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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, 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.

Institutional holdersQ4 2022: 358 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 heldQ4 2022: $6.97B
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, Q4 2022

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2022.

Institutions holding ADC in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Bank of Nova Scotia4,637$328.9K0.00%+1,587+52.0%Added
Clarkston Capital Partners, LLC4,700$333.4K0.01%00.0%Unchanged
Cetera Advisors LLC4,762$337.8K0.01%−3,912−45.1%Reduced
Telemus Capital, LLC4,795$339.4K0.03%+10+0.2%Added
Susquehanna International Group, LLP4,882$346.3K0.00%−40,928−89.3%Reduced
Mackenzie Financial Corp4,903$347.8K0.00%−241−4.7%Reduced
Xponance, Inc.5,009$355.3K0.01%+578+13.0%Added
Cambria Investment Management, L.P.5,400$383.0K0.03%−600−10.0%Reduced
Dearborn Partners LLC5,441$385.9K0.02%00.0%Unchanged
Fifth Third Bancorp5,507$390.6K0.00%−111−2.0%Reduced
Advisor Partners II, LLC5,513$391.0K0.02%−669−10.8%Reduced
Naples Global Advisors, LLC5,605$398.9K0.05%+30+0.5%Added
Raymond James Trust N.A.5,771$409.0K0.01%−70−1.2%Reduced
Argonautica Private Wealth Management, Inc5,895$418.2K0.21%+5,895New
Virtus ETF Advisers LLC6,024$427.3K0.22%−15,542−72.1%Reduced
Hennion & Walsh Asset Management, Inc.6,118$434.0K0.03%+2,344+62.1%Added
MML Investors Services, LLC6,141$436.0K0.00%+1,460+31.2%Added
CI Private Wealth, LLC6,239$442.5K0.00%+6,239New
Harvest Portfolios Group Inc.6,283$445.7K0.03%+6,283New
Prudent Man Advisors, LLC6,352$451.0K0.18%+764+13.7%Added
KBC Group NV6,604$468.0K0.00%+374+6.0%Added
Atlantic Union Bankshares Corp6,750$478.8K0.05%00.0%Unchanged
Baird Financial Group, Inc.6,812$484.0K0.00%+171+2.6%Added
Pearl River Capital, LLC6,971$494.5K0.08%−1,075−13.4%Reduced
Park Avenue Securities LLC7,119$505.0K0.01%+246+3.6%Added
Profund Advisors LLC7,146$506.9K0.03%−95−1.3%Reduced
Ameritas Investment Partners, Inc.6,855$509.5K0.02%+668+10.8%Added
Commerce Bank7,217$511.9K0.00%−148−2.0%Reduced
Bridgefront Capital, LLC7,300$517.8K0.36%+7,300New
HighTower Advisors, LLC7,447$530.0K0.00%−29−0.4%Reduced
Bessemer Group Inc7,505$532.0K0.00%−155−2.0%Reduced
Keybank National Association7,626$540.9K0.00%00.0%Unchanged
Quantamental Technologies LLC7,724$547.9K0.25%+7,724New
1620 Investment Advisors, Inc.7,768$551.0K0.67%+202+2.7%Added
JustInvest LLC7,872$558.4K0.02%+3,500+80.1%Added
Public Employees Retirement Association of Colorado7,909$561.0K0.00%00.0%Unchanged
Crossmark Global Holdings, Inc.7,936$563.0K0.01%+826+11.6%Added
DuPont Capital Management Corp7,987$566.5K0.03%−4,287−34.9%Reduced
CSU Producer Resources, Inc.8,000$567.4K2.13%+8,000New
Metropolitan Life Insurance Co8,150$578.1K0.03%+924+12.8%Added
Cetera Advisor Networks LLC8,244$584.7K0.00%+1,890+29.7%Added
Janney Montgomery Scott LLC8,252$585.0K0.00%−217−2.6%Reduced
Spirit of America Management Corp8,250$585.2K0.13%00.0%Unchanged
Regions Financial Corp8,275$587.0K0.01%+816+10.9%Added
Creative Planning8,797$624.0K0.00%−596−6.3%Reduced
Sequoia Financial Advisors, LLC8,865$628.8K0.02%+3,579+67.7%Added
Heritage Wealth Management, LLC8,890$630.5K0.09%+4,902+122.9%Added
Azzad Asset Management Inc9,045$641.6K0.10%−7,487−45.3%Reduced
Van Eck Associates Corp9,077$644.0K0.00%+4,529+99.6%Added
Dynamic Technology Lab Private Ltd9,120$646.0K0.06%+9,120New
Texas Yale Capital Corp.9,195$652.2K0.04%00.0%Unchanged
Toronto Dominion Bank9,438$669.0K0.00%+9,438New
Monarch Partners Asset Management LLC9,680$686.6K0.20%−25,997−72.9%Reduced
Nissay Asset Management Corp9,694$687.6K0.01%+1,757+22.1%Added
Illinois Municipal Retirement Fund10,369$735.0K0.02%00.0%Unchanged
Gilman Hill Asset Management, LLC10,490$744.1K0.15%−280−2.6%Reduced
State Board of Administration of Florida Retirement System10,512$745.6K0.00%+1,660+18.8%Added
Inceptionr LLC11,118$788.6K0.41%+11,118New
Assetmark, Inc11,154$791.2K0.00%+561+5.3%Added
Handelsbanken Fonder AB11,437$811.0K0.01%00.0%Unchanged
Vestcor Inc11,442$812.0K0.03%+9,294+432.7%Added
Mariner, LLC11,578$821.0K0.00%+1,111+10.6%Added
Alberta Investment Management Corp11,750$833.4K0.01%−516−4.2%Reduced
Pitcairn Co11,770$834.8K0.08%−1,607−12.0%Reduced
Cambridge Investment Research Advisors, Inc.11,807$837.0K0.00%+285+2.5%Added
Summit Global Investments11,989$850.0K0.07%+10.0%Added
Sumitomo Mitsui DS Asset Management Company, Ltd12,607$894.2K0.02%+1,567+14.2%Added
Holocene Advisors, LP12,877$913.4K0.01%+12,877New
US Bancorp13,394$950.0K0.00%−596−4.3%Reduced
LPL Financial LLC13,583$963.5K0.00%−698−4.9%Reduced
Everence Capital Management Inc14,010$994.0K0.09%00.0%Unchanged
Advisor Group Holdings, Inc.14,207$1.01M0.00%+1,889+15.3%Added
Oppenheimer Asset Management Inc.14,260$1.01M0.02%+254+1.8%Added
Employees Retirement System of Texas14,550$1.03M0.02%00.0%Unchanged
Intrust Bank NA14,668$1.04M0.14%−1,468−9.1%Reduced
AE Wealth Management LLC14,696$1.04M0.01%+1,413+10.6%Added
Silvercrest Asset Management Group LLC14,747$1.05M0.01%−252−1.7%Reduced
Center for Financial Planning, Inc.14,834$1.05M0.26%00.0%Unchanged
JLP Asset Management, LLC15,100$1.07M0.72%+15,100New
Motley Fool Wealth Management, LLC15,349$1.09M0.08%+627+4.3%Added
Standard Life Aberdeen plc15,549$1.10M0.00%−2,025−11.5%Reduced
SG Americas Securities, LLC15,688$1.11M0.02%−7,694−32.9%Reduced
Gyon Technologies Capital Management, LP16,024$1.14M0.43%+16,024New
The PNC Financial Services Group, Inc.16,079$1.14M0.00%+603+3.9%Added
Vident Investment Advisory, LLC16,222$1.15M0.04%+70.0%Added
Pendal Group Limited16,360$1.16M0.01%−470−2.8%Reduced
Cincinnati Specialty Underwriters Insurance CO16,500$1.17M0.49%+16,500New
Mutual of America Capital Management LLC18,561$1.32M0.02%+2,679+16.9%Added
Squarepoint Ops LLC20,595$1.46M0.01%+20,595New
Mark Stevens20,602$1.46M0.19%−9,890−32.4%Reduced
Walleye Capital LLC20,621$1.46M0.03%+20,621New
Capital Square, LLC20,686$1.47M1.33%+122+0.6%Added
E. Ohman J:or Asset Management AB20,900$1.48M0.06%+20,900New
AQR Capital Management LLC20,902$1.48M0.00%+480+2.4%Added
GSI Capital Advisors LLC21,243$1.51M0.91%−6,754−24.1%Reduced
Moran Wealth Management, LLC21,387$1.52M0.06%+21,387New
Dana Investment Advisors, Inc.21,801$1.55M0.08%+2,291+11.7%Added
Great Lakes Advisors, LLC221,298$1.57M0.09%−6,277−2.8%Reduced
Arizona State Retirement System22,527$1.60M0.02%+2,098+10.3%Added
Ensign Peak Advisors, Inc22,892$1.62M0.00%−7,100−23.7%Reduced