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Kovack Advisors’s Agree Realty ADC Stock Holding History

Kovack Advisors’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
-4,290
Closed -$302K – 580
2024
Q4 		$302K Sell
4,290
-1,257
-23% -$93.6K 0.03% 446
2024
Q3 		$418K Sell
5,547
-820
-13% -$58K 0.04% 350
2024
Q2 		$394K Sell
6,367
-93
-1% -$5.5K 0.04% 358
2024
Q1 		$369K Sell
6,460
-89
-1% -$5.21K 0.04% 309
2023
Q4 		$412K Buy
6,549
+1,383
+27% +$80.2K 0.05% 346
2023
Q3 		$285K Buy
+5,166
New +$323K 0.04% 409

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

Kovack Advisors's ADC Position: Q1 2025 in Review

Kovack Advisors sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 4,290 shares — an estimated $302K sold.

Kovack Advisors first reported a position in ADC in Q3 2023 and held it in 6 quarters. The position peaked at $418K in Q3 2024. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • Kovack Advisors reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • Kovack Advisors sold 4,290 Agree Realty shares in Q1 2025, an estimated $302K.
  • Kovack Advisors first reported a position in Agree Realty in Q3 2023 and held it in 6 quarters.
  • Kovack Advisors's Agree Realty position peaked at $418K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on Kovack Advisors's 13F filing for Q1 2025, filed 6 May 2025.