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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, Q1 2021

Institutional positions in Agree Realty Corp as of Mar 31, 2021. 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
301
No complete 13F data for Q4 2020
Shares held
68.0M
No complete 13F data for Q4 2020
Total value
$4.58B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 301 institutions
Q1 2021: 301 institutionsQ2 2021: 312 institutionsQ3 2021: 322 institutionsQ4 2021: 326 institutionsQ1 2022: 319 institutionsQ2 2022: 340 institutionsQ3 2022: 360 institutionsQ4 2022: 358 institutionsQ1 2023: 360 institutionsQ2 2023: 375 institutionsQ3 2023: 372 institutionsQ4 2023: 367 institutionsQ1 2024: 395 institutionsQ2 2024: 409 institutionsQ3 2024: 431 institutionsQ4 2024: 451 institutionsQ1 2025: 467 institutionsQ2 2025: 471 institutionsQ3 2025: 479 institutionsQ4 2025: 492 institutionsQ1 2026: 502 institutionsQ2 2026: 497 institutions
Value heldQ1 2021: $4.58B
Q1 2021: $4.58BQ2 2021: $5.47BQ3 2021: $4.84BQ4 2021: $5.44BQ1 2022: $5.18BQ2 2022: $6.22BQ3 2022: $6.34BQ4 2022: $6.97BQ1 2023: $6.70BQ2 2023: $6.23BQ3 2023: $5.27BQ4 2023: $6.42BQ1 2024: $5.71BQ2 2024: $6.46BQ3 2024: $8.39BQ4 2024: $8.27BQ1 2025: $9.36BQ2 2025: $9.15BQ3 2025: $8.97BQ4 2025: $9.33BQ1 2026: $10.5BQ2 2026: $10.8B
Institutions holding ADC and their total value by quarter
QuarterHoldersValue
Q2 2026497$10.8B
Q1 2026502$10.5B
Q4 2025492$9.33B
Q3 2025479$8.97B
Q2 2025471$9.15B
Q1 2025467$9.36B
Q4 2024451$8.27B
Q3 2024431$8.39B
Q2 2024409$6.46B
Q1 2024395$5.71B
Q4 2023367$6.42B
Q3 2023372$5.27B
Q2 2023375$6.23B
Q1 2023360$6.70B
Q4 2022358$6.97B
Q3 2022360$6.34B
Q2 2022340$6.22B
Q1 2022319$5.18B
Q4 2021326$5.44B
Q3 2021322$4.84B
Q2 2021312$5.47B
Q1 2021301$4.58B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Agree Realty Corp.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding ADC in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.12,230,979$823.3M0.02%––
Vanguard Group Inc9,462,610$636.9M0.02%––
Principal Financial Group Inc5,745,678$386.7M0.27%––
State Street Corp3,174,298$214.3M0.01%––
Centersquare Investment Management LLC2,257,962$152.0M1.77%––
Cohen & Steers, Inc.1,745,172$117.5M0.25%––
Zimmer Partners, LP1,500,000$101.0M1.40%––
Geode Capital Management, LLC1,269,367$85.4M0.01%––
Daiwa Securities Group Inc.1,243,781$83.7M0.62%––
Deutsche Bank AG1,227,508$82.6M0.04%––
Lasalle Investment Management Securities LLC1,144,235$77.0M2.43%––
APG Asset Management US Inc.1,130,000$76.1M0.52%––
Bank of New York Mellon Corp1,037,793$69.9M0.01%––
Sumitomo Mitsui Trust Holdings, Inc.1,019,715$68.6M0.04%––
Dimensional Fund Advisors LP983,599$66.2M0.02%––
Nuveen Asset Management, LLC973,481$65.5M0.02%––
Northern Trust Corp950,265$64.0M0.01%––
Aew Capital Management L P941,265$63.4M2.20%––
Russell Investments Group, Ltd.830,749$55.9M0.10%––
Charles Schwab Investment Management Inc698,396$47.0M0.02%––
Thrivent Financial for Lutherans674,366$45.4M0.10%––
Brookfield Asset Management Inc.634,900$42.7M0.21%––
Millennium Management LLC630,258$42.4M0.06%––
Norges Bank581,644$39.1M0.01%––
Legal & General Group Plc547,030$36.8M0.01%––
Morgan Stanley490,398$33.0M0.00%––
GW&K Investment Management, LLC483,245$32.5M0.30%––
JPMorgan Chase & Co457,545$30.8M0.00%––
Prudential Financial Inc431,903$29.1M0.04%––
Loomis Sayles & Co L P421,830$28.4M0.04%––
State of New Jersey Common Pension Fund D413,473$27.8M0.10%––
Uniplan Investment Counsel, Inc.412,789$27.8M1.78%––
Wells Fargo & Company398,132$26.8M0.01%––
Invesco Ltd.397,025$26.7M0.01%––
Goldman Sachs Group Inc387,543$26.1M0.01%––
Scout Investments, Inc.382,616$25.8M0.39%––
Heitman Real Estate Securities LLC382,165$25.7M1.45%––
Ameriprise Financial Inc376,717$25.4M0.01%––
UBS Asset Management Americas Inc348,210$23.4M0.01%––
Weiss Multi-Strategy Advisers LLC306,405$20.6M0.47%––
Two Sigma Advisers, LP304,287$20.5M0.06%––
Bank of America Corp294,689$19.8M0.00%––
Eagle Asset Management Inc288,207$19.6M0.09%––
Deprince Race & Zollo Inc289,293$19.5M0.52%––
Rhumbline Advisers250,143$16.8M0.02%––
SEI Investments Co245,200$16.5M0.04%––
Westpac Banking Corp219,116$14.7M0.16%––
Tributary Capital Management, LLC208,345$14.0M1.10%––
Raymond James & Associates204,934$13.8M0.01%––
Fort Washington Investment Advisors Inc186,900$12.6M0.12%––
Asset Management One Co.,Ltd.182,095$12.3M0.05%––
Securian Asset Management, Inc175,238$11.8M0.26%––
State of Wisconsin Investment Board169,950$11.4M0.02%––
Two Sigma Investments, LP163,031$11.0M0.03%––
Bahl & Gaynor Inc157,742$10.6M0.07%––
Guggenheim Capital LLC147,895$9.96M0.07%––
California Public Employees Retirement System146,282$9.85M0.01%––
Parametric Portfolio Associates LLC140,576$9.46M0.01%––
Carlson Capital L P137,531$9.26M0.35%––
Public Sector Pension Investment Board129,864$8.74M0.06%––
Citigroup Inc127,865$8.61M0.01%––
Swiss National Bank126,582$8.52M0.01%––
William Blair Investment Management, LLC119,962$8.07M0.03%––
Kettle Hill Capital Management, LLC116,741$7.86M1.48%––
Alliancebernstein L.P.115,586$7.78M0.00%––
Kennedy Capital Management, Inc.115,452$7.77M0.16%––
Credit Suisse AG109,429$7.37M0.01%––
Hill Winds Capital LP107,500$7.24M3.96%––
Echo Street Capital Management LLC98,285$6.62M0.06%––
Envestnet Asset Management Inc98,155$6.61M0.00%––
New York State Teachers Retirement System96,395$6.49M0.01%––
GEM Realty Capital95,857$6.45M4.22%––
California State Teachers Retirement System93,957$6.32M0.01%––
Barclays PLC93,277$6.28M0.01%––
Great West Life Assurance Co92,584$6.22M0.02%––
Allianz Asset Management GmbH90,037$6.06M0.01%––
STRS Ohio88,848$5.98M0.02%––
Manning & Napier Group, LLC88,781$5.97M0.05%––
Employees Retirement System of Texas82,911$5.58M0.07%––
Healthcare of Ontario Pension Plan Trust Fund81,392$5.48M0.01%––
Baird Financial Group, Inc.79,557$5.36M0.02%––
RVB Capital Management LLC79,500$5.35M4.12%––
Presima Inc.78,900$5.31M0.70%––
Natixis Advisors, L.P.76,361$5.14M0.03%––
Citadel Advisors LLC75,349$5.07M0.01%––
Public Employees Retirement System of Ohio72,755$4.90M0.02%––
Comerica Bank64,403$4.58M0.03%––
State of Alaska, Department of Revenue66,998$4.51M0.05%––
Quantitative Systematic Strategies LLC64,676$4.35M0.67%––
Macquarie Group Ltd64,237$4.32M0.01%––
Cbre Clarion Securities LLC57,800$3.89M0.08%––
BNP Paribas Arbitrage, SA56,165$3.78M0.01%––
New York State Common Retirement Fund53,800$3.62M0.00%––
Susquehanna International Group, LLP51,242$3.45M0.00%––
Nomura Asset Management Co Ltd49,480$3.33M0.02%––
Commonwealth of Pennsylvania Public School Empls Retrmt Sys48,949$3.29M0.04%––
Texas Permanent School Fund47,419$3.19M0.04%––
Blue Chip Partners, Inc.47,411$3.19M0.49%––
Royal Bank of Canada46,657$3.14M0.00%––
Price T Rowe Associates Inc46,183$3.11M0.00%––