Wealth Quarterback
ADC icon

Wealth Quarterback’s Agree Realty ADC Stock Holding History

Wealth Quarterback’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 		$277K Buy
4,143
+186
+5% +$13.9K 0.08% 146
2026
Q2 		$300K Buy
3,957
+1,039
+36% +$78.7K 0.09% 139
2026
Q1 		$220K Sell
2,918
-440
-13% -$33.4K 0.09% 150
2025
Q4 		$242K Buy
3,358
+398
+13% +$29.1K 0.09% 137
2025
Q3 		$210K Sell
2,960
-338
-10% -$24.5K 0.08% 147
2025
Q2 		$241K Buy
+3,298
New +$248K 0.11% 125

Other funds holding ADC

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
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Community Bank of Raymore
Community Bank of Raymore Raymore, Missouri $169M AUM 17.81% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wealth Quarterback's ADC Position: Q3 2026 in Review

Wealth Quarterback increased its Agree Realty (ADC) stake by 4.7% in Q3 2026, buying an estimated $13.9K and bringing the position to 4,143 shares worth $277K. The position accounts for 0.08% of the portfolio, ranked #146.

Wealth Quarterback first reported a position in ADC in Q2 2025 and has held it in 6 quarters since. The position peaked at $300K in Q2 2026. 87 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Wealth Quarterback held 4,143 shares of Agree Realty worth $277K as of Q3 2026.
  • Wealth Quarterback bought 186 Agree Realty shares in Q3 2026, an estimated $13.9K.
  • Agree Realty made up 0.08% of Wealth Quarterback's portfolio in Q3 2026, its #146 holding.
  • Wealth Quarterback first reported a position in Agree Realty in Q2 2025 and has held it in 6 quarters since.
  • Wealth Quarterback's Agree Realty position peaked at $300K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.