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Milestone Investment Advisors’s Agree Realty ADC Stock Holding History

Milestone Investment Advisors’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
2023
Q4 		– Sell
-28
Closed -$1.55K – 134
2023
Q3 		$1.55K Buy
+28
New +$1.75K ﹤0.01% 404
2023
Q2 		– Sell
-28
Closed -$1.92K – 130
2023
Q1 		$1.92K Buy
+28
New +$2K ﹤0.01% 393

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Milestone Investment Advisors's ADC Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Agree Realty (ADC) in Q4 2023, closing a stake of 28 shares — an estimated $1.55K sold.

Milestone Investment Advisors first reported a position in ADC in Q1 2023 and held it in 2 quarters. The position peaked at $1.92K in Q1 2023. 367 funds tracked by Wall St. Rank hold ADC as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Agree Realty position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 28 Agree Realty shares in Q4 2023, an estimated $1.55K.
  • Milestone Investment Advisors first reported a position in Agree Realty in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Agree Realty position peaked at $1.92K in Q1 2023.
  • 367 funds tracked by Wall St. Rank held Agree Realty as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.