Proffitt & Goodson’s Agree Realty ADC Stock Holding History

Proffitt & Goodson’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 Q4	–	Sell	-4	Closed	-$285	–	298
2025 Q3	$285	Buy	+4	New	+$290	﹤0.01%	434

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Proffitt & Goodson's ADC Position: Q4 2025 in Review

Proffitt & Goodson sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 4 shares — an estimated $285 sold.

Proffitt & Goodson first reported a position in ADC in Q3 2025 and held it in 1 quarter. The position peaked at $285 in Q3 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

Proffitt & Goodson reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
Proffitt & Goodson sold 4 Agree Realty shares in Q4 2025, an estimated $285.
Proffitt & Goodson first reported a position in Agree Realty in Q3 2025 and held it in 1 quarter.
Proffitt & Goodson's Agree Realty position peaked at $285 in Q3 2025.
492 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Proffitt & Goodson's 13F filing for Q4 2025, filed 27 Jan 2026.