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Consolidated Planning Corp’s Agree Realty ADC Stock Holding History

Consolidated Planning Corp’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
Q1 		– Sell
-17,339
Closed -$1.25M – 146
2025
Q4 		$1.25M Buy
17,339
+1,549
+10% +$113K 0.13% 117
2025
Q3 		$1.12M Buy
+15,790
New +$1.14M 0.12% 122
2021
Q4 		– Sell
-389
Closed -$26K – 68
2021
Q3 		$26K Buy
+389
New +$28.3K 0.02% 223

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Consolidated Planning Corp's ADC Position: Q1 2026 in Review

Consolidated Planning Corp sold out of Agree Realty (ADC) in Q1 2026, closing a stake of 17,339 shares — an estimated $1.25M sold.

Consolidated Planning Corp first reported a position in ADC in Q3 2021 and held it in 3 quarters. The position peaked at $1.25M in Q4 2025. 497 funds tracked by Wall St. Rank hold ADC as of Q1 2026.

  • Consolidated Planning Corp reported no remaining Agree Realty position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 17,339 Agree Realty shares in Q1 2026, an estimated $1.25M.
  • Consolidated Planning Corp first reported a position in Agree Realty in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's Agree Realty position peaked at $1.25M in Q4 2025.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.