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New York Life Investment Management’s Agree Realty ADC Stock Holding History

New York Life Investment 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
2025
Q2 		– Sell
-10,972
Closed -$847K – 799
2025
Q1 		$847K Buy
10,972
+413
+4% +$30.3K 0.01% 679
2024
Q4 		$744K Sell
10,559
-886
-8% -$66K 0.01% 722
2024
Q3 		$862K Sell
11,445
-656
-5% -$46.4K 0.01% 725
2024
Q2 		$750K Buy
+12,101
New +$715K 0.01% 744

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

New York Life Investment Management's ADC Position: Q2 2025 in Review

New York Life Investment Management sold out of Agree Realty (ADC) in Q2 2025, closing a stake of 10,972 shares — an estimated $847K sold.

New York Life Investment Management first reported a position in ADC in Q2 2024 and held it in 4 quarters. The position peaked at $862K in Q3 2024. 471 funds tracked by Wall St. Rank hold ADC as of Q2 2025.

  • New York Life Investment Management reported no remaining Agree Realty position as of Q2 2025 after selling out during the quarter.
  • New York Life Investment Management sold 10,972 Agree Realty shares in Q2 2025, an estimated $847K.
  • New York Life Investment Management first reported a position in Agree Realty in Q2 2024 and held it in 4 quarters.
  • New York Life Investment Management's Agree Realty position peaked at $862K in Q3 2024.
  • 471 funds tracked by Wall St. Rank held Agree Realty as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.