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Agree Realty Corporation shares owned by Total Wealth Planning & Management

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

Historical chart of Total Wealth Planning & Management investment in Agree Realty Corporation

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

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Quarterly reported holdings in Agree Realty Corporation by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $384k 5.3k 73.06
2025-03-31 $422k 5.5k 77.19
2024-12-31 $378k 5.4k 70.45

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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