Cornerstone Planning Group’s Agree Realty ADC Stock Holding History

Cornerstone Planning Group’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	–	Sell	-99	Closed	-$7.92K	–	199
2026 Q2	$7.92K	Hold	99	–	–	﹤0.01%	965
2026 Q1	$7.46K	Buy	99 +17	+21%	+$1.29K	﹤0.01%	982
2025 Q4	$5.82K	Sell	82 -402	-83%	-$29.4K	﹤0.01%	946
2025 Q3	$30.9K	Buy	484 +454	+1,513%	+$32.9K	0.01%	460
2025 Q2	$2.24K	Sell	30 -35	-54%	-$2.63K	﹤0.01%	911
2025 Q1	$5.02K	Buy	+65	New	+$4.76K	﹤0.01%	733
2023 Q3	–	Sell	-17	Closed	-$1.11K	–	1215
2023 Q2	$1.11K	Buy	+17	New	+$1.12K	﹤0.01%	1327
2022 Q4	$1.26K	Buy	+17	New	+$1.17K	﹤0.01%	1305

Other funds holding ADC

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Cornerstone Planning Group's ADC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Agree Realty (ADC) in Q3 2026, closing a stake of 99 shares — an estimated $7.92K sold.

Cornerstone Planning Group first reported a position in ADC in Q4 2022 and held it in 8 quarters. The position peaked at $30.9K in Q3 2025. 71 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

Cornerstone Planning Group reported no remaining Agree Realty position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 99 Agree Realty shares in Q3 2026, an estimated $7.92K.
Cornerstone Planning Group first reported a position in Agree Realty in Q4 2022 and held it in 8 quarters.
Cornerstone Planning Group's Agree Realty position peaked at $30.9K in Q3 2025.
71 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.