CFM
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Cornerstone Financial Management’s Agree Realty ADC Stock Holding History

Cornerstone Financial Management’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 		$8.56K Buy
113
+36
+47% +$2.73K 0.01% 505
2026
Q1 		$5.8K Buy
77
+25
+48% +$1.9K 0.01% 436
2025
Q4 		$3.75K Buy
+52
New +$3.8K ﹤0.01% 493

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 $3.38T AUM 44.17% 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

Cornerstone Financial Management's ADC Position: Q2 2026 in Review

Cornerstone Financial Management increased its Agree Realty (ADC) stake by 47% in Q2 2026, buying an estimated $2.73K and bringing the position to 113 shares worth $8.56K. The position accounts for 0.01% of the portfolio, ranked #505.

Cornerstone Financial Management first reported a position in ADC in Q4 2025 and has held it in 3 quarters since. 497 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Cornerstone Financial Management held 113 shares of Agree Realty worth $8.56K as of Q2 2026.
  • Cornerstone Financial Management bought 36 Agree Realty shares in Q2 2026, an estimated $2.73K.
  • Agree Realty made up 0.01% of Cornerstone Financial Management's portfolio in Q2 2026, its #505 holding.
  • Cornerstone Financial Management first reported a position in Agree Realty in Q4 2025 and has held it in 3 quarters since.
  • 497 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.