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CoreCap Advisors’s Agree Realty ADC Stock Holding History

CoreCap 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 		$6.08M Buy
80,269
+6,753
+9% +$512K 0.18% 126
2026
Q1 		$5.54M Buy
73,516
+7,133
+11% +$541K 0.19% 116
2025
Q4 		$4.78M Buy
66,383
+13,339
+25% +$975K 0.17% 122
2025
Q3 		$3.77M Buy
53,044
+7,186
+16% +$520K 0.14% 157
2025
Q2 		$3.35M Buy
45,858
+4,018
+10% +$302K 0.13% 145
2025
Q1 		$3.23M Buy
41,840
+40,977
+4,748% +$3M 0.14% 141
2024
Q4 		$60.8K Sell
863
-443
-34% -$33K ﹤0.01% 1107
2024
Q3 		$98.4K Buy
+1,306
New +$92.4K ﹤0.01% 920
2024
Q2 		– Sell
-3,610
Closed -$206K – 1618
2024
Q1 		$206K Buy
+3,610
New +$211K 0.01% 624
2022
Q4 		$245K Sell
3,458
-112
-3% -$7.69K 0.02% 485
2022
Q3 		$241K Buy
3,570
+557
+18% +$41.9K 0.02% 453
2022
Q2 		$217K Buy
+3,013
New +$209K 0.02% 492
2022
Q1 		– Sell
-3,013
Closed -$215K – 571
2021
Q4 		$215K Buy
+3,013
New +$209K 0.01% 521

Other funds holding ADC

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
ACL
Applied Capital LLC Hollywood, Florida $150M AUM 17.46% 1-Year Est. Return
1IA
1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return