MassMutual Private Wealth & Trust’s Agree Realty ADC Stock Holding History

MassMutual Private Wealth & Trust’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	$62.9K	Sell	831 -27	-3%	-$2.05K	﹤0.01%	710
2026 Q1	$64.7K	Sell	858 -127	-13%	-$9.63K	﹤0.01%	683
2025 Q4	$71K	Sell	985 -7	-0.7%	-$512	﹤0.01%	686
2025 Q3	$70.5K	Sell	992 -19	-2%	-$1.38K	﹤0.01%	690
2025 Q2	$73.9K	Buy	1,011 +96	+10%	+$7.22K	﹤0.01%	678
2025 Q1	$70.6K	Buy	915 +17	+2%	+$1.25K	﹤0.01%	643
2024 Q4	$63.3K	Buy	898 +230	+34%	+$17.1K	﹤0.01%	684
2024 Q3	$50.3K	Buy	668 +48	+8%	+$3.4K	﹤0.01%	661
2024 Q2	$38.4K	Buy	620 +442	+248%	+$26.1K	﹤0.01%	695
2024 Q1	$10.2K	Sell	178 -10	-5%	-$586	﹤0.01%	1041
2023 Q4	$11.8K	Sell	188 -181	-49%	-$10.5K	﹤0.01%	960
2023 Q3	$20.4K	Buy	369 +346	+1,504%	+$21.6K	﹤0.01%	798
2023 Q2	$1.5K	Sell	23 -6	-21%	-$397	﹤0.01%	1548
2023 Q1	$1.99K	Hold	29	–	–	﹤0.01%	1426
2022 Q4	$2K	Buy	+29	New	+$1.99K	﹤0.01%	1197
2018 Q3	–	Sell	-33	Closed	-$1.74K	–	968
2018 Q2	$1.74K	Buy	+33	New	+$1.68K	﹤0.01%	903

Other funds holding ADC

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Applied Capital LLC Hollywood, Florida $150M AUM 17.46% 1-Year Est. Return

1620 Investment Advisors Plymouth, Massachusetts $161M AUM 30.15% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return