Pinnacle Wealth Planning Services’s Agree Realty ADC Stock Holding History

Pinnacle Wealth Planning Services’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	$66.6K	Sell	879 -297	-25%	-$22.5K	0.01%	1091
2026 Q1	$88.6K	Buy	1,176 +31	+3%	+$2.35K	0.01%	864
2025 Q4	$82.5K	Buy	+1,145	New	+$83.7K	0.01%	887
2023 Q1	–	Sell	-2,859	Closed	-$203K	–	476
2022 Q4	$203K	Buy	+2,859	New	+$196K	0.04%	374
2021 Q1	–	Sell	-653	Closed	-$43K	–	361
2020 Q4	$43K	Buy	+653	New	+$42.7K	0.01%	855

Other funds holding ADC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 New York $138B AUM 41.87% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Pinnacle Wealth Planning Services's ADC Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Agree Realty (ADC) stake by 25% in Q2 2026, selling an estimated $22.5K and leaving 879 shares worth $66.6K. The position accounts for 0.01% of the portfolio, ranked #1091.

Pinnacle Wealth Planning Services first reported a position in ADC in Q4 2020 and has held it in 5 quarters since. The position peaked at $203K in Q4 2022. 496 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

Pinnacle Wealth Planning Services held 879 shares of Agree Realty worth $66.6K as of Q2 2026.
Pinnacle Wealth Planning Services sold 297 Agree Realty shares in Q2 2026, an estimated $22.5K.
Agree Realty made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1091 holding.
Pinnacle Wealth Planning Services first reported a position in Agree Realty in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Agree Realty position peaked at $203K in Q4 2022.
496 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.