Skip to main content

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in ADC — Agree Realty Corp

CIK 1632972 PLYMOUTH, MN

Position in ADC

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$5,512,811
+$1,182,155 QoQ
Shares Held
72,786
+26.7% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#135
of 491 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority Sole 31% Shared 0% None 69%

Common Shares in ADC Over Time

Shares Held

Position Value (USD)

Position in REIT - Retail

Real Estate · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $113,451,084 across 19 REIT - Retail names. ADC ranks #6 (4.9% of the industry book) .

# Ticker Company Shares Value (USD) Open
6 ADC
Agree Realty Corp
This page
72,786 $5,512,811

All Filings in ADC

Export CSV
9 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $5,512,811 72,786
2026-03-31 $4,330,656 57,451
2025-12-31 $3,222,550 44,739
2025-09-30 $988,521 13,915
2025-06-30 $987,552 13,517
2025-03-31 $896,098 11,609
2024-09-30 $725,804 9,635
2024-06-30 $563,901 9,104
2023-12-31 $210,693 3,347