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Institutional & Family Asset Management’s Agree Realty ADC Stock Holding History

Institutional & Family Asset 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
2022
Q4 		– Sell
-47
Closed -$3K – 721
2022
Q3 		$3K Hold
47
– – ﹤0.01% 533
2022
Q2 		$3K Hold
47
– – ﹤0.01% 543
2022
Q1 		$3K Hold
47
– – ﹤0.01% 599
2021
Q4 		$3K Hold
47
– – ﹤0.01% 608
2021
Q3 		$3K Sell
47
-10
-18% -$728 ﹤0.01% 721
2021
Q2 		$4K Hold
57
– – ﹤0.01% 735
2021
Q1 		$4K Buy
57
+25
+78% +$1.63K ﹤0.01% 705
2020
Q4 		$2K Buy
+32
New +$2.09K ﹤0.01% 743

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Institutional & Family Asset Management's ADC Position: Q4 2022 in Review

Institutional & Family Asset Management sold out of Agree Realty (ADC) in Q4 2022, closing a stake of 47 shares — an estimated $3K sold.

Institutional & Family Asset Management first reported a position in ADC in Q4 2020 and held it in 8 quarters. The position peaked at $4K in Q2 2021. 359 funds tracked by Wall St. Rank hold ADC as of Q4 2022.

  • Institutional & Family Asset Management reported no remaining Agree Realty position as of Q4 2022 after selling out during the quarter.
  • Institutional & Family Asset Management sold 47 Agree Realty shares in Q4 2022, an estimated $3K.
  • Institutional & Family Asset Management first reported a position in Agree Realty in Q4 2020 and held it in 8 quarters.
  • Institutional & Family Asset Management's Agree Realty position peaked at $4K in Q2 2021.
  • 359 funds tracked by Wall St. Rank held Agree Realty as of Q4 2022.

Based on Institutional & Family Asset Management's 13F filing for Q4 2022, filed 8 Feb 2023.