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Agree Realty Corporation shares owned by Shakespeare Wealth Management

Quarter-by-quarter ownership of Agree Realty Corporation (ADC) shares owned by Shakespeare Wealth Management from 13F filings

Historical chart of Shakespeare Wealth Management investment in Agree Realty Corporation

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All positions including Agree Realty Corporation held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Agree Realty Corporation by Shakespeare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.2k 17 70.47

More positions owned by Shakespeare Wealth Management

Vanguard S&P 500 Value 500 Val Idx Fd (VOOV)
Vanguard S&P 500 Growth 500 Grth Idx F (VOOG)
iShares Core US Agg Bond ETF Core Us Aggbd Et (AGG)
Fidelity Total Bond ETF Total Bd Etf (FBND)
Vanguard Mid Cap Value Mcap Vl Idxvip (VOE)
Vanguard Small Cap Value Sm Cp Val Etf (VBR)
iShares MSCI EAFE Small-Cap Eafe Sml Cp Etf (SCZ)
iShares MSCI EAFE Value Eafe Value Etf (EFV)
iShares MSCI EAFE Growth Eafe Grwth Etf (EFG)
SPDR S&P 400 Mid Cap Growth S&P 400 MDCP GRW (MDYG)
SPDR S&P 600 Small Cap Growth S&P 600 SMCP GRW (SLYG)
iShares Core MSCI Emerging Markets Core Msci Emkt (IEMG)
Dimensional International Small Value Intl Small Cap V (DISV)
Nasdaq 100 Equal Weight SHS (QQEW)
Vanguard Total Total Stk Mkt (VTI)

View all positions for Shakespeare Wealth Management

Top funds holding Agree Realty Corporation

BlackRock
Vanguard Group
Cohen & Steers Capital Management
State Street Corporation
Principal Financial Group
Centersquare Investment Management
Deutsche Bank Aktiengesellschaft
Geode Capital Management
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