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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
Bank of New York Mellon Corp1,189,377$83.8M0.02%+151,584+14.6%Added
Cohen & Steers, Inc.1,226,946$86.5M0.16%−518,226−29.7%Reduced
Daiwa Securities Group Inc.1,244,886$87.8M0.59%+1,105+0.1%Added
Geode Capital Management, LLC1,443,775$101.8M0.01%+174,408+13.7%Added
Zimmer Partners, LP1,500,000$105.7M1.47%00.0%Unchanged
Deutsche Bank AG1,614,253$113.8M0.06%+386,745+31.5%Added
Centersquare Investment Management LLC3,087,595$217.6M2.21%+829,633+36.7%Added
State Street Corp3,457,112$244.4M0.01%+282,814+8.9%Added
Jefferies Group LLC3,777,000$266.2M4.63%+3,777,000New
Principal Financial Group Inc6,472,037$456.2M0.29%+726,359+12.6%Added
Vanguard Group Inc10,523,655$741.8M0.02%+1,061,045+11.2%Added
BlackRock Inc.13,127,040$925.3M0.03%+896,061+7.3%Added
Weiss Multi-Strategy Advisers LLC0$00.00%−306,405−100.0%Sold out
Carlson Capital L P0$00.00%−137,531−100.0%Sold out
Kettle Hill Capital Management, LLC0$00.00%−116,741−100.0%Sold out
Hill Winds Capital LP0$00.00%−107,500−100.0%Sold out
Echo Street Capital Management LLC0$00.00%−98,285−100.0%Sold out
GEM Realty Capital0$00.00%−95,857−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−81,392−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−51,242−100.0%Sold out
HRT Financial LP0$00.00%−28,327−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−28,279−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−23,316−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−20,797−100.0%Sold out
Vestcor Inc0$00.00%−18,690−100.0%Sold out
Jacobs Levy Equity Management, Inc0$00.00%−15,997−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−15,300−100.0%Sold out
Weld Capital Management LLC0$00.00%−11,447−100.0%Sold out
Bridgefront Capital, LLC0$00.00%−11,247−100.0%Sold out
Jane Street Group, LLC0$00.00%−11,110−100.0%Sold out
PEAK6 Investments LLC0$00.00%−8,980−100.0%Sold out
Cipher Capital LP0$00.00%−8,740−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−8,438−100.0%Sold out
Centiva Capital, LP0$00.00%−7,950−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−6,145−100.0%Sold out
Caption Management, LLC0$00.00%−6,000−100.0%Sold out
Paloma Partners Management Co0$00.00%−5,000−100.0%Sold out
Quantitative Investment Management, LLC0$00.00%−4,724−100.0%Sold out
Athanor Capital, LP0$00.00%−4,190−100.0%Sold out
Mackay Shields LLC0$00.00%−4,000−100.0%Sold out
Pearl River Capital, LLC0$00.00%−3,341−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−3,259−100.0%Sold out
Private Ocean, LLC0$00.00%−2,053−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−1,943−100.0%Sold out
Quantbot Technologies LP0$00.00%−1,605−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−48−100.0%Sold out
Wealthcare Advisory Partners LLC0$00.00%−28−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−33−100.0%Sold out
Allred Capital Management, LLC0$00.00%−26−100.0%Sold out
RWM Asset Management, LLC0$00.00%−21−100.0%Sold out
Amundi Asset Management US, Inc.––––Not filed