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Coppell Advisory Solutions’s Agree Realty ADC Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-2,025
Closed -$142K – 350
2024
Q4 		$142K Buy
2,025
+100
+5% +$7.44K 0.02% 346
2024
Q3 		$144K Hold
1,925
– – 0.02% 337
2024
Q2 		$119K Buy
+1,925
New +$114K 0.02% 345
2023
Q4 		$85.9K Buy
1,365
+865
+173% +$50.1K 0.02% 387
2023
Q3 		$35.5K Sell
500
-235
-32% -$14.7K 0.01% 406
2023
Q2 		$48.1K Buy
+735
New +$48.6K 0.01% 380
2023
Q1 		– Sell
-1,000
Closed -$70.9K – 213
2022
Q4 		$70.9K Buy
+1,000
New +$68.7K 0.02% 261

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Coppell Advisory Solutions's ADC Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 2,025 shares — an estimated $142K sold.

Coppell Advisory Solutions first reported a position in ADC in Q4 2022 and held it in 7 quarters. The position peaked at $144K in Q3 2024. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,025 Agree Realty shares in Q1 2025, an estimated $142K.
  • Coppell Advisory Solutions first reported a position in Agree Realty in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Agree Realty position peaked at $144K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.