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.
| 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, Q4 2021
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NEXT Financial Group, Inc | 3 | $0 | 0.00% | +3 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| RWM Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Bell Investment Advisors, Inc | 25 | $2.00K | 0.00% | −7−21.9% | Reduced |
| Albion Financial Group | 28 | $2.00K | 0.00% | +20+250.0% | Added |
| TD Private Client Wealth LLC | 29 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 41 | $3.00K | 0.00% | −139−77.2% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 49 | $3.00K | 0.00% | −7−12.5% | Reduced |
| Institutional & Family Asset Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $3.00K | 0.00% | +8+24.2% | Added |
| Howe & Rusling Inc | 71 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 67 | $5.00K | 0.00% | +67 | New |
| Plante Moran Financial Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 110 | $8.00K | 0.00% | −50−31.3% | Reduced |
| Lindbrook Capital, LLC | 123 | $9.00K | 0.00% | −67−35.3% | Reduced |
| First Horizon Advisors, Inc. | 119 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 132 | $9.00K | 0.01% | +132 | New |
| Caldwell Trust Co | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 156 | $11.0K | 0.00% | +156 | New |
| Tradition Wealth Management, LLC | 150 | $11.0K | 0.00% | +150 | New |
| Koshinski Asset Management, Inc. | 200 | $14.3K | 0.00% | +200 | New |
| Stephens Consulting, LLC | 200 | $14.3K | 0.01% | +200 | New |
| Capital Analysts, LLC | 213 | $15.0K | 0.00% | −563−72.6% | Reduced |
| Smithfield Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 217 | $15.0K | 0.00% | +37+20.6% | Added |
| EverSource Wealth Advisors, LLC | 204 | $15.0K | 0.00% | +204 | New |
| IFP Advisors, Inc | 205 | $16.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $16.0K | 0.00% | +227 | New |
| Cambridge Trust Co | 235 | $17.0K | 0.00% | +235 | New |
| FourThought Financial, LLC | 248 | $18.0K | 0.00% | −91−26.8% | Reduced |
| Farmers & Merchants Investments Inc | 269 | $19.0K | 0.00% | −313−53.8% | Reduced |
| Versant Capital Management, Inc | 269 | $19.0K | 0.01% | −44−14.1% | Reduced |
| TCI Wealth Advisors, Inc. | 278 | $20.0K | 0.00% | +24+9.4% | Added |
| First Manhattan Co | 300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 297 | $21.0K | 0.01% | +297 | New |
| American Portfolios Advisors | 315 | $22.4K | 0.00% | +3+1.0% | Added |
| Parallel Advisors, LLC | 372 | $27.0K | 0.00% | −32−7.9% | Reduced |
| Sound Income Strategies, LLC | 450 | $32.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 513 | $37.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 516 | $37.0K | 0.00% | +516 | New |
| Huntington National Bank | 549 | $39.0K | 0.00% | −340−38.2% | Reduced |
| Geneos Wealth Management Inc. | 550 | $39.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 561 | $40.0K | 0.00% | +84+17.6% | Added |
| Newbridge Financial Services Group, Inc. | 619 | $44.0K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 693 | $49.0K | 0.00% | +693 | New |
| Signaturefd, LLC | 719 | $51.0K | 0.00% | +6+0.8% | Added |
| Private Capital Group, LLC | 706 | $51.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 781 | $56.0K | 0.01% | −27−3.3% | Reduced |
| Gemmer Asset Management LLC | 853 | $61.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $71.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,007 | $71.9K | 0.02% | +16+1.6% | Added |
| FMR LLC | 1,007 | $72.0K | 0.00% | +210+26.3% | Added |
| Brown Brothers Harriman & Co | 1,084 | $77.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 1,100 | $78.0K | 0.05% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,152 | $81.0K | 0.00% | −547−32.2% | Reduced |
| Simplex Trading, LLC | 1,348 | $96.0K | 0.00% | +1,334+9,528.6% | Added |
| Montag A & Associates Inc | 1,362 | $97.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,636 | $117.0K | 0.00% | +288+21.4% | Added |
| Creative Financial Designs Inc | 1,712 | $122.0K | 0.02% | +114+7.1% | Added |
| State of Wyoming | 1,945 | $139.0K | 0.06% | +444+29.6% | Added |
| Lazard Asset Management LLC | 1,951 | $139.0K | 0.00% | +1,499+331.6% | Added |
| Eaton Vance Management | 1,975 | $141.0K | 0.00% | +173+9.6% | Added |
| Johnson Financial Group, Inc. | 1,989 | $142.0K | 0.01% | −4−0.2% | Reduced |
| James Investment Research Inc | 2,100 | $150.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 2,111 | $151.0K | 0.02% | +20+1.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 2,317 | $166.0K | 0.00% | +2,317 | New |
| Exane Derivatives | 2,572 | $183.5K | 0.04% | +2,463+2,259.6% | Added |
| Heron Financial Group, LLC | 3,100 | $200.0K | 0.11% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 2,872 | $205.0K | 0.01% | +2,872 | New |
| Hancock Whitney Corp | 2,943 | $210.0K | 0.01% | −105−3.4% | Reduced |
| CoreCap Advisors, LLC | 3,013 | $215.0K | 0.01% | +3,013 | New |
| Veriti Management LLC | 3,020 | $216.0K | 0.03% | −45−1.5% | Reduced |
| Advisor Partners LLC | 3,121 | $223.0K | 0.01% | +3,121 | New |
| Benjamin Edwards Inc | 3,187 | $227.0K | 0.07% | +82+2.6% | Added |
| Spirit of America Management Corp | 3,250 | $232.0K | 0.05% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 3,289 | $235.0K | 0.07% | +3,289 | New |
| Duality Advisers, LP | 3,307 | $236.0K | 0.03% | −13,997−80.9% | Reduced |
| Guardian Capital LP | 3,363 | $240.0K | 0.00% | +3,363 | New |
| Fifth Third Bancorp | 3,425 | $244.0K | 0.00% | −5,680−62.4% | Reduced |
| Xponance, Inc. | 3,438 | $245.0K | 0.00% | +244+7.6% | Added |
| CWM Advisors, LLC | 3,479 | $248.0K | 0.03% | +47+1.4% | Added |
| Naples Global Advisors, LLC | 3,543 | $253.0K | 0.03% | −57−1.6% | Reduced |
| Rafferty Asset Management, LLC | 3,700 | $264.0K | 0.00% | −444−10.7% | Reduced |
| Mackenzie Financial Corp | 3,843 | $274.0K | 0.00% | −238−5.8% | Reduced |
| Bailard, Inc. | 3,890 | $278.0K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,896 | $278.0K | 0.16% | +3,896 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $285.0K | 0.04% | 00.0% | Unchanged |
| Stephens Inc | 4,092 | $292.0K | 0.00% | −2,594−38.8% | Reduced |
| Shelton Capital Management | 4,105 | $293.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,134 | $295.0K | 0.42% | +4,134 | New |
| Somerset Trust Co | 4,231 | $302.0K | 0.11% | +38+0.9% | Added |
| Raymond James Trust N.A. | 4,473 | $320.0K | 0.01% | +484+12.1% | Added |
| Dearborn Partners LLC | 4,540 | $324.0K | 0.01% | −26−0.6% | Reduced |
| Telemus Capital, LLC | 4,577 | $327.0K | 0.03% | −3−0.1% | Reduced |
| Clarkston Capital Partners, LLC | 4,700 | $335.0K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 4,829 | $345.0K | 0.00% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,850 | $346.0K | 0.13% | −921−16.0% | Reduced |
| AlphaCrest Capital Management LLC | 4,982 | $356.0K | 0.01% | +4,982 | New |