CI
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CX Institutional’s Agree Realty ADC Stock Holding History

CX Institutional’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 		$29K Buy
438
+392
+852% +$29.2K ﹤0.01% 1139
2026
Q2 		$3K Hold
46
– – ﹤0.01% 1405
2026
Q1 		$3K Buy
+46
New +$3.49K ﹤0.01% 1387

Other funds holding ADC

ACL
Applied Capital LLC Hollywood, Florida $252M AUM 11.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return

CX Institutional's ADC Position: Q3 2026 in Review

CX Institutional increased its Agree Realty (ADC) stake by 852% in Q3 2026, buying an estimated $29.2K and bringing the position to 438 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

CX Institutional first reported a position in ADC in Q1 2026 and has held it in 3 quarters since. 17 funds tracked by Wall St. Rank hold ADC as of Q3 2026.

  • CX Institutional held 438 shares of Agree Realty worth $29K as of Q3 2026.
  • CX Institutional bought 392 Agree Realty shares in Q3 2026, an estimated $29.2K.
  • Agree Realty made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1139 holding.
  • CX Institutional first reported a position in Agree Realty in Q1 2026 and has held it in 3 quarters since.
  • 17 funds tracked by Wall St. Rank held Agree Realty as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.