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 |
|---|---|---|---|---|---|
| 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 |
| Private Trust Co NA | 896 | $64.0K | 0.01% | −19−2.1% | Reduced |
| Gables Capital Management Inc. | 900 | $63.8K | 0.05% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $63.8K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 811 | $57.0K | 0.00% | −227−21.9% | Reduced |
| Ronald Blue Trust, Inc. | 819 | $55.0K | 0.00% | +511+165.9% | Added |
| Huntington National Bank | 755 | $53.6K | 0.00% | +46+6.5% | Added |
| IFP Advisors, Inc | 704 | $51.0K | 0.00% | −105−13.0% | Reduced |
| CWM, LLC | 703 | $50.0K | 0.00% | +7+1.0% | Added |
| Newbridge Financial Services Group, Inc. | 619 | $43.9K | 0.03% | 00.0% | Unchanged |
| Group One Trading, L.P. | 600 | $42.6K | 0.00% | −600−50.0% | Reduced |
| Comerica Securities,inc. | 586 | $41.7K | 0.00% | +586 | New |
| North Star Investment Management Corp. | 500 | $35.5K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 480 | $34.0K | 0.01% | −7−1.4% | Reduced |
| Capital Analysts, LLC | 447 | $32.0K | 0.00% | −3−0.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 435 | $30.9K | 0.00% | +429+7,150.0% | Added |
| Sound Income Strategies, LLC | 405 | $28.7K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 392 | $27.8K | 0.00% | +141+56.2% | Added |
| Versant Capital Management, Inc | 385 | $27.3K | 0.01% | −40−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 340 | $24.1K | 0.00% | −1,376−80.2% | Reduced |
| Accurate Wealth Management, LLC | 309 | $22.1K | 0.01% | +309 | New |
| First Manhattan Co | 300 | $21.3K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 237 | $16.8K | 0.00% | +1+0.4% | Added |
| Whittier Trust Co | 227 | $16.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 220 | $16.0K | 0.00% | −84−27.6% | Reduced |
| Parallel Advisors, LLC | 217 | $15.5K | 0.00% | −95−30.4% | Reduced |
| Smithfield Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 204 | $14.5K | 0.00% | −2−1.0% | Reduced |
| Lee Financial Co | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 182 | $12.9K | 0.00% | +134+279.2% | Added |
| Beaird Harris Wealth Management, LLC | 156 | $11.0K | 0.00% | +2+1.3% | Added |
| Tradition Wealth Management, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 112 | $7.98K | 0.00% | +4+3.7% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 87 | $6.00K | 0.00% | +9+11.5% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $5.32K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 65 | $4.61K | 0.00% | +12+22.6% | Added |
| Bell Investment Advisors, Inc | 63 | $4.47K | 0.00% | −2−3.1% | Reduced |
| Park Place Capital Corp | 60 | $4.00K | 0.00% | +60 | New |
| Prestige Wealth Management Group LLC | 40 | $2.85K | 0.00% | +40 | New |
| Lindbrook Capital, LLC | 36 | $2.55K | 0.00% | −66−64.7% | Reduced |
| Fiduciary Alliance LLC | 36 | $2.55K | 0.00% | +36 | New |
| Quarry LP | 35 | $2.48K | 0.00% | +35 | New |
| Massmutual Trust Co FSB | 29 | $2.00K | 0.00% | +29 | New |
| Proequities, Inc. | 24 | $1.71K | 0.00% | +24 | New |
| Carolinas Wealth Consulting LLC | 18 | $1.28K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 17 | $1.26K | 0.00% | +17 | New |
| Allworth Financial LP | 15 | $1.06K | 0.00% | −181−92.3% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 9 | $638 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 18 | $498 | 0.00% | +18 | New |
| Farther Finance Advisors, LLC | 6 | $426 | 0.00% | +6 | New |
| Glassman Wealth Services | 4 | $284 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Caas Capital Management LP | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −510,000−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −360,451−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −231,728−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −226,750−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −223,638−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −188,873−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −75,752−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −67,570−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −67,076−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −51,978−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −30,285−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −23,081−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −22,245−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,012−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,928−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,447−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,046−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −6,336−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −5,349−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,114−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,411−100.0% | Sold out |
| Mizuho Securities USA LLC | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,148−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −861−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −683−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −515−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −213−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| American National Bank | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |