Creative Planning

Position in ADC — Agree Realty Corp

CIK 1540235 OVERLAND PARK, KS

Position in ADC

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$15,980,031

+$3,990,062 QoQ

Shares Held

211,993

+27.4% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Real Estate · as of Mar 31, 2026

Creative Planning holds $141,217,105 across 25 REIT - Retail names. ADC ranks #4 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	O	Realty Income Corp	520,801	$31,862,605
2	SPG	Simon Property Group Inc.	121,649	$22,691,187
3	NNN	Nnn REIT, Inc.	452,534	$19,020,003
4	ADC	Agree Realty Corp This page	211,993	$15,980,031
5	REG	Regency Centers Corp	155,192	$11,741,826
6	FRT	Federal Realty Investment Trust	95,267	$10,118,308
7	KIM	Kimco Realty Corp	368,127	$8,271,813
8	BRX	Brixmor Property Group Inc.	231,237	$6,659,625

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,980,031	211,993	+27.4%	Shares	Defined	2026-05-12
2025-12-31	$11,989,969	166,458	+39.0%	Shares	Defined	2026-02-17
2025-09-30	$8,508,034	119,764	+36.2%	Shares	Defined	2025-11-14
2025-06-30	$6,424,604	87,936	+6.9%	Shares	Defined	2025-08-08
2025-03-31	$6,346,792	82,223	+8.9%	Shares	Sole	2025-05-15
2024-12-31	$5,319,538	75,508	+23.2%	Shares	Defined	2025-02-14
2024-09-30	$4,615,242	61,267	+7.8%	Shares	Defined	2024-10-11
2024-06-30	$3,519,367	56,819	+86.8%	Shares	Defined	2024-08-15
2024-03-31	$1,737,647	30,421	+23.1%	Shares	Defined	2024-05-13
2023-12-31	$1,556,123	24,720	+60.9%	Shares	Defined	2024-02-14
2023-09-30	$848,651	15,363	-1.6%	Shares	Defined	2023-11-16
2023-06-30	$1,021,391	15,620	+74.6%	Shares	Defined	2023-07-21
2023-03-31	$613,647	8,944	+1.7%	Shares	Sole	2023-05-15
2022-12-31	$623,971	8,797	-6.3%	Shares	Sole	2023-02-10
2022-09-30	$634,778	9,393	+21.5%	Shares	Sole	2022-11-03
2022-06-30	$557,853	7,734	-20.2%	Shares	Sole	2022-08-15
2022-03-31	$643,094	9,691	+1.4%	Shares	Sole	2022-05-16
2021-12-31	$681,916	9,556	+0.1%	Shares	Sole	2022-02-11
2021-09-30	$632,430	9,549	+44.6%	Shares	Sole	2021-11-10
2021-06-30	$465,515	6,604	-16.2%	Shares	Sole	2021-08-04
2021-03-31	$530,739	7,885	+6.0%	Shares	Sole	2021-04-30
2020-12-31	$495,421	7,441	+0.7%	Shares	Sole	2021-01-29
2020-09-30	$470,299	7,390	0.0%	Shares	Sole	2020-11-05
2020-06-30	$485,596	7,390	-0.4%	Shares	Sole	2020-07-23
2020-03-31	$459,112	7,417	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.