JWM
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Janiczek Wealth Management’s Agree Realty ADC Stock Holding History

Janiczek Wealth 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
2024
Q2 		$238K Buy
3,833
+1,375
+56% +$81.3K 0.05% 167
2024
Q1 		$141K Sell
2,458
-150
-6% -$8.78K 0.03% 234
2023
Q4 		$164K Buy
2,608
+1,563
+150% +$90.6K 0.04% 190
2023
Q3 		$57.8K Buy
1,045
+381
+57% +$23.8K 0.02% 343
2023
Q2 		$43.4K Buy
664
+606
+1,045% +$40.1K 0.01% 336
2023
Q1 		$3.83K Buy
+58
New +$4.14K ﹤0.01% 699

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janiczek Wealth Management's ADC Position: Q2 2024 in Review

Janiczek Wealth Management increased its Agree Realty (ADC) stake by 56% in Q2 2024, buying an estimated $81.3K and bringing the position to 3,833 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #167.

Janiczek Wealth Management first reported a position in ADC in Q1 2023 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold ADC as of Q2 2024.

  • Janiczek Wealth Management held 3,833 shares of Agree Realty worth $238K as of Q2 2024.
  • Janiczek Wealth Management bought 1,375 Agree Realty shares in Q2 2024, an estimated $81.3K.
  • Agree Realty made up 0.05% of Janiczek Wealth Management's portfolio in Q2 2024, its #167 holding.
  • Janiczek Wealth Management first reported a position in Agree Realty in Q1 2023 and has held it in 6 quarters since.
  • 408 funds tracked by Wall St. Rank held Agree Realty as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.