Sachetta’s Agree Realty ADC Stock Holding History

Sachetta’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	$1.06K	Sell	14 -8	-36%	-$606	﹤0.01%	880
2026 Q1	$1.6K	Hold	22	–	–	﹤0.01%	932
2025 Q4	$1.59K	Hold	22	–	–	﹤0.01%	835
2025 Q3	$1.56K	Hold	22	–	–	﹤0.01%	883
2025 Q2	$1.61K	Hold	22	–	–	﹤0.01%	868
2025 Q1	$1.7K	Hold	22	–	–	﹤0.01%	831
2024 Q4	$1.55K	Hold	22	–	–	﹤0.01%	888
2024 Q3	$1.66K	Hold	22	–	–	﹤0.01%	929
2024 Q2	$1.53K	Sell	22 -17	-44%	-$1K	﹤0.01%	922
2024 Q1	$2.46K	Hold	39	–	–	﹤0.01%	676
2023 Q4	$2.46K	Buy	+39	New	+$2.26K	﹤0.01%	676

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