Total Wealth Planning & Management, Inc. Agree Realty Corp Transaction History
Total Wealth Planning & Management, Inc.
- $124 Billion
- Q2 2025
A detailed history of Total Wealth Planning & Management, Inc. transactions in Agree Realty Corp stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 5,255 shares of ADC stock, worth $385,296. This represents 0.31% of its overall portfolio holdings.
Number of Shares
5,255
Previous 5,462
3.79%
Holding current value
$385,296
Previous $422 Million
8.94%
% of portfolio
0.31%
Previous 0.4%
Shares
3 transactions
Others Institutions Holding ADC
# of Institutions
514Shares Held
121MCall Options Held
218KPut Options Held
72.4K-
Vanguard Group Inc Valley Forge, PA14.9MShares$1.09 Billion0.02% of portfolio
-
Black Rock Inc. New York, NY13.3MShares$976 Million0.02% of portfolio
-
Cohen & Steers, Inc. New York, NY9.87MShares$723 Million1.41% of portfolio
-
State Street Corp Boston, MA5.38MShares$395 Million0.02% of portfolio
-
Geode Capital Management, LLC Boston, MA2.68MShares$197 Million0.01% of portfolio
About AGREE REALTY CORP
- Ticker ADC
- Exchange NYSE
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 79,833,600
- Market Cap $5.85B
- Description
- Agree Realty Corporation is a publicly traded real estate investment trust primarily engaged in the acquisition and development of properties net leased to industry-leading retail tenants. As of September 30, 2020, the Company owned and operated a portfolio of 1,027 properties, located in 45 states and containing approximately 21.0 million squar...