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Financial Life Planners’s Agree Realty ADC Stock Holding History

Financial Life Planners’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 		$50.5K Buy
667
+7
+1% +$530 0.03% 124
2026
Q1 		$49.8K Buy
+660
New +$50K 0.04% 121
2025
Q4 		– Sell
-646
Closed -$45.9K – 66
2025
Q3 		$45.9K Buy
+646
New +$46.8K 0.03% 130
2025
Q1 		– Sell
-626
Closed -$44.1K – 88
2024
Q4 		$44.1K Buy
+626
New +$46.6K 0.04% 133

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

Financial Life Planners's ADC Position: Q2 2026 in Review

Financial Life Planners increased its Agree Realty (ADC) stake by 1.1% in Q2 2026, buying an estimated $530 and bringing the position to 667 shares worth $50.5K. The position accounts for 0.03% of the portfolio, ranked #124.

Financial Life Planners first reported a position in ADC in Q4 2024 and has held it in 4 quarters since. 495 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Financial Life Planners held 667 shares of Agree Realty worth $50.5K as of Q2 2026.
  • Financial Life Planners bought 7 Agree Realty shares in Q2 2026, an estimated $530.
  • Agree Realty made up 0.03% of Financial Life Planners's portfolio in Q2 2026, its #124 holding.
  • Financial Life Planners first reported a position in Agree Realty in Q4 2024 and has held it in 4 quarters since.
  • 495 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.