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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
APG Asset Management US Inc.713,300$50.9M0.27%−319,000−30.9%Reduced
JPMorgan Chase & Co748,701$53.4M0.01%+82,740+12.4%Added
Weiss Multi-Strategy Advisers LLC760,678$54.3M1.26%+760,678New
Invesco Ltd.784,787$56.0M0.01%+52,431+7.2%Added
Charles Schwab Investment Management Inc805,914$57.5M0.02%+22,872+2.9%Added
Russell Investments Group, Ltd.849,646$60.6M0.10%−91,748−9.7%Reduced
Aew Capital Management L P862,390$61.5M1.60%−30,000−3.4%Reduced
Thrivent Financial for Lutherans898,235$64.1M0.12%−32,772−3.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.900,317$64.2M0.04%−36,473−3.9%Reduced
Brookfield Asset Management Inc.965,620$68.9M0.27%−4,543−0.5%Reduced
Northern Trust Corp999,481$71.3M0.01%−12,525−1.2%Reduced
Dimensional Fund Advisors LP1,044,395$74.5M0.02%+5,996+0.6%Added
Lasalle Investment Management Securities LLC1,141,831$81.5M2.43%+59,879+5.5%Added
Nuveen Asset Management, LLC1,156,325$82.5M0.02%+332,210+40.3%Added
Millennium Management LLC1,170,357$83.5M0.09%+739,217+171.5%Added
Bank of New York Mellon Corp1,170,856$83.6M0.02%−39,228−3.2%Reduced
Morgan Stanley1,232,776$88.0M0.01%+195,831+18.9%Added
Cohen & Steers, Inc.1,320,582$94.2M0.15%+110,399+9.1%Added
Daiwa Securities Group Inc.1,340,883$95.7M0.56%+112,128+9.1%Added
Geode Capital Management, LLC1,559,894$111.3M0.01%+95,179+6.5%Added
Deutsche Bank AG1,787,940$127.6M0.06%−116,671−6.1%Reduced
Centersquare Investment Management LLC3,590,392$256.2M2.32%+581,884+19.3%Added
State Street Corp3,861,931$276.5M0.01%+276,279+7.7%Added
Principal Financial Group Inc5,762,579$410.4M0.24%+155,270+2.8%Added
Vanguard Group Inc11,095,127$791.7M0.02%+470,894+4.4%Added
BlackRock Inc.13,667,653$975.3M0.02%+615,858+4.7%Added
Zimmer Partners, LP0$00.00%−1,000,000−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−202,834−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−164,100−100.0%Sold out
Kennedy Capital Management, Inc.0$00.00%−120,257−100.0%Sold out
Monarch Partners Asset Management LLC0$00.00%−73,982−100.0%Sold out
Nisa Investment Advisors, LLC0$00.00%−41,959−100.0%Sold out
HRT Financial LP0$00.00%−22,079−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−15,626−100.0%Sold out
RVB Capital Management LLC0$00.00%−15,000−100.0%Sold out
Heitman Real Estate Securities LLC0$00.00%−13,760−100.0%Sold out
TriaGen Wealth Management LLC0$00.00%−11,539−100.0%Sold out
Jump Financial, LLC0$00.00%−10,500−100.0%Sold out
Chiron Investment Management, LLC0$00.00%−10,112−100.0%Sold out
Los Angeles Capital Management LLC0$00.00%−9,946−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−7,457−100.0%Sold out
Eii Capital Management, Inc.0$00.00%−6,774−100.0%Sold out
Quadrature Capital Ltd0$00.00%−5,280−100.0%Sold out
Voloridge Investment Management, LLC0$00.00%−4,317−100.0%Sold out
Point72 Hong Kong Ltd0$00.00%−4,311−100.0%Sold out
Natixis0$00.00%−4,031−100.0%Sold out
Quest Capital Management Inc0$00.00%−1,786−100.0%Sold out
PEAK6 Investments LLC0$00.00%−3,754−100.0%Sold out
First Citizens Bank & Trust Co0$00.00%−3,225−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−3,181−100.0%Sold out
Ninepoint Partners LP0$00.00%−3,089−100.0%Sold out
Migdal Insurance & Financial Holdings Ltd.0$00.00%−1,124−100.0%Sold out
Reilly Financial Advisors, LLC0$00.00%−250−100.0%Sold out
CoreFirst Bank & Trust0$00.00%−500−100.0%Sold out
Harbour Investments, Inc.0$00.00%−395−100.0%Sold out
Consolidated Planning Corp0$00.00%−389−100.0%Sold out
Arkadios Wealth Advisors0$00.00%−300−100.0%Sold out
Crewe Advisors LLC0$00.00%−108−100.0%Sold out
Better Money Decisions, LLC0$00.00%−238−100.0%Sold out
Meeder Asset Management Inc0$00.00%−232−100.0%Sold out
Clearstead Advisors, LLC0$00.00%−219−100.0%Sold out
Liberty Wealth Management LLC0$00.00%−184−100.0%Sold out
Quantbot Technologies LP0$00.00%−179−100.0%Sold out
MUFG Americas Holdings Corp0$00.00%−156−100.0%Sold out
HC Financial Advisors Inc0$00.00%−25−100.0%Sold out
Meridian Wealth Partners, LLC0$00.00%−48−100.0%Sold out
Central Trust Co0$00.00%−30−100.0%Sold out
Sandy Spring Bank0$00.00%−10−100.0%Sold out
Bartlett & Co. LLC0$00.00%−26−100.0%Sold out
Bartlett & Co. Wealth Management LLC0$00.00%−26−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−9−100.0%Sold out
Landsberg, Bennett, & Dubbaneh LLC––––Not filed
First Mercantile Trust Co––––Not filed
Heritage Wealth Management, LLC––––Not filed
Berman Capital Advisors, LLC––––Not filed