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

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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return