Wealth Enhancement Advisory Services
ADC icon

Wealth Enhancement Advisory Services’s Agree Realty ADC Stock Holding History

Wealth Enhancement Advisory Services’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 		$5.86M Buy
89,040
+16,254
+22% +$1.21M 0.01% 1000
2026
Q2 		$5.67M Buy
72,786
+15,335
+27% +$1.16M 0.01% 936
2026
Q1 		$4.4M Buy
57,451
+12,712
+28% +$964K 0.01% 950
2025
Q4 		$3.15M Buy
44,739
+30,824
+222% +$2.25M ﹤0.01% 1253
2025
Q3 		$980K Buy
13,915
+398
+3% +$28.8K ﹤0.01% 1880
2025
Q2 		$973K Buy
13,517
+1,908
+16% +$143K ﹤0.01% 1771
2025
Q1 		$896K Buy
11,609
+504
+5% +$36.9K ﹤0.01% 1660
2024
Q4 		$782K Buy
11,105
+1,470
+15% +$109K ﹤0.01% 1686
2024
Q3 		$726K Buy
9,635
+531
+6% +$37.6K ﹤0.01% 1588
2024
Q2 		$564K Buy
+9,104
New +$538K ﹤0.01% 1579
2024
Q1 		– Sell
-3,347
Closed -$211K – 2485
2023
Q4 		$211K Buy
+3,347
New +$194K ﹤0.01% 2066

Other funds holding ADC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADC Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Agree Realty (ADC) stake by 22% in Q3 2026, buying an estimated $1.21M and bringing the position to 89,040 shares worth $5.86M. The position accounts for 0.01% of the portfolio, ranked #1000.

Wealth Enhancement Advisory Services first reported a position in ADC in Q4 2023 and has held it in 11 quarters since. 157 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Wealth Enhancement Advisory Services held 89,040 shares of Agree Realty worth $5.86M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 16,254 Agree Realty shares in Q3 2026, an estimated $1.21M.
  • Agree Realty made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1000 holding.
  • Wealth Enhancement Advisory Services first reported a position in Agree Realty in Q4 2023 and has held it in 11 quarters since.
  • 157 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.