TD Private Client Wealth’s Agree Realty ADC Stock Holding History

TD Private Client Wealth’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	$4.09K	Buy	54 +7	+15%	+$530	﹤0.01%	1244
2026 Q1	$3.54K	Buy	47 +20	+74%	+$1.52K	﹤0.01%	1214
2025 Q4	$1.95K	Buy	+27	New	+$1.97K	﹤0.01%	1279
2022 Q4	–	Sell	-25	Closed	-$1.69K	–	1209
2022 Q3	$1.69K	Sell	25 -22	-47%	-$1.65K	﹤0.01%	1122
2022 Q2	$3.39K	Buy	47 +18	+62%	+$1.25K	﹤0.01%	1096
2022 Q1	$1.92K	Hold	29	–	–	﹤0.01%	1173
2021 Q4	$2.07K	Hold	29	–	–	﹤0.01%	1013
2021 Q3	$1.92K	Hold	29	–	–	﹤0.01%	1042
2021 Q2	$2.04K	Buy	+29	New	+$2.03K	﹤0.01%	1041
2021 Q1	–	Sell	-37	Closed	-$2.46K	–	1168
2020 Q4	$2.46K	Sell	37 -31	-46%	-$2.03K	﹤0.01%	943
2020 Q3	$4.33K	Hold	68	–	–	﹤0.01%	853
2020 Q2	$4.47K	Buy	+68	New	+$4.34K	﹤0.01%	847

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 $3.37T AUM 44.26% 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

TD Private Client Wealth's ADC Position: Q2 2026 in Review

TD Private Client Wealth increased its Agree Realty (ADC) stake by 15% in Q2 2026, buying an estimated $530 and bringing the position to 54 shares worth $4.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

TD Private Client Wealth first reported a position in ADC in Q2 2020 and has held it in 12 quarters since. The position peaked at $4.47K in Q2 2020. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

TD Private Client Wealth held 54 shares of Agree Realty worth $4.09K as of Q2 2026.
TD Private Client Wealth bought 7 Agree Realty shares in Q2 2026, an estimated $530.
Agree Realty made up ﹤0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #1244 holding.
TD Private Client Wealth first reported a position in Agree Realty in Q2 2020 and has held it in 12 quarters since.
TD Private Client Wealth's Agree Realty position peaked at $4.47K in Q2 2020.
495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.