AWM
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Atticus Wealth Management’s Agree Realty ADC Stock Holding History

Atticus Wealth 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
Q3 		– Sell
-500
Closed -$36.5K – 204
2025
Q2 		$36.5K Hold
500
– – 0.01% 347
2025
Q1 		$38.6K Hold
500
– – 0.01% 252
2024
Q4 		$35.2K Hold
500
– – 0.01% 280
2024
Q3 		$37.7K Hold
500
– – 0.01% 267
2024
Q2 		$31K Hold
500
– – 0.01% 275
2024
Q1 		$28.6K Hold
500
– – 0.01% 293
2023
Q4 		$31.5K Hold
500
– – 0.01% 289
2023
Q3 		$27.6K Hold
500
– – 0.01% 307
2023
Q2 		$32.7K Buy
+500
New +$33.1K 0.01% 298

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Atticus Wealth Management's ADC Position: Q3 2025 in Review

Atticus Wealth Management sold out of Agree Realty (ADC) in Q3 2025, closing a stake of 500 shares — an estimated $36.5K sold.

Atticus Wealth Management first reported a position in ADC in Q2 2023 and held it in 9 quarters. The position peaked at $38.6K in Q1 2025. 479 funds tracked by Wall St. Rank hold ADC as of Q3 2025.

  • Atticus Wealth Management reported no remaining Agree Realty position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 500 Agree Realty shares in Q3 2025, an estimated $36.5K.
  • Atticus Wealth Management first reported a position in Agree Realty in Q2 2023 and held it in 9 quarters.
  • Atticus Wealth Management's Agree Realty position peaked at $38.6K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Agree Realty as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.