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Tortoise Investment Management’s Agree Realty ADC Stock Holding History

Tortoise Investment Management’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
2025
Q4 		– Sell
-1
Closed -$71 – 257
2025
Q3 		$71 Buy
+1
New +$72 ﹤0.01% 1444

Other funds holding ADC

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Tortoise Investment Management's ADC Position: Q4 2025 in Review

Tortoise Investment Management sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 1 share — an estimated $71 sold.

Tortoise Investment Management first reported a position in ADC in Q3 2025 and held it in 1 quarter. The position peaked at $71 in Q3 2025. 492 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • Tortoise Investment Management reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1 Agree Realty share in Q4 2025, an estimated $71.
  • Tortoise Investment Management first reported a position in Agree Realty in Q3 2025 and held it in 1 quarter.
  • Tortoise Investment Management's Agree Realty position peaked at $71 in Q3 2025.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.