Planning Strategies Inc.’s Agree Realty ADC Stock Holding History

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

Other funds holding ADC

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LMCG Investments Boston, Massachusetts $1.87B AUM 50.61% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

IWA

IBEX Wealth Advisors Bedminster, New Jersey $1.28B AUM 61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Planning Strategies Inc. 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.

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

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

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