Landscape Capital Management’s Agree Realty ADC Stock Holding History

Landscape Capital 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
2026 Q2	$1.16M	Sell	15,270 -47,640	-76%	-$3.61M	0.08%	369
2026 Q1	$4.74M	Buy	62,910 +39,173	+165%	+$2.97M	0.3%	95
2025 Q4	$1.71M	Buy	+23,737	New	+$1.73M	0.11%	273
2025 Q3	–	Sell	-6,760	Closed	-$494K	–	610
2025 Q2	$494K	Sell	6,760 -13,018	-66%	-$979K	0.04%	456
2025 Q1	$1.53M	Sell	19,778 -2,080	-10%	-$152K	0.14%	225
2024 Q4	$1.54M	Buy	21,858 +11,741	+116%	+$874K	0.16%	178
2024 Q3	$762K	Buy	+10,117	New	+$716K	0.08%	322
2023 Q3	–	Sell	-10,235	Closed	-$669K	–	504
2023 Q2	$669K	Buy	+10,235	New	+$677K	0.09%	175

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Landscape Capital Management's ADC Position: Q2 2026 in Review

Landscape Capital Management reduced its Agree Realty (ADC) stake by 76% in Q2 2026, selling an estimated $3.61M and leaving 15,270 shares worth $1.16M. The position accounts for 0.08% of the portfolio, ranked #369.

Landscape Capital Management first reported a position in ADC in Q2 2023 and has held it in 8 quarters since. The position peaked at $4.74M in Q1 2026. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Landscape Capital Management held 15,270 shares of Agree Realty worth $1.16M as of Q2 2026.
Landscape Capital Management sold 47,640 Agree Realty shares in Q2 2026, an estimated $3.61M.
Agree Realty made up 0.08% of Landscape Capital Management's portfolio in Q2 2026, its #369 holding.
Landscape Capital Management first reported a position in Agree Realty in Q2 2023 and has held it in 8 quarters since.
Landscape Capital Management's Agree Realty position peaked at $4.74M in Q1 2026.
495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Landscape Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.