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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
CIBC World Markets Corp28,754$1.97M0.03%+182+0.6%Added
Ameritas Investment Partners, Inc.29,450$2.02M0.08%+22,595+329.6%Added
D. E. Shaw & Co., Inc.29,735$2.04M0.00%−2,199−6.9%Reduced
Neuberger Berman Group LLC29,914$2.05M0.00%+982+3.4%Added
UBS Group AG30,796$2.11M0.00%−71,445−69.9%Reduced
Voya Investment Management LLC31,517$2.16M0.00%−11,235−26.3%Reduced
M&T Bank Corp31,869$2.19M0.01%−2,582−7.5%Reduced
Brinker Capital Investments, LLC32,112$2.20M0.03%−950−2.9%Reduced
Orion Portfolio Solutions, LLC32,112$2.20M0.03%+32,112New
Advisors Asset Management, Inc.33,424$2.29M0.05%−2,659−7.4%Reduced
Winton Group Ltd33,890$2.33M0.14%+10,009+41.9%Added
Bank of Nova Scotia35,349$2.43M0.01%+30,712+662.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)35,664$2.45M0.01%+2,326+7.0%Added
Aptus Capital Advisors, LLC36,109$2.48M0.07%+9,214+34.3%Added
Schonfeld Strategic Advisors LLC37,907$2.60M0.02%−18,182−32.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,894$2.74M0.02%−54,899−57.9%Reduced
First Republic Investment Management, Inc.40,532$2.78M0.01%−1,557−3.7%Reduced
Employees Retirement System of Texas40,550$2.78M0.04%+26,000+178.7%Added
Bank of Montreal40,911$2.81M0.00%+4,274+11.7%Added
Presima Inc.41,400$2.84M0.81%+400+1.0%Added
Liberty Mutual Group Asset Management Inc.41,565$2.85M0.65%+3,881+10.3%Added
SG Americas Securities, LLC41,617$2.85M0.04%+25,929+165.3%Added
Vestcor Inc41,712$2.86M0.10%+30,270+264.6%Added
Ibex Wealth Advisors42,489$2.92M0.76%+2,255+5.6%Added
Price T Rowe Associates Inc43,023$2.95M0.00%+1,439+3.5%Added
Yousif Capital Management, LLC45,247$3.10M0.04%−11,144−19.8%Reduced
Nisa Investment Advisors, LLC45,335$3.11M0.02%−34,605−43.3%Reduced
New York State Common Retirement Fund45,400$3.11M0.00%−15,700−25.7%Reduced
Teachers Retirement System of the State of Kentucky45,654$3.13M0.03%−8,890−16.3%Reduced
Oversea-Chinese Banking CORP Ltd45,936$3.15M0.16%−5,071−9.9%Reduced
Mirae Asset Global Investments Co., Ltd.46,626$3.20M0.01%+4,358+10.3%Added
Magnetar Financial LLC47,371$3.25M0.06%+47,371New
Agf Management Ltd47,503$3.26M0.02%−2,038−4.1%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.49,672$3.41M0.01%+3,884+8.5%Added
Teacher Retirement System of Texas51,116$3.51M0.02%+25,137+96.8%Added
Allianz Asset Management GmbH55,937$3.84M0.01%+80.0%Added
Amalgamated Bank55,955$3.84M0.03%+15,675+38.9%Added
Exchange Traded Concepts, LLC57,008$3.91M0.11%+1,083+1.9%Added
Victory Capital Management Inc57,192$3.92M0.00%−15,438−21.3%Reduced
State of Alaska, Department of Revenue57,536$3.95M0.05%−48,181−45.6%Reduced
Truist Financial Corp58,271$4.00M0.01%+235+0.4%Added
Natixis Advisors, L.P.58,722$4.03M0.01%−17,087−22.5%Reduced
Quantbot Technologies LP60,012$4.12M0.29%+14,014+30.5%Added
Boothbay Fund Management, LLC62,076$4.26M0.12%+13,763+28.5%Added
Blue Chip Partners, Inc.65,549$4.50M0.53%+14,289+27.9%Added
Citigroup Inc68,692$4.71M0.01%−32,209−31.9%Reduced
DekaBank Deutsche Girozentrale71,697$4.79M0.01%−2,800−3.8%Reduced
Mutual of America Capital Management LLC71,235$4.89M0.06%+52,674+283.8%Added
Susquehanna Fundamental Investments, LLC71,913$4.93M0.11%−3,953−5.2%Reduced
Verition Fund Management LLC76,053$5.22M0.08%+76,053New
TD Asset Management Inc76,600$5.26M0.01%00.0%Unchanged
Virginia Retirement Systems Et Al77,960$5.35M0.06%−15,340−16.4%Reduced
HGI Capital Management, LLC78,997$5.42M3.58%−70,250−47.1%Reduced
Texas Permanent School Fund79,432$5.45M0.05%+19,885+33.4%Added
BNP Paribas Arbitrage, SA82,691$5.67M0.01%+26,856+48.1%Added
Royal Bank of Canada85,188$5.84M0.00%−17,425−17.0%Reduced
Amundi89,101$5.97M0.00%+190+0.2%Added
HSBC Holdings PLC93,936$6.41M0.01%+35,508+60.8%Added
Community Bank of Raymore94,870$6.51M2.49%−8,550−8.3%Reduced
Bridgeway Capital Management, LLC97,900$6.72M0.18%−2,000−2.0%Reduced
MetLife Investment Management98,339$6.75M0.05%+52,479+114.4%Added
Nomura Asset Management Co Ltd98,900$6.79M0.04%+1,220+1.2%Added
Manufacturers Life Insurance Company, The100,075$6.87M0.00%+65,768+191.7%Added
Barclays PLC101,540$6.97M0.01%+11,403+12.7%Added
Eagle Asset Management Inc102,223$7.01M0.04%+3,577+3.6%Added
Edgestream Partners, L.P.102,577$7.04M0.78%+41,733+68.6%Added
Mitsubishi UFJ Trust & Banking Corp104,224$7.15M0.02%+102,511+5,984.3%Added
Franklin Resources Inc106,045$7.28M0.00%+18,516+21.2%Added
Ergoteles LLC106,750$7.32M0.29%+106,750New
Marshall Wace, LLP106,791$7.33M0.02%−69,455−39.4%Reduced
New York State Teachers Retirement System109,983$7.55M0.02%−9,943−8.3%Reduced
California State Teachers Retirement System110,382$7.57M0.01%+5,975+5.7%Added
Susquehanna International Group, LLP112,358$7.71M0.01%+107,476+2,201.5%Added
Retirement Systems of Alabama115,731$7.94M0.03%+115,731New
Fisher Asset Management, LLC117,000$8.06M0.00%+117,000New
Public Employees Retirement System of Ohio118,765$8.15M0.03%+15,229+14.7%Added
Manning & Napier Group, LLC119,058$8.17M0.10%+23,160+24.2%Added
Allspring Global Investments Holdings, LLC141,984$9.74M0.02%−11,341−7.4%Reduced
UBS Oconnor LLC142,169$9.75M0.23%+142,169New
Tudor Investment Corp Et Al145,913$10.0M0.19%+57,111+64.3%Added
Envestnet Asset Management Inc146,894$10.1M0.00%−10,542−6.7%Reduced
ProShare Advisors LLC147,889$10.1M0.03%−6,155−4.0%Reduced
State of Wisconsin Investment Board149,659$10.3M0.03%−40,089−21.1%Reduced
Tributary Capital Management, LLC150,177$10.3M0.96%−103,850−40.9%Reduced
Great West Life Assurance Co150,666$10.3M0.03%−15,863−9.5%Reduced
Credit Suisse AG155,306$10.7M0.01%+3,768+2.5%Added
Renaissance Technologies LLC163,100$11.2M0.01%−3,300−2.0%Reduced
Lighthouse Investment Partners, LLC165,000$11.3M0.98%+121,449+278.9%Added
American International Group, Inc.178,029$12.2M0.08%+130,376+273.6%Added
Guggenheim Capital LLC178,199$12.2M0.10%−859−0.5%Reduced
Fort Washington Investment Advisors Inc180,107$12.4M0.09%−46,645−20.6%Reduced
SEI Investments Co185,434$12.7M0.02%−34,269−15.6%Reduced
Swiss National Bank191,182$13.1M0.01%−1,600−0.8%Reduced
Adage Capital Partners GP, L.L.C.200,000$13.7M0.03%00.0%Unchanged
Asset Management One Co.,Ltd.205,384$14.1M0.06%+736+0.4%Added
Uniplan Investment Counsel, Inc.215,922$14.8M1.05%−1,413−0.7%Reduced
Alliancebernstein L.P.219,928$15.1M0.01%+84,162+62.0%Added
Weiss Multi-Strategy Advisers LLC220,209$15.1M0.37%+87,049+65.4%Added
Westpac Banking Corp222,676$15.3M0.21%+97,663+78.1%Added
Ameriprise Financial Inc233,052$16.0M0.01%−231,539−49.8%Reduced