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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 $6.73T AUM 46.02% 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 $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Rise Advisors's ADC Position: Q4 2025 in Review

Rise Advisors sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 199 shares — an estimated $14.2K sold.

Rise Advisors first reported a position in ADC in Q1 2024 and held it in 7 quarters. The position peaked at $20.1K in Q3 2024. 492 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • Rise Advisors reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 199 Agree Realty shares in Q4 2025, an estimated $14.2K.
  • Rise Advisors first reported a position in Agree Realty in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Agree Realty position peaked at $20.1K in Q3 2024.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.