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Westwood Holdings Group’s Agree Realty ADC Stock Holding History

Westwood Holdings 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
2025
Q4 		– Sell
-841,997
Closed -$59.8M – 484
2025
Q3 		$59.8M Sell
841,997
-52,828
-6% -$3.83M 0.43% 98
2025
Q2 		$65.4M Buy
+894,825
New +$67.3M 0.47% 89

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Westwood Holdings Group's ADC Position: Q4 2025 in Review

Westwood Holdings Group sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 841,997 shares — an estimated $59.8M sold.

Westwood Holdings Group first reported a position in ADC in Q2 2025 and held it in 2 quarters. The position peaked at $65.4M in Q2 2025. 491 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

  • Westwood Holdings Group reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 841,997 Agree Realty shares in Q4 2025, an estimated $59.8M.
  • Westwood Holdings Group first reported a position in Agree Realty in Q2 2025 and held it in 2 quarters.
  • Westwood Holdings Group's Agree Realty position peaked at $65.4M in Q2 2025.
  • 491 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Westwood Holdings Group's 13F filing for Q4 2025, filed 17 Feb 2026.