Two Sigma Investments’s Agree Realty ADC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $305M | Buy |
4,041,693
+2,351,245
| +139% | +$178M | 0.25% | 86 |
|
|
2025
Q4 | $122M | Sell |
1,690,448
-34,965
| -2% | -$2.55M | 0.17% | 144 |
|
|
2025
Q3 | $123M | Sell |
1,725,413
-82,160
| -5% | -$5.95M | 0.18% | 147 |
|
|
2025
Q2 | $132M | Buy |
1,807,573
+310,150
| +21% | +$23.3M | 0.23% | 104 |
|
|
2025
Q1 | $116M | Buy |
1,497,423
+569,390
| +61% | +$41.7M | 0.25% | 95 |
|
|
2024
Q4 | $65.4M | Buy |
928,033
+133,392
| +17% | +$9.93M | 0.14% | 169 |
|
|
2024
Q3 | $59.9M | Buy |
794,641
+270,784
| +52% | +$19.2M | 0.13% | 189 |
|
|
2024
Q2 | $32.4M | Sell |
523,857
-137,837
| -21% | -$8.14M | 0.07% | 318 |
|
|
2024
Q1 | $37.8M | Buy |
661,694
+535,374
| +424% | +$31.4M | 0.09% | 282 |
|
|
2023
Q4 | $7.95M | Sell |
126,320
-170,606
| -57% | -$9.89M | 0.02% | 775 |
|
|
2023
Q3 | $16.4M | Sell |
296,926
-263,576
| -47% | -$16.5M | 0.04% | 441 |
|
|
2023
Q2 | $36.7M | Sell |
560,502
-35,930
| -6% | -$2.38M | 0.09% | 268 |
|
|
2023
Q1 | $40.9M | Buy |
596,432
+92,993
| +18% | +$6.64M | 0.12% | 213 |
|
|
2022
Q4 | $35.7M | Sell |
503,439
-192,792
| -28% | -$13.2M | 0.11% | 222 |
|
|
2022
Q3 | $47.1M | Buy |
696,231
+362,085
| +108% | +$27.2M | 0.16% | 163 |
|
|
2022
Q2 | $24.1M | Buy |
334,146
+261,434
| +360% | +$18.1M | 0.08% | 283 |
|
|
2022
Q1 | $4.83M | Sell |
72,712
-132,017
| -64% | -$8.59M | 0.01% | 948 |
|
|
2021
Q4 | $14.6M | Sell |
204,729
-112,453
| -35% | -$7.8M | 0.03% | 602 |
|
|
2021
Q3 | $21M | Buy |
317,182
+8,196
| +3% | +$597K | 0.05% | 456 |
|
|
2021
Q2 | $21.8M | Buy |
308,986
+145,955
| +90% | +$10.2M | 0.05% | 458 |
|
|
2021
Q1 | $11M | Buy |
163,031
+131,197
| +412% | +$8.56M | 0.03% | 670 |
|
|
2020
Q4 | $2.12M | Sell |
31,834
-85,231
| -73% | -$5.57M | 0.01% | 1456 |
|
|
2020
Q3 | $7.45M | Buy |
117,065
+62,835
| +116% | +$4.14M | 0.03% | 614 |
|
|
2020
Q2 | $3.56M | Buy |
54,230
+40,568
| +297% | +$2.59M | 0.02% | 812 |
|
|
2020
Q1 | $846K | Sell |
13,662
-82,944
| -86% | -$5.9M | 0.01% | 1540 |
|
|
2019
Q4 | $6.78M | Buy |
96,606
+90,256
| +1,421% | +$6.66M | 0.02% | 782 |
|
|
2019
Q3 | $465K | Sell |
6,350
-33,162
| -84% | -$2.32M | ﹤0.01% | 2622 |
|
|
2019
Q2 | $2.53M | Buy |
+39,512
| New | +$2.64M | 0.01% | 1285 |
|
|
2019
Q1 | – | Sell |
-85,060
| Closed | -$5.03M | – | 2974 |
|
|
2018
Q4 | $5.03M | Sell |
85,060
-28,326
| -25% | -$1.62M | 0.02% | 799 |
|
|
2018
Q3 | $6.02M | Buy |
113,386
+11,930
| +12% | +$649K | 0.02% | 865 |
|
|
2018
Q2 | $5.35M | Buy |
101,456
+31,785
| +46% | +$1.62M | 0.02% | 978 |
|
|
2018
Q1 | $3.35M | Sell |
69,671
-24,124
| -26% | -$1.16M | 0.01% | 1177 |
|
|
2017
Q4 | $4.83M | Buy |
93,795
+11,470
| +14% | +$569K | 0.02% | 920 |
|
|
2017
Q3 | $4.04M | Sell |
82,325
-12,324
| -13% | -$602K | 0.01% | 904 |
|
|
2017
Q2 | $4.34M | Buy |
94,649
+77,495
| +452% | +$3.68M | 0.02% | 935 |
|
|
2017
Q1 | $823K | Sell |
17,154
-17,534
| -51% | -$831K | ﹤0.01% | 2041 |
|
|
2016
Q4 | $1.6M | Sell |
34,688
-72,098
| -68% | -$3.29M | 0.01% | 1655 |
|
|
2016
Q3 | $5.28M | Sell |
106,786
-18,881
| -15% | -$920K | 0.02% | 848 |
|
|
2016
Q2 | $6.06M | Buy |
125,667
+37,746
| +43% | +$1.59M | 0.03% | 690 |
|
|
2016
Q1 | $3.38M | Sell |
87,921
-20,271
| -19% | -$737K | 0.02% | 891 |
|
|
2015
Q4 | $3.68M | Buy |
108,192
+62,861
| +139% | +$2.05M | 0.02% | 791 |
|
|
2015
Q3 | $1.35M | Sell |
45,331
-56,015
| -55% | -$1.67M | 0.01% | 1031 |
|
|
2015
Q2 | $2.96M | Sell |
101,346
-17,378
| -15% | -$538K | 0.01% | 981 |
|
|
2015
Q1 | $3.91M | Buy |
118,724
+23,049
| +24% | +$766K | 0.02% | 825 |
|
|
2014
Q4 | $2.98M | Buy |
95,675
+64,577
| +208% | +$1.94M | 0.02% | 850 |
|
|
2014
Q3 | $851K | Sell |
31,098
-245
| -0.8% | -$7.22K | ﹤0.01% | 1116 |
|
|
2014
Q2 | $947K | Buy |
31,343
+6,234
| +25% | +$188K | ﹤0.01% | 1332 |
|
|
2014
Q1 | $763K | Sell |
25,109
-57,560
| -70% | -$1.71M | ﹤0.01% | 1317 |
|
|
2013
Q4 | $2.4M | Buy |
+82,669
| New | +$2.49M | 0.01% | 922 |
|
|
2013
Q3 | – | Sell |
-11,431
| Closed | -$337K | – | 1807 |
|
|
2013
Q2 | $337K | Buy |
+11,431
| New | +$354K | ﹤0.01% | 1583 |
|
Other funds holding ADC
VPM
VCM
CIM
ZP
Two Sigma Investments's ADC Position: Q1 2026 in Review
Two Sigma Investments increased its Agree Realty (ADC) stake by 139% in Q1 2026, buying an estimated $178M and bringing the position to 4,041,693 shares worth $305M. The position accounts for 0.25% of the portfolio, ranked #86.
Two Sigma Investments first reported a position in ADC in Q2 2013 and has held it in 50 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.
- Two Sigma Investments held 4,041,693 shares of Agree Realty worth $305M as of Q1 2026.
- Two Sigma Investments bought 2,351,245 Agree Realty shares in Q1 2026, an estimated $178M.
- Agree Realty made up 0.25% of Two Sigma Investments's portfolio in Q1 2026, its #86 holding.
- Two Sigma Investments first reported a position in Agree Realty in Q2 2013 and has held it in 50 quarters since.
- 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.
Based on Two Sigma Investments's 13F filing for Q1 2026, filed 15 May 2026.