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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
UBS Asset Management Americas Inc369,586$26.7M0.01%−5,425−1.4%Reduced
Loomis Sayles & Co L P393,810$28.4M0.05%−3,196−0.8%Reduced
Wells Fargo & Company411,350$29.7M0.01%−32,489−7.3%Reduced
State of New Jersey Common Pension Fund D420,425$30.3M0.12%−7,044−1.6%Reduced
Scout Investments, Inc.439,261$31.7M0.63%+57,224+15.0%Added
Ameriprise Financial Inc525,839$32.6M0.01%+123,274+30.6%Added
Aew Capital Management L P587,020$42.3M1.59%+587,020New
APG Asset Management US Inc.588,427$43.3M0.30%−75,879−11.4%Reduced
Legal & General Group Plc628,217$45.3M0.02%+40,687+6.9%Added
Deprince Race & Zollo Inc638,960$46.1M1.07%−106,358−14.3%Reduced
Heitman Real Estate Securities LLC719,163$51.9M2.43%+14,950+2.1%Added
Sumitomo Mitsui Trust Holdings, Inc.767,582$55.4M0.04%−144,284−15.8%Reduced
Frontier Capital Management Co LLC776,631$56.0M0.64%+197,235+34.0%Added
Nuveen Asset Management, LLC793,970$57.3M0.02%−380,788−32.4%Reduced
Brookfield Asset Management Inc.808,345$58.3M0.25%−260,986−24.4%Reduced
Prudential Financial Inc838,097$61.3M0.10%+750,647+858.4%Added
Janus Henderson Group PLC886,174$63.9M0.04%+873,238+6,750.4%Added
Charles Schwab Investment Management Inc899,099$64.9M0.02%+39,648+4.6%Added
Thrivent Financial for Lutherans910,767$65.7M0.17%+59,092+6.9%Added
Goldman Sachs Group Inc926,315$66.8M0.02%+601,073+184.8%Added
Lasalle Investment Management Securities LLC939,973$67.8M2.53%−238,177−20.2%Reduced
Invesco Ltd.963,137$69.5M0.02%−133,068−12.1%Reduced
Wellington Management Group LLP965,483$69.6M0.01%+965,483New
GW&K Investment Management, LLC968,943$69.9M0.75%+483,270+99.5%Added
American Century Companies Inc982,429$70.9M0.06%+982,429New
JPMorgan Chase & Co1,014,418$73.2M0.01%+267,540+35.8%Added
Dimensional Fund Advisors LP1,042,524$75.2M0.03%+1,606+0.2%Added
Russell Investments Group, Ltd.1,053,020$76.1M0.16%+203,313+23.9%Added
Bank of New York Mellon Corp1,174,582$84.7M0.02%−11,304−1.0%Reduced
Northern Trust Corp1,174,810$84.7M0.02%+313,645+36.4%Added
Cohen & Steers, Inc.1,297,414$93.6M0.18%−10,922−0.8%Reduced
Daiwa Securities Group Inc.1,318,404$95.1M0.73%−11,116−0.8%Reduced
Geode Capital Management, LLC1,584,157$114.3M0.02%+70,892+4.7%Added
Morgan Stanley2,548,256$183.8M0.02%+805,347+46.2%Added
Deutsche Bank AG3,128,353$225.6M0.13%+979,274+45.6%Added
Centersquare Investment Management LLC3,373,602$243.3M2.51%−435,282−11.4%Reduced
State Street Corp4,534,087$328.1M0.02%+220,694+5.1%Added
Principal Financial Group Inc6,189,587$446.5M0.33%+189,822+3.2%Added
Vanguard Group Inc11,846,862$854.5M0.02%+390,013+3.4%Added
BlackRock Inc.14,356,091$1.04B0.03%+435,005+3.1%Added
Echo Street Capital Management LLC0$00.00%−198,844−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−138,506−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−137,914−100.0%Sold out
HGI Capital Management, LLC0$00.00%−125,857−100.0%Sold out
HRT Financial LP0$00.00%−110,956−100.0%Sold out
Cinctive Capital Management LP0$00.00%−105,552−100.0%Sold out
Zimmer Partners, LP0$00.00%−100,000−100.0%Sold out
Algert Global LLC0$00.00%−59,808−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−45,813−100.0%Sold out
Walleye Capital LLC0$00.00%−20,912−100.0%Sold out
Squarepoint Ops LLC0$00.00%−16,795−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−12,554−100.0%Sold out
Engineers Gate Manager LP0$00.00%−9,250−100.0%Sold out
AMP Capital Investors Ltd0$00.00%−8,400−100.0%Sold out
Spire Wealth Management0$00.00%−6,430−100.0%Sold out
Twinbeech Capital LP0$00.00%−4,219−100.0%Sold out
FORA Capital, LLC0$00.00%−4,255−100.0%Sold out
Neo Ivy Capital Management0$00.00%−4,012−100.0%Sold out
Gyon Technologies Capital Management, LP0$00.00%−3,823−100.0%Sold out
Versor Investments LP0$00.00%−3,533−100.0%Sold out
Integrated Wealth Concepts LLC0$00.00%−3,106−100.0%Sold out
Private Ocean, LLC0$00.00%−2,134−100.0%Sold out
Gemmer Asset Management LLC0$00.00%−853−100.0%Sold out
AGF Investments LLC0$00.00%−504−100.0%Sold out
Beaird Harris Wealth Management, LLC0$00.00%−300−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−300−100.0%Sold out
Northwest Investment Counselors, LLC0$00.00%−53−100.0%Sold out
Money Concepts Capital Corp0$00.00%−28−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−35−100.0%Sold out
Toronto Dominion Bank0$00.00%−8−100.0%Sold out
PSI Advisors, LLC0$00.00%−1−100.0%Sold out
Parametric Portfolio Associates LLC––––Not filed
Amalgamated Financial Corp.––––Not filed
Teachers Retirement System of the State of Kentucky––––Not filed