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, Q1 2023
Institutional positions in Agree Realty Corp as of Mar 31, 2023. 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
- 360
- +10 vs. Q4 2022
- Shares held
- 97.6M
- −983.6K (−1.0%) vs. Q4 2022
- Total value
- $6.70B
- −$247.7M (−3.6%) vs. Q4 2022
- New holders
- 48
- 137 more added
- Sold out
- 38
- 130 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 13,495,347 | $925.9M | 0.02% | −474,834−3.4% | Reduced |
| BlackRock Inc. | 13,438,061 | $922.0M | 0.03% | −3,725,431−21.7% | Reduced |
| Principal Financial Group Inc | 5,795,762 | $397.6M | 0.28% | +81,186+1.4% | Added |
| State Street Corp | 5,326,575 | $366.7M | 0.02% | −4,669−0.1% | Reduced |
| Centersquare Investment Management LLC | 3,138,675 | $215.3M | 2.58% | −147,378−4.5% | Reduced |
| Deutsche Bank AG | 3,016,226 | $206.9M | 0.12% | −318,323−9.5% | Reduced |
| Morgan Stanley | 2,147,177 | $147.3M | 0.02% | −359,598−14.3% | Reduced |
| Geode Capital Management, LLC | 2,007,925 | $138.6M | 0.02% | +126,470+6.7% | Added |
| JPMorgan Chase & Co | 1,592,060 | $109.2M | 0.01% | +400,084+33.6% | Added |
| Invesco Ltd. | 1,503,029 | $103.1M | 0.03% | +365,267+32.1% | Added |
| Charles Schwab Investment Management Inc | 1,409,930 | $96.7M | 0.03% | +7,522+0.5% | Added |
| Northern Trust Corp | 1,387,116 | $95.2M | 0.02% | +177,369+14.7% | Added |
| Bank of New York Mellon Corp | 1,336,759 | $91.7M | 0.02% | +18,892+1.4% | Added |
| Zimmer Partners, LP | 1,290,000 | $88.5M | 1.82% | −181,453−12.3% | Reduced |
| Janus Henderson Group PLC | 1,285,727 | $88.2M | 0.06% | +278,190+27.6% | Added |
| Dimensional Fund Advisors LP | 1,257,809 | $86.3M | 0.03% | +106,979+9.3% | Added |
| GW&K Investment Management, LLC | 1,193,383 | $81.9M | 0.79% | +10,132+0.9% | Added |
| Nuveen Asset Management, LLC | 1,169,622 | $80.2M | 0.03% | −63,641−5.2% | Reduced |
| Daiwa Securities Group Inc. | 1,161,805 | $79.7M | 0.55% | +53,039+4.8% | Added |
| Citadel Advisors LLC | 1,157,728 | $79.4M | 0.09% | +11,527+1.0% | Added |
| Cohen & Steers, Inc. | 1,134,787 | $77.9M | 0.17% | +49,919+4.6% | Added |
| Thrivent Financial for Lutherans | 1,045,121 | $71.7M | 0.17% | −32,246−3.0% | Reduced |
| Russell Investments Group, Ltd. | 1,038,918 | $71.2M | 0.14% | −30,960−2.9% | Reduced |
| Wellington Management Group LLP | 952,116 | $65.3M | 0.01% | −936,684−49.6% | Reduced |
| Goldman Sachs Group Inc | 934,456 | $64.1M | 0.02% | +191,393+25.8% | Added |
| Lasalle Investment Management Securities LLC | 923,401 | $63.4M | 2.51% | +206,655+28.8% | Added |
| Deprince Race & Zollo Inc | 913,668 | $62.7M | 1.45% | +187,224+25.8% | Added |
| Norges Bank | 883,095 | $60.6M | 0.01% | +632,476+252.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 821,176 | $56.3M | 0.04% | +115,929+16.4% | Added |
| Heitman Real Estate Securities LLC | 772,554 | $53.0M | 2.66% | +77,949+11.2% | Added |
| Brookfield Asset Management Inc. | 740,665 | $50.8M | 0.20% | −121,725−14.1% | Reduced |
| Legal & General Group Plc | 705,170 | $48.4M | 0.02% | −74,633−9.6% | Reduced |
| Scout Investments, Inc. | 701,999 | $48.2M | 0.98% | −14,363−2.0% | Reduced |
| Balyasny Asset Management LLC | 691,423 | $47.4M | 0.16% | +395,040+133.3% | Added |
| Prudential Financial Inc | 607,190 | $44.6M | 0.07% | −164,254−21.3% | Reduced |
| Two Sigma Advisers, LP | 625,487 | $42.9M | 0.11% | +32,200+5.4% | Added |
| American Century Companies Inc | 610,543 | $41.9M | 0.03% | +28,647+4.9% | Added |
| Two Sigma Investments, LP | 596,432 | $40.9M | 0.12% | +92,993+18.5% | Added |
| Frontier Capital Management Co LLC | 532,909 | $36.6M | 0.38% | −79,931−13.0% | Reduced |
| Point72 Asset Management, L.P. | 487,121 | $33.4M | 0.12% | −86,064−15.0% | Reduced |
| Macquarie Group Ltd | 484,985 | $33.3M | 0.04% | −50,390−9.4% | Reduced |
| California Public Employees Retirement System | 457,995 | $31.4M | 0.03% | +80,258+21.2% | Added |
| UBS Asset Management Americas Inc | 450,684 | $30.9M | 0.01% | +450,684 | New |
| APG Asset Management US Inc. | 441,488 | $30.3M | 0.25% | −34,340−7.2% | Reduced |
| William Blair Investment Management, LLC | 427,582 | $29.3M | 0.10% | +427,582 | New |
| Millennium Management LLC | 427,048 | $29.3M | 0.03% | +427,048 | New |
| State of New Jersey Common Pension Fund D | 423,049 | $29.0M | 0.10% | +2,624+0.6% | Added |
| Wells Fargo & Company | 413,446 | $28.4M | 0.01% | −14,044−3.3% | Reduced |
| Cincinnati Financial Corp | 407,500 | $28.0M | 0.68% | 00.0% | Unchanged |
| Bank of America Corp | 404,341 | $27.7M | 0.00% | +67,295+20.0% | Added |
| Cincinnati Insurance Co | 382,000 | $26.2M | 0.53% | 00.0% | Unchanged |
| Aew Capital Management L P | 366,960 | $25.2M | 0.94% | −74,060−16.8% | Reduced |
| Loomis Sayles & Co L P | 342,474 | $23.5M | 0.04% | −15,554−4.3% | Reduced |
| Bridgewater Associates, LP | 342,252 | $23.5M | 0.14% | +74,798+28.0% | Added |
| Rhumbline Advisers | 325,198 | $22.3M | 0.03% | +34,534+11.9% | Added |
| Great Lakes Advisors, LLC | 299,372 | $20.5M | 0.19% | +78,074+35.3% | Added |
| Bahl & Gaynor Inc | 298,047 | $20.4M | 0.11% | +22,682+8.2% | Added |
| STRS Ohio | 263,017 | $18.0M | 0.08% | −6,576−2.4% | Reduced |
| Raymond James & Associates | 254,557 | $17.5M | 0.02% | −2,696−1.0% | Reduced |
| Ameriprise Financial Inc | 233,052 | $16.0M | 0.01% | −231,539−49.8% | Reduced |
| Westpac Banking Corp | 222,676 | $15.3M | 0.21% | +97,663+78.1% | Added |
| Weiss Multi-Strategy Advisers LLC | 220,209 | $15.1M | 0.37% | +87,049+65.4% | Added |
| Alliancebernstein L.P. | 219,928 | $15.1M | 0.01% | +84,162+62.0% | Added |
| Uniplan Investment Counsel, Inc. | 215,922 | $14.8M | 1.05% | −1,413−0.7% | Reduced |
| Asset Management One Co.,Ltd. | 205,384 | $14.1M | 0.06% | +736+0.4% | Added |
| Adage Capital Partners GP, L.L.C. | 200,000 | $13.7M | 0.03% | 00.0% | Unchanged |
| Swiss National Bank | 191,182 | $13.1M | 0.01% | −1,600−0.8% | Reduced |
| SEI Investments Co | 185,434 | $12.7M | 0.02% | −34,269−15.6% | Reduced |
| Fort Washington Investment Advisors Inc | 180,107 | $12.4M | 0.09% | −46,645−20.6% | Reduced |
| Guggenheim Capital LLC | 178,199 | $12.2M | 0.10% | −859−0.5% | Reduced |
| American International Group, Inc. | 178,029 | $12.2M | 0.08% | +130,376+273.6% | Added |
| Lighthouse Investment Partners, LLC | 165,000 | $11.3M | 0.98% | +121,449+278.9% | Added |
| Renaissance Technologies LLC | 163,100 | $11.2M | 0.01% | −3,300−2.0% | Reduced |
| Credit Suisse AG | 155,306 | $10.7M | 0.01% | +3,768+2.5% | Added |
| Great West Life Assurance Co | 150,666 | $10.3M | 0.03% | −15,863−9.5% | Reduced |
| Tributary Capital Management, LLC | 150,177 | $10.3M | 0.96% | −103,850−40.9% | Reduced |
| State of Wisconsin Investment Board | 149,659 | $10.3M | 0.03% | −40,089−21.1% | Reduced |
| ProShare Advisors LLC | 147,889 | $10.1M | 0.03% | −6,155−4.0% | Reduced |
| Envestnet Asset Management Inc | 146,894 | $10.1M | 0.00% | −10,542−6.7% | Reduced |
| Tudor Investment Corp Et Al | 145,913 | $10.0M | 0.19% | +57,111+64.3% | Added |
| UBS Oconnor LLC | 142,169 | $9.75M | 0.23% | +142,169 | New |
| Allspring Global Investments Holdings, LLC | 141,984 | $9.74M | 0.02% | −11,341−7.4% | Reduced |
| Manning & Napier Group, LLC | 119,058 | $8.17M | 0.10% | +23,160+24.2% | Added |
| Public Employees Retirement System of Ohio | 118,765 | $8.15M | 0.03% | +15,229+14.7% | Added |
| Fisher Asset Management, LLC | 117,000 | $8.06M | 0.00% | +117,000 | New |
| Retirement Systems of Alabama | 115,731 | $7.94M | 0.03% | +115,731 | New |
| Susquehanna International Group, LLP | 112,358 | $7.71M | 0.01% | +107,476+2,201.5% | Added |
| California State Teachers Retirement System | 110,382 | $7.57M | 0.01% | +5,975+5.7% | Added |
| New York State Teachers Retirement System | 109,983 | $7.55M | 0.02% | −9,943−8.3% | Reduced |
| Marshall Wace, LLP | 106,791 | $7.33M | 0.02% | −69,455−39.4% | Reduced |
| Ergoteles LLC | 106,750 | $7.32M | 0.29% | +106,750 | New |
| Franklin Resources Inc | 106,045 | $7.28M | 0.00% | +18,516+21.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 104,224 | $7.15M | 0.02% | +102,511+5,984.3% | Added |
| Edgestream Partners, L.P. | 102,577 | $7.04M | 0.78% | +41,733+68.6% | Added |
| Eagle Asset Management Inc | 102,223 | $7.01M | 0.04% | +3,577+3.6% | Added |
| Barclays PLC | 101,540 | $6.97M | 0.01% | +11,403+12.7% | Added |
| Manufacturers Life Insurance Company, The | 100,075 | $6.87M | 0.00% | +65,768+191.7% | Added |
| Nomura Asset Management Co Ltd | 98,900 | $6.79M | 0.04% | +1,220+1.2% | Added |
| MetLife Investment Management | 98,339 | $6.75M | 0.05% | +52,479+114.4% | Added |
| Bridgeway Capital Management, LLC | 97,900 | $6.72M | 0.18% | −2,000−2.0% | Reduced |