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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MJT & Associates Financial Advisory's ADC Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its Agree Realty (ADC) position steady in Q2 2026 at 40 shares worth $3.03K. The position accounts for ﹤0.01% of the portfolio, ranked #347.

MJT & Associates Financial Advisory first reported a position in ADC in Q1 2025 and has held it in 5 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • MJT & Associates Financial Advisory held 40 shares of Agree Realty worth $3.03K as of Q2 2026.
  • MJT & Associates Financial Advisory left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #347 holding.
  • MJT & Associates Financial Advisory first reported a position in Agree Realty in Q1 2025 and has held it in 5 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.