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, 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.

Institutional holdersQ1 2023: 360 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 heldQ1 2023: $6.70B
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, Q1 2023

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2022.

Institutions holding ADC in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Argonautica Private Wealth Management, Inc5,113$350.8K0.18%−782−13.3%Reduced
Prudent Man Advisors, LLC5,297$363.0K0.14%−1,055−16.6%Reduced
Advisor Partners II, LLC5,366$368.2K0.02%−147−2.7%Reduced
Fifth Third Bancorp5,390$369.8K0.00%−117−2.1%Reduced
Dearborn Partners LLC5,405$370.9K0.01%−36−0.7%Reduced
Azzad Asset Management Inc5,454$374.2K0.05%−3,591−39.7%Reduced
Gsa Capital Partners LLP5,478$376.0K0.04%+5,478New
Naples Global Advisors, LLC5,525$380.4K0.05%−80−1.4%Reduced
Level Four Advisory Services, LLC5,602$384.4K0.03%+5,602New
Raymond James Trust N.A.5,834$400.0K0.01%+63+1.1%Added
Mackenzie Financial Corp5,885$403.8K0.00%+982+20.0%Added
Harvest Portfolios Group Inc.5,958$408.8K0.02%−325−5.2%Reduced
Hennion & Walsh Asset Management, Inc.6,032$414.0K0.03%−86−1.4%Reduced
Cambria Investment Management, L.P.6,300$432.2K0.04%+900+16.7%Added
DuPont Capital Management Corp6,518$447.2K0.02%−1,469−18.4%Reduced
James Investment Research Inc6,550$449.0K0.06%+2,982+83.6%Added
Atlantic Union Bankshares Corp6,750$463.1K0.05%00.0%Unchanged
CI Private Wealth, LLC6,770$464.5K0.00%+531+8.5%Added
Baird Financial Group, Inc.6,838$469.2K0.00%+26+0.4%Added
Sequoia Financial Advisors, LLC6,984$479.2K0.01%−1,881−21.2%Reduced
Keybank National Association7,116$488.2K0.00%−510−6.7%Reduced
Commerce Bank7,122$488.6K0.00%−95−1.3%Reduced
HighTower Advisors, LLC7,193$494.0K0.00%−254−3.4%Reduced
Crossmark Global Holdings, Inc.7,307$501.0K0.01%−629−7.9%Reduced
Metropolitan Life Insurance Co7,459$511.8K0.03%−691−8.5%Reduced
Bessemer Group Inc7,505$515.0K0.00%00.0%Unchanged
XTX Topco Ltd7,764$532.7K0.11%+7,764New
1620 Investment Advisors, Inc.7,872$540.1K0.65%+104+1.3%Added
Public Employees Retirement Association of Colorado7,909$543.0K0.00%00.0%Unchanged
CSU Producer Resources, Inc.8,000$548.9K2.04%00.0%Unchanged
Securian Asset Management, Inc8,066$553.4K0.01%+8,066New
Spirit of America Management Corp8,250$566.0K0.13%00.0%Unchanged
JustInvest LLC8,267$567.2K0.02%+395+5.0%Added
Cetera Advisor Networks LLC8,546$586.4K0.00%+302+3.7%Added
Pearl River Capital, LLC8,779$602.3K0.10%+1,808+25.9%Added
Mirabella Financial Services LLP8,811$604.5K0.13%+8,811New
Creative Planning8,944$613.6K0.00%+147+1.7%Added
The PNC Financial Services Group, Inc.8,947$613.9K0.00%−7,132−44.4%Reduced
Alberta Investment Management Corp8,989$616.7K0.01%−2,761−23.5%Reduced
Regions Financial Corp9,046$621.0K0.01%+771+9.3%Added
Texas Yale Capital Corp.9,195$630.9K0.03%00.0%Unchanged
Toronto Dominion Bank9,569$656.0K0.00%+131+1.4%Added
Nissay Asset Management Corp9,632$660.9K0.01%−62−0.6%Reduced
Quantamental Technologies LLC9,709$666.1K0.36%+1,985+25.7%Added
Gilman Hill Asset Management, LLC9,920$680.6K0.14%−570−5.4%Reduced
Pitcairn Co10,314$707.6K0.07%−1,456−12.4%Reduced
Illinois Municipal Retirement Fund10,369$711.0K0.02%00.0%Unchanged
State Board of Administration of Florida Retirement System10,512$721.2K0.00%00.0%Unchanged
Mark Stevens11,088$760.7K0.10%−9,514−46.2%Reduced
Mariner, LLC11,431$784.0K0.00%−147−1.3%Reduced
Handelsbanken Fonder AB11,437$785.0K0.00%00.0%Unchanged
LPL Financial LLC11,647$799.1K0.00%−1,936−14.3%Reduced
Cambridge Investment Research Advisors, Inc.12,076$829.0K0.00%+269+2.3%Added
MQS Management LLC12,486$856.7K0.55%+12,486New
Assetmark, Inc12,587$863.6K0.00%+1,433+12.8%Added
Advisor Group Holdings, Inc.12,655$869.0K0.00%−1,552−10.9%Reduced
Versor Investments LP12,900$885.1K0.12%+12,900New
Ontario Teachers Pension Plan Board12,994$891.5K0.01%+12,994New
Advantage Alpha Capital Partners LP12,997$891.7K0.19%+12,997New
First Trust Advisors LP13,081$897.5K0.00%−31,769−70.8%Reduced
Federated Hermes, Inc.13,268$910.3K0.00%+13,268New
JLP Asset Management, LLC13,400$919.4K0.61%−1,700−11.3%Reduced
Campbell & CO Investment Adviser LLC13,540$929.0K0.17%+13,540New
Xponance, Inc.13,764$944.3K0.01%+8,755+174.8%Added
Kula Investments, LLC13,910$954.4K0.24%+13,910New
Oppenheimer Asset Management Inc.14,321$982.6K0.02%+61+0.4%Added
Silvercrest Asset Management Group LLC14,747$1.01M0.01%00.0%Unchanged
Motley Fool Wealth Management, LLC14,753$1.01M0.06%−596−3.9%Reduced
Center for Financial Planning, Inc.14,834$1.02M0.23%00.0%Unchanged
Walleye Trading LLC15,446$1.06M0.04%+12,508+425.7%Added
Inceptionr LLC15,489$1.06M0.34%+4,371+39.3%Added
Intrust Bank NA15,740$1.08M0.14%+1,072+7.3%Added
Standard Life Aberdeen plc15,843$1.09M0.00%+294+1.9%Added
US Bancorp15,943$1.09M0.00%+2,549+19.0%Added
New Mexico Educational Retirement Board16,000$1.10M0.06%+16,000New
Cincinnati Specialty Underwriters Insurance CO16,500$1.13M0.45%00.0%Unchanged
Vident Investment Advisory, LLC16,719$1.15M0.04%+497+3.1%Added
Spouting Rock Asset Management, LLC17,894$1.23M0.43%−9,349−34.3%Reduced
Capital Square, LLC19,941$1.33M1.23%−745−3.6%Reduced
AQR Capital Management LLC19,691$1.34M0.00%−1,211−5.8%Reduced
Northwestern Mutual Investment Management Company, LLC19,651$1.35M0.03%+19,651New
Dana Investment Advisors, Inc.20,906$1.43M0.07%−895−4.1%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd20,961$1.44M0.03%+8,354+66.3%Added
Perpetual Ltd22,110$1.52M0.01%+22,110New
Nicola Wealth Management Ltd.22,300$1.53M0.15%+22,300New
State of Michigan Retirement System22,400$1.54M0.01%+22,400New
Allstate Corp22,438$1.54M0.11%−7,297−24.5%Reduced
Ensign Peak Advisors, Inc23,042$1.58M0.00%+150+0.7%Added
Louisiana State Employees Retirement System23,500$1.61M0.04%−18,600−44.2%Reduced
Van Eck Associates Corp23,548$1.62M0.00%+14,471+159.4%Added
E. Ohman J:or Asset Management AB24,200$1.66M0.07%+3,300+15.8%Added
Meiji Yasuda Asset Management Co Ltd.24,634$1.69M0.09%00.0%Unchanged
Arizona State Retirement System25,664$1.76M0.02%+3,137+13.9%Added
Pictet Asset Management SA25,671$1.76M0.00%−11,766−31.4%Reduced
Moran Wealth Management, LLC25,797$1.77M0.07%+4,410+20.6%Added
Oregon Public Employees Retirement Fund25,848$1.77M0.02%−3,321−11.4%Reduced
Stifel Financial Corp27,484$1.89M0.00%−1,319−4.6%Reduced
Raymond James Financial Services Advisors, Inc.27,987$1.92M0.00%−1,749−5.9%Reduced
GSI Capital Advisors LLC28,016$1.92M1.19%+6,773+31.9%Added
First National Bank of Omaha28,316$1.94M0.12%−5,020−15.1%Reduced