WIM
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Westside Investment Management’s Agree Realty ADC Stock Holding History

Westside Investment Management’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 		$32.6K Hold
430
– – ﹤0.01% 746
2026
Q1 		$32.9K Hold
430
– – 0.01% 706
2025
Q4 		$31K Hold
430
– – 0.01% 705
2025
Q3 		$30.8K Buy
430
+215
+100% +$15.6K ﹤0.01% 710
2025
Q2 		$15.7K Buy
+215
New +$16.2K ﹤0.01% 771

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

Westside Investment Management's ADC Position: Q2 2026 in Review

Westside Investment Management held its Agree Realty (ADC) position steady in Q2 2026 at 430 shares worth $32.6K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Westside Investment Management first reported a position in ADC in Q2 2025 and has held it in 5 quarters since. The position peaked at $32.9K in Q1 2026. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Westside Investment Management held 430 shares of Agree Realty worth $32.6K as of Q2 2026.
  • Westside Investment Management left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #746 holding.
  • Westside Investment Management first reported a position in Agree Realty in Q2 2025 and has held it in 5 quarters since.
  • Westside Investment Management's Agree Realty position peaked at $32.9K in Q1 2026.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.