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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $274 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 6 | $412 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $482 | 0.00% | −11−61.1% | Reduced |
| Proequities, Inc. | 13 | $895 | 0.00% | −11−45.8% | Reduced |
| SRS Capital Advisors, Inc. | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.37K | 0.00% | +20 | New |
| IFP Advisors, Inc | 36 | $1.88K | 0.00% | −668−94.9% | Reduced |
| Milestone Investment Advisors LLC | 28 | $1.92K | 0.00% | +28 | New |
| Massmutual Trust Co FSB | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.74K | 0.00% | −25−38.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 49 | $3.36K | 0.00% | +49 | New |
| Bell Investment Advisors, Inc | 49 | $3.36K | 0.00% | −14−22.2% | Reduced |
| JJJ Advisors Inc. | 58 | $3.83K | 0.00% | +58 | New |
| CWM, LLC | 57 | $4.00K | 0.00% | −646−91.9% | Reduced |
| Park Place Capital Corp | 60 | $4.12K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 64 | $4.39K | 0.00% | +64 | New |
| Allworth Financial LP | 68 | $4.67K | 0.00% | +53+353.3% | Added |
| Group One Trading, L.P. | 69 | $4.73K | 0.00% | −531−88.5% | Reduced |
| Quarry LP | 74 | $5.08K | 0.00% | +39+111.4% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $5.15K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 84 | $6.00K | 0.00% | −3−3.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $6.86K | 0.01% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $6.86K | 0.00% | +100 | New |
| Global Retirement Partners, LLC | 110 | $7.29K | 0.00% | −2−1.8% | Reduced |
| IAG Wealth Partners, LLC | 107 | $7.34K | 0.00% | +107 | New |
| Versant Capital Management, Inc | 119 | $8.03K | 0.00% | −266−69.1% | Reduced |
| First Horizon Advisors, Inc. | 126 | $8.64K | 0.00% | +117+1,300.0% | Added |
| Lindbrook Capital, LLC | 127 | $8.71K | 0.00% | +91+252.8% | Added |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 157 | $10.8K | 0.00% | +1+0.6% | Added |
| Lee Financial Co | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $15.6K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 241 | $17.0K | 0.00% | +21+9.5% | Added |
| EverSource Wealth Advisors, LLC | 296 | $20.3K | 0.00% | −44−12.9% | Reduced |
| First Manhattan Co | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 301 | $20.7K | 0.00% | +119+65.4% | Added |
| Steward Partners Investment Advisory, LLC | 305 | $20.9K | 0.00% | +68+28.7% | Added |
| Capital Analysts, LLC | 383 | $26.0K | 0.00% | −64−14.3% | Reduced |
| TCI Wealth Advisors, Inc. | 392 | $26.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 405 | $27.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 494 | $33.9K | 0.01% | +14+2.9% | Added |
| North Star Investment Management Corp. | 500 | $34.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 506 | $34.7K | 0.00% | +289+133.2% | Added |
| Umb Bank N A | 622 | $42.7K | 0.00% | −189−23.3% | Reduced |
| Private Trust Co NA | 646 | $44.3K | 0.01% | −250−27.9% | Reduced |
| Fortis Capital Advisors, LLC | 667 | $45.8K | 0.02% | −611−47.8% | Reduced |
| Huntington National Bank | 748 | $51.3K | 0.00% | −7−0.9% | Reduced |
| Gables Capital Management Inc. | 900 | $61.7K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $62.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $68.6K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $68.6K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,176 | $80.7K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,362 | $93.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,346 | $95.0K | 0.00% | +527+64.3% | Added |
| Cubist Systematic Strategies, LLC | 1,446 | $99.2K | 0.00% | +1,446 | New |
| Creative Financial Designs Inc | 1,674 | $114.8K | 0.02% | −53−3.1% | Reduced |
| Carderock Capital Management Inc | 1,700 | $116.6K | 0.04% | +1,700 | New |
| Signaturefd, LLC | 1,735 | $119.0K | 0.00% | +196+12.7% | Added |
| Covestor Ltd | 1,750 | $120.0K | 0.10% | +124+7.6% | Added |
| Carmel Capital Partners, LLC | 1,823 | $125.1K | 0.07% | +1,823 | New |
| Johnson Financial Group, Inc. | 1,985 | $136.2K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 2,009 | $137.8K | 0.00% | −55−2.7% | Reduced |
| Private Ocean, LLC | 2,220 | $152.3K | 0.02% | +21+1.0% | Added |
| Belpointe Asset Management LLC | 2,409 | $165.3K | 0.01% | −721−23.0% | Reduced |
| Ninepoint Partners LP | 2,461 | $168.8K | 0.02% | −294−10.7% | Reduced |
| Simplex Trading, LLC | 2,632 | $180.0K | 0.01% | +417+18.8% | Added |
| Quadrant Capital Group LLC | 2,656 | $182.2K | 0.02% | −37−1.4% | Reduced |
| Benjamin Edwards Inc | 3,022 | $207.0K | 0.05% | −12−0.4% | Reduced |
| Stephens Inc | 3,094 | $212.3K | 0.00% | +10.0% | Added |
| Heron Financial Group, LLC | 3,100 | $212.7K | 0.12% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 3,196 | $219.0K | 0.00% | +3,196 | New |
| Fox Run Management, L.L.C. | 3,341 | $229.2K | 0.07% | +3,341 | New |
| Vestmark Advisory Solutions, Inc. | 3,382 | $232.1K | 0.01% | +58+1.7% | Added |
| NewEdge Wealth, LLC | 3,382 | $232.1K | 0.01% | +58+1.7% | Added |
| Somerset Trust Co | 3,657 | $250.9K | 0.11% | −336−8.4% | Reduced |
| Virtu Financial LLC | 3,990 | $274.0K | 0.03% | +3,990 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $274.4K | 0.04% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,065 | $279.0K | 0.01% | +2,823+227.3% | Added |
| Virtus ETF Advisers LLC | 4,131 | $283.4K | 0.16% | −1,893−31.4% | Reduced |
| Ballentine Partners, LLC | 4,179 | $286.7K | 0.01% | +4,179 | New |
| Norinchukin Bank, The | 4,218 | $289.4K | 0.01% | +823+24.2% | Added |
| Journey Strategic Wealth LLC | 4,335 | $297.4K | 0.03% | +4,335 | New |
| Wolverine Trading, LLC | 4,434 | $299.0K | 0.01% | +4,434 | New |
| Systematic Financial Management LP | 4,412 | $302.7K | 0.01% | +4,412 | New |
| DoubleLine ETF Adviser LP | 4,450 | $305.3K | 0.13% | +524+13.3% | Added |
| Shelton Capital Management | 4,473 | $306.9K | 0.01% | −12−0.3% | Reduced |
| Clarkston Capital Partners, LLC | 4,700 | $322.5K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,784 | $328.2K | 0.02% | −2,362−33.1% | Reduced |
| Wexford Capital LP | 4,804 | $329.6K | 0.07% | +4,804 | New |
| Telemus Capital, LLC | 4,807 | $329.8K | 0.03% | +12+0.3% | Added |
| Cetera Advisors LLC | 4,868 | $334.0K | 0.01% | +106+2.2% | Added |
| FMR LLC | 4,990 | $342.4K | 0.00% | +530+11.9% | Added |
| Kistler-Tiffany Companies, LLC | 5,015 | $344.1K | 0.07% | +2,259+82.0% | Added |
| Bailard, Inc. | 5,090 | $349.2K | 0.01% | +1,200+30.8% | Added |