AFG
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Atomi Financial Group’s Agree Realty ADC Stock Holding History

Atomi Financial Group’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 		– Sell
-4,177
Closed -$301K – 1212
2025
Q4 		$301K Buy
4,177
+643
+18% +$47K 0.01% 932
2025
Q3 		$251K Sell
3,534
-270
-7% -$19.6K 0.01% 989
2025
Q2 		$278K Buy
3,804
+100
+3% +$7.52K 0.01% 856
2025
Q1 		$286K Buy
3,704
+297
+9% +$21.8K 0.01% 794
2024
Q4 		$240K Buy
+3,407
New +$254K 0.01% 826

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Atomi Financial Group's ADC Position: Q1 2026 in Review

Atomi Financial Group sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 4,177 shares — an estimated $301K sold.

Atomi Financial Group first reported a position in ADC in Q4 2024 and held it in 5 quarters. The position peaked at $301K in Q4 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Atomi Financial Group reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • Atomi Financial Group sold 4,177 Agree Realty shares in Q1 2026, an estimated $301K.
  • Atomi Financial Group first reported a position in Agree Realty in Q4 2024 and held it in 5 quarters.
  • Atomi Financial Group's Agree Realty position peaked at $301K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.