SPL
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Superior Planning, LLC’s Agree Realty ADC Stock Holding History

Superior Planning, LLC’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
Q3 		$7.62K Buy
+114
New +$8.49K ﹤0.01% 1033

Other funds holding ADC

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Superior Planning, LLC's ADC Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Agree Realty (ADC) in Q3 2026: 114 shares worth $7.62K. The stake represents ﹤0.01% of the portfolio and ranks #1033 among its holdings.

334 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • Superior Planning, LLC held 114 shares of Agree Realty worth $7.62K as of Q3 2026.
  • Agree Realty was a new Superior Planning, LLC position in Q3 2026.
  • Agree Realty made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1033 holding.
  • 334 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.