Liberty Wealth Management’s Agree Realty ADC Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-184	Closed	-$12K	–	176
2021 Q3	$12K	Buy	184 +89	+94%	+$6.48K	﹤0.01%	780
2021 Q2	$7K	Sell	95 -6	-6%	-$421	﹤0.01%	720
2021 Q1	$7K	Buy	101 +7	+7%	+$457	﹤0.01%	646
2020 Q4	$6K	Buy	94 +5	+6%	+$327	﹤0.01%	665
2020 Q3	$6K	Buy	89 +1	+1%	+$66	﹤0.01%	584
2020 Q2	$6K	Buy	88 +1	+1%	+$64	﹤0.01%	563
2020 Q1	$5K	Sell	87 -6	-6%	-$427	﹤0.01%	562
2019 Q4	$6K	Hold	93	–	–	﹤0.01%	632
2019 Q3	$7K	Buy	93 +1	+1%	+$70	0.01%	571
2019 Q2	$6K	Buy	92 +1	+1%	+$67	0.01%	614
2019 Q1	$6K	Hold	91	–	–	﹤0.01%	502
2018 Q4	$5K	Buy	+91	New	+$5.2K	﹤0.01%	537

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return