James T. Borello
ADC icon

James T. Borello’s Agree Realty ADC Stock Holding History

James T. Borello’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
Q3 		$869 Sell
13
-26
-67% -$1.94K ﹤0.01% 1002
2026
Q2 		$2.95K Buy
39
+13
+50% +$985 ﹤0.01% 885
2026
Q1 		$1.96K Buy
+26
New +$1.97K ﹤0.01% 925

Other funds holding ADC

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

James T. Borello's ADC Position: Q3 2026 in Review

James T. Borello reduced its Agree Realty (ADC) stake by 67% in Q3 2026, selling an estimated $1.94K and leaving 13 shares worth $869. The position accounts for ﹤0.01% of the portfolio, ranked #1002.

James T. Borello first reported a position in ADC in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.95K in Q2 2026. 132 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • James T. Borello held 13 shares of Agree Realty worth $869 as of Q3 2026.
  • James T. Borello sold 26 Agree Realty shares in Q3 2026, an estimated $1.94K.
  • Agree Realty made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #1002 holding.
  • James T. Borello first reported a position in Agree Realty in Q1 2026 and has held it in 3 quarters since.
  • James T. Borello's Agree Realty position peaked at $2.95K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.