Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Agree Realty ADC Stock Holding History

Envestnet Portfolio Solutions’s Portfolio ADC Stock Details ADC Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
2025
Q4 		$352K Buy
2025
Q3 		$331K Sell
2025
Q2 		$341K Sell
2025
Q1 		$495K Sell
2024
Q4 		$757K Buy
2024
Q3 		$774K Buy
2024
Q2 		$612K Buy
2024
Q1 		$545K Buy
2023
Q4 		$455K Sell
2023
Q3 		$484K Buy