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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Mount Yale Investment Advisors's ADC Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Agree Realty (ADC) stake by 2.3% in Q1 2026, buying an estimated $50K and bringing the position to 29,147 shares worth $2.2M. The position accounts for 0.05% of the portfolio, ranked #345.

Mount Yale Investment Advisors first reported a position in ADC in Q1 2018 and has held it in 7 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Mount Yale Investment Advisors held 29,147 shares of Agree Realty worth $2.2M as of Q1 2026.
  • Mount Yale Investment Advisors bought 659 Agree Realty shares in Q1 2026, an estimated $50K.
  • Agree Realty made up 0.05% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #345 holding.
  • Mount Yale Investment Advisors first reported a position in Agree Realty in Q1 2018 and has held it in 7 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.