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Blue Trust Inc’s Agree Realty ADC Stock Holding History

Blue Trust Inc’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 		$40.9K Sell
543
-836
-61% -$63.4K ﹤0.01% 1408
2025
Q4 		$99.3K Sell
1,379
-77
-5% -$5.63K ﹤0.01% 1070
2025
Q3 		$103K Sell
1,456
-314
-18% -$22.7K ﹤0.01% 1059
2025
Q2 		$129K Buy
1,770
+544
+44% +$40.9K ﹤0.01% 933
2025
Q1 		$94.6K Sell
1,226
-3,687
-75% -$270K ﹤0.01% 1016
2024
Q4 		$346K Buy
4,913
+1,790
+57% +$133K ﹤0.01% 491
2024
Q3 		$193K Buy
3,123
+489
+19% +$34.6K ﹤0.01% 866
2024
Q2 		$150K Buy
2,634
+213
+9% +$12.6K ﹤0.01% 809
2024
Q1 		$138K Buy
2,421
+1,166
+93% +$68.3K ﹤0.01% 619
2023
Q4 		$70K Buy
1,255
+371
+42% +$21.5K ﹤0.01% 816
2023
Q3 		$58K Buy
884
+313
+55% +$19.6K ﹤0.01% 800
2023
Q2 		$40K Sell
571
-775
-58% -$51.3K ﹤0.01% 771
2023
Q1 		$95K Buy
1,346
+527
+64% +$37.6K ﹤0.01% 781
2022
Q4 		$55K Buy
819
+511
+166% +$35.1K ﹤0.01% 874
2022
Q3 		$22K Buy
308
+8
+3% +$601 ﹤0.01% 1050
2022
Q2 		$20K Buy
+300
New +$20.8K ﹤0.01% 942

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VPM
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VCM
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Two Sigma Investments
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CIM
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ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return