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Agree Realty Corporation shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Agree Realty Corporation (ADC) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Agree Realty Corporation

Tip: Access up to 7 years of quarterly data

All positions including Agree Realty Corporation held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agree Realty Corporation by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 27k 71.30
2025-06-30 $24k 328 73.06
2018-09-30 $21k 365 57.53
2018-06-30 $18k 341 52.79
2018-03-31 $9.0k 188 47.87

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
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Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

Top funds holding Agree Realty Corporation

BlackRock
Vanguard Group
Cohen & Steers Capital Management
State Street Corporation
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft
Geode Capital Management
Principal Financial Group
Daiwa Securities Group
Two Sigma Advisers
Jpmorgan Chase & Co
Macquarie Group
Charles Schwab Investment Management
Two Sigma Investments
Prudential Financial

View all funds holding Agree Realty Corporation