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Horizon Investments’s Agree Realty ADC Stock Holding History

Horizon Investments’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
2026
Q1 		$103K Buy
1,375
+139
+11% +$10.5K ﹤0.01% 1078
2025
Q4 		$89K Buy
+1,236
New +$90.3K ﹤0.01% 1072
2024
Q4 		– Sell
-16
Closed -$1.2K – 866
2024
Q3 		$1.2K Buy
16
+6
+60% +$425 ﹤0.01% 769
2024
Q2 		$617 Buy
+10
New +$591 ﹤0.01% 789

Other funds holding ADC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Horizon Investments's ADC Position: Q1 2026 in Review

Horizon Investments increased its Agree Realty (ADC) stake by 11% in Q1 2026, buying an estimated $10.5K and bringing the position to 1,375 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Horizon Investments first reported a position in ADC in Q2 2024 and has held it in 4 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Horizon Investments held 1,375 shares of Agree Realty worth $103K as of Q1 2026.
  • Horizon Investments bought 139 Agree Realty shares in Q1 2026, an estimated $10.5K.
  • Agree Realty made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1078 holding.
  • Horizon Investments first reported a position in Agree Realty in Q2 2024 and has held it in 4 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.