LPC
Long Pond Capital’s Agree Realty ADC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,029,301
| Closed | -$213M | – | 34 |
|
|
2024
Q4 | $213M | Hold |
3,029,301
| – | – | 10.83% | 1 |
|
|
2024
Q3 | $228M | Buy |
3,029,301
+507,500
| +20% | +$38.2M | 10.23% | 1 |
|
|
2024
Q2 | $156M | Sell |
2,521,801
-346,839
| -12% | -$21.5M | 8.35% | 3 |
|
|
2024
Q1 | $164M | Buy |
2,868,640
+2,382,252
| +490% | +$136M | 9.38% | 2 |
|
|
2023
Q4 | $30.6M | Buy |
+486,388
| New | +$30.6M | 2.46% | 16 |
|