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Legacy Capital Wealth Partners’s Agree Realty ADC Stock Holding History

Legacy Capital 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
2025
Q2 		– Sell
-2,736
Closed -$211K – 369
2025
Q1 		$211K Buy
+2,736
New +$201K 0.05% 332
2024
Q4 		– Sell
-3,217
Closed -$242K – 339
2024
Q3 		$242K Buy
+3,217
New +$228K 0.05% 309

Other funds holding ADC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Legacy Capital Wealth Partners's ADC Position: Q2 2025 in Review

Legacy Capital Wealth Partners sold out of Agree Realty (ADC) in Q2 2025, closing a stake of 2,736 shares — an estimated $211K sold.

Legacy Capital Wealth Partners first reported a position in ADC in Q3 2024 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 471 funds tracked by Wall St. Rank hold ADC as of Q2 2025.

  • Legacy Capital Wealth Partners reported no remaining Agree Realty position as of Q2 2025 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 2,736 Agree Realty shares in Q2 2025, an estimated $211K.
  • Legacy Capital Wealth Partners first reported a position in Agree Realty in Q3 2024 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's Agree Realty position peaked at $242K in Q3 2024.
  • 471 funds tracked by Wall St. Rank held Agree Realty as of Q2 2025.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2025, filed 13 Aug 2025.