WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in ADC — Agree Realty Corp

CIK 1632972 PLYMOUTH, MN

Position in ADC

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$4,330,656

+$1,108,106 QoQ

Shares Held

57,451

+28.4% QoQ

Ownership

0.048%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 31.693094985291815.ToString("F0")% Shared 0.ToString("F0")% None 68.30690501470819.ToString("F0")%

Real Estate · as of Mar 31, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $55,421,723 across 16 REIT - Retail names. ADC ranks #3 (7.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	460,409	$28,167,822
2	SPG	Simon Property Group Inc.	30,171	$5,627,796
3	ADC	Agree Realty Corp This page	57,451	$4,330,656
4	FRT	Federal Realty Investment Trust	40,552	$4,307,027
5	NNN	Nnn REIT, Inc.	89,048	$3,742,687
6	PECO	Phillips Edison & Company, Inc.	53,088	$1,986,552
7	REG	Regency Centers Corp	19,101	$1,445,181
8	KIM	Kimco Realty Corp	62,448	$1,403,206

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,330,656	57,451	+28.4%	Shares	Sole	2026-04-08
2025-12-31	$3,222,550	44,739	+221.5%	Shares	Sole	2026-01-08
2025-09-30	$988,521	13,915	+2.9%	Shares	Sole	2025-10-29
2025-06-30	$987,552	13,517	+16.4%	Shares	Sole	2025-07-10
2025-03-31	$896,098	11,609	+4.5%	Shares	Sole	2025-04-16
2024-12-31	$782,347	11,105	+15.3%	Shares	Sole	2025-03-17
2024-09-30	$725,804	9,635	+5.8%	Shares	Sole	2024-10-24
2024-06-30	$563,901	9,104	+172.0%	Shares	Sole	2024-07-16
2023-12-31	$210,693	3,347	—	Shares	Sole	2024-01-30
No filing history on record for this holder in this stock.