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LMR Partners’s Agree Realty ADC Stock Holding History

LMR Partners’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 		– Sell
-134,970
Closed -$10.2M – 1496
2026
Q1 		$10.2M Sell
134,970
-127,025
-48% -$9.63M 0.02% 419
2025
Q4 		$18.9M Buy
+261,995
New +$19.1M 0.04% 218
2023
Q4 		– Sell
-6,826
Closed -$377K – 977
2023
Q3 		$377K Hold
6,826
– – ﹤0.01% 587
2023
Q2 		$446K Buy
+6,826
New +$452K 0.01% 503

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 $3.37T AUM 44.26% 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

LMR Partners's ADC Position: Q2 2026 in Review

LMR Partners sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 134,970 shares — an estimated $10.2M sold.

LMR Partners first reported a position in ADC in Q2 2023 and held it in 4 quarters. The position peaked at $18.9M in Q4 2025. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • LMR Partners reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
  • LMR Partners sold 134,970 Agree Realty shares in Q2 2026, an estimated $10.2M.
  • LMR Partners first reported a position in Agree Realty in Q2 2023 and held it in 4 quarters.
  • LMR Partners's Agree Realty position peaked at $18.9M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.