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Liberty One Investment Management’s Agree Realty ADC Stock Holding History

Liberty One Investment 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 		$5.93M Sell
78,237
-489
-0.6% -$37.1K 0.59% 52
2026
Q1 		$5.93M Buy
78,726
+6,079
+8% +$461K 0.61% 44
2025
Q4 		$5.23M Sell
72,647
-82,640
-53% -$6.04M 0.67% 33
2025
Q3 		$11M Buy
+155,287
New +$11.2M 0.62% 29

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty One Investment Management's ADC Position: Q2 2026 in Review

Liberty One Investment Management reduced its Agree Realty (ADC) stake by 0.62% in Q2 2026, selling an estimated $37.1K and leaving 78,237 shares worth $5.93M. The position accounts for 0.59% of the portfolio, ranked #52.

Liberty One Investment Management first reported a position in ADC in Q3 2025 and has held it in 4 quarters since. The position peaked at $11M in Q3 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Liberty One Investment Management held 78,237 shares of Agree Realty worth $5.93M as of Q2 2026.
  • Liberty One Investment Management sold 489 Agree Realty shares in Q2 2026, an estimated $37.1K.
  • Agree Realty made up 0.59% of Liberty One Investment Management's portfolio in Q2 2026, its #52 holding.
  • Liberty One Investment Management first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • Liberty One Investment Management's Agree Realty position peaked at $11M in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.