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

Wealth Enhancement Trust 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 		$31.6K Buy
+473
New +$35.2K ﹤0.01% 507

Other funds holding ADC

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

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

Wealth Enhancement Trust Services opened a new position in Agree Realty (ADC) in Q3 2026: 473 shares worth $31.6K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings.

17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Wealth Enhancement Trust Services held 473 shares of Agree Realty worth $31.6K as of Q3 2026.
  • Agree Realty was a new Wealth Enhancement Trust Services position in Q3 2026.
  • Agree Realty made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #507 holding.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.