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James T. Borello RIA’s Agree Realty ADC Stock Holding History

James T. Borello RIA’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
Q3 		$869 Sell
13
-26
-67% -$1.94K ﹤0.01% 1002
2026
Q2 		$2.95K Buy
39
+13
+50% +$985 ﹤0.01% 885
2026
Q1 		$1.96K Buy
+26
New +$1.97K ﹤0.01% 925

Other funds holding ADC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $537M AUM 31.71% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
CS
Capital Square Chattanooga, Tennessee $227M AUM 12.51% 1-Year Est. Return

James T. Borello RIA's ADC Position: Q3 2026 in Review

James T. Borello RIA reduced its Agree Realty (ADC) stake by 67% in Q3 2026, selling an estimated $1.94K and leaving 13 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

James T. Borello RIA first reported a position in ADC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.95K in Q2 2026. 49 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • James T. Borello RIA held 13 shares of Agree Realty worth $869 as of Q3 2026.
  • James T. Borello RIA sold 26 Agree Realty shares in Q3 2026, an estimated $1.94K.
  • Agree Realty made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #1002 holding.
  • James T. Borello RIA first reported a position in Agree Realty in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello RIA's Agree Realty position peaked at $2.95K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.