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Archer Investment Corporation’s Agree Realty ADC Stock Holding History

Archer Investment 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
2024
Q1 		– Sell
-900
Closed -$56.7K – 1042
2023
Q4 		$56.7K Hold
900
– – 0.02% 382
2023
Q3 		$49.7K Hold
900
– – 0.02% 387
2023
Q2 		$58.9K Hold
900
– – 0.02% 356
2023
Q1 		$62.5K Hold
900
– – 0.02% 351
2022
Q4 		$63.8K Hold
900
– – 0.02% 319
2022
Q3 		$60.8K Hold
900
– – 0.03% 304
2022
Q2 		$64.9K Hold
900
– – 0.03% 298
2022
Q1 		$59.7K Buy
+900
New +$58.5K 0.02% 330

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Archer Investment Corporation's ADC Position: Q1 2024 in Review

Archer Investment Corporation sold out of Agree Realty (ADC) in Q1 2024, closing a stake of 900 shares — an estimated $56.7K sold.

Archer Investment Corporation first reported a position in ADC in Q1 2022 and held it in 8 quarters. The position peaked at $64.9K in Q2 2022. 395 funds tracked by Wall St. Rank hold ADC as of Q1 2024.

  • Archer Investment Corporation reported no remaining Agree Realty position as of Q1 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 900 Agree Realty shares in Q1 2024, an estimated $56.7K.
  • Archer Investment Corporation first reported a position in Agree Realty in Q1 2022 and held it in 8 quarters.
  • Archer Investment Corporation's Agree Realty position peaked at $64.9K in Q2 2022.
  • 395 funds tracked by Wall St. Rank held Agree Realty as of Q1 2024.

Based on Archer Investment Corporation's 13F filing for Q1 2024, filed 9 May 2024.