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United Capital Financial Advisors’s Agree Realty ADC Stock Holding History

United Capital Financial Advisors’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 		$499K Buy
6,586
+143
+2% +$10.8K ﹤0.01% 1121
2026
Q1 		$486K Buy
6,443
+3,578
+125% +$271K ﹤0.01% 1086
2025
Q4 		$206K Sell
2,865
-197
-6% -$14.4K ﹤0.01% 1320
2025
Q3 		$218K Sell
3,062
-131
-4% -$9.49K ﹤0.01% 1128
2025
Q2 		$233K Buy
+3,193
New +$240K ﹤0.01% 1005

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

United Capital Financial Advisors's ADC Position: Q2 2026 in Review

United Capital Financial Advisors increased its Agree Realty (ADC) stake by 2.2% in Q2 2026, buying an estimated $10.8K and bringing the position to 6,586 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

United Capital Financial Advisors 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.

  • United Capital Financial Advisors held 6,586 shares of Agree Realty worth $499K as of Q2 2026.
  • United Capital Financial Advisors bought 143 Agree Realty shares in Q2 2026, an estimated $10.8K.
  • Agree Realty made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1121 holding.
  • United Capital Financial Advisors 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 United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.