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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
Winton Group Ltd23,881$1.69M0.11%+6,979+41.3%Added
Meiji Yasuda Asset Management Co Ltd.24,634$1.75M0.09%+2,380+10.7%Added
Canada Pension Plan Investment Board25,400$1.80M0.00%+9,700+61.8%Added
Teacher Retirement System of Texas25,979$1.84M0.01%+9,472+57.4%Added
Aptus Capital Advisors, LLC26,895$1.91M0.06%+26,895New
Spouting Rock Asset Management, LLC27,243$1.93M1.43%+120.0%Added
CIBC World Markets Corp28,572$2.03M0.01%−3,688−11.4%Reduced
Stifel Financial Corp28,803$2.04M0.00%−2,214−7.1%Reduced
Neuberger Berman Group LLC28,932$2.05M0.00%+15+0.1%Added
Oregon Public Employees Retirement Fund29,169$2.07M0.03%+2,699+10.2%Added
Allstate Corp29,735$2.11M0.06%00.0%Unchanged
Allstate Investment Management Co29,735$2.11M0.06%+29,735New
Raymond James Financial Services Advisors, Inc.29,736$2.11M0.00%−1,056−3.4%Reduced
D. E. Shaw & Co., Inc.31,934$2.27M0.00%−155,519−83.0%Reduced
Brinker Capital Investments, LLC33,062$2.35M0.05%+956+3.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)33,338$2.36M0.01%+4,478+15.5%Added
First National Bank of Omaha33,336$2.37M0.15%−439−1.3%Reduced
Manufacturers Life Insurance Company, The34,307$2.43M0.00%+5,483+19.0%Added
M&T Bank Corp34,451$2.44M0.01%+1,898+5.8%Added
Advisors Asset Management, Inc.36,083$2.56M0.05%−4,571−11.2%Reduced
Maryland State Retirement & Pension System36,460$2.59M0.08%+3,814+11.7%Added
Bank of Montreal36,637$2.61M0.00%−126,853−77.6%Reduced
Pictet Asset Management SA37,437$2.65M0.00%+7,349+24.4%Added
Liberty Mutual Group Asset Management Inc.37,684$2.67M0.72%00.0%Unchanged
Ibex Wealth Advisors40,234$2.85M0.64%−1,471−3.5%Reduced
Amalgamated Bank40,280$2.86M0.03%+3,961+10.9%Added
Presima Inc.41,000$2.91M0.84%+1,000+2.5%Added
Price T Rowe Associates Inc41,584$2.95M0.00%+3,465+9.1%Added
First Republic Investment Management, Inc.42,089$2.99M0.01%+4,265+11.3%Added
Louisiana State Employees Retirement System42,100$2.99M0.08%+4,000+10.5%Added
Mirae Asset Global Investments Co., Ltd.42,268$3.00M0.01%+5,610+15.3%Added
Voya Investment Management LLC42,752$3.03M0.00%+5,637+15.2%Added
Lighthouse Investment Partners, LLC43,551$3.09M0.57%+43,551New
First Trust Advisors LP44,850$3.18M0.00%−31,271−41.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.45,788$3.23M0.01%+6,877+17.7%Added
ExodusPoint Capital Management, LP45,676$3.24M0.05%+45,676New
MetLife Investment Management45,860$3.25M0.02%+4,034+9.6%Added
Quantbot Technologies LP45,998$3.26M0.23%+29,987+187.3%Added
American International Group, Inc.47,653$3.38M0.02%+4,364+10.1%Added
Boothbay Fund Management, LLC48,313$3.43M0.12%+17,967+59.2%Added
Agf Management Ltd49,541$3.51M0.03%+49,541New
Oversea-Chinese Banking CORP Ltd51,007$3.62M0.21%+51,007New
Blue Chip Partners, Inc.51,260$3.64M0.45%+224+0.4%Added
State of Tennessee, Treasury Department52,546$3.73M0.02%+654+1.3%Added
Teachers Retirement System of the State of Kentucky54,544$3.87M0.04%+5,987+12.3%Added
BNP Paribas Arbitrage, SA55,835$3.96M0.01%−33,168−37.3%Reduced
Exchange Traded Concepts, LLC55,925$3.97M0.11%−149−0.3%Reduced
Allianz Asset Management GmbH55,929$3.97M0.01%+80.0%Added
Schonfeld Strategic Advisors LLC56,089$3.98M0.03%+43,489+345.2%Added
Yousif Capital Management, LLC56,391$4.00M0.05%−8,075−12.5%Reduced
Truist Financial Corp58,036$4.12M0.01%+992+1.7%Added
Comerica Bank55,287$4.14M0.03%−8,220−12.9%Reduced
HSBC Holdings PLC58,428$4.14M0.01%+2,483+4.4%Added
Texas Permanent School Fund59,547$4.22M0.06%+2,132+3.7%Added
Edgestream Partners, L.P.60,844$4.32M0.49%+60,844New
New York State Common Retirement Fund61,100$4.33M0.01%+5,686+10.3%Added
Victory Capital Management Inc72,630$5.15M0.01%+45,260+165.4%Added
DekaBank Deutsche Girozentrale74,497$5.29M0.01%−1,551−2.0%Reduced
Natixis Advisors, L.P.75,809$5.38M0.02%−2,656−3.4%Reduced
Susquehanna Fundamental Investments, LLC75,866$5.38M0.09%+75,866New
TD Asset Management Inc76,600$5.43M0.01%+4,600+6.4%Added
Nisa Investment Advisors, LLC79,940$5.67M0.04%+39,075+95.6%Added
Franklin Resources Inc87,529$6.21M0.00%+25,047+40.1%Added
Tudor Investment Corp Et Al88,802$6.30M0.15%+16,432+22.7%Added
Barclays PLC90,137$6.39M0.01%+20,195+28.9%Added
Amundi88,911$6.55M0.00%+13,981+18.7%Added
Virginia Retirement Systems Et Al93,300$6.62M0.07%+74,800+404.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys94,793$6.72M0.06%+22,055+30.3%Added
Manning & Napier Group, LLC95,898$6.80M0.08%+38,604+67.4%Added
Nomura Asset Management Co Ltd97,680$6.93M0.04%+10,320+11.8%Added
Eagle Asset Management Inc98,646$6.96M0.04%−1,858−1.8%Reduced
Bridgeway Capital Management, LLC99,900$7.09M0.18%+8,400+9.2%Added
Citigroup Inc100,901$7.16M0.01%+3,099+3.2%Added
UBS Group AG102,241$7.25M0.00%+30,512+42.5%Added
Royal Bank of Canada102,613$7.28M0.00%+14,932+17.0%Added
Community Bank of Raymore103,420$7.34M2.69%−17,237−14.3%Reduced
Public Employees Retirement System of Ohio103,536$7.34M0.03%−22,207−17.7%Reduced
California State Teachers Retirement System104,407$7.41M0.01%+8,560+8.9%Added
State of Alaska, Department of Revenue105,717$7.50M0.09%+11,089+11.7%Added
New York State Teachers Retirement System119,926$8.51M0.02%+16,600+16.1%Added
Westpac Banking Corp125,013$8.87M0.13%−23,399−15.8%Reduced
Weiss Multi-Strategy Advisers LLC133,160$9.45M0.27%+133,160New
Alliancebernstein L.P.135,766$9.63M0.00%+9,212+7.3%Added
HGI Capital Management, LLC149,247$10.6M3.02%+27,915+23.0%Added
Credit Suisse AG151,538$10.7M0.01%+25,269+20.0%Added
Allspring Global Investments Holdings, LLC153,325$10.9M0.02%−4,699−3.0%Reduced
ProShare Advisors LLC154,044$10.9M0.04%+28,726+22.9%Added
Envestnet Asset Management Inc157,436$11.2M0.01%+2,039+1.3%Added
Public Sector Pension Investment Board161,139$11.4M0.09%+14,804+10.1%Added
Renaissance Technologies LLC166,400$11.8M0.02%−38,900−18.9%Reduced
Great West Life Assurance Co166,529$11.8M0.03%+5,112+3.2%Added
Marshall Wace, LLP176,246$12.5M0.03%−148,171−45.7%Reduced
Guggenheim Capital LLC179,058$12.7M0.11%+563+0.3%Added
State of Wisconsin Investment Board189,748$13.5M0.04%−4,060−2.1%Reduced
Swiss National Bank192,782$13.7M0.01%+14,500+8.1%Added
Adage Capital Partners GP, L.L.C.200,000$14.2M0.03%+200,000New
Asset Management One Co.,Ltd.204,648$14.6M0.07%+37,925+22.7%Added
Uniplan Investment Counsel, Inc.217,335$15.4M1.10%−8,995−4.0%Reduced
SEI Investments Co219,703$15.6M0.03%−19,446−8.1%Reduced
Fort Washington Investment Advisors Inc226,752$16.1M0.12%+41,652+22.5%Added