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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, Q2 2022

Institutional positions in Agree Realty Corp as of Jun 30, 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
340
+24 vs. Q1 2022
Shares held
86.3M
+8.40M (+10.8%) vs. Q1 2022
Total value
$6.22B
+$1.05B (+20.4%) vs. Q1 2022
New holders
55
151 more added
Sold out
31
88 more reduced

3 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2022: 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 holdersQ2 2022: 340 institutions
Q1 2021: 301 institutionsQ2 2021: 312 institutionsQ3 2021: 322 institutionsQ4 2021: 326 institutionsQ1 2022: 319 institutionsQ2 2022: 340 institutionsQ3 2022: 361 institutionsQ4 2022: 359 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 heldQ2 2022: $6.22B
Q1 2021: $4.58BQ2 2021: $5.47BQ3 2021: $4.84BQ4 2021: $5.50BQ1 2022: $5.18BQ2 2022: $6.22BQ3 2022: $6.39BQ4 2022: $6.97BQ1 2023: $6.72BQ2 2023: $6.23BQ3 2023: $5.27BQ4 2023: $6.70BQ1 2024: $5.99BQ2 2024: $6.62BQ3 2024: $8.66BQ4 2024: $8.30BQ1 2025: $9.38BQ2 2025: $9.17BQ3 2025: $9.12BQ4 2025: $9.35BQ1 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$9.35B
Q3 2025479$9.12B
Q2 2025471$9.17B
Q1 2025467$9.38B
Q4 2024451$8.30B
Q3 2024431$8.66B
Q2 2024409$6.62B
Q1 2024395$5.99B
Q4 2023367$6.70B
Q3 2023372$5.27B
Q2 2023375$6.23B
Q1 2023360$6.72B
Q4 2022359$6.97B
Q3 2022361$6.39B
Q2 2022340$6.22B
Q1 2022319$5.18B
Q4 2021326$5.50B
Q3 2021322$4.84B
Q2 2021312$5.47B
Q1 2021301$4.58B

Institutions, Q2 2022

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2022.

Institutions holding ADC in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.14,356,091$1.04B0.03%+435,005+3.1%Added
Vanguard Group Inc11,846,862$854.5M0.02%+390,013+3.4%Added
Principal Financial Group Inc6,189,587$446.5M0.33%+189,822+3.2%Added
State Street Corp4,534,087$328.1M0.02%+220,694+5.1%Added
Centersquare Investment Management LLC3,373,602$243.3M2.51%−435,282−11.4%Reduced
Deutsche Bank AG3,128,353$225.6M0.13%+979,274+45.6%Added
Morgan Stanley2,548,256$183.8M0.02%+805,347+46.2%Added
Geode Capital Management, LLC1,584,157$114.3M0.02%+70,892+4.7%Added
Daiwa Securities Group Inc.1,318,404$95.1M0.73%−11,116−0.8%Reduced
Cohen & Steers, Inc.1,297,414$93.6M0.18%−10,922−0.8%Reduced
Northern Trust Corp1,174,810$84.7M0.02%+313,645+36.4%Added
Bank of New York Mellon Corp1,174,582$84.7M0.02%−11,304−1.0%Reduced
Russell Investments Group, Ltd.1,053,020$76.1M0.16%+203,313+23.9%Added
Dimensional Fund Advisors LP1,042,524$75.2M0.03%+1,606+0.2%Added
JPMorgan Chase & Co1,014,418$73.2M0.01%+267,540+35.8%Added
American Century Companies Inc982,429$70.9M0.06%+982,429New
GW&K Investment Management, LLC968,943$69.9M0.75%+483,270+99.5%Added
Wellington Management Group LLP965,483$69.6M0.01%+965,483New
Invesco Ltd.963,137$69.5M0.02%−133,068−12.1%Reduced
Lasalle Investment Management Securities LLC939,973$67.8M2.53%−238,177−20.2%Reduced
Goldman Sachs Group Inc926,315$66.8M0.02%+601,073+184.8%Added
Thrivent Financial for Lutherans910,767$65.7M0.17%+59,092+6.9%Added
Charles Schwab Investment Management Inc899,099$64.9M0.02%+39,648+4.6%Added
Janus Henderson Group PLC886,174$63.9M0.04%+873,238+6,750.4%Added
Prudential Financial Inc838,097$61.3M0.10%+750,647+858.4%Added
Brookfield Asset Management Inc.808,345$58.3M0.25%−260,986−24.4%Reduced
Nuveen Asset Management, LLC793,970$57.3M0.02%−380,788−32.4%Reduced
Frontier Capital Management Co LLC776,631$56.0M0.64%+197,235+34.0%Added
Sumitomo Mitsui Trust Holdings, Inc.767,582$55.4M0.04%−144,284−15.8%Reduced
Heitman Real Estate Securities LLC719,163$51.9M2.43%+14,950+2.1%Added
Deprince Race & Zollo Inc638,960$46.1M1.07%−106,358−14.3%Reduced
Legal & General Group Plc628,217$45.3M0.02%+40,687+6.9%Added
APG Asset Management US Inc.588,427$43.3M0.30%−75,879−11.4%Reduced
Aew Capital Management L P587,020$42.3M1.59%+587,020New
Ameriprise Financial Inc525,839$32.6M0.01%+123,274+30.6%Added
Scout Investments, Inc.439,261$31.7M0.63%+57,224+15.0%Added
State of New Jersey Common Pension Fund D420,425$30.3M0.12%−7,044−1.6%Reduced
Wells Fargo & Company411,350$29.7M0.01%−32,489−7.3%Reduced
Loomis Sayles & Co L P393,810$28.4M0.05%−3,196−0.8%Reduced
UBS Asset Management Americas Inc369,586$26.7M0.01%−5,425−1.4%Reduced
Bank of America Corp359,528$25.9M0.00%−5,619−1.5%Reduced
Two Sigma Investments, LP334,146$24.1M0.08%+261,434+359.5%Added
Millennium Management LLC309,488$22.3M0.03%−451,564−59.3%Reduced
Citadel Advisors LLC300,786$21.7M0.03%+72,357+31.7%Added
Tributary Capital Management, LLC297,675$21.5M2.13%−1,630−0.5%Reduced
Norges Bank291,108$21.0M0.01%−353,507−54.8%Reduced
SEI Investments Co261,909$18.9M0.04%+245,153+1,463.1%Added
Allianz Asset Management GmbH261,584$18.9M0.02%−64,606−19.8%Reduced
Westpac Banking Corp260,188$18.8M0.24%+76,898+42.0%Added
Rhumbline Advisers236,714$17.1M0.02%+21,946+10.2%Added
Raymond James & Associates229,223$16.5M0.02%+33,225+17.0%Added
Bahl & Gaynor Inc228,624$16.5M0.11%+104,982+84.9%Added
Alliancebernstein L.P.227,042$16.4M0.01%+101,158+80.4%Added
Rothschild & Co Asset Management US Inc.225,248$16.2M0.25%+225,248New
Two Sigma Advisers, LP206,087$14.9M0.04%+176,900+606.1%Added
State of Wisconsin Investment Board197,428$14.2M0.04%+15,678+8.6%Added
Great Lakes Advisors, LLC189,653$13.7M0.27%+189,653New
Fort Washington Investment Advisors Inc185,240$13.4M0.10%−49,814−21.2%Reduced
Securian Asset Management, Inc184,818$13.3M0.32%−3,790−2.0%Reduced
Macquarie Group Ltd174,782$12.7M0.01%−536−0.3%Reduced
Callodine Capital Management, LP170,000$12.3M3.68%+21,074+14.2%Added
Swiss National Bank167,882$12.1M0.01%+2,900+1.8%Added
UBS Oconnor LLC165,706$12.0M0.13%+165,706New
Asset Management One Co.,Ltd.163,499$11.8M0.06%−48,789−23.0%Reduced
Point72 Asset Management, L.P.159,671$11.5M0.05%+62,342+64.1%Added
Guggenheim Capital LLC159,517$11.5M0.09%−27,230−14.6%Reduced
Cincinnati Insurance Co155,000$11.2M0.24%+155,000New
California Public Employees Retirement System151,925$11.0M0.01%−2,187−1.4%Reduced
Cincinnati Financial Corp150,000$10.8M0.28%+150,000New
Weiss Multi-Strategy Advisers LLC148,107$10.7M0.33%−125,859−45.9%Reduced
Public Sector Pension Investment Board139,158$10.0M0.09%+6,114+4.6%Added
Envestnet Asset Management Inc138,440$9.99M0.01%+43,846+46.4%Added
Great West Life Assurance Co132,003$9.52M0.03%+14,023+11.9%Added
ProShare Advisors LLC128,241$9.25M0.03%+112,561+717.9%Added
Public Employees Retirement System of Ohio125,987$9.09M0.04%−2,976−2.3%Reduced
Credit Suisse AG121,936$8.79M0.01%+22,270+22.3%Added
Community Bank of Raymore120,657$8.70M2.65%+28,380+30.8%Added
Allspring Global Investments Holdings, LLC115,185$8.31M0.01%−54,812−32.2%Reduced
Uniplan Investment Counsel, Inc.102,614$7.40M0.52%+3,134+3.2%Added
New York State Teachers Retirement System101,726$7.34M0.02%+1,000+1.0%Added
Renaissance Technologies LLC101,700$7.34M0.01%+88,200+653.3%Added
Eagle Asset Management Inc100,537$7.25M0.05%−212−0.2%Reduced
Balyasny Asset Management LLC99,796$7.20M0.03%+99,796New
STRS Ohio96,751$6.98M0.03%+3,421+3.7%Added
State of Alaska, Department of Revenue93,052$6.71M0.08%+7,330+8.6%Added
California State Teachers Retirement System92,490$6.67M0.01%+2,999+3.4%Added
Bridgeway Capital Management, LLC89,800$6.48M0.15%+89,800New
Nomura Asset Management Co Ltd83,046$5.99M0.04%+20,666+33.1%Added
Royal Bank of Canada76,658$5.53M0.00%+11,687+18.0%Added
DekaBank Deutsche Girozentrale76,094$5.53M0.02%+20,890+37.8%Added
Natixis Advisors, L.P.76,017$5.48M0.02%+44,388+140.3%Added
Citigroup Inc75,347$5.44M0.01%−39,641−34.5%Reduced
Barclays PLC74,827$5.40M0.01%−12,673−14.5%Reduced
Cbre Clarion Securities LLC74,700$5.39M0.08%−1,300−1.7%Reduced
First Trust Advisors LP71,438$5.15M0.01%+26,213+58.0%Added
Comerica Bank66,154$5.04M0.04%+4,038+6.5%Added
Castleark Management LLC69,100$4.98M0.27%+69,100New
Amundi67,447$4.95M0.00%+24,259+56.2%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys68,528$4.94M0.05%+7,073+11.5%Added
Alyeska Investment Group, L.P.67,449$4.87M0.06%+67,449New