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, Q4 2022
Institutional positions in Agree Realty Corp as of Dec 31, 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
- 358
- +7 vs. Q3 2022
- Shares held
- 98.9M
- +5.09M (+5.4%) vs. Q3 2022
- Total value
- $6.97B
- +$633.5M (+10.0%) vs. Q3 2022
- New holders
- 52
- 161 more added
- Sold out
- 45
- 104 more reduced
9 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 17,163,492 | $1.22B | 0.04% | +1,814,635+11.8% | Added |
| Vanguard Group Inc | 13,970,181 | $990.9M | 0.03% | +1,325,651+10.5% | Added |
| Principal Financial Group Inc | 5,714,576 | $405.3M | 0.31% | −612,528−9.7% | Reduced |
| State Street Corp | 5,331,244 | $379.4M | 0.02% | +579,347+12.2% | Added |
| Deutsche Bank AG | 3,334,549 | $236.5M | 0.14% | −225,113−6.3% | Reduced |
| Centersquare Investment Management LLC | 3,286,053 | $233.1M | 2.72% | +37,971+1.2% | Added |
| Morgan Stanley | 2,506,775 | $177.8M | 0.02% | +1,075,648+75.2% | Added |
| Wellington Management Group LLP | 1,888,800 | $134.0M | 0.03% | +183,600+10.8% | Added |
| Geode Capital Management, LLC | 1,881,455 | $133.5M | 0.02% | +225,157+13.6% | Added |
| Zimmer Partners, LP | 1,471,453 | $104.4M | 2.10% | +1,471,453 | New |
| Charles Schwab Investment Management Inc | 1,402,408 | $99.5M | 0.03% | +188,068+15.5% | Added |
| Bank of New York Mellon Corp | 1,317,867 | $93.5M | 0.02% | +80,723+6.5% | Added |
| Northern Trust Corp | 1,209,747 | $85.8M | 0.02% | +40,211+3.4% | Added |
| JPMorgan Chase & Co | 1,191,976 | $84.5M | 0.01% | +136,697+13.0% | Added |
| GW&K Investment Management, LLC | 1,183,251 | $83.9M | 0.85% | −18,310−1.5% | Reduced |
| Dimensional Fund Advisors LP | 1,150,830 | $81.6M | 0.03% | +83,229+7.8% | Added |
| Citadel Advisors LLC | 1,146,201 | $81.3M | 0.09% | +710,541+163.1% | Added |
| Invesco Ltd. | 1,137,762 | $80.7M | 0.02% | −14,264−1.2% | Reduced |
| Daiwa Securities Group Inc. | 1,108,766 | $78.6M | 0.60% | +4,740+0.4% | Added |
| Cohen & Steers, Inc. | 1,084,868 | $77.0M | 0.17% | +3,091+0.3% | Added |
| Thrivent Financial for Lutherans | 1,077,367 | $76.4M | 0.20% | +116,014+12.1% | Added |
| Russell Investments Group, Ltd. | 1,069,878 | $75.9M | 0.16% | −33,600−3.0% | Reduced |
| Janus Henderson Group PLC | 1,007,537 | $71.5M | 0.05% | +288,462+40.1% | Added |
| Brookfield Asset Management Inc. | 862,390 | $61.2M | 0.23% | −14,375−1.6% | Reduced |
| Nuveen Asset Management, LLC | 1,233,263 | $56.1M | 0.02% | +292,085+31.0% | Added |
| Legal & General Group Plc | 779,803 | $55.3M | 0.02% | +108,249+16.1% | Added |
| Prudential Financial Inc | 771,444 | $54.7M | 0.09% | −119,755−13.4% | Reduced |
| Goldman Sachs Group Inc | 743,063 | $52.7M | 0.02% | −333,646−31.0% | Reduced |
| Deprince Race & Zollo Inc | 726,444 | $51.5M | 1.18% | +77,365+11.9% | Added |
| Lasalle Investment Management Securities LLC | 716,746 | $50.8M | 2.09% | +133,372+22.9% | Added |
| Scout Investments, Inc. | 716,362 | $50.8M | 1.04% | −33,295−4.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 705,247 | $50.0M | 0.04% | +131,472+22.9% | Added |
| Heitman Real Estate Securities LLC | 694,605 | $49.3M | 2.62% | −9,604−1.4% | Reduced |
| Frontier Capital Management Co LLC | 612,840 | $43.5M | 0.47% | −120,118−16.4% | Reduced |
| Two Sigma Advisers, LP | 593,287 | $42.1M | 0.12% | +55,200+10.3% | Added |
| American Century Companies Inc | 581,896 | $41.3M | 0.03% | −269,856−31.7% | Reduced |
| Point72 Asset Management, L.P. | 573,185 | $40.7M | 0.15% | +62,158+12.2% | Added |
| Macquarie Group Ltd | 535,375 | $37.9M | 0.04% | +3,090+0.6% | Added |
| Two Sigma Investments, LP | 503,439 | $35.7M | 0.12% | −192,792−27.7% | Reduced |
| APG Asset Management US Inc. | 475,828 | $33.8M | 0.27% | −39,910−7.7% | Reduced |
| Ameriprise Financial Inc | 464,591 | $32.8M | 0.01% | +4,363+0.9% | Added |
| Aew Capital Management L P | 441,020 | $31.3M | 1.23% | −70,180−13.7% | Reduced |
| Wells Fargo & Company | 427,490 | $30.3M | 0.01% | +15,535+3.8% | Added |
| State of New Jersey Common Pension Fund D | 420,425 | $29.8M | 0.11% | 00.0% | Unchanged |
| Cincinnati Financial Corp | 407,500 | $28.9M | 0.73% | +71,500+21.3% | Added |
| Cincinnati Insurance Co | 382,000 | $27.1M | 0.54% | +160,000+72.1% | Added |
| California Public Employees Retirement System | 377,737 | $26.8M | 0.02% | +78,057+26.0% | Added |
| Loomis Sayles & Co L P | 358,028 | $25.4M | 0.05% | −11,819−3.2% | Reduced |
| Bank of America Corp | 337,046 | $23.9M | 0.00% | +65,099+23.9% | Added |
| Balyasny Asset Management LLC | 296,383 | $21.0M | 0.07% | −67,621−18.6% | Reduced |
| Rhumbline Advisers | 290,664 | $20.6M | 0.03% | +20,847+7.7% | Added |
| Bahl & Gaynor Inc | 275,365 | $19.5M | 0.12% | +30,915+12.6% | Added |
| STRS Ohio | 269,593 | $19.1M | 0.09% | +156,342+138.0% | Added |
| Bridgewater Associates, LP | 267,454 | $19.0M | 0.10% | +164,100+158.8% | Added |
| Raymond James & Associates | 257,253 | $18.2M | 0.02% | −3,334−1.3% | Reduced |
| Tributary Capital Management, LLC | 254,027 | $18.0M | 1.80% | −8,470−3.2% | Reduced |
| Norges Bank | 250,619 | $17.8M | 0.00% | −608,636−70.8% | Reduced |
| Rothschild & Co Asset Management US Inc. | 231,940 | $16.5M | 0.25% | +17,187+8.0% | Added |
| Fort Washington Investment Advisors Inc | 226,752 | $16.1M | 0.12% | +41,652+22.5% | Added |
| SEI Investments Co | 219,703 | $15.6M | 0.03% | −19,446−8.1% | Reduced |
| Uniplan Investment Counsel, Inc. | 217,335 | $15.4M | 1.10% | −8,995−4.0% | Reduced |
| Asset Management One Co.,Ltd. | 204,648 | $14.6M | 0.07% | +37,925+22.7% | Added |
| Adage Capital Partners GP, L.L.C. | 200,000 | $14.2M | 0.03% | +200,000 | New |
| Swiss National Bank | 192,782 | $13.7M | 0.01% | +14,500+8.1% | Added |
| State of Wisconsin Investment Board | 189,748 | $13.5M | 0.04% | −4,060−2.1% | Reduced |
| Guggenheim Capital LLC | 179,058 | $12.7M | 0.11% | +563+0.3% | Added |
| Marshall Wace, LLP | 176,246 | $12.5M | 0.03% | −148,171−45.7% | Reduced |
| Great West Life Assurance Co | 166,529 | $11.8M | 0.03% | +5,112+3.2% | Added |
| Renaissance Technologies LLC | 166,400 | $11.8M | 0.02% | −38,900−18.9% | Reduced |
| Public Sector Pension Investment Board | 161,139 | $11.4M | 0.09% | +14,804+10.1% | Added |
| Envestnet Asset Management Inc | 157,436 | $11.2M | 0.01% | +2,039+1.3% | Added |
| ProShare Advisors LLC | 154,044 | $10.9M | 0.04% | +28,726+22.9% | Added |
| Allspring Global Investments Holdings, LLC | 153,325 | $10.9M | 0.02% | −4,699−3.0% | Reduced |
| Credit Suisse AG | 151,538 | $10.7M | 0.01% | +25,269+20.0% | Added |
| HGI Capital Management, LLC | 149,247 | $10.6M | 3.02% | +27,915+23.0% | Added |
| Alliancebernstein L.P. | 135,766 | $9.63M | 0.00% | +9,212+7.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 133,160 | $9.45M | 0.27% | +133,160 | New |
| Westpac Banking Corp | 125,013 | $8.87M | 0.13% | −23,399−15.8% | Reduced |
| New York State Teachers Retirement System | 119,926 | $8.51M | 0.02% | +16,600+16.1% | Added |
| State of Alaska, Department of Revenue | 105,717 | $7.50M | 0.09% | +11,089+11.7% | Added |
| California State Teachers Retirement System | 104,407 | $7.41M | 0.01% | +8,560+8.9% | Added |
| Public Employees Retirement System of Ohio | 103,536 | $7.34M | 0.03% | −22,207−17.7% | Reduced |
| Community Bank of Raymore | 103,420 | $7.34M | 2.69% | −17,237−14.3% | Reduced |
| Royal Bank of Canada | 102,613 | $7.28M | 0.00% | +14,932+17.0% | Added |
| UBS Group AG | 102,241 | $7.25M | 0.00% | +30,512+42.5% | Added |
| Citigroup Inc | 100,901 | $7.16M | 0.01% | +3,099+3.2% | Added |
| Bridgeway Capital Management, LLC | 99,900 | $7.09M | 0.18% | +8,400+9.2% | Added |
| Eagle Asset Management Inc | 98,646 | $6.96M | 0.04% | −1,858−1.8% | Reduced |
| Nomura Asset Management Co Ltd | 97,680 | $6.93M | 0.04% | +10,320+11.8% | Added |
| Manning & Napier Group, LLC | 95,898 | $6.80M | 0.08% | +38,604+67.4% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 94,793 | $6.72M | 0.06% | +22,055+30.3% | Added |
| Virginia Retirement Systems Et Al | 93,300 | $6.62M | 0.07% | +74,800+404.3% | Added |
| Amundi | 88,911 | $6.55M | 0.00% | +13,981+18.7% | Added |
| Barclays PLC | 90,137 | $6.39M | 0.01% | +20,195+28.9% | Added |
| Tudor Investment Corp Et Al | 88,802 | $6.30M | 0.15% | +16,432+22.7% | Added |
| Franklin Resources Inc | 87,529 | $6.21M | 0.00% | +25,047+40.1% | Added |
| Nisa Investment Advisors, LLC | 79,940 | $5.67M | 0.04% | +39,075+95.6% | Added |
| TD Asset Management Inc | 76,600 | $5.43M | 0.01% | +4,600+6.4% | Added |
| Susquehanna Fundamental Investments, LLC | 75,866 | $5.38M | 0.09% | +75,866 | New |
| Natixis Advisors, L.P. | 75,809 | $5.38M | 0.02% | −2,656−3.4% | Reduced |