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MJT & Associates Financial Advisory’s Agree Realty ADC Stock Holding History

MJT & Associates Financial Advisory’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.67K Hold
40
– – ﹤0.01% 342
2026
Q2 		$3.03K Hold
40
– – ﹤0.01% 347
2026
Q1 		$3.02K Hold
40
– – ﹤0.01% 332
2025
Q4 		$2.88K Hold
40
– – ﹤0.01% 358
2025
Q3 		$2.84K Buy
+40
New +$2.9K ﹤0.01% 363
2025
Q2 		– Sell
-30
Closed -$2.32K – 473
2025
Q1 		$2.32K Buy
+30
New +$2.2K ﹤0.01% 392

Other funds holding ADC

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

MJT & Associates Financial Advisory's ADC Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Agree Realty (ADC) position steady in Q3 2026 at 40 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

MJT & Associates Financial Advisory first reported a position in ADC in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.03K in Q2 2026. 17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • MJT & Associates Financial Advisory held 40 shares of Agree Realty worth $2.67K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Agree Realty share count unchanged in Q3 2026.
  • Agree Realty made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #342 holding.
  • MJT & Associates Financial Advisory first reported a position in Agree Realty in Q1 2025 and has held it in 6 quarters since.
  • MJT & Associates Financial Advisory's Agree Realty position peaked at $3.03K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.