EWA
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EverSource Wealth Advisors’s Agree Realty ADC Stock Holding History

EverSource Wealth 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 		$62.2K Sell
821
-460
-36% -$34.9K ﹤0.01% 1633
2026
Q1 		$96.6K Buy
1,281
+292
+30% +$22.1K ﹤0.01% 1450
2025
Q4 		$71.2K Sell
989
-308
-24% -$22.5K ﹤0.01% 1501
2025
Q3 		$92.1K Sell
1,297
-61
-4% -$4.42K ﹤0.01% 1327
2025
Q2 		$99.2K Buy
1,358
+965
+246% +$72.5K ﹤0.01% 1209
2025
Q1 		$30.3K Buy
393
+48
+14% +$3.52K ﹤0.01% 1475
2024
Q4 		$24.3K Buy
345
+92
+36% +$6.85K ﹤0.01% 1520
2024
Q3 		$19.1K Sell
253
-217
-46% -$15.4K ﹤0.01% 1520
2024
Q2 		$32.4K Buy
470
+59
+14% +$3.49K ﹤0.01% 1295
2024
Q1 		$23.5K Buy
411
+45
+12% +$2.63K ﹤0.01% 1279
2023
Q4 		$23K Buy
366
+306
+510% +$17.7K ﹤0.01% 1173
2023
Q3 		$3.31K Sell
60
-88
-59% -$5.5K ﹤0.01% 1857
2023
Q2 		$9.68K Sell
148
-148
-50% -$9.79K ﹤0.01% 1459
2023
Q1 		$20.3K Sell
296
-44
-13% -$3.14K ﹤0.01% 1081
2022
Q4 		$24.1K Sell
340
-1,376
-80% -$94.5K ﹤0.01% 1005
2022
Q3 		$115K Buy
1,716
+240
+16% +$18K 0.03% 392
2022
Q2 		$107K Buy
1,476
+1,335
+947% +$92.7K 0.03% 354
2022
Q1 		$9K Sell
141
-63
-31% -$4.1K ﹤0.01% 994
2021
Q4 		$15K Buy
+204
New +$14.1K ﹤0.01% 790

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

EverSource Wealth Advisors's ADC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Agree Realty (ADC) stake by 36% in Q2 2026, selling an estimated $34.9K and leaving 821 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

EverSource Wealth Advisors first reported a position in ADC in Q4 2021 and has held it in 19 quarters since. The position peaked at $115K in Q3 2022. 492 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • EverSource Wealth Advisors held 821 shares of Agree Realty worth $62.2K as of Q2 2026.
  • EverSource Wealth Advisors sold 460 Agree Realty shares in Q2 2026, an estimated $34.9K.
  • Agree Realty made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1633 holding.
  • EverSource Wealth Advisors first reported a position in Agree Realty in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Agree Realty position peaked at $115K in Q3 2022.
  • 492 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.