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1620 Investment Advisors’s Agree Realty ADC Stock Holding History

1620 Investment 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
2026
Q2 		$713K Sell
9,407
-101
-1% -$7.65K 0.44% 62
2026
Q1 		$717K Buy
9,508
+25
+0.3% +$1.9K 0.48% 56
2025
Q4 		$683K Buy
9,483
+19
+0.2% +$1.39K 0.46% 63
2025
Q3 		$672K Buy
9,464
+725
+8% +$52.5K 0.46% 67
2025
Q2 		$639K Buy
8,739
+177
+2% +$13.3K 0.45% 66
2025
Q1 		$661K Buy
8,562
+88
+1% +$6.45K 0.51% 54
2024
Q4 		$597K Buy
8,474
+34
+0.4% +$2.53K 0.45% 64
2024
Q3 		$636K Sell
8,440
-202
-2% -$14.3K 0.46% 58
2024
Q2 		$535K Buy
8,642
+500
+6% +$29.5K 0.41% 67
2024
Q1 		$465K Buy
8,142
+44
+0.5% +$2.58K 0.47% 71
2023
Q4 		$510K Buy
8,098
+160
+2% +$9.27K 0.56% 57
2023
Q3 		$438K Buy
7,938
+25
+0.3% +$1.56K 0.5% 71
2023
Q2 		$517K Buy
7,913
+41
+0.5% +$2.71K 0.56% 61
2023
Q1 		$540K Buy
7,872
+104
+1% +$7.42K 0.65% 49
2022
Q4 		$551K Buy
7,768
+202
+3% +$13.9K 0.67% 54
2022
Q3 		$511K Buy
7,566
+151
+2% +$11.3K 0.75% 46
2022
Q2 		$535K Buy
7,415
+176
+2% +$12.2K 0.74% 43
2022
Q1 		$517K Hold
7,239
– – 0.56% 69
2021
Q4 		$517K Buy
+7,239
New +$502K 0.58% 66

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

1620 Investment Advisors's ADC Position: Q2 2026 in Review

1620 Investment Advisors reduced its Agree Realty (ADC) stake by 1.1% in Q2 2026, selling an estimated $7.65K and leaving 9,407 shares worth $713K. The position accounts for 0.44% of the portfolio, ranked #62.

1620 Investment Advisors first reported a position in ADC in Q4 2021 and has held it in 19 quarters since. The position peaked at $717K in Q1 2026. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • 1620 Investment Advisors held 9,407 shares of Agree Realty worth $713K as of Q2 2026.
  • 1620 Investment Advisors sold 101 Agree Realty shares in Q2 2026, an estimated $7.65K.
  • Agree Realty made up 0.44% of 1620 Investment Advisors's portfolio in Q2 2026, its #62 holding.
  • 1620 Investment Advisors first reported a position in Agree Realty in Q4 2021 and has held it in 19 quarters since.
  • 1620 Investment Advisors's Agree Realty position peaked at $717K in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.