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Inspire Investing’s Agree Realty ADC Stock Holding History

Inspire Investing’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
2022
Q3 		– Sell
-2,923
Closed -$211K – 756
2022
Q2 		$211K Sell
2,923
-620
-17% -$43K 0.03% 627
2022
Q1 		$235K Buy
3,543
+64
+2% +$4.16K 0.03% 549
2021
Q4 		$248K Buy
3,479
+47
+1% +$3.26K 0.03% 553
2021
Q3 		$227K Sell
3,432
-3,564
-51% -$259K 0.03% 655
2021
Q2 		$493K Buy
6,996
+212
+3% +$14.9K 0.06% 328
2021
Q1 		$457K Buy
+6,784
New +$442K 0.07% 324
2020
Q4 		– Sell
-3,888
Closed -$247K – 624
2020
Q3 		$247K Buy
3,888
+292
+8% +$19.2K 0.07% 284
2020
Q2 		$236K Sell
3,596
-159
-4% -$10.1K 0.08% 323
2020
Q1 		$232K Buy
+3,755
New +$267K 0.09% 319

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Inspire Investing's ADC Position: Q3 2022 in Review

Inspire Investing sold out of Agree Realty (ADC) in Q3 2022, closing a stake of 2,923 shares — an estimated $211K sold.

Inspire Investing first reported a position in ADC in Q1 2020 and held it in 9 quarters. The position peaked at $493K in Q2 2021. 361 funds tracked by Wall St. Rank hold ADC as of Q3 2022.

  • Inspire Investing reported no remaining Agree Realty position as of Q3 2022 after selling out during the quarter.
  • Inspire Investing sold 2,923 Agree Realty shares in Q3 2022, an estimated $211K.
  • Inspire Investing first reported a position in Agree Realty in Q1 2020 and held it in 9 quarters.
  • Inspire Investing's Agree Realty position peaked at $493K in Q2 2021.
  • 361 funds tracked by Wall St. Rank held Agree Realty as of Q3 2022.

Based on Inspire Investing's 13F filing for Q3 2022, filed 7 Nov 2022.