Wealthspire Advisors, LLC

Position in ADC — Agree Realty Corp

CIK 1646247 NEW YORK, NY

Position in ADC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$433,157

-$32,766 QoQ

Shares Held

5,719

-7.5% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#308

of 491 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Wealthspire Advisors, LLC holds $2,343,185 across 4 REIT - Retail names. ADC ranks #2 (18.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	21,629	$1,340,132
2	ADC	Agree Realty Corp This page	5,719	$433,157
3	FRT	Federal Realty Investment Trust	2,593	$320,079
4	SPG	Simon Property Group Inc.	1,117	$249,817

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$433,157	5,719	-7.5%	Shares	Sole	2026-08-11
2026-03-31	$465,923	6,181	-5.5%	Shares	Sole	2026-05-01
2025-12-31	$471,364	6,544	+75.3%	Shares	Sole	2026-02-13
2025-09-30	$265,263	3,734	-3.3%	Shares	Sole	2025-11-14
2025-06-30	$282,157	3,862	-7.7%	Shares	Sole	2025-08-11
2025-03-31	$323,040	4,185	-8.0%	Shares	Sole	2025-05-09
2024-12-31	$320,406	4,548	+14.4%	Shares	Sole	2025-02-04
2024-09-30	$299,512	3,976	+2.8%	Shares	Sole	2024-11-13
2024-06-30	$239,521	3,867	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.