CWM
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CIBC World Markets’s Agree Realty ADC Stock Holding History

CIBC World Markets’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 		$4.08M Buy
+56,630
New +$4.14M 0.02% 448
2025
Q2 		$2.14M Sell
29,234
-666
-2% -$50.1K 0.01% 547
2025
Q1 		$2.31M Sell
29,900
-195
-0.6% -$14.3K 0.02% 467
2024
Q4 		$2.12M Buy
30,095
+3,562
+13% +$265K 0.01% 533
2024
Q3 		$2M Buy
+26,533
New +$1.88M 0.01% 526
2024
Q2 		– Sell
-31,437
Closed -$1.8M – 698
2024
Q1 		$1.8M Sell
31,437
-2,123
-6% -$124K 0.01% 535
2023
Q4 		$2.11M Buy
+33,560
New +$1.94M 0.01% 506
2023
Q2 		– Sell
-28,754
Closed -$1.97M – 591
2023
Q1 		$1.97M Buy
28,754
+182
+0.6% +$13K 0.03% 359
2022
Q4 		$2.03M Sell
28,572
-3,688
-11% -$253K 0.01% 500
2022
Q3 		$2.18M Buy
+32,260
New +$2.42M 0.03% 261

Other funds holding ADC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $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