VERPA
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Virginia Estate & Retirement Planning Advisors’s Agree Realty ADC Stock Holding History

Virginia Estate & Retirement Planning 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 		$3.63K Buy
48
+1
+2% +$76 ﹤0.01% 155
2026
Q1 		$3.58K Buy
+47
New +$3.56K 0.01% 129

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

Virginia Estate & Retirement Planning Advisors's ADC Position: Q2 2026 in Review

Virginia Estate & Retirement Planning Advisors increased its Agree Realty (ADC) stake by 2.1% in Q2 2026, buying an estimated $76 and bringing the position to 48 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #155.

Virginia Estate & Retirement Planning Advisors first reported a position in ADC in Q1 2026 and has held it in 2 quarters since. 487 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Virginia Estate & Retirement Planning Advisors held 48 shares of Agree Realty worth $3.63K as of Q2 2026.
  • Virginia Estate & Retirement Planning Advisors bought 1 Agree Realty share in Q2 2026, an estimated $76.
  • Agree Realty made up ﹤0.01% of Virginia Estate & Retirement Planning Advisors's portfolio in Q2 2026, its #155 holding.
  • Virginia Estate & Retirement Planning Advisors first reported a position in Agree Realty in Q1 2026 and has held it in 2 quarters since.
  • 487 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Virginia Estate & Retirement Planning Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.