Wealthspire Advisors (New York)’s Agree Realty ADC Stock Holding History

Wealthspire Advisors (New York)’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	$433K	Sell	5,719 -462	-7%	-$35K	﹤0.01%	857
2026 Q1	$466K	Sell	6,181 -363	-6%	-$27.5K	﹤0.01%	593
2025 Q4	$471K	Buy	6,544 +2,810	+75%	+$205K	﹤0.01%	632
2025 Q3	$265K	Sell	3,734 -128	-3%	-$9.27K	﹤0.01%	710
2025 Q2	$282K	Sell	3,862 -323	-8%	-$24.3K	﹤0.01%	685
2025 Q1	$323K	Sell	4,185 -363	-8%	-$26.6K	﹤0.01%	624
2024 Q4	$320K	Buy	4,548 +572	+14%	+$42.6K	﹤0.01%	635
2024 Q3	$300K	Buy	3,976 +109	+3%	+$7.71K	﹤0.01%	619
2024 Q2	$240K	Buy	+3,867	New	+$229K	﹤0.01%	584

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADC Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Agree Realty (ADC) stake by 7.5% in Q2 2026, selling an estimated $35K and leaving 5,719 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Wealthspire Advisors (New York) first reported a position in ADC in Q2 2024 and has held it in 9 quarters since. The position peaked at $471K in Q4 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Wealthspire Advisors (New York) held 5,719 shares of Agree Realty worth $433K as of Q2 2026.
Wealthspire Advisors (New York) sold 462 Agree Realty shares in Q2 2026, an estimated $35K.
Agree Realty made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #857 holding.
Wealthspire Advisors (New York) first reported a position in Agree Realty in Q2 2024 and has held it in 9 quarters since.
Wealthspire Advisors (New York)'s Agree Realty position peaked at $471K in Q4 2025.
497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.