RMR Wealth Builders’s Agree Realty ADC Stock Holding History

RMR Wealth Builders’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
2020 Q3	–	Sell	-428	Closed	-$28K	–	221
2020 Q2	$28K	Buy	+428	New	+$27.3K	0.03%	276

Other funds holding ADC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

RMR Wealth Builders's ADC Position: Q3 2020 in Review

RMR Wealth Builders sold out of Agree Realty (ADC) in Q3 2020, closing a stake of 428 shares — an estimated $28K sold.

RMR Wealth Builders first reported a position in ADC in Q2 2020 and held it in 1 quarter. The position peaked at $28K in Q2 2020. 274 funds tracked by Wall St. Rank hold ADC as of Q3 2020.

RMR Wealth Builders reported no remaining Agree Realty position as of Q3 2020 after selling out during the quarter.
RMR Wealth Builders sold 428 Agree Realty shares in Q3 2020, an estimated $28K.
RMR Wealth Builders first reported a position in Agree Realty in Q2 2020 and held it in 1 quarter.
RMR Wealth Builders's Agree Realty position peaked at $28K in Q2 2020.
274 funds tracked by Wall St. Rank held Agree Realty as of Q3 2020.

Based on RMR Wealth Builders's 13F filing for Q3 2020, filed 13 Nov 2020.