Agree Realty Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Agree Realty Corporation (ADC) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Agree Realty Corporation
Tip: Access up to 7 years of quarterly data
All positions including Agree Realty Corporation held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Agree Realty Corporation by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-12-31 | $631k | 8.9k | 70.93 |
| 2022-09-30 | $270k | 4.0k | 67.70 |
| 2022-06-30 | $317k | 4.4k | 72.13 |
| 2022-03-31 | $261k | 3.9k | 66.29 |
| 2021-09-30 | $90k | 1.4k | 66.52 |
| 2021-06-30 | $80k | 1.1k | 70.55 |
| 2021-03-31 | $48k | 712 | 67.42 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management