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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $284 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $426 | 0.00% | +6 | New |
| GWM Advisors LLC | 18 | $498 | 0.00% | +18 | New |
| First Horizon Advisors, Inc. | 9 | $638 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $1.06K | 0.00% | −181−92.3% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.26K | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.28K | 0.00% | +18 | New |
| Proequities, Inc. | 24 | $1.71K | 0.00% | +24 | New |
| Massmutual Trust Co FSB | 29 | $2.00K | 0.00% | +29 | New |
| Quarry LP | 35 | $2.48K | 0.00% | +35 | New |
| Lindbrook Capital, LLC | 36 | $2.55K | 0.00% | −66−64.7% | Reduced |
| Fiduciary Alliance LLC | 36 | $2.55K | 0.00% | +36 | New |
| Prestige Wealth Management Group LLC | 40 | $2.85K | 0.00% | +40 | New |
| Park Place Capital Corp | 60 | $4.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 63 | $4.47K | 0.00% | −2−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $4.61K | 0.00% | +12+22.6% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $5.32K | 0.00% | +75 | New |
| Front Row Advisors LLC | 87 | $6.00K | 0.00% | +9+11.5% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $7.98K | 0.00% | +4+3.7% | Added |
| Caldwell Trust Co | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 156 | $11.0K | 0.00% | +2+1.3% | Added |
| Ellevest, Inc. | 182 | $12.9K | 0.00% | +134+279.2% | Added |
| Lee Financial Co | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 204 | $14.5K | 0.00% | −2−1.0% | Reduced |
| Smithfield Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 217 | $15.5K | 0.00% | −95−30.4% | Reduced |
| Ci Investments Inc. | 220 | $16.0K | 0.00% | −84−27.6% | Reduced |
| Whittier Trust Co | 227 | $16.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $16.8K | 0.00% | +1+0.4% | Added |
| First Manhattan Co | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 309 | $22.1K | 0.01% | +309 | New |
| EverSource Wealth Advisors, LLC | 340 | $24.1K | 0.00% | −1,376−80.2% | Reduced |
| Versant Capital Management, Inc | 385 | $27.3K | 0.01% | −40−9.4% | Reduced |
| TCI Wealth Advisors, Inc. | 392 | $27.8K | 0.00% | +141+56.2% | Added |
| Sound Income Strategies, LLC | 405 | $28.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 435 | $30.9K | 0.00% | +429+7,150.0% | Added |
| Capital Analysts, LLC | 447 | $32.0K | 0.00% | −3−0.7% | Reduced |
| State of Wyoming | 480 | $34.0K | 0.01% | −7−1.4% | Reduced |
| North Star Investment Management Corp. | 500 | $35.5K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 586 | $41.7K | 0.00% | +586 | New |
| Group One Trading, L.P. | 600 | $42.6K | 0.00% | −600−50.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 619 | $43.9K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 703 | $50.0K | 0.00% | +7+1.0% | Added |
| IFP Advisors, Inc | 704 | $51.0K | 0.00% | −105−13.0% | Reduced |
| Huntington National Bank | 755 | $53.6K | 0.00% | +46+6.5% | Added |
| Ronald Blue Trust, Inc. | 819 | $55.0K | 0.00% | +511+165.9% | Added |
| Umb Bank N A | 811 | $57.0K | 0.00% | −227−21.9% | Reduced |
| Gables Capital Management Inc. | 900 | $63.8K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $63.8K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 896 | $64.0K | 0.01% | −19−2.1% | Reduced |
| Washington Trust Co | 1,000 | $70.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,000 | $70.9K | 0.03% | +1,000 | New |
| Coppell Advisory Solutions Corp. | 1,000 | $70.9K | 0.03% | +1,000 | New |
| ICA Group Wealth Management, LLC | 1,000 | $70.9K | 0.02% | +1,000 | New |
| Rockefeller Capital Management L.P. | 1,144 | $80.0K | 0.00% | −62−5.1% | Reduced |
| Sutton Wealth Advisors Inc. | 1,171 | $83.1K | 0.03% | −1−0.1% | Reduced |
| Brown Brothers Harriman & Co | 1,176 | $83.4K | 0.00% | −489−29.4% | Reduced |
| Tower Research Capital LLC (TRC) | 1,242 | $88.0K | 0.00% | −4,660−79.0% | Reduced |
| Fortis Capital Advisors, LLC | 1,278 | $90.6K | 0.05% | +1,278 | New |
| Montag A & Associates Inc | 1,362 | $96.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,539 | $109.2K | 0.00% | −439−22.2% | Reduced |
| Covestor Ltd | 1,626 | $115.0K | 0.09% | +719+79.3% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 1,713 | $121.5K | 0.00% | +46+2.8% | Added |
| Creative Financial Designs Inc | 1,727 | $122.5K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1,985 | $140.8K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,064 | $146.4K | 0.00% | +2,064 | New |
| Private Ocean, LLC | 2,199 | $155.9K | 0.02% | +24+1.1% | Added |
| Simplex Trading, LLC | 2,215 | $157.0K | 0.01% | +899+68.3% | Added |
| Chiron Investment Management, LLC | 2,437 | $172.9K | 0.04% | −8,770−78.3% | Reduced |
| Quadrant Capital Group LLC | 2,693 | $191.0K | 0.02% | +375+16.2% | Added |
| Ninepoint Partners LP | 2,755 | $195.0K | 0.03% | −205−6.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 2,756 | $195.5K | 0.04% | +2,510+1,020.3% | Added |
| Oak Harbor Wealth Partners, LLC | 2,833 | $200.9K | 0.08% | +2,833 | New |
| Pinnacle Wealth Planning Services, Inc. | 2,859 | $202.8K | 0.04% | +2,859 | New |
| Walleye Trading LLC | 2,938 | $208.4K | 0.01% | +2,938 | New |
| Heron Financial Group, LLC | 3,100 | $214.0K | 0.14% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 3,034 | $215.0K | 0.06% | −35−1.1% | Reduced |
| Evergreen Capital Management LLC | 3,051 | $217.0K | 0.01% | −1,567−33.9% | Reduced |
| Stephens Inc | 3,093 | $219.4K | 0.00% | −428−12.2% | Reduced |
| Belpointe Asset Management LLC | 3,130 | $222.0K | 0.01% | +1,176+60.2% | Added |
| Vestmark Advisory Solutions, Inc. | 3,324 | $235.8K | 0.01% | +10.0% | Added |
| NewEdge Wealth, LLC | 3,324 | $235.8K | 0.01% | +10.0% | Added |
| Norinchukin Bank, The | 3,395 | $240.8K | 0.01% | +3,395 | New |
| Captrust Financial Advisors | 3,407 | $241.7K | 0.00% | −171−4.8% | Reduced |
| CoreCap Advisors, LLC | 3,458 | $245.3K | 0.02% | −112−3.1% | Reduced |
| James Investment Research Inc | 3,568 | $253.0K | 0.04% | +1,456+68.9% | Added |
| Jefferies Financial Group Inc. | 3,752 | $266.1K | 0.00% | +3,752 | New |
| Veriti Management LLC | 3,776 | $267.9K | 0.04% | +199+5.6% | Added |
| Bailard, Inc. | 3,890 | $275.9K | 0.01% | 00.0% | Unchanged |
| DoubleLine ETF Adviser LP | 3,926 | $278.5K | 0.14% | +3,926 | New |
| Somerset Trust Co | 3,993 | $283.0K | 0.12% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $283.7K | 0.05% | 00.0% | Unchanged |
| FMR LLC | 4,460 | $316.3K | 0.00% | +1,769+65.7% | Added |
| Shelton Capital Management | 4,485 | $318.1K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 4,513 | $320.1K | 0.00% | −1,206−21.1% | Reduced |