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Schechter Investment Advisors’s Agree Realty ADC Stock Holding History

Schechter Investment 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
Q1 		$261K Hold
3,385
– – 0.02% 501
2024
Q4 		$238K Sell
3,385
-20
-0.6% -$1.49K 0.02% 536
2024
Q3 		$256K Buy
+3,405
New +$241K 0.02% 526

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Schechter Investment Advisors's ADC Position: Q1 2025 in Review

Schechter Investment Advisors held its Agree Realty (ADC) position steady in Q1 2025 at 3,385 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #501.

Schechter Investment Advisors first reported a position in ADC in Q3 2024 and has held it in 3 quarters since. 466 funds tracked by Wall St. Rank hold ADC as of Q1 2025.

  • Schechter Investment Advisors held 3,385 shares of Agree Realty worth $261K as of Q1 2025.
  • Schechter Investment Advisors left its Agree Realty share count unchanged in Q1 2025.
  • Agree Realty made up 0.02% of Schechter Investment Advisors's portfolio in Q1 2025, its #501 holding.
  • Schechter Investment Advisors first reported a position in Agree Realty in Q3 2024 and has held it in 3 quarters since.
  • 466 funds tracked by Wall St. Rank held Agree Realty as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.