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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 497 | $10.8B |
| Q1 2026 | 502 | $10.5B |
| Q4 2025 | 492 | $9.33B |
| Q3 2025 | 479 | $8.97B |
| Q2 2025 | 471 | $9.15B |
| Q1 2025 | 467 | $9.36B |
| Q4 2024 | 451 | $8.27B |
| Q3 2024 | 431 | $8.39B |
| Q2 2024 | 409 | $6.46B |
| Q1 2024 | 395 | $5.71B |
| Q4 2023 | 367 | $6.42B |
| Q3 2023 | 372 | $5.27B |
| Q2 2023 | 375 | $6.23B |
| Q1 2023 | 360 | $6.70B |
| Q4 2022 | 358 | $6.97B |
| Q3 2022 | 360 | $6.34B |
| Q2 2022 | 340 | $6.22B |
| Q1 2022 | 319 | $5.18B |
| Q4 2021 | 326 | $5.44B |
| Q3 2021 | 322 | $4.84B |
| Q2 2021 | 312 | $5.47B |
| Q1 2021 | 301 | $4.58B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Eaton Vance Management | 1,802 | $0 | 0.00% | −149−7.6% | Reduced |
| Simplex Trading, LLC | 14 | $0 | 0.00% | −2−12.5% | Reduced |
| Raffa Wealth Management, LLC | 9 | $596 | 0.00% | +9 | New |
| Albion Financial Group | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| RWM Asset Management, LLC | 21 | $1.00K | 0.00% | +21 | New |
| Bartlett & Co. Wealth Management LLC | 26 | $1.73K | 0.00% | +26 | New |
| TD Private Client Wealth LLC | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 10 | $2.00K | 0.00% | +10 | New |
| Bartlett & Co. LLC | 26 | $2.00K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 32 | $2.00K | 0.00% | +32 | New |
| Institutional & Family Asset Management, LLC | 47 | $3.00K | 0.00% | −10−17.5% | Reduced |
| Berman Capital Advisors, LLC | 57 | $3.00K | 0.00% | +30+111.1% | Added |
| Meridian Wealth Partners, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Patriot Financial Group Insurance Agency, LLC | 56 | $4.00K | 0.00% | +22+64.7% | Added |
| HC Financial Advisors Inc | 25 | $4.00K | 0.00% | +25 | New |
| Howe & Rusling Inc | 71 | $5.00K | 0.00% | +20+39.2% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 109 | $7.22K | 0.00% | −2,055−95.0% | Reduced |
| First Horizon Advisors, Inc. | 119 | $8.00K | 0.00% | +119 | New |
| Caldwell Trust Co | 150 | $9.94K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 156 | $10.0K | 0.00% | +156 | New |
| Fieldpoint Private Securities, LLC | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 179 | $11.0K | 0.00% | +179 | New |
| Sageworth Trust Co | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 180 | $12.0K | 0.00% | +5+2.9% | Added |
| Liberty Wealth Management LLC | 184 | $12.0K | 0.00% | +89+93.7% | Added |
| Lindbrook Capital, LLC | 190 | $13.0K | 0.00% | +30+18.8% | Added |
| IFP Advisors, Inc | 205 | $14.0K | 0.00% | −290−58.6% | Reduced |
| Smithfield Trust Co | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 232 | $15.0K | 0.00% | −289−55.5% | Reduced |
| Clearstead Advisors, LLC | 219 | $15.0K | 0.00% | +194+776.0% | Added |
| Better Money Decisions, LLC | 238 | $16.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 254 | $17.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 108 | $17.0K | 0.00% | +108 | New |
| First Manhattan Co | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 312 | $20.6K | 0.00% | −52−14.3% | Reduced |
| Versant Capital Management, Inc | 313 | $21.0K | 0.01% | +23+7.9% | Added |
| FourThought Financial, LLC | 339 | $22.0K | 0.00% | −23−6.4% | Reduced |
| Harbour Investments, Inc. | 395 | $26.0K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 389 | $26.0K | 0.02% | +389 | New |
| Parallel Advisors, LLC | 404 | $27.0K | 0.00% | +5+1.3% | Added |
| Lazard Asset Management LLC | 452 | $29.0K | 0.00% | +40+9.7% | Added |
| Sound Income Strategies, LLC | 450 | $30.0K | 0.00% | −212−32.0% | Reduced |
| Ci Investments Inc. | 477 | $32.0K | 0.00% | +35+7.9% | Added |
| CoreFirst Bank & Trust | 500 | $33.0K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 513 | $34.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 550 | $36.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 582 | $39.0K | 0.00% | +435+295.9% | Added |
| Reilly Financial Advisors, LLC | 250 | $40.0K | 0.00% | +250 | New |
| Newbridge Financial Services Group, Inc. | 619 | $41.0K | 0.03% | 00.0% | Unchanged |
| Private Capital Group, LLC | 706 | $47.0K | 0.01% | −5−0.7% | Reduced |
| Signaturefd, LLC | 713 | $47.0K | 0.00% | +33+4.9% | Added |
| Capital Analysts, LLC | 776 | $51.0K | 0.00% | −20−2.5% | Reduced |
| FMR LLC | 797 | $53.0K | 0.00% | +249+45.4% | Added |
| Quadrant Capital Group LLC | 808 | $54.0K | 0.01% | −50−5.8% | Reduced |
| Gemmer Asset Management LLC | 853 | $56.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 889 | $59.0K | 0.00% | +127+16.7% | Added |
| Sutton Wealth Advisors Inc. | 991 | $65.6K | 0.02% | +93+10.4% | Added |
| Washington Trust Co | 1,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,084 | $72.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $73.0K | 0.05% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 1,124 | $74.0K | 0.00% | +1,124 | New |
| Mitsubishi UFJ Trust & Banking Corp | 1,348 | $89.0K | 0.00% | 00.0% | Unchanged |
| First Mercantile Trust Co | 1,354 | $90.0K | 0.01% | −94−6.5% | Reduced |
| Montag A & Associates Inc | 1,362 | $90.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 1,353 | $90.0K | 0.03% | +219+19.3% | Added |
| State of Wyoming | 1,501 | $99.0K | 0.06% | +987+192.0% | Added |
| Creative Financial Designs Inc | 1,598 | $106.0K | 0.02% | +1,598 | New |
| Rockefeller Capital Management L.P. | 1,699 | $111.0K | 0.00% | −211−11.0% | Reduced |
| Johnson Financial Group, Inc. | 1,993 | $132.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,091 | $138.0K | 0.02% | +2,091 | New |
| James Investment Research Inc | 2,100 | $139.0K | 0.01% | +2,100 | New |
| Landsberg, Bennett, & Dubbaneh LLC | 3,000 | $201.0K | 0.03% | 00.0% | Unchanged |
| Hancock Whitney Corp | 3,048 | $202.0K | 0.01% | −5−0.2% | Reduced |
| Veriti Management LLC | 3,065 | $203.0K | 0.03% | +3,065 | New |
| Heron Financial Group, LLC | 3,100 | $205.0K | 0.11% | 00.0% | Unchanged |
| Ninepoint Partners LP | 3,089 | $205.0K | 0.07% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,105 | $206.0K | 0.13% | −17−0.5% | Reduced |
| Van Eck Associates Corp | 3,172 | $210.0K | 0.00% | +459+16.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,181 | $211.0K | 0.00% | +3,181 | New |
| Xponance, Inc. | 3,194 | $212.0K | 0.00% | −489−13.3% | Reduced |
| First Citizens Bank & Trust Co | 3,225 | $213.0K | 0.01% | −39−1.2% | Reduced |
| Bessemer Group Inc | 3,235 | $214.0K | 0.00% | +50+1.6% | Added |
| Spirit of America Management Corp | 3,250 | $215.0K | 0.05% | +1,750+116.7% | Added |
| CWM Advisors, LLC | 3,432 | $227.0K | 0.03% | −3,564−50.9% | Reduced |
| Naples Global Advisors, LLC | 3,600 | $238.0K | 0.03% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 3,648 | $242.0K | 0.16% | +3,648 | New |
| PEAK6 Investments LLC | 3,754 | $249.0K | 0.01% | +3,754 | New |
| Quest Capital Management Inc | 1,786 | $251.0K | 0.05% | +1,786 | New |
| Man Group plc | 3,800 | $252.0K | 0.00% | +76+2.0% | Added |
| Bailard, Inc. | 3,890 | $258.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 3,989 | $264.0K | 0.01% | +308+8.4% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $265.0K | 0.04% | 00.0% | Unchanged |
| Natixis | 4,031 | $267.0K | 0.00% | +4,031 | New |
| Mackenzie Financial Corp | 4,081 | $270.0K | 0.00% | +4,081 | New |
| Shelton Capital Management | 4,105 | $272.0K | 0.01% | 00.0% | Unchanged |