HERITAGE WEALTH MANAGEMENT, LLC - AGREE REALTY CORP ownership

AGREE REALTY CORP's ticker is ADC and the CUSIP is 008492100. A total of 301 filers reported holding AGREE REALTY CORP in Q1 2021. The put-call ratio across all filers is 0.44 and the average weighting 0.1%.

Quarter-by-quarter ownership
HERITAGE WEALTH MANAGEMENT, LLC ownership history of AGREE REALTY CORP
ValueSharesWeighting
Q4 2022$630,548
+133.5%
8,890
+122.9%
0.09%
+3.4%
Q3 2022$270,000
-99.9%
3,988
-9.3%
0.09%
-17.9%
Q2 2022$317,145,000
+121411.5%
4,397
+11.7%
0.11%
+49.3%
Q1 2022$261,000
+190.0%
3,937
+191.0%
0.07%
+121.9%
Q3 2021$90,000
+12.5%
1,353
+19.3%
0.03%
+6.7%
Q2 2021$80,000
+66.7%
1,134
+59.3%
0.03%
+11.1%
Q1 2021$48,0007120.03%
Other shareholders
AGREE REALTY CORP shareholders Q1 2021
NameSharesValueWeighting ↓
RVB CAPITAL MANAGEMENT LLC 100,000$6,658,0005.63%
GRS Advisors, LLC 158,470$10,551,0004.80%
Hill Winds Capital LP 92,500$6,159,0004.55%
HEITMAN REAL ESTATE SECURITIES LLC 727,359$48,428,0002.58%
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC 976,634$65,024,0002.05%
Uniplan Investment Counsel, Inc. 412,901$27,491,0001.88%
Zimmer Partners, LP 1,552,091$103,338,0001.52%
CENTERSQUARE INVESTMENT MANAGEMENT LLC 1,553,055$103,402,0001.34%
JLP Asset Management, LLC 27,050$1,801,0001.19%
Monarch Partners Asset Management LLC 91,421$6,087,0001.06%
View complete list of AGREE REALTY CORP shareholders