Simplex Trading

Simplex Trading’s Agree Realty ADC Stock Holding History

Simplex Trading’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	$56.2K	Buy	745 +400	+116%	+$30.3K	﹤0.01%	5745
2025 Q4	$24.9K	Buy	+345	New	+$25.2K	﹤0.01%	6274
2024 Q2	–	Sell	-2,124	Closed	-$126K	–	8669
2024 Q1	$121K	Buy	+2,124	New	+$124K	﹤0.01%	5387
2023 Q4	–	Sell	-2,727	Closed	-$158K	–	8682
2023 Q3	$150K	Buy	2,727 +2,624	+2,548%	+$164K	0.01%	4658
2023 Q2	$6K	Sell	103 -2,529	-96%	-$167K	﹤0.01%	7746
2023 Q1	$180K	Buy	2,632 +417	+19%	+$29.8K	0.01%	4451
2022 Q4	$157K	Buy	2,215 +899	+68%	+$61.7K	0.01%	4528
2022 Q3	$88K	Buy	+1,316	New	+$98.9K	﹤0.01%	5686
2022 Q1	–	Sell	-1,348	Closed	-$87.7K	–	10278
2021 Q4	$96K	Buy	1,348 +1,334	+9,529%	+$92.5K	﹤0.01%	6308
2021 Q3	$0	Sell	14 -2	-13%	-$146	﹤0.01%	9756
2021 Q2	$1K	Buy	+16	New	+$1.12K	﹤0.01%	9785
2020 Q2	–	Sell	-235	Closed	-$14K	–	7509
2020 Q1	$14K	Buy	+235	New	+$16.7K	﹤0.01%	6212
2019 Q3	–	Sell	-38	Closed	-$2K	–	7172
2019 Q2	$2K	Buy	+38	New	+$2.54K	﹤0.01%	6714

Other funds holding ADC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 $121B AUM 33.93% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return