Schroder Investment Management Group
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Schroder Investment Management Group’s Agree Realty ADC Stock Holding History

Schroder Investment Management Group’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
2026
Q1 		$857K Sell
11,474
-12,393
-52% -$939K ﹤0.01% 1040
2025
Q4 		$1.73M Sell
23,867
-302,586
-93% -$22.1M ﹤0.01% 906
2025
Q3 		$22.9M Buy
326,453
+73,894
+29% +$5.35M 0.02% 505
2025
Q2 		$18.5M Buy
252,559
+17,836
+8% +$1.34M 0.02% 535
2025
Q1 		$17.9M Buy
+234,723
New +$17.2M 0.02% 533
2022
Q1 		– Sell
-8,279
Closed -$590K – 1347
2021
Q4 		$590K Buy
8,279
+1,171
+16% +$81.2K ﹤0.01% 1092
2021
Q3 		$471K Buy
7,108
+529
+8% +$38.5K ﹤0.01% 1207
2021
Q2 		$463K Sell
6,579
-8,155
-55% -$572K ﹤0.01% 1232
2021
Q1 		$992K Buy
+14,734
New +$961K ﹤0.01% 1155
2020
Q3 		– Sell
-40,311
Closed -$2.65M – 1325
2020
Q2 		$2.65M Buy
+40,311
New +$2.57M ﹤0.01% 778
2019
Q1 		– Sell
-3,744
Closed -$221 – 1159
2018
Q4 		$221 Hold
3,744
– – ﹤0.01% 1076
2018
Q3 		$199K Hold
3,744
– – ﹤0.01% 1124
2018
Q2 		$198K Hold
3,744
– – ﹤0.01% 1147
2018
Q1 		$180K Hold
3,744
– – ﹤0.01% 1162
2017
Q4 		$193K Hold
3,744
– – ﹤0.01% 1205
2017
Q3 		$185K Buy
+3,744
New +$183K ﹤0.01% 1202
2015
Q2 		– Sell
-6,900
Closed -$225K – 1197
2015
Q1 		$225K Sell
6,900
-13,880
-67% -$461K ﹤0.01% 1062
2014
Q4 		$646K Buy
20,780
+17,880
+617% +$538K ﹤0.01% 1051
2014
Q3 		$79.4K Sell
2,900
-12,407
-81% -$366K ﹤0.01% 1235
2014
Q2 		$463K Buy
15,307
+8,676
+131% +$262K ﹤0.01% 1077
2014
Q1 		$202K Buy
6,631
+1,685
+34% +$50.2K ﹤0.01% 1171
2013
Q4 		$144K Sell
4,946
-5,427
-52% -$163K ﹤0.01% 1255
2013
Q3 		$313K Buy
10,373
+9,601
+1,244% +$281K ﹤0.01% 1170
2013
Q2 		$22.8K Buy
+772
New +$23.9K ﹤0.01% 1369

Other funds holding ADC

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Schroder Investment Management Group's ADC Position: Q1 2026 in Review

Schroder Investment Management Group reduced its Agree Realty (ADC) stake by 52% in Q1 2026, selling an estimated $939K and leaving 11,474 shares worth $857K. The position accounts for ﹤0.01% of the portfolio, ranked #1040.

Schroder Investment Management Group first reported a position in ADC in Q2 2013 and has held it in 24 quarters since. The position peaked at $22.9M in Q3 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Schroder Investment Management Group held 11,474 shares of Agree Realty worth $857K as of Q1 2026.
  • Schroder Investment Management Group sold 12,393 Agree Realty shares in Q1 2026, an estimated $939K.
  • Agree Realty made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q1 2026, its #1040 holding.
  • Schroder Investment Management Group first reported a position in Agree Realty in Q2 2013 and has held it in 24 quarters since.
  • Schroder Investment Management Group's Agree Realty position peaked at $22.9M in Q3 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Schroder Investment Management Group's 13F filing for Q1 2026, filed 14 May 2026.