Skip to main content

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
Nuveen Asset Management, LLC824,115$54.6M0.02%−119,800−12.7%Reduced
Aew Capital Management L P892,390$59.1M1.76%−101,975−10.3%Reduced
Thrivent Financial for Lutherans931,007$61.7M0.13%+276,858+42.3%Added
Sumitomo Mitsui Trust Holdings, Inc.936,790$62.0M0.04%−78,235−7.7%Reduced
Russell Investments Group, Ltd.941,394$62.3M0.11%+1,233+0.1%Added
Brookfield Asset Management Inc.970,163$64.3M0.26%−97,200−9.1%Reduced
Zimmer Partners, LP1,000,000$66.2M1.05%−500,000−33.3%Reduced
Northern Trust Corp1,012,006$67.0M0.01%−103,739−9.3%Reduced
Morgan Stanley1,036,945$68.7M0.01%+167,003+19.2%Added
Dimensional Fund Advisors LP1,038,399$68.8M0.02%+42,778+4.3%Added
APG Asset Management US Inc.1,032,300$69.2M0.42%−60,000−5.5%Reduced
Lasalle Investment Management Securities LLC1,081,952$71.7M2.33%−65,229−5.7%Reduced
Bank of New York Mellon Corp1,210,084$80.1M0.02%+20,707+1.7%Added
Cohen & Steers, Inc.1,210,183$80.2M0.15%−16,763−1.4%Reduced
Daiwa Securities Group Inc.1,228,755$81.4M0.53%−16,131−1.3%Reduced
Geode Capital Management, LLC1,464,715$97.0M0.01%+20,940+1.5%Added
Deutsche Bank AG1,904,611$126.1M0.06%+290,358+18.0%Added
Centersquare Investment Management LLC3,008,508$199.3M2.04%−79,087−2.6%Reduced
State Street Corp3,585,652$238.2M0.01%+128,540+3.7%Added
Principal Financial Group Inc5,607,309$371.4M0.24%−864,728−13.4%Reduced
Vanguard Group Inc10,624,233$703.6M0.02%+100,578+1.0%Added
BlackRock Inc.13,051,795$864.4M0.02%−75,245−0.6%Reduced
Jefferies Group LLC0$00.00%−3,777,000−100.0%Sold out
Ranger Global Real Estate Advisors, LLC0$00.00%−631,078−100.0%Sold out
Marshall Wace North America L.P.0$00.00%−318,809−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−208,160−100.0%Sold out
Pinz Capital Management, LP0$00.00%−114,100−100.0%Sold out
Gillson Capital LP0$00.00%−111,605−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−110,400−100.0%Sold out
HGI Capital Management, LLC0$00.00%−75,083−100.0%Sold out
Walleye Capital LLC0$00.00%−28,719−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−26,746−100.0%Sold out
Magnetar Financial LLC0$00.00%−15,000−100.0%Sold out
DuPont Capital Management Corp0$00.00%−14,971−100.0%Sold out
William Blair Investment Management, LLC0$00.00%−13,851−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−12,101−100.0%Sold out
Walleye Trading LLC0$00.00%−9,282−100.0%Sold out
Quantitative Systematic Strategies LLC0$00.00%−8,754−100.0%Sold out
Marshall Wace, LLP0$00.00%−8,525−100.0%Sold out
Sequoia Financial Advisors, LLC0$00.00%−5,771−100.0%Sold out
Teza Capital Management LLC0$00.00%−5,141−100.0%Sold out
Oppenheimer & Co Inc0$00.00%−4,700−100.0%Sold out
Versor Investments LP0$00.00%−4,300−100.0%Sold out
Private Advisor Group, LLC0$00.00%−3,773−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−3,714−100.0%Sold out
Redpoint Investment Management Pty Ltd0$00.00%−3,711−100.0%Sold out
Twinbeech Capital LP0$00.00%−3,641−100.0%Sold out
B. Riley Wealth Management, Inc.0$00.00%−3,367−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−3,255−100.0%Sold out
Engineers Gate Manager LP0$00.00%−3,184−100.0%Sold out
Advisor Partners LLC0$00.00%−2,992−100.0%Sold out
FORA Capital, LLC0$00.00%−2,303−100.0%Sold out
Advisory Services Network, LLC0$00.00%−1,000−100.0%Sold out
Panagora Asset Management Inc0$00.00%−631−100.0%Sold out
Cutler Group LP0$00.00%−630−100.0%Sold out
FFT Wealth Management LLC0$00.00%−400−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−248−100.0%Sold out
Evermay Wealth Management LLC0$00.00%−50−100.0%Sold out
O'Shaughnessy Asset Management, LLC0$00.00%−14−100.0%Sold out
QS Investors, LLC––––Not filed
Pictet Asset Management Ltd––––Not filed
FormulaFolio Investments, LLC––––Not filed
First Horizon Corp––––Not filed