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Wipfli Financial Advisors’s Agree Realty ADC Stock Holding History

Wipfli 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
2022
Q3 		$61K Buy
+898
New +$67.5K ﹤0.01% 976

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's ADC Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Agree Realty (ADC) in Q3 2022: 898 shares worth $61K. The stake represents ﹤0.01% of the portfolio and ranks #976 among its holdings.

361 funds tracked by Wall St. Rank hold ADC as of Q3 2022.

  • Wipfli Financial Advisors held 898 shares of Agree Realty worth $61K as of Q3 2022.
  • Agree Realty was a new Wipfli Financial Advisors position in Q3 2022.
  • Agree Realty made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #976 holding.
  • 361 funds tracked by Wall St. Rank held Agree Realty as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.