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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, Q1 2022

Institutional positions in Agree Realty Corp as of Mar 31, 2022. 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
319
−5 vs. Q4 2021
Shares held
78.1M
+1.89M (+2.5%) vs. Q4 2021
Total value
$5.18B
−$256.2M (−4.7%) vs. Q4 2021
New holders
36
143 more added
Sold out
41
99 more reduced

2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 319 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 heldQ1 2022: $5.18B
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, Q1 2022

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2021.

Institutions holding ADC in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.13,921,086$923.8M0.02%+253,433+1.9%Added
Vanguard Group Inc11,456,849$760.3M0.02%+361,722+3.3%Added
Principal Financial Group Inc5,999,765$398.1M0.25%+237,186+4.1%Added
State Street Corp4,313,393$287.2M0.01%+451,462+11.7%Added
Centersquare Investment Management LLC3,808,884$252.8M2.34%+218,492+6.1%Added
Deutsche Bank AG2,149,079$142.6M0.07%+361,139+20.2%Added
Morgan Stanley1,742,909$115.7M0.02%+510,133+41.4%Added
Geode Capital Management, LLC1,513,265$100.4M0.01%−46,629−3.0%Reduced
Daiwa Securities Group Inc.1,329,520$88.2M0.55%−11,363−0.8%Reduced
Cohen & Steers, Inc.1,308,336$86.8M0.15%−12,246−0.9%Reduced
Bank of New York Mellon Corp1,185,886$78.7M0.02%+15,030+1.3%Added
Lasalle Investment Management Securities LLC1,178,150$78.2M2.49%+36,319+3.2%Added
Nuveen Asset Management, LLC1,174,758$75.2M0.02%+18,433+1.6%Added
Invesco Ltd.1,096,205$72.7M0.02%+311,418+39.7%Added
Brookfield Asset Management Inc.1,069,331$71.0M0.27%+103,711+10.7%Added
Dimensional Fund Advisors LP1,040,918$69.1M0.02%−3,477−0.3%Reduced
Sumitomo Mitsui Trust Holdings, Inc.911,866$60.5M0.04%+11,549+1.3%Added
Northern Trust Corp861,165$57.1M0.01%−138,316−13.8%Reduced
Charles Schwab Investment Management Inc859,451$57.0M0.02%+53,537+6.6%Added
Thrivent Financial for Lutherans851,675$56.5M0.11%−46,560−5.2%Reduced
Russell Investments Group, Ltd.849,707$56.3M0.10%+610.0%Added
Millennium Management LLC761,052$50.5M0.06%−409,305−35.0%Reduced
JPMorgan Chase & Co746,878$49.6M0.01%−1,823−0.2%Reduced
Deprince Race & Zollo Inc745,318$49.5M0.96%+460,842+162.0%Added
Heitman Real Estate Securities LLC704,213$46.7M1.84%+704,213New
APG Asset Management US Inc.664,306$44.1M0.25%−48,994−6.9%Reduced
Norges Bank644,615$42.8M0.01%−62,598−8.9%Reduced
Legal & General Group Plc587,530$39.0M0.01%+3,227+0.6%Added
Frontier Capital Management Co LLC579,396$38.4M0.35%−8,742−1.5%Reduced
GW&K Investment Management, LLC485,673$32.2M0.29%−2,987−0.6%Reduced
Wells Fargo & Company443,839$29.5M0.01%+32,769+8.0%Added
State of New Jersey Common Pension Fund D427,469$28.4M0.09%00.0%Unchanged
Ameriprise Financial Inc402,565$26.6M0.01%+11,901+3.0%Added
Loomis Sayles & Co L P397,006$26.3M0.04%−14,894−3.6%Reduced
Scout Investments, Inc.382,037$25.4M0.41%−8,667−2.2%Reduced
UBS Asset Management Americas Inc375,011$24.9M0.01%−5,442−1.4%Reduced
Bank of America Corp365,147$24.2M0.00%−25,723−6.6%Reduced
Allianz Asset Management GmbH326,190$21.6M0.02%−19,547−5.7%Reduced
Goldman Sachs Group Inc325,242$21.6M0.01%+176,531+118.7%Added
Tributary Capital Management, LLC299,305$19.9M1.57%+111,762+59.6%Added
Weiss Multi-Strategy Advisers LLC273,966$18.2M0.43%−486,712−64.0%Reduced
Fort Washington Investment Advisors Inc235,054$15.6M0.10%+18,340+8.5%Added
Citadel Advisors LLC228,429$15.2M0.02%+113,855+99.4%Added
Rhumbline Advisers214,768$14.3M0.02%−20,796−8.8%Reduced
Asset Management One Co.,Ltd.212,288$14.1M0.05%+1,926+0.9%Added
Echo Street Capital Management LLC198,844$13.2M0.10%−22,094−10.0%Reduced
Raymond James & Associates195,998$13.0M0.01%+9,328+5.0%Added
Parametric Portfolio Associates LLC193,373$12.8M0.01%+20,362+11.8%Added
Securian Asset Management, Inc188,608$12.5M0.24%−1,800−0.9%Reduced
Guggenheim Capital LLC186,747$12.4M0.07%−76,049−28.9%Reduced
Westpac Banking Corp183,290$12.2M0.14%−26,330−12.6%Reduced
State of Wisconsin Investment Board181,750$12.1M0.03%00.0%Unchanged
Macquarie Group Ltd175,318$11.4M0.01%+94,465+116.8%Added
Allspring Global Investments Holdings, LLC169,997$11.3M0.01%−39,499−18.9%Reduced
Swiss National Bank164,982$10.9M0.01%+13,400+8.8%Added
California Public Employees Retirement System154,112$10.2M0.01%+4,863+3.3%Added
Callodine Capital Management, LP148,926$9.88M3.22%+148,926New
Qube Research & Technologies Ltd138,506$9.19M0.08%+138,506New
Tudor Investment Corp Et Al137,914$9.15M0.24%−116,553−45.8%Reduced
Public Sector Pension Investment Board133,044$8.83M0.05%−9,080−6.4%Reduced
Public Employees Retirement System of Ohio128,963$8.56M0.03%+64,627+100.5%Added
Alliancebernstein L.P.125,884$8.35M0.00%+1,073+0.9%Added
HGI Capital Management, LLC125,857$8.35M2.58%+88,363+235.7%Added
Bahl & Gaynor Inc123,642$8.21M0.06%−56,422−31.3%Reduced
Great West Life Assurance Co117,980$8.07M0.02%+3,955+3.5%Added
Jane Street Group, LLC117,837$7.82M0.01%+109,919+1,388.2%Added
D. E. Shaw & Co., Inc.115,755$7.68M0.01%+57,306+98.0%Added
Citigroup Inc114,988$7.63M0.01%−33,786−22.7%Reduced
HRT Financial LP110,956$7.36M0.05%+110,956New
FMR LLC107,397$7.13M0.00%+106,390+10,565.0%Added
Cinctive Capital Management LP105,552$7.00M0.32%−34,716−24.7%Reduced
Eagle Asset Management Inc100,749$6.68M0.03%−5,176−4.9%Reduced
New York State Teachers Retirement System100,726$6.68M0.01%+173+0.2%Added
Zimmer Partners, LP100,000$6.64M0.10%+100,000New
Credit Suisse AG99,666$6.61M0.01%−6,038−5.7%Reduced
Uniplan Investment Counsel, Inc.99,480$6.60M0.39%+1,250+1.3%Added
Point72 Asset Management, L.P.97,329$6.46M0.03%+74,729+330.7%Added
Envestnet Asset Management Inc94,594$6.28M0.00%+10,219+12.1%Added
STRS Ohio93,330$6.19M0.02%+1,476+1.6%Added
Community Bank of Raymore92,277$6.12M1.71%−260−0.3%Reduced
California State Teachers Retirement System89,491$5.94M0.01%−6,289−6.6%Reduced
Barclays PLC87,500$5.81M0.00%−7,507−7.9%Reduced
Prudential Financial Inc87,450$5.80M0.01%−11,581−11.7%Reduced
State of Alaska, Department of Revenue85,722$5.69M0.06%+1,380+1.6%Added
Presima Inc.83,000$5.51M1.12%+200+0.2%Added
Exchange Traded Concepts, LLC82,326$5.46M0.11%+5,143+6.7%Added
Edgestream Partners, L.P.81,038$5.38M0.43%+53,603+195.4%Added
Cbre Clarion Securities LLC76,000$5.04M0.07%+8,000+11.8%Added
Two Sigma Investments, LP72,712$4.83M0.01%−132,017−64.5%Reduced
NFJ Investment Group, LLC69,008$4.58M0.09%+371+0.5%Added
Cubist Systematic Strategies, LLC68,767$4.56M0.04%+44,115+179.0%Added
Comerica Bank62,116$4.47M0.03%+1,971+3.3%Added
Yousif Capital Management, LLC65,319$4.33M0.05%+1,912+3.0%Added
Royal Bank of Canada64,971$4.31M0.00%+2,388+3.8%Added
Nomura Asset Management Co Ltd62,380$4.14M0.02%+1,534+2.5%Added
Natixis61,549$4.08M0.01%+61,549New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys61,455$4.08M0.04%+8,715+16.5%Added
Algert Global LLC59,808$3.97M0.26%+34,301+134.5%Added
ExodusPoint Capital Management, LP58,926$3.91M0.06%+9,053+18.2%Added
Manning & Napier Group, LLC56,452$3.75M0.04%−1,852−3.2%Reduced