FCA
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FinTrust Capital Advisors’s Agree Realty ADC Stock Holding History

FinTrust Capital 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
2024
Q3 		$114K Buy
+1,508
New +$107K 0.02% 403

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

FinTrust Capital Advisors's ADC Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in Agree Realty (ADC) in Q3 2024: 1,508 shares worth $114K. The stake represents 0.02% of the portfolio and ranks #403 among its holdings.

431 funds tracked by Wall St. Rank hold ADC as of Q3 2024.

  • FinTrust Capital Advisors held 1,508 shares of Agree Realty worth $114K as of Q3 2024.
  • Agree Realty was a new FinTrust Capital Advisors position in Q3 2024.
  • Agree Realty made up 0.02% of FinTrust Capital Advisors's portfolio in Q3 2024, its #403 holding.
  • 431 funds tracked by Wall St. Rank held Agree Realty as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.