PI
ADC icon

PGGM Investments’s Agree Realty ADC Stock Holding History

PGGM Investments’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
Q1 		$70.3M Sell
932,633
-94,467
-9% -$7.16M 1.23% 32
2025
Q4 		$74M Sell
1,027,100
-141,927
-12% -$10.4M 1.17% 37
2025
Q3 		$83M Buy
1,169,027
+212,781
+22% +$15.4M 1.34% 31
2025
Q2 		$69.9M Hold
956,246
– – 1.21% 35
2025
Q1 		$73.8M Buy
956,246
+791,598
+481% +$58M 1% 28
2024
Q4 		$11.6M Hold
164,648
– – 0.15% 117
2024
Q3 		$12.4M Sell
164,648
-969,113
-85% -$68.6M 0.16% 117
2024
Q2 		$70.2M Buy
+1,133,761
New +$67M 1.01% 26
2018
Q2 		– Sell
-250,000
Closed -$12M – 271
2018
Q1 		$12M Hold
250,000
– – 0.07% 251
2017
Q4 		$12.9M Buy
+250,000
New +$12.4M 0.07% 262

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

PGGM Investments's ADC Position: Q1 2026 in Review

PGGM Investments reduced its Agree Realty (ADC) stake by 9.2% in Q1 2026, selling an estimated $7.16M and leaving 932,633 shares worth $70.3M. The position accounts for 1.23% of the portfolio, ranked #32.

PGGM Investments first reported a position in ADC in Q4 2017 and has held it in 10 quarters since. The position peaked at $83M in Q3 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • PGGM Investments held 932,633 shares of Agree Realty worth $70.3M as of Q1 2026.
  • PGGM Investments sold 94,467 Agree Realty shares in Q1 2026, an estimated $7.16M.
  • Agree Realty made up 1.23% of PGGM Investments's portfolio in Q1 2026, its #32 holding.
  • PGGM Investments first reported a position in Agree Realty in Q4 2017 and has held it in 10 quarters since.
  • PGGM Investments's Agree Realty position peaked at $83M in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on PGGM Investments's 13F filing for Q1 2026, filed 15 May 2026.