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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
Bessemer Group Inc5,135$366.0K0.00%+1,900+58.7%Added
Cetera Advisor Networks LLC5,123$366.0K0.00%+5,123New
Tower Research Capital LLC (TRC)5,239$374.0K0.01%−17,656−77.1%Reduced
Ameritas Investment Partners, Inc.5,274$376.0K0.01%00.0%Unchanged
Glenmede Trust Co NA5,332$379.0K0.00%−5,273−49.7%Reduced
Van Eck Associates Corp5,360$382.0K0.00%+2,188+69.0%Added
Quantamental Technologies LLC5,448$389.0K0.20%+1,800+49.3%Added
Winton Group Ltd5,460$390.0K0.02%−9,381−63.2%Reduced
CIBC Asset Management Inc5,556$396.0K0.00%+749+15.6%Added
Roosevelt Investment Group LLC5,674$405.0K0.02%+5,674New
Walleye Trading LLC5,784$413.0K0.01%+5,784New
Sequoia Financial Advisors, LLC6,019$430.0K0.01%+6,019New
Man Group plc6,200$442.0K0.00%+2,400+63.2%Added
Commerce Bank6,213$443.0K0.00%−56−0.9%Reduced
Nissay Asset Management Corp6,319$451.0K0.00%+547+9.5%Added
Martingale Asset Management L P6,411$458.0K0.01%−2,000−23.8%Reduced
Spire Wealth Management6,514$465.0K0.01%−140−2.1%Reduced
Crossmark Global Holdings, Inc.6,750$482.0K0.01%+1,390+25.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd7,050$503.0K0.01%+893+14.5%Added
Cambridge Investment Research Advisors, Inc.7,079$505.0K0.00%+1,700+31.6%Added
Profund Advisors LLC7,148$510.0K0.02%+147+2.1%Added
Dynamic Technology Lab Private Ltd7,161$511.0K0.06%+2,391+50.1%Added
HighTower Advisors, LLC7,238$515.0K0.00%+2,987+70.3%Added
1620 Investment Advisors, Inc.7,239$517.0K0.58%+7,239New
Gyon Technologies Capital Management, LP7,424$530.0K0.10%−3,249−30.4%Reduced
Pearl River Capital, LLC7,621$544.0K0.15%+7,621New
Vident Investment Advisory, LLC7,773$555.0K0.01%+146+1.9%Added
Atlantic Union Bankshares Corp7,860$561.0K0.05%−2,650−25.2%Reduced
Public Employees Retirement Association of Colorado7,909$564.0K0.00%00.0%Unchanged
Intrust Bank NA7,920$565.0K0.07%+257+3.4%Added
Jane Street Group, LLC7,918$565.0K0.00%+2,355+42.3%Added
Schonfeld Strategic Advisors LLC8,000$571.0K0.01%+8,000New
Versor Investments LP8,021$572.0K0.02%+8,021New
Schroder Investment Management Group8,279$590.0K0.00%+1,171+16.5%Added
Steward Partners Investment Advisory, LLC8,354$596.0K0.01%−1,900−18.5%Reduced
LPL Financial LLC8,544$610.0K0.00%+1,634+23.6%Added
Keybank National Association8,574$612.0K0.00%−251−2.8%Reduced
Azzad Asset Management Inc8,591$613.1K0.08%−2,389−21.8%Reduced
Gilman Hill Asset Management, LLC8,685$620.0K0.14%+8,685New
UBS Group AG8,713$622.0K0.00%−36,056−80.5%Reduced
State Board of Administration of Florida Retirement System8,714$622.0K0.00%−2,250−20.5%Reduced
Advisor Group Holdings, Inc.8,918$636.0K0.00%−791−8.1%Reduced
Everence Capital Management Inc9,030$644.0K0.05%00.0%Unchanged
Brinker Capital Investments, LLC9,353$667.0K0.01%+2,077+28.5%Added
Mutual of America Capital Management LLC9,534$680.0K0.01%+343+3.7%Added
Creative Planning9,556$682.0K0.00%+7+0.1%Added
AQR Capital Management LLC9,829$701.0K0.00%−318−3.1%Reduced
Laurion Capital Management LP10,000$714.0K0.01%+10,000New
Pinz Capital Management, LP10,000$714.0K0.28%+10,000New
Virginia Retirement Systems Et Al10,100$721.0K0.01%+10,100New
Pitcairn Co10,334$737.0K0.05%−523−4.8%Reduced
Alps Advisors Inc10,530$751.0K0.01%+10,530New
Alberta Investment Management Corp12,266$875.0K0.01%+12,266New
Victory Capital Management Inc12,428$887.0K0.00%+679+5.8%Added
First National Bank of Omaha12,838$916.0K0.04%−1,023−7.4%Reduced
Handelsbanken Fonder AB12,837$916.0K0.00%+3,200+33.2%Added
Janus Henderson Group PLC12,915$922.0K0.00%+6,501+101.4%Added
The PNC Financial Services Group, Inc.13,103$935.0K0.00%−30−0.2%Reduced
US Bancorp13,192$940.0K0.00%−1,969−13.0%Reduced
Teacher Retirement System of Texas13,296$949.0K0.00%+3,070+30.0%Added
Cornercap Investment Counsel Inc13,665$975.0K0.14%+13,665New
Capital Square, LLC14,003$976.0K0.67%+3,575+34.3%Added
Truist Financial Corp13,953$996.0K0.00%−681−4.7%Reduced
Standard Life Aberdeen plc14,618$1.04M0.00%−5,165−26.1%Reduced
Full18 Capital LLC14,678$1.04M0.44%+7,285+98.5%Added
Susquehanna International Group, LLP14,697$1.05M0.00%+4,300+41.4%Added
Center for Financial Planning, Inc.14,834$1.06M0.22%−7,092−32.3%Reduced
Texas Yale Capital Corp.14,995$1.07M0.05%00.0%Unchanged
Susquehanna Fundamental Investments, LLC15,043$1.07M0.03%−48,964−76.5%Reduced
Walleye Capital LLC15,800$1.13M0.04%+15,800New
First Trust Advisors LP15,876$1.13M0.00%+896+6.0%Added
Blueshift Asset Management, LLC16,031$1.14M0.10%+3,502+28.0%Added
HSBC Holdings PLC16,665$1.19M0.00%−16,733−50.1%Reduced
JLP Asset Management, LLC17,030$1.22M0.59%−2,800−14.1%Reduced
ProShare Advisors LLC17,235$1.23M0.00%+6,737+64.2%Added
First Republic Investment Management, Inc.17,447$1.25M0.00%−2,183−11.1%Reduced
Arizona State Retirement System18,550$1.32M0.01%+1,077+6.2%Added
Teachers Retirement System of the State of Kentucky18,663$1.33M0.01%00.0%Unchanged
Squarepoint Ops LLC19,394$1.38M0.01%+8,531+78.5%Added
M&T Bank Corp20,165$1.44M0.01%+3,145+18.5%Added
AMP Capital Investors Ltd22,193$1.58M0.04%−11,104−33.3%Reduced
Metropolitan Life Insurance Co22,485$1.60M0.02%+13+0.1%Added
Point72 Asset Management, L.P.22,600$1.61M0.01%+22,600New
Stifel Financial Corp23,334$1.67M0.00%−8,372−26.4%Reduced
MetLife Investment Management23,549$1.68M0.01%00.0%Unchanged
Graham Capital Wealth Management, LLC23,548$1.69M1.38%+23,548New
Cubist Systematic Strategies, LLC24,652$1.76M0.02%−4,182−14.5%Reduced
Boothbay Fund Management, LLC24,931$1.78M0.06%+24,931New
Bank of Montreal25,089$1.79M0.00%−19,150−43.3%Reduced
Raymond James Financial Services Advisors, Inc.25,331$1.81M0.00%−739−2.8%Reduced
Algert Global LLC25,507$1.82M0.23%+13,332+109.5%Added
Pictet Asset Management SA25,613$1.83M0.00%00.0%Unchanged
Dana Investment Advisors, Inc.26,242$1.87M0.08%+1,082+4.3%Added
Oregon Public Employees Retirement Fund26,536$1.89M0.02%−947−3.4%Reduced
Edgestream Partners, L.P.27,435$1.96M0.12%+27,435New
Maryland State Retirement & Pension System27,819$1.99M0.05%+700+2.6%Added
Holocene Advisors, LP27,984$2.00M0.01%+23,084+471.1%Added
Virtus ETF Advisers LLC28,422$2.03M0.77%+5,813+25.7%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.28,715$2.03M0.01%+1,778+6.6%Added
Pendal Group Limited28,571$2.04M0.02%−6,800−19.2%Reduced