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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

Q3 2024 vs. Q2 2024

How the institutions holding Adamas Trust, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of ADAM: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1582157+1
Shares51.4M15.1M50.9M+14.6M (+40.1%)
Value$300.8M$88.1M$321.1M+$108.4M (+51.0%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 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 Q3 2024 but not at the end of Q2 2024.

Institutions new to ADAM in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.15,318,796$97.0M0.00%
Pale Fire Capital SE207,971$1.32M0.21%
Inceptionr LLC37,992$240.5K0.06%
Two Sigma Securities, LLC25,809$163.4K0.01%
Wolverine Trading, LLC15,456$100.9K0.00%
Calton & Associates, Inc.12,955$82.0K0.03%
Syon Capital LLC12,728$80.6K0.01%
Ieq Capital, LLC12,486$79.0K0.00%
Sequoia Financial Advisors, LLC11,953$75.7K0.00%
Two Sigma Investments, LP10,809$68.4K0.00%
McIlrath & Eck, LLC9,773$61.9K0.01%
Huntington National Bank1,008$6.38K0.00%
Signaturefd, LLC741$4.69K0.00%
Bessemer Group Inc658$4.00K0.00%
Sterling Capital Management LLC315$1.99K0.00%
Darwin Advisors, LLC223$1.41K0.00%
Ronald Blue Trust, Inc.98$5720.00%
Pittenger & Anderson Inc75$4750.00%
Capital Performance Advisors LLP48$3040.00%
Mendota Financial Group, LLC7$450.00%

Sold out (19)

Institutions that held Adamas Trust, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Not filed for Q3 2024 yet (2)

Institutions that held Adamas Trust, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding ADAM in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.15,078,561$88.1M
Institutional & Family Asset Management, LLC2,162$12.6K