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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: 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 heldQ2 2022: $6.22B
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, 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
Pictet Asset Management SA29,611$2.14M0.00%+3,070+11.6%Added
Ensign Peak Advisors, Inc29,992$2.16M0.01%00.0%Unchanged
Maryland State Retirement & Pension System30,462$2.20M0.07%+1,877+6.6%Added
Price T Rowe Associates Inc30,975$2.23M0.00%+838+2.8%Added
Mark Stevens31,662$2.28M0.29%−3,343−9.6%Reduced
First Republic Investment Management, Inc.32,410$2.34M0.01%+7,411+29.6%Added
Aviva PLC32,689$2.36M0.01%00.0%Unchanged
Monarch Partners Asset Management LLC32,869$2.37M0.66%+32,869New
Nisa Investment Advisors, LLC33,077$2.39M0.02%−2,171−6.2%Reduced
HSBC Holdings PLC33,235$2.41M0.00%−21,304−39.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.33,574$2.42M0.01%+3,193+10.5%Added
Liberty Mutual Group Asset Management Inc.33,583$2.42M0.36%+21,024+167.4%Added
Amalgamated Bank33,843$2.44M0.02%+2,160+6.8%Added
Voya Investment Management LLC34,263$2.47M0.01%+5,343+18.5%Added
Quantbot Technologies LP34,289$2.47M0.23%+34,289New
Natixis34,600$2.50M0.01%−26,949−43.8%Reduced
First National Bank of Omaha35,096$2.53M0.15%+20,535+141.0%Added
Franklin Resources Inc36,009$2.60M0.00%−8,108−18.4%Reduced
MetLife Investment Management38,372$2.77M0.02%+1,400+3.8%Added
Louisiana State Employees Retirement System36,300$2.77M0.07%+1,600+4.6%Added
Spouting Rock Asset Management, LLC38,541$2.78M1.81%+57+0.1%Added
American International Group, Inc.40,321$2.91M0.02%−60−0.1%Reduced
Ibex Wealth Advisors41,817$3.02M0.69%+608+1.5%Added
SG Americas Securities, LLC42,103$3.04M0.04%+29,264+227.9%Added
Truist Financial Corp42,238$3.05M0.01%+27,700+190.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)42,379$3.06M0.02%−11,335−21.1%Reduced
FMR LLC42,929$3.10M0.00%−64,468−60.0%Reduced
Advisors Asset Management, Inc.45,992$3.32M0.06%+45,992New
State of Tennessee, Treasury Department48,205$3.48M0.02%+1,245+2.7%Added
Blue Chip Partners, Inc.50,838$3.67M0.47%+2,030+4.2%Added
New York State Common Retirement Fund52,874$3.81M0.00%+2,739+5.5%Added
Employees Retirement System of Texas53,911$3.89M0.06%00.0%Unchanged
Texas Permanent School Fund54,334$3.92M0.06%+3,796+7.5%Added
BNP Paribas Arbitrage, SA56,299$4.06M0.01%+33,823+150.5%Added
Manning & Napier Group, LLC56,858$4.10M0.05%+406+0.7%Added
Jefferies Group LLC59,594$4.30M0.12%+59,594New
Yousif Capital Management, LLC61,579$4.44M0.06%−3,740−5.7%Reduced
Exchange Traded Concepts, LLC63,673$4.59M0.13%−18,653−22.7%Reduced
NFJ Investment Group, LLC64,444$4.65M0.11%−4,564−6.6%Reduced
Presima Inc.65,800$4.75M1.17%−17,200−20.7%Reduced
Alyeska Investment Group, L.P.67,449$4.87M0.06%+67,449New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys68,528$4.94M0.05%+7,073+11.5%Added
Amundi67,447$4.95M0.00%+24,259+56.2%Added
Castleark Management LLC69,100$4.98M0.27%+69,100New
Comerica Bank66,154$5.04M0.04%+4,038+6.5%Added
First Trust Advisors LP71,438$5.15M0.01%+26,213+58.0%Added
Cbre Clarion Securities LLC74,700$5.39M0.08%−1,300−1.7%Reduced
Barclays PLC74,827$5.40M0.01%−12,673−14.5%Reduced
Citigroup Inc75,347$5.44M0.01%−39,641−34.5%Reduced
Natixis Advisors, L.P.76,017$5.48M0.02%+44,388+140.3%Added
DekaBank Deutsche Girozentrale76,094$5.53M0.02%+20,890+37.8%Added
Royal Bank of Canada76,658$5.53M0.00%+11,687+18.0%Added
Nomura Asset Management Co Ltd83,046$5.99M0.04%+20,666+33.1%Added
Bridgeway Capital Management, LLC89,800$6.48M0.15%+89,800New
California State Teachers Retirement System92,490$6.67M0.01%+2,999+3.4%Added
State of Alaska, Department of Revenue93,052$6.71M0.08%+7,330+8.6%Added
STRS Ohio96,751$6.98M0.03%+3,421+3.7%Added
Balyasny Asset Management LLC99,796$7.20M0.03%+99,796New
Eagle Asset Management Inc100,537$7.25M0.05%−212−0.2%Reduced
Renaissance Technologies LLC101,700$7.34M0.01%+88,200+653.3%Added
New York State Teachers Retirement System101,726$7.34M0.02%+1,000+1.0%Added
Uniplan Investment Counsel, Inc.102,614$7.40M0.52%+3,134+3.2%Added
Allspring Global Investments Holdings, LLC115,185$8.31M0.01%−54,812−32.2%Reduced
Community Bank of Raymore120,657$8.70M2.65%+28,380+30.8%Added
Credit Suisse AG121,936$8.79M0.01%+22,270+22.3%Added
Public Employees Retirement System of Ohio125,987$9.09M0.04%−2,976−2.3%Reduced
ProShare Advisors LLC128,241$9.25M0.03%+112,561+717.9%Added
Great West Life Assurance Co132,003$9.52M0.03%+14,023+11.9%Added
Envestnet Asset Management Inc138,440$9.99M0.01%+43,846+46.4%Added
Public Sector Pension Investment Board139,158$10.0M0.09%+6,114+4.6%Added
Weiss Multi-Strategy Advisers LLC148,107$10.7M0.33%−125,859−45.9%Reduced
Cincinnati Financial Corp150,000$10.8M0.28%+150,000New
California Public Employees Retirement System151,925$11.0M0.01%−2,187−1.4%Reduced
Cincinnati Insurance Co155,000$11.2M0.24%+155,000New
Guggenheim Capital LLC159,517$11.5M0.09%−27,230−14.6%Reduced
Point72 Asset Management, L.P.159,671$11.5M0.05%+62,342+64.1%Added
Asset Management One Co.,Ltd.163,499$11.8M0.06%−48,789−23.0%Reduced
UBS Oconnor LLC165,706$12.0M0.13%+165,706New
Swiss National Bank167,882$12.1M0.01%+2,900+1.8%Added
Callodine Capital Management, LP170,000$12.3M3.68%+21,074+14.2%Added
Macquarie Group Ltd174,782$12.7M0.01%−536−0.3%Reduced
Securian Asset Management, Inc184,818$13.3M0.32%−3,790−2.0%Reduced
Fort Washington Investment Advisors Inc185,240$13.4M0.10%−49,814−21.2%Reduced
Great Lakes Advisors, LLC189,653$13.7M0.27%+189,653New
State of Wisconsin Investment Board197,428$14.2M0.04%+15,678+8.6%Added
Two Sigma Advisers, LP206,087$14.9M0.04%+176,900+606.1%Added
Rothschild & Co Asset Management US Inc.225,248$16.2M0.25%+225,248New
Alliancebernstein L.P.227,042$16.4M0.01%+101,158+80.4%Added
Bahl & Gaynor Inc228,624$16.5M0.11%+104,982+84.9%Added
Raymond James & Associates229,223$16.5M0.02%+33,225+17.0%Added
Rhumbline Advisers236,714$17.1M0.02%+21,946+10.2%Added
Westpac Banking Corp260,188$18.8M0.24%+76,898+42.0%Added
Allianz Asset Management GmbH261,584$18.9M0.02%−64,606−19.8%Reduced
SEI Investments Co261,909$18.9M0.04%+245,153+1,463.1%Added
Norges Bank291,108$21.0M0.01%−353,507−54.8%Reduced
Tributary Capital Management, LLC297,675$21.5M2.13%−1,630−0.5%Reduced
Citadel Advisors LLC300,786$21.7M0.03%+72,357+31.7%Added
Millennium Management LLC309,488$22.3M0.03%−451,564−59.3%Reduced
Two Sigma Investments, LP334,146$24.1M0.08%+261,434+359.5%Added
Bank of America Corp359,528$25.9M0.00%−5,619−1.5%Reduced