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Action Point Financial Planning’s Agree Realty ADC Stock Holding History

Action Point Financial Planning’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
Q2 		$6.74K Buy
+91
New +$6.9K ﹤0.01% 1668

Other funds holding ADC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Action Point Financial Planning's ADC Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Agree Realty (ADC) in Q2 2026: 91 shares worth $6.74K. The stake represents ﹤0.01% of the portfolio and ranks #1668 among its holdings.

490 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Action Point Financial Planning held 91 shares of Agree Realty worth $6.74K as of Q2 2026.
  • Agree Realty was a new Action Point Financial Planning position in Q2 2026.
  • Agree Realty made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1668 holding.
  • 490 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.