WAG
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Wiser Advisor Group’s Agree Realty ADC Stock Holding History

Wiser Advisor Group’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 		$35.2K Buy
465
+5
+1% +$379 0.04% 103
2026
Q1 		$34.7K Buy
460
+5
+1% +$379 0.04% 103
2025
Q4 		$32.8K Buy
455
+4
+0.9% +$292 0.04% 108
2025
Q3 		$32K Buy
+451
New +$32.7K 0.04% 112
2025
Q2 		– Sell
-441
Closed -$34.1K – 47
2025
Q1 		$34.1K Buy
441
+4
+0.9% +$293 0.05% 115
2024
Q4 		$30.8K Sell
437
-7
-2% -$521 0.04% 118
2024
Q3 		$33.5K Buy
444
+5
+1% +$354 0.05% 121
2024
Q2 		$27.2K Buy
439
+6
+1% +$355 0.04% 126
2024
Q1 		$24.8K Buy
433
+4
+0.9% +$234 0.04% 133
2023
Q4 		$27K Buy
+429
New +$24.9K 0.04% 130

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

Wiser Advisor Group's ADC Position: Q2 2026 in Review

Wiser Advisor Group increased its Agree Realty (ADC) stake by 1.1% in Q2 2026, buying an estimated $379 and bringing the position to 465 shares worth $35.2K. The position accounts for 0.04% of the portfolio, ranked #103.

Wiser Advisor Group first reported a position in ADC in Q4 2023 and has held it in 10 quarters since. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Wiser Advisor Group held 465 shares of Agree Realty worth $35.2K as of Q2 2026.
  • Wiser Advisor Group bought 5 Agree Realty shares in Q2 2026, an estimated $379.
  • Agree Realty made up 0.04% of Wiser Advisor Group's portfolio in Q2 2026, its #103 holding.
  • Wiser Advisor Group first reported a position in Agree Realty in Q4 2023 and has held it in 10 quarters since.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.