Skip to main content

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, Q3 2022

Institutional positions in Agree Realty Corp as of Sep 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
360
+23 vs. Q2 2022
Shares held
93.9M
+7.58M (+8.8%) vs. Q2 2022
Total value
$6.34B
+$119.8M (+1.9%) vs. Q2 2022
New holders
57
170 more added
Sold out
34
85 more reduced

3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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 holdersQ3 2022: 360 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 heldQ3 2022: $6.34B
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, Q3 2022

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2022.

Institutions holding ADC in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.15,348,857$1.04B0.04%+992,766+6.9%Added
Vanguard Group Inc12,644,530$854.5M0.03%+797,668+6.7%Added
Principal Financial Group Inc6,327,104$427.6M0.34%+137,517+2.2%Added
State Street Corp4,751,897$322.2M0.02%+217,810+4.8%Added
Deutsche Bank AG3,559,662$240.6M0.15%+431,309+13.8%Added
Centersquare Investment Management LLC3,248,082$219.5M2.58%−125,520−3.7%Reduced
Wellington Management Group LLP1,705,200$115.2M0.02%+739,717+76.6%Added
Geode Capital Management, LLC1,656,298$111.9M0.02%+72,141+4.6%Added
Morgan Stanley1,431,127$96.7M0.01%−1,117,129−43.8%Reduced
Bank of New York Mellon Corp1,237,144$83.6M0.02%+62,562+5.3%Added
Charles Schwab Investment Management Inc1,214,340$82.1M0.03%+315,241+35.1%Added
GW&K Investment Management, LLC1,201,561$81.2M0.90%+232,618+24.0%Added
Northern Trust Corp1,169,536$79.0M0.02%−5,274−0.4%Reduced
Invesco Ltd.1,152,026$77.9M0.03%+188,889+19.6%Added
Daiwa Securities Group Inc.1,104,026$74.6M0.62%−214,378−16.3%Reduced
Russell Investments Group, Ltd.1,103,478$74.4M0.16%+50,458+4.8%Added
Cohen & Steers, Inc.1,081,777$73.1M0.16%−215,637−16.6%Reduced
Goldman Sachs Group Inc1,076,709$72.8M0.02%+150,394+16.2%Added
Dimensional Fund Advisors LP1,067,601$72.1M0.03%+25,077+2.4%Added
JPMorgan Chase & Co1,055,279$71.3M0.01%+40,861+4.0%Added
Thrivent Financial for Lutherans961,353$65.0M0.18%+50,586+5.6%Added
Nuveen Asset Management, LLC941,178$63.6M0.03%+147,208+18.5%Added
Brookfield Asset Management Inc.876,765$59.3M0.22%+68,420+8.5%Added
Prudential Financial Inc891,199$58.6M0.10%+53,102+6.3%Added
Norges Bank859,255$58.1M0.02%+568,147+195.2%Added
American Century Companies Inc851,752$57.6M0.05%−130,677−13.3%Reduced
Scout Investments, Inc.749,657$50.7M1.05%+310,396+70.7%Added
Frontier Capital Management Co LLC732,958$49.5M0.58%−43,673−5.6%Reduced
Janus Henderson Group PLC719,075$48.7M0.04%−167,099−18.9%Reduced
Heitman Real Estate Securities LLC704,209$47.6M2.57%−14,954−2.1%Reduced
Two Sigma Investments, LP696,231$47.1M0.16%+362,085+108.4%Added
Legal & General Group Plc671,554$45.4M0.02%+43,337+6.9%Added
Caas Capital Management LP650,000$43.9M5.77%+650,000New
Deprince Race & Zollo Inc649,079$43.9M1.12%+10,119+1.6%Added
Lasalle Investment Management Securities LLC583,374$39.4M1.70%−356,599−37.9%Reduced
Sumitomo Mitsui Trust Holdings, Inc.573,775$38.8M0.03%−193,807−25.2%Reduced
Two Sigma Advisers, LP538,087$36.4M0.11%+332,000+161.1%Added
Macquarie Group Ltd532,285$36.1M0.04%+357,503+204.5%Added
APG Asset Management US Inc.515,738$34.9M0.28%−72,689−12.4%Reduced
Aew Capital Management L P511,200$34.5M1.35%−75,820−12.9%Reduced
Point72 Asset Management, L.P.511,027$34.5M0.15%+351,356+220.0%Added
Waterfront Capital Partners, LLC510,000$34.5M2.57%+510,000New
Ameriprise Financial Inc460,228$30.4M0.01%−65,611−12.5%Reduced
Citadel Advisors LLC435,660$29.4M0.04%+134,874+44.8%Added
State of New Jersey Common Pension Fund D420,425$28.4M0.11%00.0%Unchanged
Wells Fargo & Company411,955$27.8M0.01%+605+0.1%Added
Loomis Sayles & Co L P369,847$25.0M0.05%−23,963−6.1%Reduced
Balyasny Asset Management LLC364,004$24.6M0.10%+264,208+264.7%Added
UBS Asset Management Americas Inc360,451$24.4M0.01%−9,135−2.5%Reduced
Cincinnati Financial Corp336,000$22.7M0.62%+186,000+124.0%Added
Marshall Wace, LLP324,417$21.9M0.06%+324,417New
California Public Employees Retirement System299,680$20.3M0.02%+147,755+97.3%Added
Bank of America Corp271,947$18.4M0.00%−87,581−24.4%Reduced
Rhumbline Advisers269,817$18.2M0.03%+33,103+14.0%Added
Tributary Capital Management, LLC262,497$17.7M1.86%−35,178−11.8%Reduced
Raymond James & Associates260,587$17.6M0.02%+31,364+13.7%Added
Bahl & Gaynor Inc244,450$16.5M0.11%+15,826+6.9%Added
SEI Investments Co239,149$16.2M0.04%−22,760−8.7%Reduced
Soros Fund Management LLCSuperinvestorSoros Fund Management231,728$15.7M0.30%+231,728New
Great Lakes Advisors, LLC227,575$15.4M0.34%+37,922+20.0%Added
Voloridge Investment Management, LLC226,750$15.3M0.08%+204,602+923.8%Added
Uniplan Investment Counsel, Inc.226,330$15.3M1.17%+123,716+120.6%Added
Millennium Management LLC223,638$15.1M0.02%−85,850−27.7%Reduced
Cincinnati Insurance Co222,000$15.0M0.34%+67,000+43.2%Added
Rothschild & Co Asset Management US Inc.214,753$14.5M0.25%−10,495−4.7%Reduced
Renaissance Technologies LLC205,300$13.9M0.02%+103,600+101.9%Added
Ghisallo Capital Management LLC200,000$13.5M1.80%+200,000New
State of Wisconsin Investment Board193,808$13.1M0.04%−3,620−1.8%Reduced
UBS Oconnor LLC188,873$12.8M0.15%+23,167+14.0%Added
D. E. Shaw & Co., Inc.187,453$12.7M0.02%+159,050+560.0%Added
Fort Washington Investment Advisors Inc185,100$12.5M0.10%−140−0.1%Reduced
Guggenheim Capital LLC178,495$12.1M0.11%+18,978+11.9%Added
Swiss National Bank178,282$12.0M0.01%+10,400+6.2%Added
Bank of Montreal163,490$11.9M0.01%+147,653+932.3%Added
Asset Management One Co.,Ltd.166,723$11.3M0.06%+3,224+2.0%Added
Great West Life Assurance Co161,417$10.9M0.03%+29,414+22.3%Added
Allspring Global Investments Holdings, LLC158,024$10.7M0.02%+42,839+37.2%Added
Envestnet Asset Management Inc155,397$10.5M0.01%+16,957+12.2%Added
Westpac Banking Corp148,412$10.0M0.15%−111,776−43.0%Reduced
Public Sector Pension Investment Board146,335$9.89M0.09%+7,177+5.2%Added
Alliancebernstein L.P.126,554$8.55M0.00%−100,488−44.3%Reduced
Credit Suisse AG126,269$8.53M0.01%+4,333+3.6%Added
Public Employees Retirement System of Ohio125,743$8.50M0.04%−244−0.2%Reduced
ProShare Advisors LLC125,318$8.47M0.03%−2,923−2.3%Reduced
HGI Capital Management, LLC121,332$8.20M2.62%+121,332New
Community Bank of Raymore120,657$8.15M2.80%00.0%Unchanged
STRS Ohio113,251$7.65M0.04%+16,500+17.1%Added
Bridgewater Associates, LP103,354$6.99M0.04%+103,354New
New York State Teachers Retirement System103,326$6.98M0.02%+1,600+1.6%Added
Eagle Asset Management Inc100,504$6.79M0.04%−330.0%Reduced
Citigroup Inc97,802$6.61M0.01%+22,455+29.8%Added
California State Teachers Retirement System95,847$6.48M0.01%+3,357+3.6%Added
State of Alaska, Department of Revenue94,628$6.39M0.09%+1,576+1.7%Added
Bridgeway Capital Management, LLC91,500$6.18M0.17%+1,700+1.9%Added
BNP Paribas Arbitrage, SA89,003$6.01M0.02%+32,704+58.1%Added
Royal Bank of Canada87,681$5.92M0.00%+11,023+14.4%Added
Nomura Asset Management Co Ltd87,360$5.90M0.04%+4,314+5.2%Added
Natixis Advisors, L.P.78,465$5.30M0.02%+2,448+3.2%Added
First Trust Advisors LP76,121$5.14M0.01%+4,683+6.6%Added
Alyeska Investment Group, L.P.75,752$5.12M0.06%+8,303+12.3%Added