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CBIZ Investment Advisory Services’s Agree Realty ADC Stock Holding History

CBIZ Investment Advisory Services’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
-93
Closed -$6.72K – 420
2025
Q4 		$6.72K Buy
+93
New +$6.8K ﹤0.01% 457

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

CBIZ Investment Advisory Services's ADC Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 93 shares — an estimated $6.72K sold.

CBIZ Investment Advisory Services first reported a position in ADC in Q4 2025 and held it in 1 quarter. The position peaked at $6.72K in Q4 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 93 Agree Realty shares in Q1 2026, an estimated $6.72K.
  • CBIZ Investment Advisory Services first reported a position in Agree Realty in Q4 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Agree Realty position peaked at $6.72K in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.