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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, Q3 2021

Institutional positions in Agree Realty Corp as of Sep 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
322
+14 vs. Q2 2021
Shares held
73.0M
−4.81M (−6.2%) vs. Q2 2021
Total value
$4.84B
−$632.4M (−11.6%) vs. Q2 2021
New holders
51
123 more added
Sold out
37
99 more reduced

4 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2021: 322 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 heldQ3 2021: $4.84B
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, Q3 2021

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2021.

Institutions holding ADC in Q3 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.13,051,795$864.4M0.02%−75,245−0.6%Reduced
Vanguard Group Inc10,624,233$703.6M0.02%+100,578+1.0%Added
Principal Financial Group Inc5,607,309$371.4M0.24%−864,728−13.4%Reduced
State Street Corp3,585,652$238.2M0.01%+128,540+3.7%Added
Centersquare Investment Management LLC3,008,508$199.3M2.04%−79,087−2.6%Reduced
Deutsche Bank AG1,904,611$126.1M0.06%+290,358+18.0%Added
Geode Capital Management, LLC1,464,715$97.0M0.01%+20,940+1.5%Added
Daiwa Securities Group Inc.1,228,755$81.4M0.53%−16,131−1.3%Reduced
Cohen & Steers, Inc.1,210,183$80.2M0.15%−16,763−1.4%Reduced
Bank of New York Mellon Corp1,210,084$80.1M0.02%+20,707+1.7%Added
Lasalle Investment Management Securities LLC1,081,952$71.7M2.33%−65,229−5.7%Reduced
APG Asset Management US Inc.1,032,300$69.2M0.42%−60,000−5.5%Reduced
Dimensional Fund Advisors LP1,038,399$68.8M0.02%+42,778+4.3%Added
Morgan Stanley1,036,945$68.7M0.01%+167,003+19.2%Added
Northern Trust Corp1,012,006$67.0M0.01%−103,739−9.3%Reduced
Zimmer Partners, LP1,000,000$66.2M1.05%−500,000−33.3%Reduced
Brookfield Asset Management Inc.970,163$64.3M0.26%−97,200−9.1%Reduced
Russell Investments Group, Ltd.941,394$62.3M0.11%+1,233+0.1%Added
Sumitomo Mitsui Trust Holdings, Inc.936,790$62.0M0.04%−78,235−7.7%Reduced
Thrivent Financial for Lutherans931,007$61.7M0.13%+276,858+42.3%Added
Aew Capital Management L P892,390$59.1M1.76%−101,975−10.3%Reduced
Nuveen Asset Management, LLC824,115$54.6M0.02%−119,800−12.7%Reduced
Charles Schwab Investment Management Inc783,042$51.9M0.02%+24,607+3.2%Added
Invesco Ltd.732,356$48.5M0.01%+354,599+93.9%Added
JPMorgan Chase & Co665,961$44.1M0.01%+27,258+4.3%Added
Frontier Capital Management Co LLC591,419$39.2M0.31%+392,012+196.6%Added
Norges Bank587,749$38.9M0.01%−16,593−2.7%Reduced
Legal & General Group Plc569,997$37.8M0.01%+30,876+5.7%Added
Wells Fargo & Company524,903$34.8M0.01%+182,094+53.1%Added
GW&K Investment Management, LLC492,776$32.6M0.29%−13,331−2.6%Reduced
Millennium Management LLC431,140$28.6M0.04%+104,488+32.0%Added
State of New Jersey Common Pension Fund D422,628$28.0M0.09%−734−0.2%Reduced
Loomis Sayles & Co L P413,994$27.4M0.03%−11,446−2.7%Reduced
Uniplan Investment Counsel, Inc.403,586$26.7M1.64%+7,026+1.8%Added
Scout Investments, Inc.396,096$26.2M0.39%−5,734−1.4%Reduced
Ameriprise Financial Inc369,074$24.4M0.01%−35,350−8.7%Reduced
UBS Asset Management Americas Inc361,418$23.9M0.01%+18,888+5.5%Added
Goldman Sachs Group Inc352,767$23.4M0.01%+48,880+16.1%Added
Two Sigma Investments, LP317,182$21.0M0.06%+8,196+2.7%Added
Allianz Asset Management GmbH316,337$21.0M0.02%+3,800+1.2%Added
Deprince Race & Zollo Inc293,642$19.4M0.52%−65,860−18.3%Reduced
Two Sigma Advisers, LP282,987$18.7M0.05%+59,800+26.8%Added
Bank of America Corp252,942$16.8M0.00%+55,493+28.1%Added
Rhumbline Advisers236,403$15.7M0.02%−15,573−6.2%Reduced
Westpac Banking Corp227,649$15.1M0.16%−33,805−12.9%Reduced
Guggenheim Capital LLC223,028$14.8M0.09%+3,564+1.6%Added
Eagle Asset Management Inc215,923$14.3M0.06%−69,778−24.4%Reduced
NN Investment Partners Holdings N.V.208,684$13.8M0.08%+31,200+17.6%Added
SEI Investments Co204,308$13.5M0.03%−48,431−19.2%Reduced
Balyasny Asset Management LLC202,834$13.4M0.06%+82,151+68.1%Added
Tributary Capital Management, LLC196,368$13.0M1.00%−2,924−1.5%Reduced
Securian Asset Management, Inc187,738$12.4M0.26%+2,900+1.6%Added
Citigroup Inc185,156$12.3M0.01%+1,260+0.7%Added
Fort Washington Investment Advisors Inc177,154$11.7M0.08%−22,424−11.2%Reduced
Parametric Portfolio Associates LLC174,538$11.6M0.01%+13,646+8.5%Added
State of Wisconsin Investment Board169,950$11.3M0.02%00.0%Unchanged
Asset Management One Co.,Ltd.165,016$10.9M0.04%−17,432−9.6%Reduced
Raymond James & Associates164,665$10.9M0.01%−61,618−27.2%Reduced
Healthcare of Ontario Pension Plan Trust Fund164,100$10.9M0.03%+164,100New
Bahl & Gaynor Inc157,464$10.4M0.06%−142−0.1%Reduced
California Public Employees Retirement System151,136$10.0M0.01%+11,211+8.0%Added
Swiss National Bank141,782$9.39M0.01%+1,900+1.4%Added
Public Sector Pension Investment Board139,074$9.21M0.05%00.0%Unchanged
Alliancebernstein L.P.128,359$8.50M0.00%−927−0.7%Reduced
Kennedy Capital Management, Inc.120,257$7.96M0.18%−4,362−3.5%Reduced
Great West Life Assurance Co110,345$7.37M0.02%+11,013+11.1%Added
Tudor Investment Corp Et Al110,960$7.35M0.15%+107,150+2,812.3%Added
Cinctive Capital Management LP110,446$7.32M0.40%+36,984+50.3%Added
Envestnet Asset Management Inc106,630$7.06M0.00%+1,911+1.8%Added
New York State Teachers Retirement System99,510$6.59M0.01%+1,715+1.8%Added
Credit Suisse AG99,035$6.56M0.01%−20,239−17.0%Reduced
Barclays PLC97,751$6.48M0.00%+48,261+97.5%Added
STRS Ohio91,263$6.04M0.02%+107+0.1%Added
California State Teachers Retirement System89,117$5.90M0.01%−3,578−3.9%Reduced
Renaissance Technologies LLC85,900$5.69M0.01%+85,900New
State of Alaska, Department of Revenue85,235$5.64M0.06%+9,963+13.2%Added
Employees Retirement System of Texas82,911$5.49M0.06%00.0%Unchanged
Prudential Financial Inc74,506$5.29M0.01%−250,896−77.1%Reduced
Macquarie Group Ltd76,485$5.07M0.00%+1,828+2.4%Added
BNP Paribas Arbitrage, SA76,289$5.05M0.01%+19,090+33.4%Added
Presima Inc.75,600$5.01M0.90%−4,200−5.3%Reduced
Baird Financial Group, Inc.75,571$5.00M0.01%−3,061−3.9%Reduced
Monarch Partners Asset Management LLC73,982$4.90M0.72%+73,982New
Exchange Traded Concepts, LLC71,193$4.71M0.12%+16,433+30.0%Added
Natixis Advisors, L.P.70,637$4.68M0.02%−1,897−2.6%Reduced
Public Employees Retirement System of Ohio68,998$4.57M0.02%−1,670−2.4%Reduced
Comerica Bank62,935$4.42M0.03%−1,232−1.9%Reduced
Cbre Clarion Securities LLC64,600$4.28M0.08%00.0%Unchanged
UBS Oconnor LLC64,379$4.26M0.04%−5,740−8.2%Reduced
Susquehanna Fundamental Investments, LLC64,007$4.24M0.08%+58,107+984.9%Added
Manning & Napier Group, LLC58,695$3.89M0.03%−14,945−20.3%Reduced
Royal Bank of Canada56,967$3.77M0.00%+2,956+5.5%Added
NFJ Investment Group, LLC56,302$3.73M0.07%+56,302New
Nomura Asset Management Co Ltd54,920$3.64M0.02%+1,900+3.6%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,258$3.46M0.04%−38−0.1%Reduced
New York State Common Retirement Fund52,121$3.45M0.00%−10,461−16.7%Reduced
Texas Permanent School Fund50,984$3.38M0.04%+200+0.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)50,787$3.36M0.02%00.0%Unchanged
Amundi49,943$3.31M0.00%+7,539+17.8%Added
Blue Chip Partners, Inc.48,711$3.23M0.45%+184+0.4%Added