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 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 $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Wealthspire Advisors (New York)'s ADC Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Agree Realty (ADC) stake by 5.5% in Q1 2026, selling an estimated $27.5K and leaving 6,181 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #593.

Wealthspire Advisors (New York) first reported a position in ADC in Q2 2024 and has held it in 8 quarters since. The position peaked at $471K in Q4 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

Wealthspire Advisors (New York) held 6,181 shares of Agree Realty worth $466K as of Q1 2026.
Wealthspire Advisors (New York) sold 363 Agree Realty shares in Q1 2026, an estimated $27.5K.
Agree Realty made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #593 holding.
Wealthspire Advisors (New York) first reported a position in Agree Realty in Q2 2024 and has held it in 8 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 Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.