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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
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

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Retirement Wealth Solutions's ADC Position: Q2 2026 in Review

Retirement Wealth Solutions held its Agree Realty (ADC) position steady in Q2 2026 at 16 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Retirement Wealth Solutions first reported a position in ADC in Q3 2025 and has held it in 4 quarters since. 52 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Retirement Wealth Solutions held 16 shares of Agree Realty worth $1.21K as of Q2 2026.
  • Retirement Wealth Solutions left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #614 holding.
  • Retirement Wealth Solutions first reported a position in Agree Realty in Q3 2025 and has held it in 4 quarters since.
  • 52 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.