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Adamas Trust, Inc.

ADAM
Exchange
Nasdaq
Industry
Real Estate Investment Trusts
SEC CIK
0001273685

No open-market purchases or sales by Adamas Trust, Inc. insiders were filed in the last 90 days; 207 institutions reported holding it in 13F filings for Q2 2026, worth $457.8M in total; no superinvestor holds it.

Other share classesADAMGADAMHADAMIADAMKADAMLADAMMADAMNADAMOADAMZ

Q2 2023 vs. Q1 2023

How the institutions holding Adamas Trust, Inc. changed between Q1 2023 and Q2 2023.

All holders in Q2 2023All holders in Q1 2023

13F holders of ADAM: Q1 2023 compared with Q2 2023
MeasureQ1 2023Of which not filed for Q2 2023Q2 2023Change
Holders1581162+5
Shares50.3M5948.3M−1.98M (−3.9%)
Value$502.0M$1.00K$479.8M−$22.2M (−4.4%)

1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (20)

Institutions that held Adamas Trust, Inc. at the end of Q2 2023 but not at the end of Q1 2023.

Institutions new to ADAM in Q2 2023
InstitutionSharesValue% of portfolio
Gratia Capital, LLC406,864$4.04M5.61%
Gsa Capital Partners LLP109,486$1.09M0.11%
Tudor Investment Corp Et Al63,600$630.9K0.01%
Stevens Capital Management LP57,896$574.0K0.12%
Caxton Associates LP56,906$564.5K0.08%
HRT Financial LP48,185$477.0K0.00%
Nebula Research & Development LLC37,028$367.3K0.28%
Quantbot Technologies LP18,929$187.8K0.01%
Schonfeld Strategic Advisors LLC17,570$174.3K0.00%
Creative Planning16,745$166.1K0.00%
Franklin Resources Inc13,954$138.4K0.00%
Y-Intercept (Hong Kong) Ltd11,927$118.3K0.01%
Jump Financial, LLC10,399$103.2K0.00%
Metropolitan Life Insurance Co5,010$49.7K0.00%
ORG Partners LLC1,750$17.4K0.00%
Washington Trust Co1,250$12.4K0.00%
EverSource Wealth Advisors, LLC680$6.75K0.00%
Bessemer Group Inc123$1.00K0.00%
Coppell Advisory Solutions LLC14$1390.00%
Cherry Tree Wealth Management, LLC6$600.00%

Sold out (15)

Institutions that held Adamas Trust, Inc. at the end of Q1 2023 and filed for Q2 2023 without it.

Institutions that sold out of ADAM in Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Delphi Financial Group, Inc.290,500$2.89M
Beach Point Capital Management LP174,999$1.74M
Ergoteles LLC56,198$559.7K
SG Americas Securities, LLC46,616$464.0K
Winton Group Ltd42,630$424.6K
Susquehanna Fundamental Investments, LLC31,086$309.6K
Simplex Trading, LLC15,997$159.0K
Amundi12,624$128.1K
State of Wisconsin Investment Board11,710$116.6K
Cambridge Investment Research Advisors, Inc.11,542$115.0K
Condor Capital Management11,349$113.0K
Teacher Retirement System of Texas10,425$104.0K
Belpointe Asset Management LLC4,095$40.8K
Addison Advisors LLC2,224$22.2K
Advisory Services Network, LLC1,565$15.6K

Not filed for Q2 2023 yet (1)

Institutions that held Adamas Trust, Inc. at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADAM in Q1 2023 that haven't filed for Q2 2023
InstitutionShares, Q1 2023Value, Q1 2023
Householder Group Estate & Retirement Specialist, LLC59$1.00K