Hudson Bay Capital Management
ADC icon

Hudson Bay Capital Management’s Agree Realty ADC Stock Holding History

Hudson Bay Capital Management’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
Q2 		$11.4M Buy
+150,000
New +$11.4M 0.03% 336
2025
Q1 		– Sell
-362,349
Closed -$25.5M – 1278
2024
Q4 		$25.5M Buy
362,349
+228,470
+171% +$17M 0.09% 213
2024
Q3 		$10.1M Sell
133,879
-66,837
-33% -$4.73M 0.04% 286
2024
Q2 		$12.4M Buy
+200,716
New +$11.9M 0.06% 197

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hudson Bay Capital Management's ADC Position: Q2 2026 in Review

Hudson Bay Capital Management opened a new position in Agree Realty (ADC) in Q2 2026: 150,000 shares worth $11.4M. The stake represents 0.03% of the portfolio and ranks #336 among its holdings. This is a return to the name: Hudson Bay Capital Management previously reported a position in ADC as recently as Q4 2024.

Hudson Bay Capital Management first reported a position in ADC in Q2 2024 and has held it in 4 quarters since. The position peaked at $25.5M in Q4 2024. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Hudson Bay Capital Management held 150,000 shares of Agree Realty worth $11.4M as of Q2 2026.
  • Agree Realty was a new Hudson Bay Capital Management position in Q2 2026.
  • Agree Realty made up 0.03% of Hudson Bay Capital Management's portfolio in Q2 2026, its #336 holding.
  • Hudson Bay Capital Management first reported a position in Agree Realty in Q2 2024 and has held it in 4 quarters since.
  • Hudson Bay Capital Management's Agree Realty position peaked at $25.5M in Q4 2024.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Hudson Bay Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.