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Concurrent Investment Advisors’s Agree Realty ADC Stock Holding History

Concurrent Investment Advisors’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 		– Sell
-6,251
Closed -$444K – 1780
2025
Q3 		$444K Sell
6,251
-533
-8% -$38.6K 0.01% 963
2025
Q2 		$496K Buy
6,784
+6
+0.1% +$451 0.01% 850
2025
Q1 		$523K Buy
6,778
+110
+2% +$8.06K 0.01% 740
2024
Q4 		$470K Sell
6,668
-72
-1% -$5.36K 0.01% 685
2024
Q3 		$508K Buy
+6,740
New +$477K 0.02% 617

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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's ADC Position: Q4 2025 in Review

Concurrent Investment Advisors sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 6,251 shares — an estimated $444K sold.

Concurrent Investment Advisors first reported a position in ADC in Q3 2024 and held it in 5 quarters. The position peaked at $523K in Q1 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • Concurrent Investment Advisors reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,251 Agree Realty shares in Q4 2025, an estimated $444K.
  • Concurrent Investment Advisors first reported a position in Agree Realty in Q3 2024 and held it in 5 quarters.
  • Concurrent Investment Advisors's Agree Realty position peaked at $523K in Q1 2025.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Concurrent Investment Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.