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Naples Money Management’s Agree Realty ADC Stock Holding History

Naples Money 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
2024
Q3 		$2.49K Buy
+33
New +$2.34K ﹤0.01% 291

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Naples Money Management's ADC Position: Q3 2024 in Review

Naples Money Management opened a new position in Agree Realty (ADC) in Q3 2024: 33 shares worth $2.49K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings.

431 funds tracked by Wall St. Rank hold ADC as of Q3 2024.

  • Naples Money Management held 33 shares of Agree Realty worth $2.49K as of Q3 2024.
  • Agree Realty was a new Naples Money Management position in Q3 2024.
  • Agree Realty made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #291 holding.
  • 431 funds tracked by Wall St. Rank held Agree Realty as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.