New Age Alpha Advisors’s Agree Realty ADC Stock Holding History

New Age Alpha 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
2026 Q3	$3.69M	Buy	55,248 +3,320	+6%	+$247K	0.16%	147
2026 Q2	$3.93M	Sell	51,928 -16,634	-24%	-$1.26M	0.17%	143
2026 Q1	$5.17M	Sell	68,562 -1,395	-2%	-$106K	0.24%	116
2025 Q4	$5.04M	Sell	69,957 -9,918	-12%	-$725K	0.22%	125
2025 Q3	$5.67M	Sell	79,875 -1,815	-2%	-$131K	0.24%	112
2025 Q2	$5.97M	Sell	81,690 -20,153	-20%	-$1.51M	0.26%	96
2025 Q1	$7.86M	Buy	101,843 +35,491	+53%	+$2.6M	0.35%	61
2024 Q4	$4.67M	Buy	+66,352	New	+$4.94M	0.19%	151

Other funds holding ADC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $11.2B AUM 8.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

New Age Alpha Advisors's ADC Position: Q3 2026 in Review

New Age Alpha Advisors increased its Agree Realty (ADC) stake by 6.4% in Q3 2026, buying an estimated $247K and bringing the position to 55,248 shares worth $3.69M. The position accounts for 0.16% of the portfolio, ranked #147.

New Age Alpha Advisors first reported a position in ADC in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.86M in Q1 2025. 394 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

New Age Alpha Advisors held 55,248 shares of Agree Realty worth $3.69M as of Q3 2026.
New Age Alpha Advisors bought 3,320 Agree Realty shares in Q3 2026, an estimated $247K.
Agree Realty made up 0.16% of New Age Alpha Advisors's portfolio in Q3 2026, its #147 holding.
New Age Alpha Advisors first reported a position in Agree Realty in Q4 2024 and has held it in 8 quarters since.
New Age Alpha Advisors's Agree Realty position peaked at $7.86M in Q1 2025.
394 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on New Age Alpha Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.