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LGT Financial Advisors’s Agree Realty ADC Stock Holding History

LGT Financial 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
-73
Closed -$5.14K – 306
2024
Q4 		$5.14K Hold
73
– – 0.01% 543
2024
Q3 		$5.5K Hold
73
– – 0.01% 513
2024
Q2 		$4.52K Hold
73
– – 0.01% 611
2024
Q1 		$4.17K Hold
73
– – ﹤0.01% 648
2023
Q4 		$4.59K Hold
73
– – 0.01% 649
2023
Q3 		$4.03K Buy
+73
New +$4.56K 0.01% 670

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

LGT Financial Advisors's ADC Position: Q1 2025 in Review

LGT Financial Advisors sold out of Agree Realty (ADC) in Q1 2025, closing a stake of 73 shares — an estimated $5.14K sold.

LGT Financial Advisors first reported a position in ADC in Q3 2023 and held it in 6 quarters. The position peaked at $5.5K in Q3 2024. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • LGT Financial Advisors reported no remaining Agree Realty position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 73 Agree Realty shares in Q1 2025, an estimated $5.14K.
  • LGT Financial Advisors first reported a position in Agree Realty in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Agree Realty position peaked at $5.5K in Q3 2024.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.