WhitTier Trust Company’s Agree Realty ADC Stock Holding History

WhitTier Trust Company’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 Q1	$17.4K	Sell	231 -46	-17%	-$3.49K	﹤0.01%	938
2025 Q4	$19.5K	Hold	277	–	–	﹤0.01%	919
2025 Q3	$19.5K	Hold	277	–	–	﹤0.01%	898
2025 Q2	$20.2K	Buy	277 +187	+208%	+$14.1K	﹤0.01%	989
2025 Q1	$6.95K	Buy	90 +36	+67%	+$2.64K	﹤0.01%	1143
2024 Q4	$3.8K	Sell	54 -32	-37%	-$2.38K	﹤0.01%	1175
2024 Q3	$6.48K	Hold	86	–	–	﹤0.01%	1093
2024 Q2	$5.33K	Buy	86 +31	+56%	+$1.83K	﹤0.01%	1064
2024 Q1	$3.14K	Buy	55 +3	+6%	+$176	﹤0.01%	1088
2023 Q4	$3.27K	Sell	52 -1	-2%	-$58	﹤0.01%	1084
2023 Q3	$2.93K	Hold	53	–	–	﹤0.01%	1046
2023 Q2	$3.46K	Buy	53 +4	+8%	+$265	﹤0.01%	1066
2023 Q1	$3.36K	Buy	+49	New	+$3.5K	﹤0.01%	1050
2019 Q1	–	Sell	-53	Closed	-$3K	–	992
2018 Q4	$3K	Buy	+53	New	+$3.03K	﹤0.01%	971
2017 Q2	–	Sell	-58	Closed	-$3K	–	907
2017 Q1	$3K	Sell	58 -1	-2%	-$47	﹤0.01%	884
2016 Q4	$3K	Buy	+59	New	+$2.69K	﹤0.01%	903

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Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Daiwa Securities Group

Daiwa Securities Group Tokyo, Japan $34.6B AUM 20.7% 1-Year Est. Return