Skip to main content

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
DekaBank Deutsche Girozentrale74,497$5.29M0.01%−1,551−2.0%Reduced
Victory Capital Management Inc72,630$5.15M0.01%+45,260+165.4%Added
New York State Common Retirement Fund61,100$4.33M0.01%+5,686+10.3%Added
Edgestream Partners, L.P.60,844$4.32M0.49%+60,844New
Texas Permanent School Fund59,547$4.22M0.06%+2,132+3.7%Added
HSBC Holdings PLC58,428$4.14M0.01%+2,483+4.4%Added
Comerica Bank55,287$4.14M0.03%−8,220−12.9%Reduced
Truist Financial Corp58,036$4.12M0.01%+992+1.7%Added
Yousif Capital Management, LLC56,391$4.00M0.05%−8,075−12.5%Reduced
Schonfeld Strategic Advisors LLC56,089$3.98M0.03%+43,489+345.2%Added
Allianz Asset Management GmbH55,929$3.97M0.01%+80.0%Added
Exchange Traded Concepts, LLC55,925$3.97M0.11%−149−0.3%Reduced
BNP Paribas Arbitrage, SA55,835$3.96M0.01%−33,168−37.3%Reduced
Teachers Retirement System of the State of Kentucky54,544$3.87M0.04%+5,987+12.3%Added
State of Tennessee, Treasury Department52,546$3.73M0.02%+654+1.3%Added
Blue Chip Partners, Inc.51,260$3.64M0.45%+224+0.4%Added
Oversea-Chinese Banking CORP Ltd51,007$3.62M0.21%+51,007New
Agf Management Ltd49,541$3.51M0.03%+49,541New
Boothbay Fund Management, LLC48,313$3.43M0.12%+17,967+59.2%Added
American International Group, Inc.47,653$3.38M0.02%+4,364+10.1%Added
Quantbot Technologies LP45,998$3.26M0.23%+29,987+187.3%Added
MetLife Investment Management45,860$3.25M0.02%+4,034+9.6%Added
ExodusPoint Capital Management, LP45,676$3.24M0.05%+45,676New
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.45,788$3.23M0.01%+6,877+17.7%Added
First Trust Advisors LP44,850$3.18M0.00%−31,271−41.1%Reduced
Lighthouse Investment Partners, LLC43,551$3.09M0.57%+43,551New
Voya Investment Management LLC42,752$3.03M0.00%+5,637+15.2%Added
Mirae Asset Global Investments Co., Ltd.42,268$3.00M0.01%+5,610+15.3%Added
Louisiana State Employees Retirement System42,100$2.99M0.08%+4,000+10.5%Added
First Republic Investment Management, Inc.42,089$2.99M0.01%+4,265+11.3%Added
Price T Rowe Associates Inc41,584$2.95M0.00%+3,465+9.1%Added
Presima Inc.41,000$2.91M0.84%+1,000+2.5%Added
Amalgamated Bank40,280$2.86M0.03%+3,961+10.9%Added
Ibex Wealth Advisors40,234$2.85M0.64%−1,471−3.5%Reduced
Liberty Mutual Group Asset Management Inc.37,684$2.67M0.72%00.0%Unchanged
Pictet Asset Management SA37,437$2.65M0.00%+7,349+24.4%Added
Bank of Montreal36,637$2.61M0.00%−126,853−77.6%Reduced
Maryland State Retirement & Pension System36,460$2.59M0.08%+3,814+11.7%Added
Advisors Asset Management, Inc.36,083$2.56M0.05%−4,571−11.2%Reduced
M&T Bank Corp34,451$2.44M0.01%+1,898+5.8%Added
Manufacturers Life Insurance Company, The34,307$2.43M0.00%+5,483+19.0%Added
First National Bank of Omaha33,336$2.37M0.15%−439−1.3%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)33,338$2.36M0.01%+4,478+15.5%Added
Brinker Capital Investments, LLC33,062$2.35M0.05%+956+3.0%Added
D. E. Shaw & Co., Inc.31,934$2.27M0.00%−155,519−83.0%Reduced
Raymond James Financial Services Advisors, Inc.29,736$2.11M0.00%−1,056−3.4%Reduced
Allstate Corp29,735$2.11M0.06%00.0%Unchanged
Allstate Investment Management Co29,735$2.11M0.06%+29,735New
Oregon Public Employees Retirement Fund29,169$2.07M0.03%+2,699+10.2%Added
Neuberger Berman Group LLC28,932$2.05M0.00%+15+0.1%Added
Stifel Financial Corp28,803$2.04M0.00%−2,214−7.1%Reduced
CIBC World Markets Corp28,572$2.03M0.01%−3,688−11.4%Reduced
Spouting Rock Asset Management, LLC27,243$1.93M1.43%+120.0%Added
Aptus Capital Advisors, LLC26,895$1.91M0.06%+26,895New
Teacher Retirement System of Texas25,979$1.84M0.01%+9,472+57.4%Added
Canada Pension Plan Investment Board25,400$1.80M0.00%+9,700+61.8%Added
Meiji Yasuda Asset Management Co Ltd.24,634$1.75M0.09%+2,380+10.7%Added
Winton Group Ltd23,881$1.69M0.11%+6,979+41.3%Added
Ensign Peak Advisors, Inc22,892$1.62M0.00%−7,100−23.7%Reduced
Arizona State Retirement System22,527$1.60M0.02%+2,098+10.3%Added
Great Lakes Advisors, LLC221,298$1.57M0.09%−6,277−2.8%Reduced
Dana Investment Advisors, Inc.21,801$1.55M0.08%+2,291+11.7%Added
Moran Wealth Management, LLC21,387$1.52M0.06%+21,387New
GSI Capital Advisors LLC21,243$1.51M0.91%−6,754−24.1%Reduced
AQR Capital Management LLC20,902$1.48M0.00%+480+2.4%Added
E. Ohman J:or Asset Management AB20,900$1.48M0.06%+20,900New
Capital Square, LLC20,686$1.47M1.33%+122+0.6%Added
Walleye Capital LLC20,621$1.46M0.03%+20,621New
Mark Stevens20,602$1.46M0.19%−9,890−32.4%Reduced
Squarepoint Ops LLC20,595$1.46M0.01%+20,595New
Mutual of America Capital Management LLC18,561$1.32M0.02%+2,679+16.9%Added
Cincinnati Specialty Underwriters Insurance CO16,500$1.17M0.49%+16,500New
Pendal Group Limited16,360$1.16M0.01%−470−2.8%Reduced
Vident Investment Advisory, LLC16,222$1.15M0.04%+70.0%Added
The PNC Financial Services Group, Inc.16,079$1.14M0.00%+603+3.9%Added
Gyon Technologies Capital Management, LP16,024$1.14M0.43%+16,024New
SG Americas Securities, LLC15,688$1.11M0.02%−7,694−32.9%Reduced
Standard Life Aberdeen plc15,549$1.10M0.00%−2,025−11.5%Reduced
Motley Fool Wealth Management, LLC15,349$1.09M0.08%+627+4.3%Added
JLP Asset Management, LLC15,100$1.07M0.72%+15,100New
Center for Financial Planning, Inc.14,834$1.05M0.26%00.0%Unchanged
Silvercrest Asset Management Group LLC14,747$1.05M0.01%−252−1.7%Reduced
AE Wealth Management LLC14,696$1.04M0.01%+1,413+10.6%Added
Intrust Bank NA14,668$1.04M0.14%−1,468−9.1%Reduced
Employees Retirement System of Texas14,550$1.03M0.02%00.0%Unchanged
Oppenheimer Asset Management Inc.14,260$1.01M0.02%+254+1.8%Added
Advisor Group Holdings, Inc.14,207$1.01M0.00%+1,889+15.3%Added
Everence Capital Management Inc14,010$994.0K0.09%00.0%Unchanged
LPL Financial LLC13,583$963.5K0.00%−698−4.9%Reduced
US Bancorp13,394$950.0K0.00%−596−4.3%Reduced
Holocene Advisors, LP12,877$913.4K0.01%+12,877New
Sumitomo Mitsui DS Asset Management Company, Ltd12,607$894.2K0.02%+1,567+14.2%Added
Summit Global Investments11,989$850.0K0.07%+10.0%Added
Cambridge Investment Research Advisors, Inc.11,807$837.0K0.00%+285+2.5%Added
Pitcairn Co11,770$834.8K0.08%−1,607−12.0%Reduced
Alberta Investment Management Corp11,750$833.4K0.01%−516−4.2%Reduced
Mariner, LLC11,578$821.0K0.00%+1,111+10.6%Added
Vestcor Inc11,442$812.0K0.03%+9,294+432.7%Added
Handelsbanken Fonder AB11,437$811.0K0.01%00.0%Unchanged
Assetmark, Inc11,154$791.2K0.00%+561+5.3%Added