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Kula Investments’s Agree Realty ADC Stock Holding History

Kula Investments’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
2023
Q1 		$954K Buy
+13,910
New +$993K 0.24% 140

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Kula Investments's ADC Position: Q1 2023 in Review

Kula Investments opened a new position in Agree Realty (ADC) in Q1 2023: 13,910 shares worth $954K. The stake represents 0.24% of the portfolio and ranks #140 among its holdings.

360 funds tracked by Wall St. Rank hold ADC as of Q1 2023.

  • Kula Investments held 13,910 shares of Agree Realty worth $954K as of Q1 2023.
  • Agree Realty was a new Kula Investments position in Q1 2023.
  • Agree Realty made up 0.24% of Kula Investments's portfolio in Q1 2023, its #140 holding.
  • 360 funds tracked by Wall St. Rank held Agree Realty as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.