Center for Financial Planning’s Agree Realty ADC Stock Holding History

Center for 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
2025 Q4	–	Sell	-10,237	Closed	-$727K	–	703
2025 Q3	$727K	Hold	10,237	–	–	0.08%	80
2025 Q2	$748K	Hold	10,237	–	–	0.09%	79
2025 Q1	$790K	Hold	10,237	–	–	0.1%	68
2024 Q4	$721K	Hold	10,237	–	–	0.1%	71
2024 Q3	$771K	Sell	10,237 -4,597	-31%	-$325K	0.1%	66
2024 Q2	$919K	Hold	14,834	–	–	0.13%	57
2024 Q1	$847K	Hold	14,834	–	–	0.13%	63
2023 Q4	$934K	Hold	14,834	–	–	0.17%	55
2023 Q3	$819K	Hold	14,834	–	–	0.18%	55
2023 Q2	$970K	Hold	14,834	–	–	0.2%	48
2023 Q1	$1.02M	Hold	14,834	–	–	0.23%	47
2022 Q4	$1.05M	Hold	14,834	–	–	0.26%	44
2022 Q3	$1M	Hold	14,834	–	–	0.27%	42
2022 Q2	$1.07M	Hold	14,834	–	–	0.27%	41
2022 Q1	$984K	Hold	14,834	–	–	0.2%	54
2021 Q4	$1.06M	Sell	14,834 -7,092	-32%	-$492K	0.22%	52
2021 Q3	$1.45M	Buy	+21,926	New	+$1.6M	0.35%	33

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Center for Financial Planning's ADC Position: Q4 2025 in Review

Center for Financial Planning sold out of Agree Realty (ADC) in Q4 2025, closing a stake of 10,237 shares — an estimated $727K sold.

Center for Financial Planning first reported a position in ADC in Q3 2021 and held it in 17 quarters. The position peaked at $1.45M in Q3 2021. 492 funds tracked by Wall St. Rank hold ADC as of Q4 2025.

Center for Financial Planning reported no remaining Agree Realty position as of Q4 2025 after selling out during the quarter.
Center for Financial Planning sold 10,237 Agree Realty shares in Q4 2025, an estimated $727K.
Center for Financial Planning first reported a position in Agree Realty in Q3 2021 and held it in 17 quarters.
Center for Financial Planning's Agree Realty position peaked at $1.45M in Q3 2021.
492 funds tracked by Wall St. Rank held Agree Realty as of Q4 2025.

Based on Center for Financial Planning's 13F filing for Q4 2025, filed 5 Feb 2026.