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True Wealth Design’s Agree Realty ADC Stock Holding History

True Wealth Design’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 		$6.06K Buy
80
+66
+471% +$5K ﹤0.01% 1257
2026
Q1 		$1.06K Hold
14
– – ﹤0.01% 1785
2025
Q4 		$1.01K Hold
14
– – ﹤0.01% 1699
2025
Q3 		$995 Hold
14
– – ﹤0.01% 1746
2025
Q2 		$1.02K Sell
14
-3
-18% -$226 ﹤0.01% 1452
2025
Q1 		$1.31K Buy
+17
New +$1.25K ﹤0.01% 1164
2023
Q2 		– Sell
-15
Closed -$1.03K – 784
2023
Q1 		$1.03K Buy
+15
New +$1.07K ﹤0.01% 402

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

True Wealth Design's ADC Position: Q2 2026 in Review

True Wealth Design increased its Agree Realty (ADC) stake by 471% in Q2 2026, buying an estimated $5K and bringing the position to 80 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

True Wealth Design first reported a position in ADC in Q1 2023 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • True Wealth Design held 80 shares of Agree Realty worth $6.06K as of Q2 2026.
  • True Wealth Design bought 66 Agree Realty shares in Q2 2026, an estimated $5K.
  • Agree Realty made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1257 holding.
  • True Wealth Design first reported a position in Agree Realty in Q1 2023 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.