BFEC
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Benjamin F. Edwards & Company’s Agree Realty ADC Stock Holding History

Benjamin F. Edwards & Company’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
Q2 		$5K Hold
79
– – ﹤0.01% 1857
2024
Q1 		$5K Buy
+79
New +$4.63K ﹤0.01% 1841

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Benjamin F. Edwards & Company's ADC Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Agree Realty (ADC) position steady in Q2 2024 at 79 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1857.

Benjamin F. Edwards & Company first reported a position in ADC in Q1 2024 and has held it in 2 quarters since. 408 funds tracked by Wall St. Rank hold ADC as of Q2 2024.

  • Benjamin F. Edwards & Company held 79 shares of Agree Realty worth $5K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Agree Realty share count unchanged in Q2 2024.
  • Agree Realty made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1857 holding.
  • Benjamin F. Edwards & Company first reported a position in Agree Realty in Q1 2024 and has held it in 2 quarters since.
  • 408 funds tracked by Wall St. Rank held Agree Realty as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.