PCM
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Polymer Capital Management’s Agree Realty ADC Stock Holding History

Polymer Capital 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
2026
Q2 		– Sell
-11,062
Closed -$834K – 613
2026
Q1 		$834K Buy
+11,062
New +$838K 0.08% 253

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State Street
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Vanguard Capital Management
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Principal Financial Group
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CIM
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Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polymer Capital Management's ADC Position: Q2 2026 in Review

Polymer Capital Management sold out of Agree Realty (ADC) in Q2 2026, closing a stake of 11,062 shares — an estimated $834K sold.

Polymer Capital Management first reported a position in ADC in Q1 2026 and held it in 1 quarter. The position peaked at $834K in Q1 2026. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Polymer Capital Management reported no remaining Agree Realty position as of Q2 2026 after selling out during the quarter.
  • Polymer Capital Management sold 11,062 Agree Realty shares in Q2 2026, an estimated $834K.
  • Polymer Capital Management first reported a position in Agree Realty in Q1 2026 and held it in 1 quarter.
  • Polymer Capital Management's Agree Realty position peaked at $834K in Q1 2026.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.