West Tower Group’s Agree Realty ADC Stock Holding History

West Tower 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 Q4	–	Sell	-214	Closed	-$11.8K	–	496
2023 Q3	$11.8K	Buy	214 +63	+42%	+$3.94K	0.01%	381
2023 Q2	$9.87K	Buy	+151	New	+$9.99K	0.01%	431

Other funds holding ADC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

West Tower Group's ADC Position: Q4 2023 in Review

West Tower Group sold out of Agree Realty (ADC) in Q4 2023, closing a stake of 214 shares — an estimated $11.8K sold.

West Tower Group first reported a position in ADC in Q2 2023 and held it in 2 quarters. The position peaked at $11.8K in Q3 2023. 367 funds tracked by Wall St. Rank hold ADC as of Q4 2023.

West Tower Group reported no remaining Agree Realty position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 214 Agree Realty shares in Q4 2023, an estimated $11.8K.
West Tower Group first reported a position in Agree Realty in Q2 2023 and held it in 2 quarters.
West Tower Group's Agree Realty position peaked at $11.8K in Q3 2023.
367 funds tracked by Wall St. Rank held Agree Realty as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.