CIBC Private Wealth Group
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CIBC Private Wealth Group’s Agree Realty ADC Stock Holding History

CIBC Private Wealth 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
2025
Q4 		$10.8K Buy
150
+145
+2,900% +$10.6K ﹤0.01% 2398
2025
Q3 		$355 Buy
+5
New +$362 ﹤0.01% 2912
2025
Q2 		– Sell
-2
Closed -$141 – 3075
2025
Q1 		$141 Sell
2
-1,290
-100% -$94.6K ﹤0.01% 2976
2024
Q4 		$90.1K Sell
1,292
-75
-5% -$5.58K ﹤0.01% 1459
2024
Q3 		$103K Buy
1,367
+79
+6% +$5.59K ﹤0.01% 1461
2024
Q2 		$79.8K Buy
1,288
+38
+3% +$2.25K ﹤0.01% 1482
2024
Q1 		$71.3K Buy
+1,250
New +$73.2K ﹤0.01% 1522
2018
Q3 		– Sell
-60
Closed -$3K – 972
2018
Q2 		$3K Hold
60
– – ﹤0.01% 1798
2018
Q1 		$3K Buy
60
+1
+2% +$48 ﹤0.01% 1730
2017
Q4 		$3K Buy
+59
New +$2.92K ﹤0.01% 1760

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CIBC Private Wealth Group's ADC Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Agree Realty (ADC) stake by 2,900% in Q4 2025, buying an estimated $10.6K and bringing the position to 150 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2398.

CIBC Private Wealth Group first reported a position in ADC in Q4 2017 and has held it in 10 quarters since. The position peaked at $103K in Q3 2024. 491 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • CIBC Private Wealth Group held 150 shares of Agree Realty worth $10.8K as of Q4 2025.
  • CIBC Private Wealth Group bought 145 Agree Realty shares in Q4 2025, an estimated $10.6K.
  • Agree Realty made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2398 holding.
  • CIBC Private Wealth Group first reported a position in Agree Realty in Q4 2017 and has held it in 10 quarters since.
  • CIBC Private Wealth Group's Agree Realty position peaked at $103K in Q3 2024.
  • 491 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.