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Kapitalo Investimentos’s Agree Realty ADC Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-5,869
Closed -$413K – 88
2024
Q4 		$413K Buy
5,869
+1,100
+23% +$81.9K 0.28% 28
2024
Q3 		$359K Buy
+4,769
New +$338K 0.09% 76
2023
Q4 		– Sell
-8,767
Closed -$484K – 531
2023
Q3 		$484K Buy
8,767
+7,602
+653% +$475K 0.07% 109
2023
Q2 		$76.2K Buy
+1,165
New +$77.1K 0.01% 371

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kapitalo Investimentos's ADC Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 5,869 shares — an estimated $413K sold.

Kapitalo Investimentos first reported a position in ADC in Q2 2023 and held it in 4 quarters. The position peaked at $484K in Q3 2023. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 5,869 Agree Realty shares in Q1 2025, an estimated $413K.
  • Kapitalo Investimentos first reported a position in Agree Realty in Q2 2023 and held it in 4 quarters.
  • Kapitalo Investimentos's Agree Realty position peaked at $484K in Q3 2023.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.