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Legacy Wealth Asset Management’s Agree Realty ADC Stock Holding History

Legacy Wealth Asset Management’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 		$202K Buy
3,025
+6
+0.2% +$447 0.04% 353
2026
Q2 		$229K Sell
3,019
-61
-2% -$4.62K 0.05% 349
2026
Q1 		$232K Buy
+3,080
New +$233K 0.06% 344

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
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
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

Legacy Wealth Asset Management's ADC Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Agree Realty (ADC) stake by 0.2% in Q3 2026, buying an estimated $447 and bringing the position to 3,025 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #353.

Legacy Wealth Asset Management first reported a position in ADC in Q1 2026 and has held it in 3 quarters since. The position peaked at $232K in Q1 2026. 17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Legacy Wealth Asset Management held 3,025 shares of Agree Realty worth $202K as of Q3 2026.
  • Legacy Wealth Asset Management bought 6 Agree Realty shares in Q3 2026, an estimated $447.
  • Agree Realty made up 0.04% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #353 holding.
  • Legacy Wealth Asset Management first reported a position in Agree Realty in Q1 2026 and has held it in 3 quarters since.
  • Legacy Wealth Asset Management's Agree Realty position peaked at $232K in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.