KWAG
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Kiely Wealth Advisory Group’s Agree Realty ADC Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$34.6K Hold
475
– – 0.02% 136
2024
Q3 		$36.3K Hold
475
– – 0.02% 132
2024
Q2 		$34K Hold
475
– – 0.02% 120
2024
Q1 		$27.6K Hold
475
– – 0.02% 125
2023
Q4 		$28.3K Buy
+475
New +$27.5K 0.02% 120

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kiely Wealth Advisory Group's ADC Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Agree Realty (ADC) position steady in Q4 2024 at 475 shares worth $34.6K. The position accounts for 0.02% of the portfolio, ranked #136.

Kiely Wealth Advisory Group first reported a position in ADC in Q4 2023 and has held it in 5 quarters since. The position peaked at $36.3K in Q3 2024. 451 funds tracked by Wall St. Rank hold ADC as of Q4 2024.

  • Kiely Wealth Advisory Group held 475 shares of Agree Realty worth $34.6K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Agree Realty share count unchanged in Q4 2024.
  • Agree Realty made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #136 holding.
  • Kiely Wealth Advisory Group first reported a position in Agree Realty in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Agree Realty position peaked at $36.3K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held Agree Realty as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.