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BFC Planning, Inc.’s Agree Realty ADC Stock Holding History

BFC Planning, Inc.’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 		$6.33K Buy
84
+12
+17% +$909 ﹤0.01% 2581
2026
Q1 		$5.45K Hold
72
– – ﹤0.01% 2277
2025
Q4 		$5.19K Hold
72
– – ﹤0.01% 2348
2025
Q3 		$5.12K Hold
72
– – ﹤0.01% 2190
2025
Q2 		$5.26K Sell
72
-19
-21% -$1.43K ﹤0.01% 2033
2025
Q1 		$7.02K Buy
91
+29
+47% +$2.13K ﹤0.01% 1904
2024
Q4 		$4.37K Buy
+62
New +$4.62K ﹤0.01% 2059

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 $195B AUM 21.17% 1-Year Est. Return
Centersquare Investment Management
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 $53.6B AUM 32.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BFC Planning, Inc.'s ADC Position: Q2 2026 in Review

BFC Planning, Inc. increased its Agree Realty (ADC) stake by 17% in Q2 2026, buying an estimated $909 and bringing the position to 84 shares worth $6.33K. The position accounts for ﹤0.01% of the portfolio, ranked #2581.

BFC Planning, Inc. first reported a position in ADC in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.02K in Q1 2025. 501 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • BFC Planning, Inc. held 84 shares of Agree Realty worth $6.33K as of Q2 2026.
  • BFC Planning, Inc. bought 12 Agree Realty shares in Q2 2026, an estimated $909.
  • Agree Realty made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2581 holding.
  • BFC Planning, Inc. first reported a position in Agree Realty in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Agree Realty position peaked at $7.02K in Q1 2025.
  • 501 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.