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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, Q2 2021

Institutional positions in Agree Realty Corp as of Jun 30, 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
312
+12 vs. Q1 2021
Shares held
77.9M
+9.86M (+14.5%) vs. Q1 2021
Total value
$5.47B
+$895.4M (+19.6%) vs. Q1 2021
New holders
50
144 more added
Sold out
38
74 more reduced

1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2021: 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.

Institutional holdersQ2 2021: 312 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 heldQ2 2021: $5.47B
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, Q2 2021

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2021.

Institutions holding ADC in Q2 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.13,127,040$925.3M0.03%+896,061+7.3%Added
Vanguard Group Inc10,523,655$741.8M0.02%+1,061,045+11.2%Added
Principal Financial Group Inc6,472,037$456.2M0.29%+726,359+12.6%Added
Jefferies Group LLC3,777,000$266.2M4.63%+3,777,000New
State Street Corp3,457,112$244.4M0.01%+282,814+8.9%Added
Centersquare Investment Management LLC3,087,595$217.6M2.21%+829,633+36.7%Added
Deutsche Bank AG1,614,253$113.8M0.06%+386,745+31.5%Added
Zimmer Partners, LP1,500,000$105.7M1.47%00.0%Unchanged
Geode Capital Management, LLC1,443,775$101.8M0.01%+174,408+13.7%Added
Daiwa Securities Group Inc.1,244,886$87.8M0.59%+1,105+0.1%Added
Cohen & Steers, Inc.1,226,946$86.5M0.16%−518,226−29.7%Reduced
Bank of New York Mellon Corp1,189,377$83.8M0.02%+151,584+14.6%Added
Lasalle Investment Management Securities LLC1,147,181$80.9M2.52%+2,946+0.3%Added
Northern Trust Corp1,115,745$78.6M0.01%+165,480+17.4%Added
APG Asset Management US Inc.1,092,300$76.8M0.48%−37,700−3.3%Reduced
Brookfield Asset Management Inc.1,067,363$75.2M0.35%+432,463+68.1%Added
Sumitomo Mitsui Trust Holdings, Inc.1,015,025$71.5M0.04%−4,690−0.5%Reduced
Dimensional Fund Advisors LP995,621$70.2M0.02%+12,022+1.2%Added
Aew Capital Management L P994,365$70.1M2.07%+53,100+5.6%Added
Nuveen Asset Management, LLC943,915$66.5M0.02%−29,566−3.0%Reduced
Russell Investments Group, Ltd.940,161$66.3M0.11%+109,412+13.2%Added
Morgan Stanley869,942$61.3M0.01%+379,544+77.4%Added
Charles Schwab Investment Management Inc758,435$53.5M0.02%+60,039+8.6%Added
Thrivent Financial for Lutherans654,149$46.1M0.09%−20,217−3.0%Reduced
JPMorgan Chase & Co638,703$45.0M0.01%+181,158+39.6%Added
Ranger Global Real Estate Advisors, LLC631,078$44.5M3.50%+631,078New
Norges Bank604,342$42.6M0.01%+22,698+3.9%Added
Legal & General Group Plc539,121$38.0M0.01%−7,909−1.4%Reduced
GW&K Investment Management, LLC506,107$35.7M0.31%+22,862+4.7%Added
Loomis Sayles & Co L P425,440$30.0M0.04%+3,610+0.9%Added
State of New Jersey Common Pension Fund D423,362$29.8M0.10%+9,889+2.4%Added
Ameriprise Financial Inc404,424$28.3M0.01%+27,707+7.4%Added
Scout Investments, Inc.401,830$28.3M0.42%+19,214+5.0%Added
Uniplan Investment Counsel, Inc.396,560$28.0M1.64%−16,229−3.9%Reduced
Invesco Ltd.377,757$26.6M0.01%−19,268−4.9%Reduced
Deprince Race & Zollo Inc359,502$25.3M0.64%+70,209+24.3%Added
Wells Fargo & Company342,809$24.2M0.01%−55,323−13.9%Reduced
UBS Asset Management Americas Inc342,530$24.1M0.01%−5,680−1.6%Reduced
Millennium Management LLC326,652$23.0M0.03%−303,606−48.2%Reduced
Prudential Financial Inc325,402$22.9M0.03%−106,501−24.7%Reduced
Marshall Wace North America L.P.318,809$22.5M0.09%+318,809New
Allianz Asset Management GmbH312,537$22.0M0.02%+222,500+247.1%Added
Two Sigma Investments, LP308,986$21.8M0.06%+145,955+89.5%Added
Goldman Sachs Group Inc303,887$21.4M0.01%−83,656−21.6%Reduced
Eagle Asset Management Inc285,701$20.1M0.09%−2,506−0.9%Reduced
SEI Investments Co252,739$17.8M0.04%+7,539+3.1%Added
Rhumbline Advisers251,976$17.8M0.02%+1,833+0.7%Added
Raymond James & Associates226,283$16.0M0.01%+21,349+10.4%Added
Two Sigma Advisers, LP223,187$15.7M0.04%−81,100−26.7%Reduced
Guggenheim Capital LLC219,464$15.5M0.09%+71,569+48.4%Added
Ghisallo Capital Management LLC208,160$14.7M0.56%+208,160New
Fort Washington Investment Advisors Inc199,578$14.1M0.12%+12,678+6.8%Added
Frontier Capital Management Co LLC199,407$14.1M0.10%+199,407New
Tributary Capital Management, LLC199,292$14.0M1.07%−9,053−4.3%Reduced
Bank of America Corp197,449$13.9M0.00%−97,240−33.0%Reduced
Securian Asset Management, Inc184,838$13.0M0.26%+9,600+5.5%Added
Citigroup Inc183,896$13.0M0.01%+56,031+43.8%Added
Asset Management One Co.,Ltd.182,448$12.9M0.05%+353+0.2%Added
NN Investment Partners Holdings N.V.177,484$12.5M0.07%+137,300+341.7%Added
State of Wisconsin Investment Board169,950$12.0M0.02%00.0%Unchanged
Parametric Portfolio Associates LLC160,892$11.3M0.01%+20,316+14.5%Added
Bahl & Gaynor Inc157,606$11.1M0.07%−136−0.1%Reduced
California Public Employees Retirement System139,925$9.86M0.01%−6,357−4.3%Reduced
Swiss National Bank139,882$9.86M0.01%+13,300+10.5%Added
Public Sector Pension Investment Board139,074$9.80M0.06%+9,210+7.1%Added
Alliancebernstein L.P.129,286$9.11M0.00%+13,700+11.9%Added
Kennedy Capital Management, Inc.124,619$8.78M0.19%+9,167+7.9%Added
Balyasny Asset Management LLC120,683$8.51M0.05%+99,031+457.4%Added
Janus Henderson Group PLC120,063$8.46M0.00%+120,063New
Credit Suisse AG119,274$8.42M0.01%+9,845+9.0%Added
Pinz Capital Management, LP114,100$8.04M2.42%+114,100New
Gillson Capital LP111,605$7.87M0.74%+111,605New
Schonfeld Strategic Advisors LLC110,400$7.78M0.09%+100,300+993.1%Added
Envestnet Asset Management Inc104,719$7.38M0.00%+6,564+6.7%Added
Great West Life Assurance Co99,332$7.00M0.02%+6,748+7.3%Added
New York State Teachers Retirement System97,795$6.89M0.01%+1,400+1.5%Added
California State Teachers Retirement System92,695$6.53M0.01%−1,262−1.3%Reduced
STRS Ohio91,156$6.42M0.02%+2,308+2.6%Added
Employees Retirement System of Texas82,911$5.84M0.07%00.0%Unchanged
Presima Inc.79,800$5.63M0.81%+900+1.1%Added
Baird Financial Group, Inc.78,632$5.54M0.01%−925−1.2%Reduced
State of Alaska, Department of Revenue75,272$5.30M0.05%+8,274+12.3%Added
HGI Capital Management, LLC75,083$5.29M2.04%+75,083New
Macquarie Group Ltd74,657$5.26M0.00%+10,420+16.2%Added
Manning & Napier Group, LLC73,640$5.19M0.04%−15,141−17.1%Reduced
Cinctive Capital Management LP73,462$5.18M0.28%+73,462New
Natixis Advisors, L.P.72,534$5.11M0.02%−3,827−5.0%Reduced
Public Employees Retirement System of Ohio70,668$4.98M0.02%−2,087−2.9%Reduced
UBS Oconnor LLC70,119$4.94M0.04%+65,803+1,524.6%Added
Comerica Bank64,167$4.76M0.03%−236−0.4%Reduced
Cbre Clarion Securities LLC64,600$4.55M0.08%+6,800+11.8%Added
New York State Common Retirement Fund62,582$4.41M0.00%+8,782+16.3%Added
BNP Paribas Arbitrage, SA57,199$4.03M0.01%+1,034+1.8%Added
Exchange Traded Concepts, LLC54,760$3.86M0.12%+8,564+18.5%Added
Royal Bank of Canada54,011$3.81M0.00%+7,354+15.8%Added
Nomura Asset Management Co Ltd53,020$3.74M0.02%+3,540+7.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,296$3.69M0.04%+3,347+6.8%Added
Texas Permanent School Fund50,784$3.58M0.04%+3,365+7.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)50,787$3.58M0.02%+19,949+64.7%Added
Barclays PLC49,490$3.49M0.00%−43,787−46.9%Reduced