Spire Wealth Management’s Agree Realty ADC Stock Holding History

Spire Wealth 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 Q2	$408K	Buy	5,390 +150	+3%	+$11.4K	0.01%	598
2026 Q1	$395K	Hold	5,240	–	–	0.01%	596
2025 Q4	$377K	Sell	5,240 -300	-5%	-$21.9K	0.01%	614
2025 Q3	$394K	Hold	5,540	–	–	0.01%	593
2025 Q2	$405K	Sell	5,540 -300	-5%	-$22.6K	0.01%	559
2025 Q1	$451K	Hold	5,840	–	–	0.01%	592
2024 Q4	$411K	Buy	+5,840	New	+$435K	0.01%	611
2022 Q2	–	Sell	-6,430	Closed	-$427K	–	2642
2022 Q1	$427K	Sell	6,430 -84	-1%	-$5.46K	0.01%	624
2021 Q4	$465K	Sell	6,514 -140	-2%	-$9.71K	0.01%	730
2021 Q3	$441K	Hold	6,654	–	–	0.01%	632
2021 Q2	$469K	Sell	6,654 -200	-3%	-$14K	0.01%	626
2021 Q1	$461K	Buy	+6,854	New	+$447K	0.01%	696

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SOAMC

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

Spire Wealth Management's ADC Position: Q2 2026 in Review

Spire Wealth Management increased its Agree Realty (ADC) stake by 2.9% in Q2 2026, buying an estimated $11.4K and bringing the position to 5,390 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #598.

Spire Wealth Management first reported a position in ADC in Q1 2021 and has held it in 12 quarters since. The position peaked at $469K in Q2 2021. 47 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Spire Wealth Management held 5,390 shares of Agree Realty worth $408K as of Q2 2026.
Spire Wealth Management bought 150 Agree Realty shares in Q2 2026, an estimated $11.4K.
Agree Realty made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #598 holding.
Spire Wealth Management first reported a position in Agree Realty in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Agree Realty position peaked at $469K in Q2 2021.
47 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.