Sophron Capital Management’s Agree Realty ADC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$25.7M Buy
352,401
+174,514
+98% +$12.7M 7.88% 1
2025
Q1
$13.7M Sell
177,887
-12,213
-6% -$943K 4.67% 7
2024
Q4
$13.4M Buy
+190,100
New +$13.4M 5.29% 5