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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, Q4 2021

Institutional positions in Agree Realty Corp as of Dec 31, 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
326
+8 vs. Q3 2021
Shares held
76.3M
+3.28M (+4.5%) vs. Q3 2021
Total value
$5.44B
+$605.1M (+12.5%) vs. Q3 2021
New holders
53
127 more added
Sold out
45
110 more reduced

4 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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 holdersQ4 2021: 326 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 heldQ4 2021: $5.44B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2021.

Institutions holding ADC in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.13,667,653$975.3M0.02%+615,858+4.7%Added
Vanguard Group Inc11,095,127$791.7M0.02%+470,894+4.4%Added
Principal Financial Group Inc5,762,579$410.4M0.24%+155,270+2.8%Added
State Street Corp3,861,931$276.5M0.01%+276,279+7.7%Added
Centersquare Investment Management LLC3,590,392$256.2M2.32%+581,884+19.3%Added
Deutsche Bank AG1,787,940$127.6M0.06%−116,671−6.1%Reduced
Geode Capital Management, LLC1,559,894$111.3M0.01%+95,179+6.5%Added
Daiwa Securities Group Inc.1,340,883$95.7M0.56%+112,128+9.1%Added
Cohen & Steers, Inc.1,320,582$94.2M0.15%+110,399+9.1%Added
Morgan Stanley1,232,776$88.0M0.01%+195,831+18.9%Added
Bank of New York Mellon Corp1,170,856$83.6M0.02%−39,228−3.2%Reduced
Millennium Management LLC1,170,357$83.5M0.09%+739,217+171.5%Added
Nuveen Asset Management, LLC1,156,325$82.5M0.02%+332,210+40.3%Added
Lasalle Investment Management Securities LLC1,141,831$81.5M2.43%+59,879+5.5%Added
Dimensional Fund Advisors LP1,044,395$74.5M0.02%+5,996+0.6%Added
Northern Trust Corp999,481$71.3M0.01%−12,525−1.2%Reduced
Brookfield Asset Management Inc.965,620$68.9M0.27%−4,543−0.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.900,317$64.2M0.04%−36,473−3.9%Reduced
Thrivent Financial for Lutherans898,235$64.1M0.12%−32,772−3.5%Reduced
Aew Capital Management L P862,390$61.5M1.60%−30,000−3.4%Reduced
Russell Investments Group, Ltd.849,646$60.6M0.10%−91,748−9.7%Reduced
Charles Schwab Investment Management Inc805,914$57.5M0.02%+22,872+2.9%Added
Invesco Ltd.784,787$56.0M0.01%+52,431+7.2%Added
Weiss Multi-Strategy Advisers LLC760,678$54.3M1.26%+760,678New
JPMorgan Chase & Co748,701$53.4M0.01%+82,740+12.4%Added
APG Asset Management US Inc.713,300$50.9M0.27%−319,000−30.9%Reduced
Norges Bank707,213$50.5M0.01%+119,464+20.3%Added
Frontier Capital Management Co LLC588,138$42.0M0.33%−3,281−0.6%Reduced
Legal & General Group Plc584,303$41.7M0.01%+14,306+2.5%Added
GW&K Investment Management, LLC488,660$34.9M0.29%−4,116−0.8%Reduced
State of New Jersey Common Pension Fund D427,469$30.5M0.09%+4,841+1.1%Added
Loomis Sayles & Co L P411,900$29.4M0.04%−2,094−0.5%Reduced
Wells Fargo & Company411,070$29.3M0.01%−113,833−21.7%Reduced
Bank of America Corp390,870$27.9M0.00%+137,928+54.5%Added
Scout Investments, Inc.390,704$27.9M0.40%−5,392−1.4%Reduced
Ameriprise Financial Inc390,664$27.7M0.01%+21,590+5.8%Added
UBS Asset Management Americas Inc380,453$27.1M0.01%+19,035+5.3%Added
Allianz Asset Management GmbH345,737$24.7M0.02%+29,400+9.3%Added
Waratah Capital Advisors Ltd.301,747$21.5M1.00%+301,747New
Deprince Race & Zollo Inc284,476$20.3M0.52%−9,166−3.1%Reduced
Guggenheim Capital LLC262,796$18.8M0.10%+39,768+17.8%Added
Tudor Investment Corp Et Al254,467$18.2M0.35%+143,507+129.3%Added
Rhumbline Advisers235,564$16.8M0.02%−839−0.4%Reduced
Echo Street Capital Management LLC220,938$15.8M0.11%+220,938New
Fort Washington Investment Advisors Inc216,714$15.5M0.09%+39,560+22.3%Added
Westpac Banking Corp209,620$15.0M0.15%−18,029−7.9%Reduced
Allspring Global Investments Holdings, LLC209,496$14.9M0.02%+209,496New
Asset Management One Co.,Ltd.210,362$14.9M0.05%+45,346+27.5%Added
Two Sigma Investments, LP204,729$14.6M0.04%−112,453−35.5%Reduced
Securian Asset Management, Inc190,408$13.6M0.25%+2,670+1.4%Added
NN Investment Partners Holdings N.V.189,284$13.5M0.07%−19,400−9.3%Reduced
SEI Investments Co188,683$13.5M0.03%−15,625−7.6%Reduced
Tributary Capital Management, LLC187,543$13.4M1.01%−8,825−4.5%Reduced
Raymond James & Associates186,670$13.3M0.01%+22,005+13.4%Added
State of Wisconsin Investment Board181,750$13.0M0.03%+11,800+6.9%Added
Bahl & Gaynor Inc180,064$12.8M0.07%+22,600+14.4%Added
Parametric Portfolio Associates LLC173,011$12.3M0.01%−1,527−0.9%Reduced
Swiss National Bank151,582$10.8M0.01%+9,800+6.9%Added
California Public Employees Retirement System149,249$10.7M0.01%−1,887−1.2%Reduced
Citigroup Inc148,774$10.6M0.01%−36,382−19.6%Reduced
Goldman Sachs Group Inc148,711$10.6M0.00%−204,056−57.8%Reduced
Public Sector Pension Investment Board142,124$10.1M0.06%+3,050+2.2%Added
Cinctive Capital Management LP140,268$10.0M0.47%+29,822+27.0%Added
Monashee Investment Management LLC125,000$8.92M2.20%+125,000New
Alliancebernstein L.P.124,811$8.91M0.00%−3,548−2.8%Reduced
Citadel Advisors LLC114,574$8.18M0.01%+106,860+1,385.3%Added
Great West Life Assurance Co114,025$8.13M0.02%+3,680+3.3%Added
Caas Capital Management LP109,740$7.83M0.72%+109,740New
Eagle Asset Management Inc105,925$7.55M0.03%−109,998−50.9%Reduced
Credit Suisse AG105,704$7.54M0.01%+6,669+6.7%Added
New York State Teachers Retirement System100,553$7.17M0.01%+1,043+1.0%Added
Prudential Financial Inc99,031$7.07M0.01%+24,525+32.9%Added
Uniplan Investment Counsel, Inc.98,230$7.01M0.39%−305,356−75.7%Reduced
California State Teachers Retirement System95,780$6.83M0.01%+6,663+7.5%Added
Barclays PLC95,007$6.78M0.00%−2,744−2.8%Reduced
Community Bank of Raymore92,537$6.60M2.87%+59,047+176.3%Added
STRS Ohio91,854$6.55M0.02%+591+0.6%Added
Marshall Wace, LLP85,717$6.12M0.01%+85,717New
Envestnet Asset Management Inc84,375$6.02M0.00%−22,255−20.9%Reduced
State of Alaska, Department of Revenue84,342$6.02M0.06%−893−1.0%Reduced
Employees Retirement System of Texas82,911$5.92M0.07%00.0%Unchanged
Presima Inc.82,800$5.91M1.01%+7,200+9.5%Added
Two Sigma Advisers, LP80,487$5.74M0.01%−202,500−71.6%Reduced
Macquarie Group Ltd80,853$5.69M0.00%+4,368+5.7%Added
Exchange Traded Concepts, LLC77,183$5.51M0.11%+5,990+8.4%Added
Natixis Advisors, L.P.68,777$4.91M0.02%−1,860−2.6%Reduced
NFJ Investment Group, LLC68,637$4.90M0.09%+12,335+21.9%Added
Cbre Clarion Securities LLC68,000$4.85M0.07%+3,400+5.3%Added
Public Employees Retirement System of Ohio64,336$4.59M0.02%−4,662−6.8%Reduced
Yousif Capital Management, LLC63,407$4.53M0.05%+63,407New
Royal Bank of Canada62,583$4.46M0.00%+5,616+9.9%Added
Renaissance Technologies LLC62,000$4.42M0.01%−23,900−27.8%Reduced
Nomura Asset Management Co Ltd60,846$4.34M0.02%+5,926+10.8%Added
UBS Oconnor LLC59,500$4.25M0.04%−4,879−7.6%Reduced
D. E. Shaw & Co., Inc.58,449$4.17M0.01%+46,927+407.3%Added
Manning & Napier Group, LLC58,304$4.16M0.03%−391−0.7%Reduced
Comerica Bank60,145$3.89M0.03%−2,790−4.4%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)53,775$3.84M0.02%+2,988+5.9%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys52,740$3.76M0.04%+482+0.9%Added
SG Americas Securities, LLC52,633$3.76M0.02%+7,550+16.7%Added