Founders Financial Alliance’s Agree Realty ADC Stock Holding History

Founders Financial Alliance’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
2020 Q4	–	Sell	-38	Closed	-$2K	–	425
2020 Q3	$2K	Buy	+38	New	+$2.5K	﹤0.01%	1174

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Alliance's ADC Position: Q4 2020 in Review

Founders Financial Alliance sold out of Agree Realty (ADC) in Q4 2020, closing a stake of 38 shares — an estimated $2K sold.

Founders Financial Alliance first reported a position in ADC in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 282 funds tracked by Wall St. Rank hold ADC as of Q4 2020.

Founders Financial Alliance reported no remaining Agree Realty position as of Q4 2020 after selling out during the quarter.
Founders Financial Alliance sold 38 Agree Realty shares in Q4 2020, an estimated $2K.
Founders Financial Alliance first reported a position in Agree Realty in Q3 2020 and held it in 1 quarter.
Founders Financial Alliance's Agree Realty position peaked at $2K in Q3 2020.
282 funds tracked by Wall St. Rank held Agree Realty as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.