Agree Realty Corp
ADC- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000917251
In the last 90 days, Agree Realty Corp insiders filed 5 open-market purchases and 0 sales; 497 institutions reported holding it in 13F filings for Q2 2026, worth $10.8B in total; no superinvestor holds it.
Other share classesADC.PA
13F holders, Q2 2026
Institutional positions in Agree Realty Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 497
- −1 vs. Q1 2026
- Shares held
- 142.6M
- +4.29M (+3.1%) vs. Q1 2026
- Total value
- $10.8B
- +$377.4M (+3.6%) vs. Q1 2026
- New holders
- 48
- 198 more added
- Sold out
- 49
- 161 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ADC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 497 | $10.8B |
| Q1 2026 | 502 | $10.5B |
| Q4 2025 | 492 | $9.35B |
| Q3 2025 | 479 | $9.12B |
| Q2 2025 | 471 | $9.17B |
| Q1 2025 | 467 | $9.38B |
| Q4 2024 | 451 | $8.30B |
| Q3 2024 | 431 | $8.66B |
| Q2 2024 | 409 | $6.62B |
| Q1 2024 | 395 | $5.99B |
| Q4 2023 | 367 | $6.70B |
| Q3 2023 | 372 | $5.27B |
| Q2 2023 | 375 | $6.23B |
| Q1 2023 | 360 | $6.72B |
| Q4 2022 | 359 | $6.97B |
| Q3 2022 | 361 | $6.39B |
| Q2 2022 | 340 | $6.22B |
| Q1 2022 | 319 | $5.18B |
| Q4 2021 | 326 | $5.50B |
| Q3 2021 | 322 | $4.84B |
| Q2 2021 | 312 | $5.47B |
| Q1 2021 | 301 | $4.58B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 19,112,107 | $1.45B | 0.02% | +1,222,099+6.8% | Added |
| Cohen & Steers, Inc. | 16,403,414 | $1.24B | 1.96% | −1,460,930−8.2% | Reduced |
| Vanguard Portfolio Management LLC | 10,588,511 | $802.0M | 0.04% | +328,505+3.2% | Added |
| State Street Corp | 5,858,959 | $445.3M | 0.01% | −107,444−1.8% | Reduced |
| Vanguard Capital Management LLC | 5,405,144 | $409.4M | 0.01% | +58,711+1.1% | Added |
| Principal Financial Group Inc | 4,662,379 | $353.1M | 0.17% | +136,291+3.0% | Added |
| Centersquare Investment Management LLC | 3,730,917 | $282.6M | 2.41% | +301,342+8.8% | Added |
| Two Sigma Investments, LP | 3,535,058 | $267.7M | 0.20% | −506,635−12.5% | Reduced |
| Daiwa Securities Group Inc. | 2,921,805 | $221.3M | 0.50% | −39,878−1.3% | Reduced |
| Geode Capital Management, LLC | 2,781,222 | $210.7M | 0.01% | +82,464+3.1% | Added |
| Charles Schwab Investment Management Inc | 2,196,532 | $166.4M | 0.02% | +86,679+4.1% | Added |
| Zimmer Partners, LP | 1,843,300 | $139.6M | 3.30% | −1,453,114−44.1% | Reduced |
| Dimensional Fund Advisors LP | 1,794,541 | $135.9M | 0.02% | +23,523+1.3% | Added |
| Prudential Financial Inc | 1,787,283 | $135.4M | 0.15% | −119,826−6.3% | Reduced |
| Bank of America Corp | 1,728,560 | $130.9M | 0.01% | +201,999+13.2% | Added |
| Millennium Management LLC | 1,582,623 | $119.9M | 0.08% | +484,191+44.1% | Added |
| Norges Bank | 1,551,258 | $117.5M | 0.01% | +1,551,258 | New |
| Morgan Stanley | 1,525,277 | $115.5M | 0.01% | +206,242+15.6% | Added |
| Nomura Asset Management International Inc. | 1,518,183 | $115.0M | 0.17% | +121,385+8.7% | Added |
| Raymond James Financial Inc | 1,428,749 | $108.2M | 0.03% | −3,732−0.3% | Reduced |
| Deutsche Bank AG | 1,382,985 | $104.7M | 0.03% | +46,716+3.5% | Added |
| Northern Trust Corp | 1,356,029 | $102.7M | 0.01% | +204,925+17.8% | Added |
| Goldman Sachs Group Inc | 1,230,891 | $93.2M | 0.01% | +60,415+5.2% | Added |
| Canada Pension Plan Investment Board | 1,221,720 | $92.5M | 0.05% | +1,221,720 | New |
| Jupiter Topco LLC | 1,216,172 | $92.1M | 0.04% | +1,216,172 | New |
| Nuveen, LLC | 1,164,511 | $88.2M | 0.02% | +743,328+176.5% | Added |
| JPMorgan Chase & Co | 1,117,272 | $86.4M | 0.01% | −1,649,476−59.6% | Reduced |
| Duff & Phelps Investment Management Co | 1,100,957 | $83.4M | 0.79% | +90,839+9.0% | Added |
| SEI Investments Co | 1,001,224 | $75.8M | 0.07% | −50,230−4.8% | Reduced |
| Frontier Capital Management Co LLC | 943,005 | $71.4M | 0.67% | −158,381−14.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 940,816 | $71.3M | 0.04% | +159,224+20.4% | Added |
| Russell Investments Group, Ltd. | 920,097 | $69.7M | 0.06% | +16,984+1.9% | Added |
| Lasalle Investment Management Securities LLC | 915,004 | $69.3M | 2.47% | +195,285+27.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 915,000 | $69.3M | 0.10% | +817,000+833.7% | Added |
| Bank of New York Mellon Corp | 908,817 | $68.8M | 0.01% | −16,990−1.8% | Reduced |
| Northwood Liquid Management LP | 873,829 | $66.2M | 4.39% | +196,391+29.0% | Added |
| Cincinnati Insurance Co | 789,500 | $59.8M | 0.86% | 00.0% | Unchanged |
| Holocene Advisors, LP | 789,487 | $59.8M | 0.14% | −872−0.1% | Reduced |
| Bahl & Gaynor Inc | 784,265 | $59.4M | 0.27% | +151,699+24.0% | Added |
| Vanguard Fiduciary Trust Co | 760,519 | $57.6M | 0.01% | +18,158+2.4% | Added |
| Qube Research & Technologies Ltd | 742,961 | $56.3M | 0.06% | +397,295+114.9% | Added |
| Tudor Investment Corp Et Al | 726,478 | $55.0M | 0.23% | +421,026+137.8% | Added |
| Citadel Advisors LLC | 724,630 | $54.9M | 0.03% | −66,521−8.4% | Reduced |
| UBS Asset Management Americas Inc | 719,613 | $54.5M | 0.01% | +11,902+1.7% | Added |
| Legal & General Group Plc | 687,184 | $52.0M | 0.01% | +30,180+4.6% | Added |
| Thrivent Financial for Lutherans | 674,209 | $51.1M | 0.09% | −2,235−0.3% | Reduced |
| American Century Companies Inc | 641,393 | $48.6M | 0.02% | −86,260−11.9% | Reduced |
| D. E. Shaw & Co., Inc. | 633,290 | $48.0M | 0.03% | +291,828+85.5% | Added |
| HRT Financial LP | 585,566 | $44.4M | 0.08% | +64,647+12.4% | Added |
| Heitman Real Estate Securities LLC | 578,024 | $43.8M | 2.81% | +417,582+260.3% | Added |
| Voloridge Investment Management, LLC | 550,706 | $41.7M | 0.18% | −210,304−27.6% | Reduced |
| Jefferies Financial Group Inc. | 523,700 | $39.7M | 0.36% | +523,700 | New |
| GW&K Investment Management, LLC | 522,247 | $39.6M | 0.31% | −33,857−6.1% | Reduced |
| UBS Group AG | 513,514 | $38.9M | 0.01% | +25,728+5.3% | Added |
| Invesco Ltd. | 469,887 | $35.6M | 0.00% | −10,042−2.1% | Reduced |
| Balyasny Asset Management LLC | 448,806 | $34.0M | 0.06% | +236,282+111.2% | Added |
| Adelante Capital Management LLC | 430,209 | $32.6M | 2.14% | −9,972−2.3% | Reduced |
| Alyeska Investment Group, L.P. | 408,571 | $30.9M | 0.08% | −199,222−32.8% | Reduced |
| Fort Washington Investment Advisors Inc | 406,608 | $30.8M | 0.15% | +15,972+4.1% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 396,588 | $30.0M | 0.05% | −49,331−11.1% | Reduced |
| Leeward Investments, LLC - MA | 380,191 | $28.8M | 1.31% | −12,882−3.3% | Reduced |
| BNP Paribas Arbitrage, SA | 377,182 | $28.6M | 0.01% | +155,285+70.0% | Added |
| Wells Fargo & Company | 369,853 | $28.0M | 0.00% | −712−0.2% | Reduced |
| Envestnet Asset Management Inc | 367,137 | $27.8M | 0.01% | +14,194+4.0% | Added |
| Lighthouse Investment Partners, LLC | 356,896 | $27.0M | 0.84% | +116,834+48.7% | Added |
| Schroder Investment Management Group | 337,411 | $25.9M | 0.02% | +325,937+2,840.7% | Added |
| Rhumbline Advisers | 340,610 | $25.8M | 0.02% | +362+0.1% | Added |
| Sophron Capital Management L.P. | 331,087 | $25.1M | 7.77% | +80,170+32.0% | Added |
| Ameriprise Financial Inc | 356,124 | $24.8M | 0.01% | +89,806+33.7% | Added |
| Apollo Management Holdings, L.P. | 315,810 | $23.9M | 0.34% | 00.0% | Unchanged |
| Systematic Financial Management LP | 305,877 | $23.2M | 0.46% | −13,615−4.3% | Reduced |
| APG Asset Management US Inc. | 302,617 | $23.1M | 0.16% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 301,132 | $22.8M | 0.08% | 00.0% | Unchanged |
| HSBC Holdings PLC | 291,466 | $22.1M | 0.01% | −73,599−20.2% | Reduced |
| Loomis Sayles & Co L P | 280,431 | $21.2M | 0.03% | −27,914−9.1% | Reduced |
| Citigroup Inc | 280,125 | $21.2M | 0.01% | +33,258+13.5% | Added |
| Gotham Asset Management, LLC | 274,961 | $20.8M | 0.05% | −104,313−27.5% | Reduced |
| Neuberger Berman Group LLC | 271,434 | $20.6M | 0.01% | −44,656−14.1% | Reduced |
| Great West Life Assurance Co | 266,508 | $20.2M | 0.03% | +5,947+2.3% | Added |
| AQR Capital Management LLC | 264,993 | $20.1M | 0.01% | −4,091−1.5% | Reduced |
| Impax Asset Management Group plc | 260,000 | $19.7M | 0.13% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 259,797 | $19.7M | 0.03% | +47,930+22.6% | Added |
| Public Employees Retirement System of Ohio | 259,479 | $19.7M | 0.06% | +17,229+7.1% | Added |
| Creative Planning | 244,958 | $18.6M | 0.01% | +32,965+15.6% | Added |
| Swiss National Bank | 240,982 | $18.3M | 0.01% | +13,600+6.0% | Added |
| California Public Employees Retirement System | 231,736 | $17.6M | 0.01% | −44,888−16.2% | Reduced |
| William Blair Investment Management, LLC | 209,954 | $15.9M | 0.05% | −9,039−4.1% | Reduced |
| Vision Capital Corp | 209,300 | $15.9M | 7.31% | +209,300 | New |
| Barclays PLC | 206,708 | $15.7M | 0.00% | −73,363−26.2% | Reduced |
| Asset Management One Co.,Ltd. | 201,377 | $15.3M | 0.04% | +6,600+3.4% | Added |
| Nomura Asset Management Co Ltd | 194,660 | $14.7M | 0.03% | +9,670+5.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 192,537 | $14.6M | 0.23% | +47,695+32.9% | Added |
| Wellington Management Group LLP | 184,545 | $14.0M | 0.00% | +113,520+159.8% | Added |
| Schonfeld Strategic Advisors LLC | 184,221 | $14.0M | 0.07% | −222,806−54.7% | Reduced |
| State of Wisconsin Investment Board | 179,752 | $13.6M | 0.03% | −4,339−2.4% | Reduced |
| Royal Bank of Canada | 168,872 | $12.8M | 0.00% | +48,977+40.8% | Added |
| Alliancebernstein L.P. | 165,623 | $12.5M | 0.00% | −36,265−18.0% | Reduced |
| Exchange Traded Concepts, LLC | 164,789 | $12.5M | 0.06% | +28,222+20.7% | Added |
| Freestone Grove Partners LP | 161,303 | $12.2M | 0.08% | +161,303 | New |
| Aristotle Capital Boston, LLC | 158,400 | $12.0M | 0.80% | −32,957−17.2% | Reduced |