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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
NEXT Financial Group, Inc3$00.00%+3New
PSI Advisors, LLC1$00.00%+1New
Ellevest, Inc.11$1.00K0.00%+2+22.2%Added
RWM Asset Management, LLC21$1.00K0.00%00.0%Unchanged
SRS Capital Advisors, Inc.13$1.00K0.00%+13New
Bell Investment Advisors, Inc25$2.00K0.00%−7−21.9%Reduced
Albion Financial Group28$2.00K0.00%+20+250.0%Added
TD Private Client Wealth LLC29$2.07K0.00%00.0%Unchanged
Sageworth Trust Co41$3.00K0.00%−139−77.2%Reduced
Patriot Financial Group Insurance Agency, LLC49$3.00K0.00%−7−12.5%Reduced
Institutional & Family Asset Management, LLC47$3.00K0.00%00.0%Unchanged
Carolinas Wealth Consulting LLC41$3.00K0.00%+8+24.2%Added
Howe & Rusling Inc71$5.00K0.00%00.0%Unchanged
Signet Financial Management, LLC67$5.00K0.00%+67New
Plante Moran Financial Advisors, LLC100$7.00K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC110$8.00K0.00%−50−31.3%Reduced
Lindbrook Capital, LLC123$9.00K0.00%−67−35.3%Reduced
First Horizon Advisors, Inc.119$9.00K0.00%00.0%Unchanged
Sageworth Trust Co of South Dakota132$9.00K0.01%+132New
Caldwell Trust Co150$10.7K0.00%00.0%Unchanged
CWM, LLC156$11.0K0.00%+156New
Tradition Wealth Management, LLC150$11.0K0.00%+150New
Koshinski Asset Management, Inc.200$14.3K0.00%+200New
Stephens Consulting, LLC200$14.3K0.01%+200New
Capital Analysts, LLC213$15.0K0.00%−563−72.6%Reduced
Smithfield Trust Co210$15.0K0.00%00.0%Unchanged
Parkside Financial Bank & Trust217$15.0K0.00%+37+20.6%Added
EverSource Wealth Advisors, LLC204$15.0K0.00%+204New
IFP Advisors, Inc205$16.0K0.00%00.0%Unchanged
Whittier Trust Co227$16.0K0.00%+227New
Cambridge Trust Co235$17.0K0.00%+235New
FourThought Financial, LLC248$18.0K0.00%−91−26.8%Reduced
Farmers & Merchants Investments Inc269$19.0K0.00%−313−53.8%Reduced
Versant Capital Management, Inc269$19.0K0.01%−44−14.1%Reduced
TCI Wealth Advisors, Inc.278$20.0K0.00%+24+9.4%Added
First Manhattan Co300$21.0K0.00%00.0%Unchanged
Beaird Harris Wealth Management, LLC297$21.0K0.01%+297New
American Portfolios Advisors315$22.4K0.00%+3+1.0%Added
Parallel Advisors, LLC372$27.0K0.00%−32−7.9%Reduced
Sound Income Strategies, LLC450$32.0K0.00%00.0%Unchanged
Assetmark, Inc513$37.0K0.00%00.0%Unchanged
AGF Investments LLC516$37.0K0.00%+516New
Huntington National Bank549$39.0K0.00%−340−38.2%Reduced
Geneos Wealth Management Inc.550$39.0K0.00%00.0%Unchanged
Ci Investments Inc.561$40.0K0.00%+84+17.6%Added
Newbridge Financial Services Group, Inc.619$44.0K0.02%00.0%Unchanged
Umb Bank N A693$49.0K0.00%+693New
Signaturefd, LLC719$51.0K0.00%+6+0.8%Added
Private Capital Group, LLC706$51.0K0.01%00.0%Unchanged
Quadrant Capital Group LLC781$56.0K0.01%−27−3.3%Reduced
Gemmer Asset Management LLC853$61.0K0.01%00.0%Unchanged
Washington Trust Co1,000$71.0K0.00%00.0%Unchanged
Sutton Wealth Advisors Inc.1,007$71.9K0.02%+16+1.6%Added
FMR LLC1,007$72.0K0.00%+210+26.3%Added
Brown Brothers Harriman & Co1,084$77.0K0.00%00.0%Unchanged
Gables Capital Management Inc.1,100$78.0K0.05%00.0%Unchanged
Rockefeller Capital Management L.P.1,152$81.0K0.00%−547−32.2%Reduced
Simplex Trading, LLC1,348$96.0K0.00%+1,334+9,528.6%Added
Montag A & Associates Inc1,362$97.0K0.00%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp1,636$117.0K0.00%+288+21.4%Added
Creative Financial Designs Inc1,712$122.0K0.02%+114+7.1%Added
State of Wyoming1,945$139.0K0.06%+444+29.6%Added
Lazard Asset Management LLC1,951$139.0K0.00%+1,499+331.6%Added
Eaton Vance Management1,975$141.0K0.00%+173+9.6%Added
Johnson Financial Group, Inc.1,989$142.0K0.01%−4−0.2%Reduced
James Investment Research Inc2,100$150.0K0.01%00.0%Unchanged
Private Ocean, LLC2,111$151.0K0.02%+20+1.0%Added
Clal Insurance Enterprises Holdings Ltd2,317$166.0K0.00%+2,317New
Exane Derivatives2,572$183.5K0.04%+2,463+2,259.6%Added
Heron Financial Group, LLC3,100$200.0K0.11%00.0%Unchanged
Evergreen Capital Management LLC2,872$205.0K0.01%+2,872New
Hancock Whitney Corp2,943$210.0K0.01%−105−3.4%Reduced
CoreCap Advisors, LLC3,013$215.0K0.01%+3,013New
Veriti Management LLC3,020$216.0K0.03%−45−1.5%Reduced
Advisor Partners LLC3,121$223.0K0.01%+3,121New
Benjamin Edwards Inc3,187$227.0K0.07%+82+2.6%Added
Spirit of America Management Corp3,250$232.0K0.05%00.0%Unchanged
Naviter Wealth, LLC3,289$235.0K0.07%+3,289New
Duality Advisers, LP3,307$236.0K0.03%−13,997−80.9%Reduced
Guardian Capital LP3,363$240.0K0.00%+3,363New
Fifth Third Bancorp3,425$244.0K0.00%−5,680−62.4%Reduced
Xponance, Inc.3,438$245.0K0.00%+244+7.6%Added
CWM Advisors, LLC3,479$248.0K0.03%+47+1.4%Added
Naples Global Advisors, LLC3,543$253.0K0.03%−57−1.6%Reduced
Rafferty Asset Management, LLC3,700$264.0K0.00%−444−10.7%Reduced
Mackenzie Financial Corp3,843$274.0K0.00%−238−5.8%Reduced
Bailard, Inc.3,890$278.0K0.01%00.0%Unchanged
Fox Run Management, L.L.C.3,896$278.0K0.16%+3,896New
NJ State Employees Deferred Compensation Plan4,000$285.0K0.04%00.0%Unchanged
Stephens Inc4,092$292.0K0.00%−2,594−38.8%Reduced
Shelton Capital Management4,105$293.0K0.01%00.0%Unchanged
Neo Ivy Capital Management4,134$295.0K0.42%+4,134New
Somerset Trust Co4,231$302.0K0.11%+38+0.9%Added
Raymond James Trust N.A.4,473$320.0K0.01%+484+12.1%Added
Dearborn Partners LLC4,540$324.0K0.01%−26−0.6%Reduced
Telemus Capital, LLC4,577$327.0K0.03%−3−0.1%Reduced
Clarkston Capital Partners, LLC4,700$335.0K0.01%00.0%Unchanged
Regions Financial Corp4,829$345.0K0.00%00.0%Unchanged
Prudent Man Advisors, LLC4,850$346.0K0.13%−921−16.0%Reduced
AlphaCrest Capital Management LLC4,982$356.0K0.01%+4,982New