Sumitomo Mitsui Trust Group
ADC icon

Sumitomo Mitsui Trust Group’s Agree Realty ADC Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		$71.3M Buy
940,816
+159,224
+20% +$12.1M 0.04% 360
2026
Q1 		$58.9M Buy
781,592
+54,478
+7% +$4.13M 0.04% 396
2025
Q4 		$52.4M Buy
727,114
+48,130
+7% +$3.52M 0.03% 449
2025
Q3 		$48.2M Buy
678,984
+313,431
+86% +$22.7M 0.03% 483
2025
Q2 		$26.7M Buy
365,553
+15,325
+4% +$1.15M 0.02% 602
2025
Q1 		$27M Sell
350,228
-12,495
-3% -$916K 0.02% 591
2024
Q4 		$25.6M Buy
362,723
+22,525
+7% +$1.68M 0.02% 612
2024
Q3 		$25.6M Sell
340,198
-430,834
-56% -$30.5M 0.02% 608
2024
Q2 		$47.8M Sell
771,032
-115,495
-13% -$6.82M 0.04% 439
2024
Q1 		$50.6M Buy
886,527
+12,159
+1% +$712K 0.03% 483
2023
Q4 		$55M Sell
874,368
-104,298
-11% -$6.04M 0.04% 452
2023
Q3 		$54.1M Sell
978,666
-17,354
-2% -$1.08M 0.04% 425
2023
Q2 		$65.1M Buy
996,020
+174,844
+21% +$11.6M 0.05% 401
2023
Q1 		$56.3M Buy
821,176
+115,929
+16% +$8.28M 0.04% 460
2022
Q4 		$50M Buy
705,247
+131,472
+23% +$9.03M 0.04% 495
2022
Q3 		$38.8M Sell
573,775
-193,807
-25% -$14.6M 0.03% 555
2022
Q2 		$55.4M Sell
767,582
-144,284
-16% -$10M 0.04% 464
2022
Q1 		$60.5M Buy
911,866
+11,549
+1% +$751K 0.04% 476
2021
Q4 		$64.2M Sell
900,317
-36,473
-4% -$2.53M 0.04% 466
2021
Q3 		$62M Sell
936,790
-78,235
-8% -$5.69M 0.04% 478
2021
Q2 		$71.5M Sell
1,015,025
-4,690
-0.5% -$329K 0.04% 441
2021
Q1 		$68.6M Buy
1,019,715
+50,721
+5% +$3.31M 0.04% 445
2020
Q4 		$64.5M Buy
968,994
+306,951
+46% +$20.1M 0.04% 443
2020
Q3 		$42.1M Buy
662,043
+228,897
+53% +$15.1M 0.03% 535
2020
Q2 		$28.5M Sell
433,146
-225,345
-34% -$14.4M 0.02% 626
2020
Q1 		$40.8M Buy
658,491
+585,275
+799% +$41.6M 0.04% 494
2019
Q4 		$5.14M Buy
73,216
+17,599
+32% +$1.3M ﹤0.01% 797
2019
Q3 		$4.07M Buy
55,617
+11,824
+27% +$826K ﹤0.01% 801
2019
Q2 		$2.81M Buy
43,793
+20,303
+86% +$1.36M ﹤0.01% 816
2019
Q1 		$1.63M Sell
23,490
-13,276
-36% -$859K ﹤0.01% 809
2018
Q4 		$2.18M Buy
36,766
+4,198
+13% +$240K ﹤0.01% 752
2018
Q3 		$1.73M Buy
32,568
+235
+0.7% +$12.8K ﹤0.01% 781
2018
Q2 		$1.71M Buy
32,333
+3,446
+12% +$176K ﹤0.01% 781
2018
Q1 		$1.39M Buy
28,887
+1,167
+4% +$56K ﹤0.01% 786
2017
Q4 		$1.43M Sell
27,720
-125
-0.4% -$6.2K ﹤0.01% 790
2017
Q3 		$1.37M Buy
27,845
+3,383
+14% +$165K ﹤0.01% 796
2017
Q2 		$1.12M Buy
24,462
+79
+0.3% +$3.75K ﹤0.01% 789
2017
Q1 		$1.17M Sell
24,383
-2,189
-8% -$104K ﹤0.01% 770
2016
Q4 		$1.22M Buy
26,572
+9,271
+54% +$423K ﹤0.01% 769
2016
Q3 		$855K Buy
17,301
+809
+5% +$39.4K ﹤0.01% 779
2016
Q2 		$796K Buy
16,492
+3,224
+24% +$136K ﹤0.01% 769
2016
Q1 		$510K Buy
13,268
+4
+0% +$145 ﹤0.01% 812
2015
Q4 		$455K Buy
13,264
+148
+1% +$4.82K ﹤0.01% 816
2015
Q3 		$392K Buy
13,116
+331
+3% +$9.87K ﹤0.01% 820
2015
Q2 		$373K Buy
12,785
+2,370
+23% +$73.4K ﹤0.01% 858
2015
Q1 		$343K Sell
10,415
-2,270
-18% -$75.4K ﹤0.01% 849
2014
Q4 		$401K Buy
12,685
+2,890
+30% +$87K ﹤0.01% 838
2014
Q3 		$268K Sell
9,795
-341
-3% -$10.1K ﹤0.01% 818
2014
Q2 		$306K Sell
10,136
-50
-0.5% -$1.51K ﹤0.01% 778
2014
Q1 		$310K Buy
10,186
+1,428
+16% +$42.5K ﹤0.01% 763
2013
Q4 		$252K Buy
8,758
+250
+3% +$7.52K ﹤0.01% 772
2013
Q3 		$257K Buy
8,508
+204
+2% +$5.97K ﹤0.01% 758
2013
Q2 		$245K Buy
+8,304
New +$257K ﹤0.01% 738

Other funds holding ADC

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
LI
Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LI
LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
IWA
IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Sumitomo Mitsui Trust Group's ADC Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group increased its Agree Realty (ADC) stake by 20% in Q2 2026, buying an estimated $12.1M and bringing the position to 940,816 shares worth $71.3M. The position accounts for 0.04% of the portfolio, ranked #360.

Sumitomo Mitsui Trust Group first reported a position in ADC in Q2 2013 and has held it in 53 quarters since. The position peaked at $71.5M in Q2 2021. 151 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 940,816 shares of Agree Realty worth $71.3M as of Q2 2026.
  • Sumitomo Mitsui Trust Group bought 159,224 Agree Realty shares in Q2 2026, an estimated $12.1M.
  • Agree Realty made up 0.04% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #360 holding.
  • Sumitomo Mitsui Trust Group first reported a position in Agree Realty in Q2 2013 and has held it in 53 quarters since.
  • Sumitomo Mitsui Trust Group's Agree Realty position peaked at $71.5M in Q2 2021.
  • 151 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.