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Optimum Investment Advisors’s Agree Realty ADC Stock Holding History

Optimum 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
2025
Q3 		$10.7K Hold
150
– – ﹤0.01% 503
2025
Q2 		$11K Hold
150
– – ﹤0.01% 500
2025
Q1 		$11.6K Hold
150
– – 0.01% 500
2024
Q4 		$10.6K Hold
150
– – ﹤0.01% 502
2024
Q3 		$11.3K Hold
150
– – ﹤0.01% 515
2024
Q2 		$9.29K Buy
+150
New +$8.86K ﹤0.01% 528

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Optimum Investment Advisors's ADC Position: Q3 2025 in Review

Optimum Investment Advisors held its Agree Realty (ADC) position steady in Q3 2025 at 150 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Optimum Investment Advisors first reported a position in ADC in Q2 2024 and has held it in 6 quarters since. The position peaked at $11.6K in Q1 2025. 479 funds tracked by Wall St. Rank hold ADC as of Q3 2025.

  • Optimum Investment Advisors held 150 shares of Agree Realty worth $10.7K as of Q3 2025.
  • Optimum Investment Advisors left its Agree Realty share count unchanged in Q3 2025.
  • Agree Realty made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #503 holding.
  • Optimum Investment Advisors first reported a position in Agree Realty in Q2 2024 and has held it in 6 quarters since.
  • Optimum Investment Advisors's Agree Realty position peaked at $11.6K in Q1 2025.
  • 479 funds tracked by Wall St. Rank held Agree Realty as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.