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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealth Enhancement Advisory Services's ADC Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Agree Realty (ADC) stake by 27% in Q2 2026, buying an estimated $1.16M and bringing the position to 72,786 shares worth $5.67M. The position accounts for 0.01% of the portfolio, ranked #936.

Wealth Enhancement Advisory Services first reported a position in ADC in Q4 2023 and has held it in 10 quarters since. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Wealth Enhancement Advisory Services held 72,786 shares of Agree Realty worth $5.67M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,335 Agree Realty shares in Q2 2026, an estimated $1.16M.
  • Agree Realty made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #936 holding.
  • Wealth Enhancement Advisory Services first reported a position in Agree Realty in Q4 2023 and has held it in 10 quarters since.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.