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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
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 +$1.13K ﹤0.01% 1327
2022
Q4 		$1.26K Buy
+17
New +$1.17K ﹤0.01% 1305

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

Cornerstone Planning Group's ADC Position: Q2 2026 in Review

Cornerstone Planning Group held its Agree Realty (ADC) position steady in Q2 2026 at 99 shares worth $7.92K. The position accounts for ﹤0.01% of the portfolio, ranked #965.

Cornerstone Planning Group first reported a position in ADC in Q4 2022 and has held it in 8 quarters since. The position peaked at $30.9K in Q3 2025. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Cornerstone Planning Group held 99 shares of Agree Realty worth $7.92K as of Q2 2026.
  • Cornerstone Planning Group left its Agree Realty share count unchanged in Q2 2026.
  • Agree Realty made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #965 holding.
  • Cornerstone Planning Group first reported a position in Agree Realty in Q4 2022 and has held it in 8 quarters since.
  • Cornerstone Planning Group's Agree Realty position peaked at $30.9K in Q3 2025.
  • 496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.