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Planning Strategies’s Agree Realty ADC Stock Holding History

Planning Strategies’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 		$454 Buy
+6
New +$455 ﹤0.01% 875

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

Planning Strategies's ADC Position: Q2 2026 in Review

Planning Strategies opened a new position in Agree Realty (ADC) in Q2 2026: 6 shares worth $454. The stake represents ﹤0.01% of the portfolio and ranks #875 among its holdings.

450 funds tracked by Wall St. Rank hold ADC as of Q2 2026.

  • Planning Strategies held 6 shares of Agree Realty worth $454 as of Q2 2026.
  • Agree Realty was a new Planning Strategies position in Q2 2026.
  • Agree Realty made up ﹤0.01% of Planning Strategies's portfolio in Q2 2026, its #875 holding.
  • 450 funds tracked by Wall St. Rank held Agree Realty as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.