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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
Rafferty Asset Management, LLC4,144$274.0K0.00%−931−18.3%Reduced
Somerset Trust Co4,193$278.0K0.11%−39−0.9%Reduced
HighTower Advisors, LLC4,251$281.0K0.00%+168+4.1%Added
Voloridge Investment Management, LLC4,317$286.0K0.00%+4,317New
Point72 Hong Kong Ltd4,311$286.0K0.02%+4,311New
Dearborn Partners LLC4,566$302.0K0.01%+18+0.4%Added
Telemus Capital, LLC4,580$303.0K0.03%+36+0.8%Added
Clarkston Capital Partners, LLC4,700$311.0K0.01%+1,000+27.0%Added
Dynamic Technology Lab Private Ltd4,770$316.0K0.04%+294+6.6%Added
CIBC Asset Management Inc4,807$318.0K0.00%+148+3.2%Added
Regions Financial Corp4,829$320.0K0.00%−24−0.5%Reduced
Holocene Advisors, LP4,900$325.0K0.00%+4,900New
Ameritas Investment Partners, Inc.5,274$349.0K0.01%00.0%Unchanged
Quadrature Capital Ltd5,280$350.0K0.01%+43+0.8%Added
Crossmark Global Holdings, Inc.5,360$355.0K0.01%−20−0.4%Reduced
Cambridge Investment Research Advisors, Inc.5,379$356.0K0.00%+2,083+63.2%Added
Jane Street Group, LLC5,563$368.0K0.00%+5,563New
Nissay Asset Management Corp5,772$382.0K0.00%+228+4.1%Added
Prudent Man Advisors, LLC5,771$382.0K0.14%+1,569+37.3%Added
Sumitomo Mitsui DS Asset Management Company, Ltd6,157$407.0K0.01%+59+1.0%Added
Commerce Bank6,269$415.0K0.00%−309−4.7%Reduced
Janus Henderson Group PLC6,414$425.0K0.00%−113,649−94.7%Reduced
Spire Wealth Management6,654$441.0K0.01%00.0%Unchanged
Stephens Inc6,686$443.0K0.01%−1,481−18.1%Reduced
Eii Capital Management, Inc.6,774$449.0K0.21%−120−1.7%Reduced
LPL Financial LLC6,910$458.0K0.00%+1,892+37.7%Added
Profund Advisors LLC7,001$464.0K0.02%−1,326−15.9%Reduced
Schroder Investment Management Group7,108$471.0K0.00%+529+8.0%Added
Full18 Capital LLC7,393$490.0K0.20%+7,393New
Dark Forest Capital Management LP7,457$494.0K0.18%+7,457New
Vident Investment Advisory, LLC7,627$505.0K0.02%−4,690−38.1%Reduced
Intrust Bank NA7,663$508.0K0.07%−109−1.4%Reduced
Citadel Advisors LLC7,714$511.0K0.00%−3,878−33.5%Reduced
Brinker Capital Investments, LLC7,276$513.0K0.01%00.0%Unchanged
Public Employees Retirement Association of Colorado7,909$524.0K0.00%00.0%Unchanged
Martingale Asset Management L P8,411$558.0K0.01%+8,411New
Keybank National Association8,825$584.0K0.00%00.0%Unchanged
Everence Capital Management Inc9,030$598.0K0.05%00.0%Unchanged
Fifth Third Bancorp9,105$603.0K0.00%−56−0.6%Reduced
Mutual of America Capital Management LLC9,191$609.0K0.01%−495−5.1%Reduced
Creative Planning9,549$632.0K0.00%+2,945+44.6%Added
Handelsbanken Fonder AB9,637$638.0K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.9,709$644.0K0.00%−63−0.6%Reduced
Los Angeles Capital Management LLC9,946$659.0K0.00%00.0%Unchanged
Chiron Investment Management, LLC10,112$670.0K0.11%+10,112New
AQR Capital Management LLC10,147$672.0K0.00%−624−5.8%Reduced
Teacher Retirement System of Texas10,226$677.0K0.00%+2,069+25.4%Added
Steward Partners Investment Advisory, LLC10,254$679.0K0.01%+478+4.9%Added
Susquehanna International Group, LLP10,397$689.0K0.00%+10,397New
ProShare Advisors LLC10,498$695.0K0.00%−8,802−45.6%Reduced
Jump Financial, LLC10,500$695.0K0.05%+10,500New
Atlantic Union Bankshares Corp10,510$696.0K0.07%−100−0.9%Reduced
Capital Square, LLC10,428$699.0K0.50%+3,882+59.3%Added
Glenmede Trust Co NA10,605$702.0K0.00%+10,605New
Gyon Technologies Capital Management, LP10,673$707.0K0.19%−1,883−15.0%Reduced
Pitcairn Co10,857$719.0K0.05%+2,611+31.7%Added
Squarepoint Ops LLC10,863$719.0K0.00%+10,863New
State Board of Administration of Florida Retirement System10,964$726.0K0.00%+360+3.4%Added
Azzad Asset Management Inc10,980$727.2K0.11%+209+1.9%Added
D. E. Shaw & Co., Inc.11,522$763.0K0.00%+11,522New
TriaGen Wealth Management LLC11,539$764.0K0.42%00.0%Unchanged
Victory Capital Management Inc11,749$778.0K0.00%−447−3.7%Reduced
Algert Global LLC12,175$806.0K0.11%+12,175New
Blueshift Asset Management, LLC12,529$830.0K0.05%+12,529New
The PNC Financial Services Group, Inc.13,133$869.0K0.00%+708+5.7%Added
Heitman Real Estate Securities LLC13,760$911.0K0.04%−1,702−11.0%Reduced
First National Bank of Omaha13,861$918.0K0.05%−1,527−9.9%Reduced
Truist Financial Corp14,634$969.0K0.00%+2,198+17.7%Added
Winton Group Ltd14,841$983.0K0.06%+3,632+32.4%Added
First Trust Advisors LP14,980$992.0K0.00%+4,755+46.5%Added
RVB Capital Management LLC15,000$993.0K0.72%−12,500−45.5%Reduced
Texas Yale Capital Corp.14,995$993.0K0.06%00.0%Unchanged
US Bancorp15,161$1.00M0.00%−735−4.6%Reduced
Qube Research & Technologies Ltd15,626$1.03M0.01%+10,987+236.8%Added
M&T Bank Corp17,020$1.13M0.01%+793+4.9%Added
Duality Advisers, LP17,304$1.15M0.09%+3,232+23.0%Added
Arizona State Retirement System17,473$1.16M0.01%+220+1.3%Added
Mark Stevens17,966$1.19M0.13%−383−2.1%Reduced
Teachers Retirement System of the State of Kentucky18,663$1.24M0.01%+2,100+12.7%Added
First Republic Investment Management, Inc.19,630$1.30M0.00%+514+2.7%Added
JLP Asset Management, LLC19,830$1.31M0.72%−570−2.8%Reduced
Standard Life Aberdeen plc19,783$1.33M0.00%−3,970−16.7%Reduced
Center for Financial Planning, Inc.21,926$1.45M0.35%+21,926New
HRT Financial LP22,079$1.46M0.01%+22,079New
Metropolitan Life Insurance Co22,472$1.49M0.02%−798−3.4%Reduced
Virtus ETF Advisers LLC22,609$1.50M0.66%+768+3.5%Added
Tower Research Capital LLC (TRC)22,895$1.52M0.04%+18,868+468.5%Added
MetLife Investment Management23,549$1.56M0.01%−1,189−4.8%Reduced
Dana Investment Advisors, Inc.25,160$1.67M0.08%+4,331+20.8%Added
Pictet Asset Management SA25,613$1.70M0.00%+25,613New
Raymond James Financial Services Advisors, Inc.26,070$1.73M0.00%+6,179+31.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.26,937$1.78M0.01%+1,083+4.2%Added
Canada Pension Plan Investment Board27,255$1.80M0.00%+26,098+2,255.7%Added
Oregon Public Employees Retirement Fund27,483$1.82M0.02%+1,489+5.7%Added
Maryland State Retirement & Pension System27,119$1.83M0.05%+27,119New
Cubist Systematic Strategies, LLC28,834$1.91M0.02%−6,411−18.2%Reduced
Voya Investment Management LLC30,103$1.99M0.00%+43+0.1%Added
Stifel Financial Corp31,706$2.10M0.00%+1,914+6.4%Added
Amalgamated Bank32,835$2.17M0.02%−548−1.6%Reduced
Manufacturers Life Insurance Company, The32,887$2.18M0.00%−3,079−8.6%Reduced