Elevation Point Wealth Partners Boosts Agree Realty Stake by Over 8,000%

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Elevation Point Wealth Partners LLC boosted its stake in Agree Realty Corporation (NYSE:ADC) by 8,265.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm now owns 27,440 shares of the real estate investment trust's stock, up from just 328 shares previously.

Why it matters

Agree Realty is a prominent real estate investment trust that focuses on acquiring, developing, and managing a diversified portfolio of retail properties under long-term, triple-net (NNN) leases. The significant increase in Elevation Point Wealth Partners' stake suggests the firm sees strong potential in Agree Realty's business model and future growth prospects.

The details

Elevation Point Wealth Partners' holdings in Agree Realty were worth $1,956,000 at the end of the most recent reporting period, up from just $23,000 in the prior quarter. The firm added 27,112 shares during the quarter, representing an 8,265.9% increase in its position. Other institutional investors have also been active in Agree Realty, with Jane Street Group, ProShare Advisors, and Allworth Financial among those boosting their stakes in recent quarters.

• Elevation Point Wealth Partners increased its Agree Realty stake in the 3rd quarter of 2026.
• The firm's holdings were valued at $1,956,000 at the end of the most recent reporting period.