2025 and has held it in 3 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.