SFG
ADC icon

Steward Financial Group’s Agree Realty ADC Stock Holding History

Steward Financial 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
2023
Q3 		$1K Buy
+29
New +$1.81K ﹤0.01% 1081

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Steward Financial Group's ADC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Agree Realty (ADC) in Q3 2023: 29 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1081 among its holdings.

372 funds tracked by Wall St. Rank hold ADC as of Q3 2023.

  • Steward Financial Group held 29 shares of Agree Realty worth $1K as of Q3 2023.
  • Agree Realty was a new Steward Financial Group position in Q3 2023.
  • Agree Realty made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1081 holding.
  • 372 funds tracked by Wall St. Rank held Agree Realty as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.