Atom Investors’s Agree Realty ADC Stock Holding History

Atom Investors’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	$1.63M	Sell	21,645 -11,185	-34%	-$848K	0.12%	277
2025 Q4	$2.36M	Sell	32,830 -711	-2%	-$52K	0.19%	171
2025 Q3	$2.38M	Sell	33,541 -75,046	-69%	-$5.44M	0.18%	149
2025 Q2	$7.93M	Buy	108,587 +101,471	+1,426%	+$7.63M	0.7%	21
2025 Q1	$549K	Sell	7,116 -91,118	-93%	-$6.68M	0.07%	285
2024 Q4	$6.92M	Buy	98,234 +74,740	+318%	+$5.56M	0.86%	10
2024 Q3	$1.77M	Sell	23,494 -4,262	-15%	-$302K	0.19%	171
2024 Q2	$1.72M	Buy	+27,756	New	+$1.64M	0.17%	177
2023 Q4	–	Sell	-21,073	Closed	-$1.16M	–	444
2023 Q3	$1.16M	Buy	+21,073	New	+$1.32M	0.27%	115
2019 Q2	–	Sell	-4,398	Closed	-$305K	–	396
2019 Q1	$305K	Buy	+4,398	New	+$285K	0.03%	423

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Atom Investors's ADC Position: Q1 2026 in Review

Atom Investors reduced its Agree Realty (ADC) stake by 34% in Q1 2026, selling an estimated $848K and leaving 21,645 shares worth $1.63M. The position accounts for 0.12% of the portfolio, ranked #277.

Atom Investors first reported a position in ADC in Q1 2019 and has held it in 10 quarters since. The position peaked at $7.93M in Q2 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

Atom Investors held 21,645 shares of Agree Realty worth $1.63M as of Q1 2026.
Atom Investors sold 11,185 Agree Realty shares in Q1 2026, an estimated $848K.
Agree Realty made up 0.12% of Atom Investors's portfolio in Q1 2026, its #277 holding.
Atom Investors first reported a position in Agree Realty in Q1 2019 and has held it in 10 quarters since.
Atom Investors's Agree Realty position peaked at $7.93M in Q2 2025.
497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.