Mount Yale Investment Advisors’s Agree Realty ADC Stock Holding History

Mount Yale Investment Advisors’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	$2.18M	Sell	28,622 -525	-2%	-$39.8K	0.04%	393
2026 Q1	$2.2M	Buy	29,147 +659	+2%	+$50K	0.05%	345
2025 Q4	$2.06M	Buy	28,488 +1,048	+4%	+$76.6K	0.1%	187
2025 Q3	$1.96M	Buy	27,440 +27,112	+8,266%	+$1.96M	0.14%	164
2025 Q2	$24K	Buy	+328	New	+$24.7K	﹤0.01%	1010
2018 Q4	–	Sell	-365	Closed	-$21K	–	314
2018 Q3	$21K	Buy	365 +24	+7%	+$1.3K	﹤0.01%	768
2018 Q2	$18K	Buy	341 +153	+81%	+$7.79K	﹤0.01%	814
2018 Q1	$9K	Buy	+188	New	+$9.02K	﹤0.01%	851

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mount Yale Investment Advisors's ADC Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Agree Realty (ADC) stake by 1.8% in Q2 2026, selling an estimated $39.8K and leaving 28,622 shares worth $2.18M. The position accounts for 0.04% of the portfolio, ranked #393.

Mount Yale Investment Advisors first reported a position in ADC in Q1 2018 and has held it in 8 quarters since. The position peaked at $2.2M in Q1 2026. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Mount Yale Investment Advisors held 28,622 shares of Agree Realty worth $2.18M as of Q2 2026.
Mount Yale Investment Advisors sold 525 Agree Realty shares in Q2 2026, an estimated $39.8K.
Agree Realty made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #393 holding.
Mount Yale Investment Advisors first reported a position in Agree Realty in Q1 2018 and has held it in 8 quarters since.
Mount Yale Investment Advisors's Agree Realty position peaked at $2.2M in Q1 2026.
497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.