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

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

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

ACL

Applied Capital LLC Hollywood, Florida $246M AUM 17.46% 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. 47 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.
47 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.