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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
Charles Schwab Investment Management Inc859,451$57.0M0.02%+53,537+6.6%Added
Northern Trust Corp861,165$57.1M0.01%−138,316−13.8%Reduced
Sumitomo Mitsui Trust Holdings, Inc.911,866$60.5M0.04%+11,549+1.3%Added
Dimensional Fund Advisors LP1,040,918$69.1M0.02%−3,477−0.3%Reduced
Brookfield Asset Management Inc.1,069,331$71.0M0.27%+103,711+10.7%Added
Invesco Ltd.1,096,205$72.7M0.02%+311,418+39.7%Added
Nuveen Asset Management, LLC1,174,758$75.2M0.02%+18,433+1.6%Added
Lasalle Investment Management Securities LLC1,178,150$78.2M2.49%+36,319+3.2%Added
Bank of New York Mellon Corp1,185,886$78.7M0.02%+15,030+1.3%Added
Cohen & Steers, Inc.1,308,336$86.8M0.15%−12,246−0.9%Reduced
Daiwa Securities Group Inc.1,329,520$88.2M0.55%−11,363−0.8%Reduced
Geode Capital Management, LLC1,513,265$100.4M0.01%−46,629−3.0%Reduced
Morgan Stanley1,742,909$115.7M0.02%+510,133+41.4%Added
Deutsche Bank AG2,149,079$142.6M0.07%+361,139+20.2%Added
Centersquare Investment Management LLC3,808,884$252.8M2.34%+218,492+6.1%Added
State Street Corp4,313,393$287.2M0.01%+451,462+11.7%Added
Principal Financial Group Inc5,999,765$398.1M0.25%+237,186+4.1%Added
Vanguard Group Inc11,456,849$760.3M0.02%+361,722+3.3%Added
BlackRock Inc.13,921,086$923.8M0.02%+253,433+1.9%Added
Aew Capital Management L P0$00.00%−862,390−100.0%Sold out
Waratah Capital Advisors Ltd.0$00.00%−301,747−100.0%Sold out
NN Investment Partners Holdings N.V.0$00.00%−189,284−100.0%Sold out
Monashee Investment Management LLC0$00.00%−125,000−100.0%Sold out
Caas Capital Management LP0$00.00%−109,740−100.0%Sold out
Marshall Wace, LLP0$00.00%−85,717−100.0%Sold out
UBS Oconnor LLC0$00.00%−59,500−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−47,797−100.0%Sold out
Pendal Group Limited0$00.00%−28,571−100.0%Sold out
JLP Asset Management, LLC0$00.00%−17,030−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−15,043−100.0%Sold out
Full18 Capital LLC0$00.00%−14,678−100.0%Sold out
Cornercap Investment Counsel Inc0$00.00%−13,665−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−10,100−100.0%Sold out
Pinz Capital Management, LP0$00.00%−10,000−100.0%Sold out
Schroder Investment Management Group0$00.00%−8,279−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−8,000−100.0%Sold out
Dynamic Technology Lab Private Ltd0$00.00%−7,161−100.0%Sold out
Man Group plc0$00.00%−6,200−100.0%Sold out
Walleye Trading LLC0$00.00%−5,784−100.0%Sold out
Quantamental Technologies LLC0$00.00%−5,448−100.0%Sold out
Glenmede Trust Co NA0$00.00%−5,332−100.0%Sold out
AlphaCrest Capital Management LLC0$00.00%−4,982−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,896−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−3,700−100.0%Sold out
Guardian Capital LP0$00.00%−3,363−100.0%Sold out
Duality Advisers, LP0$00.00%−3,307−100.0%Sold out
Naviter Wealth, LLC0$00.00%−3,289−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−3,013−100.0%Sold out
Hancock Whitney Corp0$00.00%−2,943−100.0%Sold out
Evergreen Capital Management LLC0$00.00%−2,872−100.0%Sold out
Exane Derivatives0$00.00%−2,572−100.0%Sold out
Clal Insurance Enterprises Holdings Ltd0$00.00%−2,317−100.0%Sold out
Eaton Vance Management0$00.00%−1,975−100.0%Sold out
Lazard Asset Management LLC0$00.00%−1,951−100.0%Sold out
Simplex Trading, LLC0$00.00%−1,348−100.0%Sold out
Geneos Wealth Management Inc.0$00.00%−550−100.0%Sold out
Cambridge Trust Co0$00.00%−235−100.0%Sold out
Signet Financial Management, LLC0$00.00%−67−100.0%Sold out
Sageworth Trust Co0$00.00%−41−100.0%Sold out
Carolinas Wealth Consulting LLC0$00.00%−41−100.0%Sold out
Bell Investment Advisors, Inc––––Not filed
NEXT Financial Group, Inc––––Not filed