Current Value of Holding

$4.36 Million

Shares

75.1 Thousand

% of Portfolio

0.02%

Average Buy Price

$70.4

Avg closing price
Price range

6 Ray Dalio Agree Realty Trades

Ray Dalio's position in Agree Realty is currently worth $4.36 Million. That's 0.02% of their equity portfolio (381st largest holding). The first Agree Realty trade was made in Q3 2022. Since then Ray Dalio bought shares three more times and sold shares on two occasions. The investor's estimated purchase price is $5.28 Million, resulting in a loss of 18%.

Avg closing price
Price range
Sold 25.7% shares (-26 Thousand shares) Q4 2023
Avg closing price $57.96
Price range $53.86 - $63.47
Increased shares by 56.2% (+36.3 Thousand shares) Q3 2023
Avg closing price $62.46
Price range $55.18 - $69.07
Sold 81.1% shares (-278 Thousand shares) Q2 2023
Avg closing price $66.17
Price range $64.19 - $68.16
Increased shares by 28.0% (+74.8 Thousand shares) Q1 2023
Avg closing price $71.39
Price range $64.94 - $75.13
Increased shares by 158.8% (+164 Thousand shares) Q4 2022
Avg closing price $68.66
Price range $63.49 - $72.21
New holding (+103 Thousand shares) Q3 2022
Avg closing price $75.16
Price range $65.74 - $80.35

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