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Agree Realty Corporation shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Agree Realty Corporation (ADC) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Agree Realty Corporation

Tip: Access up to 7 years of quarterly data

All positions including Agree Realty Corporation held by Heritage Family Offices consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agree Realty Corporation by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $232k 3.1k 75.34

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

Top funds holding Agree Realty Corporation

Vanguard Group
BlackRock
State Street Corporation
Cohen & Steers Capital Management
Principal Financial Group
Centersquare Investment Management
Jpmorgan Chase & Co
Geode Capital Management
Macquarie Group
Deutsche Bank Aktiengesellschaft
Daiwa Securities Group
Henderson Group
Charles Schwab Investment Management
Dimensional Fund Advisors
Morgan Stanley

View all funds holding Agree Realty Corporation