Retirement Wealth Solutions
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Retirement Wealth Solutions’s Agree Realty ADC Stock Holding History

Retirement Wealth Solutions’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 		$602 Sell
9
-7
-44% -$521 ﹤0.01% 821
2026
Q2 		$1.21K Hold
16
– – ﹤0.01% 614
2026
Q1 		$1.21K Buy
16
+5
+45% +$379 ﹤0.01% 607
2025
Q4 		$793 Buy
11
+2
+22% +$146 ﹤0.01% 618
2025
Q3 		$640 Buy
+9
New +$652 ﹤0.01% 656

Other funds holding ADC

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Community Bank of Raymore
Community Bank of Raymore Raymore, Missouri $169M AUM 17.81% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Retirement Wealth Solutions's ADC Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Agree Realty (ADC) stake by 44% in Q3 2026, selling an estimated $521 and leaving 9 shares worth $602. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Retirement Wealth Solutions first reported a position in ADC in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.21K in Q2 2026. 80 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Retirement Wealth Solutions held 9 shares of Agree Realty worth $602 as of Q3 2026.
  • Retirement Wealth Solutions sold 7 Agree Realty shares in Q3 2026, an estimated $521.
  • Agree Realty made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #821 holding.
  • Retirement Wealth Solutions first reported a position in Agree Realty in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Agree Realty position peaked at $1.21K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.