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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 497 | $10.8B |
| Q1 2026 | 502 | $10.5B |
| Q4 2025 | 492 | $9.33B |
| Q3 2025 | 479 | $8.97B |
| Q2 2025 | 471 | $9.15B |
| Q1 2025 | 467 | $9.36B |
| Q4 2024 | 451 | $8.27B |
| Q3 2024 | 431 | $8.39B |
| Q2 2024 | 409 | $6.46B |
| Q1 2024 | 395 | $5.71B |
| Q4 2023 | 367 | $6.42B |
| Q3 2023 | 372 | $5.27B |
| Q2 2023 | 375 | $6.23B |
| Q1 2023 | 360 | $6.70B |
| Q4 2022 | 358 | $6.97B |
| Q3 2022 | 360 | $6.34B |
| Q2 2022 | 340 | $6.22B |
| Q1 2022 | 319 | $5.18B |
| Q4 2021 | 326 | $5.44B |
| Q3 2021 | 322 | $4.84B |
| Q2 2021 | 312 | $5.47B |
| Q1 2021 | 301 | $4.58B |
Institutions, Q3 2022
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Glassman Wealth Services | 4 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 5 | $0 | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 6 | $0 | 0.00% | +6 | New |
| PSI Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Cetera Advisors LLC | 8,674 | $1.00K | 0.00% | +4,513+108.5% | Added |
| RWM Asset Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 9 | $1.00K | 0.00% | +9 | New |
| Stonebridge Capital Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| TD Private Client Wealth LLC | 25 | $1.69K | 0.00% | −22−46.8% | Reduced |
| American National Bank | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 48 | $3.00K | 0.00% | −9−15.8% | Reduced |
| Institutional & Family Asset Management, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 53 | $4.00K | 0.00% | −124−70.1% | Reduced |
| Bell Investment Advisors, Inc | 65 | $4.00K | 0.00% | +7+12.1% | Added |
| Front Row Advisors LLC | 78 | $5.00K | 0.00% | +24+44.4% | Added |
| Pinnacle Financial Partners Inc | 80 | $5.00K | 0.00% | +80 | New |
| Howe & Rusling Inc | 92 | $6.00K | 0.00% | +36+64.3% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.00K | 0.00% | −13−11.5% | Reduced |
| Lindbrook Capital, LLC | 102 | $7.00K | 0.00% | +14+15.9% | Added |
| Global Retirement Partners, LLC | 108 | $7.00K | 0.00% | +44+68.8% | Added |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 154 | $10.0K | 0.00% | +154 | New |
| Caldwell Trust Co | 150 | $10.1K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 196 | $13.0K | 0.00% | +9+4.8% | Added |
| Stephens Consulting, LLC | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 206 | $14.0K | 0.00% | +40+24.1% | Added |
| Lee Financial Co | 200 | $14.0K | 0.00% | +80+66.7% | Added |
| Whittier Trust Co | 227 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 213 | $15.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 236 | $16.0K | 0.00% | −50−17.5% | Reduced |
| TCI Wealth Advisors, Inc. | 251 | $17.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 246 | $17.0K | 0.00% | +246 | New |
| First Manhattan Co | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 312 | $21.0K | 0.00% | −15−4.6% | Reduced |
| Ci Investments Inc. | 304 | $21.0K | 0.00% | −14−4.4% | Reduced |
| Ronald Blue Trust, Inc. | 308 | $22.0K | 0.00% | +8+2.7% | Added |
| Sound Income Strategies, LLC | 405 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 400 | $27.0K | 0.00% | +124+44.9% | Added |
| Covestor Ltd | 907 | $28.0K | 0.02% | +907 | New |
| Versant Capital Management, Inc | 425 | $29.0K | 0.01% | +212+99.5% | Added |
| Capital Analysts, LLC | 450 | $30.0K | 0.00% | +236+110.3% | Added |
| USA Financial Portformulas Corp | 452 | $31.0K | 0.05% | +452 | New |
| State of Wyoming | 487 | $33.0K | 0.02% | +54+12.5% | Added |
| North Star Investment Management Corp. | 500 | $34.0K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 515 | $35.0K | 0.09% | +515 | New |
| New Century Advisors, LLC | 564 | $38.0K | 0.05% | −12−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 619 | $42.0K | 0.02% | 00.0% | Unchanged |
| Twin Tree Management, LP | 683 | $46.0K | 0.00% | +683 | New |
| CWM, LLC | 696 | $47.0K | 0.00% | +187+36.7% | Added |
| Huntington National Bank | 709 | $48.0K | 0.00% | +198+38.7% | Added |
| IFP Advisors, Inc | 809 | $57.0K | 0.00% | +370+84.3% | Added |
| Meeder Asset Management Inc | 861 | $58.0K | 0.00% | +385+80.9% | Added |
| Archer Investment Corp | 900 | $60.8K | 0.03% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 900 | $61.0K | 0.05% | −200−18.2% | Reduced |
| Wipfli Financial Advisors LLC, | 898 | $61.0K | 0.00% | +898 | New |
| Private Trust Co NA | 915 | $62.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $68.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,038 | $70.0K | 0.00% | −43−4.0% | Reduced |
| Sutton Wealth Advisors Inc. | 1,172 | $79.2K | 0.03% | +14+1.2% | Added |
| Rockefeller Capital Management L.P. | 1,206 | $80.0K | 0.00% | −155−11.4% | Reduced |
| Group One Trading, L.P. | 1,200 | $81.0K | 0.00% | +1,200 | New |
| Simplex Trading, LLC | 1,316 | $88.0K | 0.00% | +1,316 | New |
| Montag A & Associates Inc | 1,362 | $92.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 1,667 | $113.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,665 | $113.0K | 0.00% | +489+41.6% | Added |
| EverSource Wealth Advisors, LLC | 1,716 | $115.0K | 0.03% | +240+16.3% | Added |
| Creative Financial Designs Inc | 1,727 | $117.0K | 0.02% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,954 | $132.0K | 0.01% | +1,954 | New |
| Signaturefd, LLC | 1,978 | $134.0K | 0.00% | +126+6.8% | Added |
| Johnson Financial Group, Inc. | 1,985 | $136.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 2,094 | $141.5K | 0.01% | +373+21.7% | Added |
| James Investment Research Inc | 2,112 | $143.0K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 2,148 | $145.0K | 0.01% | +2,148 | New |
| Private Ocean, LLC | 2,175 | $147.0K | 0.02% | +2,175 | New |
| Quadrant Capital Group LLC | 2,318 | $157.0K | 0.02% | +659+39.7% | Added |
| FMR LLC | 2,691 | $181.0K | 0.00% | −40,238−93.7% | Reduced |
| Ninepoint Partners LP | 2,960 | $200.0K | 0.03% | −895−23.2% | Reduced |
| Bank of Nova Scotia | 3,050 | $206.0K | 0.00% | 00.0% | Unchanged |
| Vanderbilt University | 3,060 | $206.8K | 0.05% | −1,413−31.6% | Reduced |
| Benjamin Edwards Inc | 3,069 | $207.0K | 0.06% | −148−4.6% | Reduced |
| Heron Financial Group, LLC | 3,100 | $209.0K | 0.13% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 3,148 | $213.0K | 0.08% | +3,148 | New |
| Vestmark Advisory Solutions, Inc. | 3,323 | $225.0K | 0.01% | +3,323 | New |
| NewEdge Wealth, LLC | 3,323 | $225.0K | 0.01% | +3,323 | New |
| Stephens Inc | 3,521 | $238.0K | 0.01% | +14+0.4% | Added |
| CoreCap Advisors, LLC | 3,570 | $241.0K | 0.02% | +557+18.5% | Added |
| Veriti Management LLC | 3,577 | $242.0K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 3,578 | $242.0K | 0.00% | +3,578 | New |
| Hennion & Walsh Asset Management, Inc. | 3,774 | $255.0K | 0.02% | +3,774 | New |
| Bailard, Inc. | 3,890 | $263.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 3,988 | $270.0K | 0.09% | −409−9.3% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $270.0K | 0.05% | 00.0% | Unchanged |
| Somerset Trust Co | 3,993 | $270.0K | 0.13% | 00.0% | Unchanged |
| Mizuho Securities USA LLC | 4,202 | $284.0K | 0.04% | +4,202 | New |
| JustInvest LLC | 4,372 | $295.0K | 0.01% | +277+6.8% | Added |
| Campbell & CO Investment Adviser LLC | 4,411 | $298.0K | 0.07% | +4,411 | New |
| Xponance, Inc. | 4,431 | $299.0K | 0.01% | +414+10.3% | Added |