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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
Versor Investments LP4,300$303.0K0.01%+4,300New
Dynamic Technology Lab Private Ltd4,476$315.0K0.03%−5,265−54.0%Reduced
Telemus Capital, LLC4,544$320.0K0.02%−9−0.2%Reduced
Dearborn Partners LLC4,548$321.0K0.01%+135+3.1%Added
Qube Research & Technologies Ltd4,639$327.0K0.00%−5,934−56.1%Reduced
CIBC Asset Management Inc4,659$328.0K0.00%00.0%Unchanged
Oppenheimer & Co Inc4,700$331.0K0.01%+4,700New
Regions Financial Corp4,853$342.0K0.00%+4,853New
LPL Financial LLC5,018$354.0K0.00%+241+5.0%Added
Rafferty Asset Management, LLC5,075$358.0K0.00%+5,075New
Teza Capital Management LLC5,141$362.0K0.06%+2,015+64.5%Added
Quadrature Capital Ltd5,237$369.0K0.01%−909−14.8%Reduced
Ameritas Investment Partners, Inc.5,274$372.0K0.01%+207+4.1%Added
Crossmark Global Holdings, Inc.5,380$379.0K0.01%−330−5.8%Reduced
Nissay Asset Management Corp5,544$391.0K0.00%+222+4.2%Added
Sequoia Financial Advisors, LLC5,771$407.0K0.01%00.0%Unchanged
Susquehanna Fundamental Investments, LLC5,900$416.0K0.01%+5,900New
Sumitomo Mitsui DS Asset Management Company, Ltd6,098$429.0K0.01%+1,687+38.2%Added
Schroder Investment Management Group6,579$463.0K0.00%−8,155−55.3%Reduced
Commerce Bank6,578$463.0K0.00%+1,205+22.4%Added
Creative Planning6,604$466.0K0.00%−1,281−16.2%Reduced
Spire Wealth Management6,654$469.0K0.01%−200−2.9%Reduced
Eii Capital Management, Inc.6,894$486.0K0.23%−340−4.7%Reduced
Capital Square, LLC6,546$486.0K0.36%+6,546New
CWM Advisors, LLC6,996$493.0K0.06%+212+3.1%Added
Brinker Capital Investments, LLC7,276$513.0K0.01%+520+7.7%Added
Intrust Bank NA7,772$548.0K0.07%+1,454+23.0%Added
Public Employees Retirement Association of Colorado7,909$558.0K0.00%00.0%Unchanged
Teacher Retirement System of Texas8,157$575.0K0.00%+2,498+44.1%Added
Stephens Inc8,167$576.0K0.01%−1,590−16.3%Reduced
Pitcairn Co8,246$581.0K0.04%−104−1.2%Reduced
UBS Group AG8,293$585.0K0.00%−860−9.4%Reduced
Profund Advisors LLC8,327$586.0K0.02%+912+12.3%Added
Marshall Wace, LLP8,525$601.0K0.00%+8,525New
Quantitative Systematic Strategies LLC8,754$617.0K0.22%−55,922−86.5%Reduced
Keybank National Association8,825$622.0K0.00%−1,331−13.1%Reduced
Everence Capital Management Inc9,030$637.0K0.05%00.0%Unchanged
Fifth Third Bancorp9,161$646.0K0.00%−2,234−19.6%Reduced
Walleye Trading LLC9,282$654.0K0.02%+9,282New
Handelsbanken Fonder AB9,637$679.0K0.00%00.0%Unchanged
Mutual of America Capital Management LLC9,686$683.0K0.01%+1,210+14.3%Added
Advisor Group Holdings, Inc.9,772$687.0K0.00%+699+7.7%Added
Steward Partners Investment Advisory, LLC9,776$689.0K0.01%+3,616+58.7%Added
Los Angeles Capital Management LLC9,946$701.0K0.00%+590+6.3%Added
First Trust Advisors LP10,225$720.0K0.00%+2,201+27.4%Added
State Board of Administration of Florida Retirement System10,604$747.0K0.00%00.0%Unchanged
Atlantic Union Bankshares Corp10,610$748.0K0.07%−400−3.6%Reduced
AQR Capital Management LLC10,771$759.0K0.00%+2,682+33.2%Added
Azzad Asset Management Inc10,771$759.2K0.11%−103−0.9%Reduced
SG Americas Securities, LLC11,026$777.0K0.00%−2,319−17.4%Reduced
Winton Group Ltd11,209$790.0K0.04%+8,207+273.4%Added
HSBC Holdings PLC11,465$809.0K0.00%+3,889+51.3%Added
Citadel Advisors LLC11,592$817.0K0.00%−63,757−84.6%Reduced
Gsa Capital Partners LLP12,101$853.0K0.10%+8,106+202.9%Added
Victory Capital Management Inc12,196$860.0K0.00%−133−1.1%Reduced
TriaGen Wealth Management LLC11,539$867.0K0.45%+11,539New
Vident Investment Advisory, LLC12,317$868.0K0.03%+300+2.5%Added
The PNC Financial Services Group, Inc.12,425$875.0K0.00%+601+5.1%Added
Truist Financial Corp12,436$876.0K0.00%−416−3.2%Reduced
Gyon Technologies Capital Management, LP12,556$885.0K0.29%+5,755+84.6%Added
William Blair Investment Management, LLC13,851$976.0K0.00%−106,111−88.5%Reduced
Duality Advisers, LP14,072$992.0K0.09%−13,465−48.9%Reduced
First National Bank of Omaha15,388$1.04M0.05%00.0%Unchanged
DuPont Capital Management Corp14,971$1.05M0.02%+14,971New
Texas Yale Capital Corp.14,995$1.06M0.06%00.0%Unchanged
Magnetar Financial LLC15,000$1.06M0.01%+15,000New
Heitman Real Estate Securities LLC15,462$1.09M0.05%−366,703−96.0%Reduced
US Bancorp15,896$1.12M0.00%−300−1.9%Reduced
M&T Bank Corp16,227$1.14M0.01%+580+3.7%Added
Teachers Retirement System of the State of Kentucky16,563$1.17M0.01%00.0%Unchanged
Arizona State Retirement System17,253$1.22M0.01%+1,135+7.0%Added
Mark Stevens18,349$1.29M0.14%−852−4.4%Reduced
First Republic Investment Management, Inc.19,116$1.35M0.00%+7,313+62.0%Added
ProShare Advisors LLC19,300$1.36M0.00%+779+4.2%Added
Raymond James Financial Services Advisors, Inc.19,891$1.40M0.00%+1,353+7.3%Added
JLP Asset Management, LLC20,400$1.44M0.77%−600−2.9%Reduced
Dana Investment Advisors, Inc.20,829$1.47M0.07%−491−2.3%Reduced
Virtus ETF Advisers LLC21,841$1.54M0.63%+782+3.7%Added
Metropolitan Life Insurance Co23,270$1.64M0.02%+62+0.3%Added
AMP Capital Investors Ltd23,665$1.67M0.01%+92+0.4%Added
Standard Life Aberdeen plc23,753$1.67M0.00%+7,117+42.8%Added
MetLife Investment Management24,738$1.74M0.02%+1,450+6.2%Added
Pictet Asset Management Ltd24,939$1.76M0.00%+11,939+91.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.25,854$1.82M0.01%+3,747+16.9%Added
Oregon Public Employees Retirement Fund25,994$1.83M0.02%+1,999+8.3%Added
Boothbay Fund Management, LLC26,746$1.89M0.08%+26,746New
RVB Capital Management LLC27,500$1.94M1.70%−52,000−65.4%Reduced
Walleye Capital LLC28,719$2.02M0.07%+28,719New
Louisiana State Employees Retirement System28,800$2.03M0.05%00.0%Unchanged
Advisors Asset Management, Inc.29,350$2.07M0.03%+8,840+43.1%Added
Nisa Investment Advisors, LLC29,379$2.07M0.01%−6,725−18.6%Reduced
Stifel Financial Corp29,792$2.10M0.00%+137+0.5%Added
Voya Investment Management LLC30,060$2.12M0.00%+833+2.9%Added
Amalgamated Bank33,383$2.35M0.02%+27,814+499.4%Added
DekaBank Deutsche Girozentrale35,423$2.46M0.01%+8,828+33.2%Added
Cubist Systematic Strategies, LLC35,245$2.48M0.03%−6,667−15.9%Reduced
Ibex Wealth Advisors35,373$2.49M0.50%+3,227+10.0%Added
Aviva PLC35,641$2.51M0.01%+17,659+98.2%Added
Manufacturers Life Insurance Company, The35,966$2.54M0.00%+2,216+6.6%Added
Pendal Group Limited36,671$2.58M0.02%−2,000−5.2%Reduced