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.
| 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, Q1 2022
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 21 | $1.00K | 0.00% | −111−84.1% | Reduced |
| Albion Financial Group | 14 | $1.00K | 0.00% | −14−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 8 | $1.00K | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 28 | $2.00K | 0.00% | +28 | New |
| American National Bank | 33 | $2.00K | 0.00% | +33 | New |
| GHP Investment Advisors, Inc. | 35 | $2.00K | 0.00% | +35 | New |
| First Horizon Advisors, Inc. | 41 | $3.00K | 0.00% | −78−65.5% | Reduced |
| Institutional & Family Asset Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 45 | $3.00K | 0.00% | +45 | New |
| Lindbrook Capital, LLC | 54 | $4.00K | 0.00% | −69−56.1% | Reduced |
| Fieldpoint Private Securities, LLC | 65 | $4.00K | 0.00% | −45−40.9% | Reduced |
| Howe & Rusling Inc | 56 | $4.00K | 0.00% | −15−21.1% | Reduced |
| Ellevest, Inc. | 57 | $4.00K | 0.00% | +46+418.2% | Added |
| Northwest Investment Counselors, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Global Retirement Partners, LLC | 56 | $4.00K | 0.00% | +56 | New |
| Plante Moran Financial Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 120 | $8.00K | 0.00% | +71+144.9% | Added |
| Parkside Financial Bank & Trust | 133 | $9.00K | 0.00% | −84−38.7% | Reduced |
| EverSource Wealth Advisors, LLC | 141 | $9.00K | 0.00% | −63−30.9% | Reduced |
| Caldwell Trust Co | 150 | $9.95K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 177 | $12.0K | 0.00% | −92−34.2% | Reduced |
| Stephens Consulting, LLC | 200 | $13.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 209 | $14.0K | 0.00% | −60−22.3% | Reduced |
| Smithfield Trust Co | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 212 | $14.0K | 0.00% | −1−0.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 213 | $14.0K | 0.00% | +213 | New |
| Whittier Trust Co | 227 | $15.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 248 | $16.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 251 | $17.0K | 0.00% | −27−9.7% | Reduced |
| Meeder Asset Management Inc | 253 | $17.0K | 0.00% | +253 | New |
| Parallel Advisors, LLC | 296 | $19.0K | 0.00% | −76−20.4% | Reduced |
| First Manhattan Co | 300 | $19.0K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 300 | $19.9K | 0.00% | +100+50.0% | Added |
| Beaird Harris Wealth Management, LLC | 300 | $20.0K | 0.01% | +3+1.0% | Added |
| American Portfolios Advisors | 318 | $21.1K | 0.00% | +3+1.0% | Added |
| New Century Advisors, LLC | 369 | $24.0K | 0.02% | +369 | New |
| Sound Income Strategies, LLC | 405 | $27.0K | 0.00% | −45−10.0% | Reduced |
| AGF Investments LLC | 504 | $33.0K | 0.00% | −12−2.3% | Reduced |
| North Star Investment Management Corp. | 500 | $33.0K | 0.00% | +500 | New |
| Ci Investments Inc. | 561 | $37.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 553 | $37.0K | 0.00% | +4+0.7% | Added |
| CWM, LLC | 564 | $37.0K | 0.00% | +408+261.5% | Added |
| Prospera Financial Services Inc | 572 | $38.0K | 0.00% | +572 | New |
| Newbridge Financial Services Group, Inc. | 619 | $41.0K | 0.02% | 00.0% | Unchanged |
| Private Capital Group, LLC | 729 | $49.0K | 0.01% | +23+3.3% | Added |
| IFP Advisors, Inc | 644 | $49.0K | 0.00% | +439+214.1% | Added |
| Gemmer Asset Management LLC | 853 | $56.0K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 864 | $57.0K | 0.00% | +351+68.4% | Added |
| Archer Investment Corp | 900 | $59.7K | 0.02% | +900 | New |
| Washington Trust Co | 1,000 | $66.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,084 | $72.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,081 | $72.0K | 0.00% | +388+56.0% | Added |
| Gables Capital Management Inc. | 1,100 | $73.0K | 0.05% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 1,156 | $76.7K | 0.03% | +149+14.8% | Added |
| Rockefeller Capital Management L.P. | 1,247 | $81.0K | 0.00% | +95+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 1,306 | $87.0K | 0.00% | −7,048−84.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 1,328 | $88.0K | 0.00% | −308−18.8% | Reduced |
| Montag A & Associates Inc | 1,362 | $90.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,478 | $98.0K | 0.05% | −467−24.0% | Reduced |
| Quadrant Capital Group LLC | 1,539 | $102.0K | 0.01% | +758+97.1% | Added |
| Signaturefd, LLC | 1,614 | $107.0K | 0.00% | +895+124.5% | Added |
| Creative Financial Designs Inc | 1,776 | $118.0K | 0.02% | +64+3.7% | Added |
| Johnson Financial Group, Inc. | 1,985 | $132.0K | 0.01% | −4−0.2% | Reduced |
| James Investment Research Inc | 2,105 | $140.0K | 0.01% | +5+0.2% | Added |
| Private Ocean, LLC | 2,134 | $142.0K | 0.02% | +23+1.1% | Added |
| Heron Financial Group, LLC | 3,100 | $206.0K | 0.11% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 3,106 | $206.0K | 0.01% | +3,106 | New |
| Spirit of America Management Corp | 3,250 | $216.0K | 0.04% | 00.0% | Unchanged |
| Advisor Partners LLC | 3,277 | $217.0K | 0.01% | +156+5.0% | Added |
| Benjamin Edwards Inc | 3,286 | $218.0K | 0.06% | +99+3.1% | Added |
| Xponance, Inc. | 3,343 | $222.0K | 0.00% | −95−2.8% | Reduced |
| Fifth Third Bancorp | 3,443 | $228.0K | 0.00% | +18+0.5% | Added |
| Versor Investments LP | 3,533 | $234.0K | 0.01% | −4,488−56.0% | Reduced |
| CWM Advisors, LLC | 3,543 | $235.0K | 0.03% | +64+1.8% | Added |
| Redwood Investment Management, LLC | 3,541 | $235.0K | 0.03% | +3,541 | New |
| Veriti Management LLC | 3,560 | $236.0K | 0.03% | +540+17.9% | Added |
| Redpoint Investment Management Pty Ltd | 3,608 | $239.0K | 0.02% | +3,608 | New |
| Gyon Technologies Capital Management, LP | 3,823 | $254.0K | 0.18% | −3,601−48.5% | Reduced |
| Bailard, Inc. | 3,890 | $258.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,937 | $261.0K | 0.07% | +3,937 | New |
| Keybank National Association | 3,982 | $264.0K | 0.00% | −4,592−53.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $265.0K | 0.04% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 4,012 | $266.0K | 0.24% | −122−3.0% | Reduced |
| Stephens Inc | 4,001 | $266.0K | 0.00% | −91−2.2% | Reduced |
| Somerset Trust Co | 4,042 | $268.0K | 0.10% | −189−4.5% | Reduced |
| FORA Capital, LLC | 4,255 | $277.0K | 0.05% | +4,255 | New |
| Twinbeech Capital LP | 4,219 | $280.0K | 0.01% | +4,219 | New |
| Virtu Financial LLC | 4,284 | $284.0K | 0.02% | +4,284 | New |
| Mackenzie Financial Corp | 4,323 | $287.0K | 0.00% | +480+12.5% | Added |
| Shelton Capital Management | 4,485 | $298.0K | 0.01% | +380+9.3% | Added |
| Pearl River Capital, LLC | 4,584 | $304.0K | 0.08% | −3,037−39.9% | Reduced |
| Raymond James Trust N.A. | 4,577 | $304.0K | 0.01% | +104+2.3% | Added |
| Telemus Capital, LLC | 4,589 | $305.0K | 0.03% | +12+0.3% | Added |
| Clarkston Capital Partners, LLC | 4,700 | $312.0K | 0.01% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 4,819 | $320.0K | 0.13% | −31−0.6% | Reduced |