Zimmer Partners, LP’s Agree Rlty Corp Position
Does Zimmer Partners, LP own Agree Rlty Corp (ADC)? Yes — 3.30M shares worth $248M (+5.99% of its 13F portfolio) as of Q1 2026, up from 5.4K shares the prior filed quarter.
Position Value
$248M
Q1 2026
Shares
3.30M
% of Portfolio
+5.99%
Quarters Held
17
currently held
Position History ADC
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 3.30M | $248M | +5.99% |
| Q3 2025 | 5.4K | $384,753 | +0.01% |
| Q2 2025 | 3.3K | $243,509 | +0.01% |
| Q4 2023 | 2.99M | $188M | +6.90% |
| Q3 2023 | 45.0K | $2M | +0.06% |
| Q2 2023 | 750.0K | $49M | +1.16% |
| Q1 2023 | 1.29M | $89M | +1.82% |
| Q4 2022 | 1.47M | $104M | +2.10% |
| Q1 2022 | 100.0K | $7M | +0.10% |
| Q3 2021 | 1.00M | $66M | +1.04% |
| Q2 2021 | 1.50M | $106M | +1.42% |
| Q1 2021 | 1.50M | $101M | +1.37% |
| Q4 2020 | 1.55M | $103M | +1.52% |
| Q3 2020 | 1.50M | $95M | +1.48% |
| Q2 2020 | 3.00M | $197M | +2.67% |
| Q1 2020 | 2.75M | $170M | +3.77% |
| Q4 2019 | 1.06M | $74M | +1.03% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Zimmer Partners, LP’s full portfolio or all institutional holders of ADC.