Back to ADC-PA
Creative Planning ADC-PA Position History
Agree Realty Corporation
Quarters held
10
Latest value
$21.5M
Q3 2026
Peak value
$21.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.3M |
| Q3 2025 | $7.3M |
| Q4 2025 | $10.7M |
| Q4 2025 | $1.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $14.6M |
| Q2 2026 | $1.4M |
| Q2 2026 | $17.1M |
| Q3 2026 | $1.2M |
| Q3 2026 | $21.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $21.5M | 321.9K | — | — |
| Q3 2026 | $1.2M | 18.0K | — | — |
| Q2 2026 | $17.1M | 226.0K | — | — |
| Q2 2026 | $1.4M | 19.0K | — | — |
| Q1 2026 | $14.6M | 193.3K | — | — |
| Q1 2026 | $1.4M | 18.7K | — | — |
| Q4 2025 | $1.3M | 18.0K | — | — |
| Q4 2025 | $10.7M | 148.4K | — | — |
| Q3 2025 | $7.3M | 102.1K | — | — |
| Q3 2025 | $1.3M | 17.7K | — | — |
Other funds holding ADC-PA
$1.1B
$1.1B
$1.1B
$451.3M
$445.3M
$445.3M
$425.3M