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BOLTON SECURITIES CORPORATION’s Agree Realty ADC Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q1 		$22.6K Buy
+300
New +$22.7K ﹤0.01% 1421
2025
Q3 		$21.3K Buy
+300
New +$21.7K ﹤0.01% 1363
2025
Q1 		$23.2K Buy
+300
New +$22K ﹤0.01% 1250

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 $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Centersquare Investment Management
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Zimmer Partners
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's ADC Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Agree Realty (ADC) in Q1 2026: 300 shares worth $22.6K. The stake represents ﹤0.01% of the portfolio and ranks #1421 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in ADC as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in ADC in Q1 2025 and has held it in 3 quarters since. The position peaked at $23.2K in Q1 2025. 504 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 300 shares of Agree Realty worth $22.6K as of Q1 2026.
  • Agree Realty was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Agree Realty made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1421 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Agree Realty in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Agree Realty position peaked at $23.2K in Q1 2025.
  • 504 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.