EWP
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Elevation Wealth Partners’s Agree Realty ADC Stock Holding History

Elevation Wealth Partners’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 		$12K Buy
+158
New +$12K ﹤0.01% 754
2026
Q1 		– Sell
-165
Closed -$11.9K – 1078
2025
Q4 		$11.9K Buy
+165
New +$12.1K ﹤0.01% 456

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevation Wealth Partners's ADC Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Agree Realty (ADC) in Q2 2026: 158 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #754 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in ADC as recently as Q4 2025.

Elevation Wealth Partners first reported a position in ADC in Q4 2025 and has held it in 2 quarters since. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Elevation Wealth Partners held 158 shares of Agree Realty worth $12K as of Q2 2026.
  • Agree Realty was a new Elevation Wealth Partners position in Q2 2026.
  • Agree Realty made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #754 holding.
  • Elevation Wealth Partners first reported a position in Agree Realty in Q4 2025 and has held it in 2 quarters since.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.