JY
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Jeff Yass’s Agree Realty ADC Stock Holding History

Jeff Yass’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 		$7.27M Buy
96,000
+52,600
+121% +$3.99M ﹤0.01% 3923
2026
Q1 		$3.27M Buy
43,400
+14,300
+49% +$1.08M ﹤0.01% 5098
2025
Q4 		$2.1M Buy
29,100
+16,400
+129% +$1.2M ﹤0.01% 5561
2025
Q3 		$902K Sell
12,700
-11,000
-46% -$797K ﹤0.01% 7587
2025
Q2 		$1.73M Buy
23,700
+3,300
+16% +$248K ﹤0.01% 6105
2025
Q1 		$1.57M Buy
20,400
+12,100
+146% +$887K ﹤0.01% 6092
2024
Q4 		$585K Sell
8,300
-20,800
-71% -$1.55M ﹤0.01% 8285
2024
Q3 		$2.19M Sell
29,100
-80,400
-73% -$5.69M ﹤0.01% 5088
2024
Q2 		$6.78M Sell
109,500
-33,400
-23% -$1.97M ﹤0.01% 2977
2024
Q1 		$8.16M Buy
142,900
+102,200
+251% +$5.99M ﹤0.01% 2912
2023
Q4 		$2.56M Sell
40,700
-19,700
-33% -$1.14M ﹤0.01% 4859
2023
Q3 		$3.34M Buy
60,400
+55,100
+1,040% +$3.44M ﹤0.01% 4198
2023
Q2 		$347K Sell
5,300
-14,100
-73% -$933K ﹤0.01% 9149
2023
Q1 		$1.33M Buy
19,400
+9,500
+96% +$678K ﹤0.01% 6097
2022
Q4 		$702K Sell
9,900
-9,000
-48% -$618K ﹤0.01% 7013
2022
Q3 		$1.28M Buy
18,900
+900
+5% +$67.6K ﹤0.01% 6002
2022
Q2 		$1.3M Sell
18,000
-16,900
-48% -$1.17M ﹤0.01% 5885
2022
Q1 		$2.32M Buy
34,900
+29,400
+535% +$1.91M ﹤0.01% 5138
2021
Q4 		$392K Sell
5,500
-700
-11% -$48.5K ﹤0.01% 9835
2021
Q3 		$411K Sell
6,200
-9,100
-59% -$662K ﹤0.01% 9861
2021
Q2 		$1.08M Sell
15,300
-1,100
-7% -$77.1K ﹤0.01% 7558
2021
Q1 		$1.1M Buy
+16,400
New +$1.07M ﹤0.01% 7480
2020
Q3 		– Sell
-4,800
Closed -$315K – 10473
2020
Q2 		$315K Sell
4,800
-700
-13% -$44.7K ﹤0.01% 8272
2020
Q1 		$340K Buy
+5,500
New +$391K ﹤0.01% 7732
2017
Q4 		– Sell
-8,500
Closed -$417K – 9157
2017
Q3 		$417K Buy
+8,500
New +$415K ﹤0.01% 6827

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 $3.37T AUM 44.26% 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

Jeff Yass's ADC Position: Q2 2026 in Review

Jeff Yass opened a new position in Agree Realty (ADC) in Q2 2026: 3,446 shares worth $261K. The stake represents ﹤0.01% of the portfolio and ranks #11356 among its holdings. This is a return to the name: Jeff Yass previously reported a position in ADC as recently as Q4 2025.

Jeff Yass first reported a position in ADC in Q2 2014 and has held it in 28 quarters since. The position peaked at $11.8M in Q2 2023. 491 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Jeff Yass held 3,446 shares of Agree Realty worth $261K as of Q2 2026.
  • Agree Realty was a new Jeff Yass position in Q2 2026.
  • Agree Realty made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11356 holding.
  • Jeff Yass first reported a position in Agree Realty in Q2 2014 and has held it in 28 quarters since.
  • Jeff Yass's Agree Realty position peaked at $11.8M in Q2 2023.
  • 491 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.