LOIM
ADC icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Liberty One Investment Management's ADC Position: Q1 2026 in Review

Liberty One Investment Management increased its Agree Realty (ADC) stake by 8.4% in Q1 2026, buying an estimated $461K and bringing the position to 78,726 shares worth $5.93M. The position accounts for 0.61% of the portfolio, ranked #44.

Liberty One Investment Management first reported a position in ADC in Q3 2025 and has held it in 3 quarters since. The position peaked at $11M in Q3 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Liberty One Investment Management held 78,726 shares of Agree Realty worth $5.93M as of Q1 2026.
  • Liberty One Investment Management bought 6,079 Agree Realty shares in Q1 2026, an estimated $461K.
  • Agree Realty made up 0.61% of Liberty One Investment Management's portfolio in Q1 2026, its #44 holding.
  • Liberty One Investment Management first reported a position in Agree Realty in Q3 2025 and has held it in 3 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 Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.