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
Q3 		$28.7K Buy
430
+272
+172% +$20.3K 0.01% 558
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

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ADC Position: Q3 2026 in Review

Elevation Wealth Partners increased its Agree Realty (ADC) stake by 172% in Q3 2026, buying an estimated $20.3K and bringing the position to 430 shares worth $28.7K. The position accounts for 0.01% of the portfolio, ranked #558.

Elevation Wealth Partners first reported a position in ADC in Q4 2025 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Elevation Wealth Partners held 430 shares of Agree Realty worth $28.7K as of Q3 2026.
  • Elevation Wealth Partners bought 272 Agree Realty shares in Q3 2026, an estimated $20.3K.
  • Agree Realty made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #558 holding.
  • Elevation Wealth Partners first reported a position in Agree Realty in Q4 2025 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.