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Jupiter Asset Management’s Agree Realty ADC Stock Holding History

Jupiter 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
2025
Q4 		– Sell
-44,683
Closed -$3.17M – 408
2025
Q3 		$3.17M Buy
+44,683
New +$3.24M 0.03% 294
2024
Q4 		– Sell
-47,789
Closed -$3.6M – 385
2024
Q3 		$3.6M Buy
+47,789
New +$3.38M 0.03% 294
2024
Q1 		– Sell
-81,408
Closed -$5.12M – 425
2023
Q4 		$5.12M Sell
81,408
-386,147
-83% -$22.4M 0.05% 254
2023
Q3 		$25.8M Buy
467,555
+449,167
+2,443% +$28.1M 0.29% 101
2023
Q2 		$1.2M Buy
+18,388
New +$1.22M 0.01% 418

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Jupiter Asset Management's ADC Position: Q4 2025 in Review

Jupiter Asset Management sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 44,683 shares — an estimated $3.17M sold.

Jupiter Asset Management first reported a position in ADC in Q2 2023 and held it in 5 quarters. The position peaked at $25.8M in Q3 2023. 491 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • Jupiter Asset Management reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
  • Jupiter Asset Management sold 44,683 Agree Realty shares in Q4 2025, an estimated $3.17M.
  • Jupiter Asset Management first reported a position in Agree Realty in Q2 2023 and held it in 5 quarters.
  • Jupiter Asset Management's Agree Realty position peaked at $25.8M in Q3 2023.
  • 491 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.