RA
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Rise Advisors’s Agree Realty ADC Stock Holding History

Rise 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
Q4 		– Sell
-199
Closed -$14.2K – 118
2025
Q3 		$14.2K Buy
199
+26
+15% +$1.88K 0.01% 791
2025
Q2 		$12.6K Buy
173
+2
+1% +$150 0.01% 851
2025
Q1 		$13.2K Sell
171
-99
-37% -$7.26K 0.01% 790
2024
Q4 		$19K Buy
270
+3
+1% +$223 0.01% 696
2024
Q3 		$20.1K Buy
267
+3
+1% +$212 0.01% 684
2024
Q2 		$16.4K Buy
264
+3
+1% +$177 0.01% 774
2024
Q1 		$14.9K Buy
+261
New +$15.3K 0.01% 860

Other funds holding ADC

BlackRock
BlackRock New York $5.7T 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return