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Arcadia Investment Management’s Agree Realty ADC Stock Holding History

Arcadia Investment Management’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
2025
Q1 		– Sell
-1,000
Closed -$70.5K – 271
2024
Q4 		$70.5K Hold
1,000
– – 0.01% 195
2024
Q3 		$75.3K Buy
+1,000
New +$70.8K 0.01% 167

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Deutsche Bank
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CIM
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
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Arcadia Investment Management's ADC Position: Q1 2025 in Review

Arcadia Investment Management sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 1,000 shares — an estimated $70.5K sold.

Arcadia Investment Management first reported a position in ADC in Q3 2024 and held it in 2 quarters. The position peaked at $75.3K in Q3 2024. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • Arcadia Investment Management reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • Arcadia Investment Management sold 1,000 Agree Realty shares in Q1 2025, an estimated $70.5K.
  • Arcadia Investment Management first reported a position in Agree Realty in Q3 2024 and held it in 2 quarters.
  • Arcadia Investment Management's Agree Realty position peaked at $75.3K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on Arcadia Investment Management's 13F filing for Q1 2025, filed 30 Apr 2025.