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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
Community Bank of Raymore94,870$6.51M2.49%−8,550−8.3%Reduced
HSBC Holdings PLC93,936$6.41M0.01%+35,508+60.8%Added
Amundi89,101$5.97M0.00%+190+0.2%Added
Royal Bank of Canada85,188$5.84M0.00%−17,425−17.0%Reduced
BNP Paribas Arbitrage, SA82,691$5.67M0.01%+26,856+48.1%Added
Texas Permanent School Fund79,432$5.45M0.05%+19,885+33.4%Added
HGI Capital Management, LLC78,997$5.42M3.58%−70,250−47.1%Reduced
Virginia Retirement Systems Et Al77,960$5.35M0.06%−15,340−16.4%Reduced
TD Asset Management Inc76,600$5.26M0.01%00.0%Unchanged
Verition Fund Management LLC76,053$5.22M0.08%+76,053New
Susquehanna Fundamental Investments, LLC71,913$4.93M0.11%−3,953−5.2%Reduced
Mutual of America Capital Management LLC71,235$4.89M0.06%+52,674+283.8%Added
DekaBank Deutsche Girozentrale71,697$4.79M0.01%−2,800−3.8%Reduced
Citigroup Inc68,692$4.71M0.01%−32,209−31.9%Reduced
Blue Chip Partners, Inc.65,549$4.50M0.53%+14,289+27.9%Added
Boothbay Fund Management, LLC62,076$4.26M0.12%+13,763+28.5%Added
Quantbot Technologies LP60,012$4.12M0.29%+14,014+30.5%Added
Natixis Advisors, L.P.58,722$4.03M0.01%−17,087−22.5%Reduced
Truist Financial Corp58,271$4.00M0.01%+235+0.4%Added
State of Alaska, Department of Revenue57,536$3.95M0.05%−48,181−45.6%Reduced
Victory Capital Management Inc57,192$3.92M0.00%−15,438−21.3%Reduced
Exchange Traded Concepts, LLC57,008$3.91M0.11%+1,083+1.9%Added
Amalgamated Bank55,955$3.84M0.03%+15,675+38.9%Added
Allianz Asset Management GmbH55,937$3.84M0.01%+80.0%Added
Teacher Retirement System of Texas51,116$3.51M0.02%+25,137+96.8%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.49,672$3.41M0.01%+3,884+8.5%Added
Agf Management Ltd47,503$3.26M0.02%−2,038−4.1%Reduced
Magnetar Financial LLC47,371$3.25M0.06%+47,371New
Mirae Asset Global Investments Co., Ltd.46,626$3.20M0.01%+4,358+10.3%Added
Oversea-Chinese Banking CORP Ltd45,936$3.15M0.16%−5,071−9.9%Reduced
Teachers Retirement System of the State of Kentucky45,654$3.13M0.03%−8,890−16.3%Reduced
New York State Common Retirement Fund45,400$3.11M0.00%−15,700−25.7%Reduced
Nisa Investment Advisors, LLC45,335$3.11M0.02%−34,605−43.3%Reduced
Yousif Capital Management, LLC45,247$3.10M0.04%−11,144−19.8%Reduced
Price T Rowe Associates Inc43,023$2.95M0.00%+1,439+3.5%Added
Ibex Wealth Advisors42,489$2.92M0.76%+2,255+5.6%Added
Vestcor Inc41,712$2.86M0.10%+30,270+264.6%Added
SG Americas Securities, LLC41,617$2.85M0.04%+25,929+165.3%Added
Liberty Mutual Group Asset Management Inc.41,565$2.85M0.65%+3,881+10.3%Added
Presima Inc.41,400$2.84M0.81%+400+1.0%Added
Bank of Montreal40,911$2.81M0.00%+4,274+11.7%Added
Employees Retirement System of Texas40,550$2.78M0.04%+26,000+178.7%Added
First Republic Investment Management, Inc.40,532$2.78M0.01%−1,557−3.7%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,894$2.74M0.02%−54,899−57.9%Reduced
Schonfeld Strategic Advisors LLC37,907$2.60M0.02%−18,182−32.4%Reduced
Aptus Capital Advisors, LLC36,109$2.48M0.07%+9,214+34.3%Added
Zurcher Kantonalbank (Zurich Cantonalbank)35,664$2.45M0.01%+2,326+7.0%Added
Bank of Nova Scotia35,349$2.43M0.01%+30,712+662.3%Added
Winton Group Ltd33,890$2.33M0.14%+10,009+41.9%Added
Advisors Asset Management, Inc.33,424$2.29M0.05%−2,659−7.4%Reduced
Brinker Capital Investments, LLC32,112$2.20M0.03%−950−2.9%Reduced
Orion Portfolio Solutions, LLC32,112$2.20M0.03%+32,112New
M&T Bank Corp31,869$2.19M0.01%−2,582−7.5%Reduced
Voya Investment Management LLC31,517$2.16M0.00%−11,235−26.3%Reduced
UBS Group AG30,796$2.11M0.00%−71,445−69.9%Reduced
Neuberger Berman Group LLC29,914$2.05M0.00%+982+3.4%Added
D. E. Shaw & Co., Inc.29,735$2.04M0.00%−2,199−6.9%Reduced
Ameritas Investment Partners, Inc.29,450$2.02M0.08%+22,595+329.6%Added
CIBC World Markets Corp28,754$1.97M0.03%+182+0.6%Added
First National Bank of Omaha28,316$1.94M0.12%−5,020−15.1%Reduced
GSI Capital Advisors LLC28,016$1.92M1.19%+6,773+31.9%Added
Raymond James Financial Services Advisors, Inc.27,987$1.92M0.00%−1,749−5.9%Reduced
Stifel Financial Corp27,484$1.89M0.00%−1,319−4.6%Reduced
Oregon Public Employees Retirement Fund25,848$1.77M0.02%−3,321−11.4%Reduced
Moran Wealth Management, LLC25,797$1.77M0.07%+4,410+20.6%Added
Pictet Asset Management SA25,671$1.76M0.00%−11,766−31.4%Reduced
Arizona State Retirement System25,664$1.76M0.02%+3,137+13.9%Added
Meiji Yasuda Asset Management Co Ltd.24,634$1.69M0.09%00.0%Unchanged
E. Ohman J:or Asset Management AB24,200$1.66M0.07%+3,300+15.8%Added
Van Eck Associates Corp23,548$1.62M0.00%+14,471+159.4%Added
Louisiana State Employees Retirement System23,500$1.61M0.04%−18,600−44.2%Reduced
Ensign Peak Advisors, Inc23,042$1.58M0.00%+150+0.7%Added
Allstate Corp22,438$1.54M0.11%−7,297−24.5%Reduced
State of Michigan Retirement System22,400$1.54M0.01%+22,400New
Nicola Wealth Management Ltd.22,300$1.53M0.15%+22,300New
Perpetual Ltd22,110$1.52M0.01%+22,110New
Sumitomo Mitsui DS Asset Management Company, Ltd20,961$1.44M0.03%+8,354+66.3%Added
Dana Investment Advisors, Inc.20,906$1.43M0.07%−895−4.1%Reduced
Northwestern Mutual Investment Management Company, LLC19,651$1.35M0.03%+19,651New
AQR Capital Management LLC19,691$1.34M0.00%−1,211−5.8%Reduced
Capital Square, LLC19,941$1.33M1.23%−745−3.6%Reduced
Spouting Rock Asset Management, LLC17,894$1.23M0.43%−9,349−34.3%Reduced
Vident Investment Advisory, LLC16,719$1.15M0.04%+497+3.1%Added
Cincinnati Specialty Underwriters Insurance CO16,500$1.13M0.45%00.0%Unchanged
New Mexico Educational Retirement Board16,000$1.10M0.06%+16,000New
US Bancorp15,943$1.09M0.00%+2,549+19.0%Added
Standard Life Aberdeen plc15,843$1.09M0.00%+294+1.9%Added
Intrust Bank NA15,740$1.08M0.14%+1,072+7.3%Added
Inceptionr LLC15,489$1.06M0.34%+4,371+39.3%Added
Walleye Trading LLC15,446$1.06M0.04%+12,508+425.7%Added
Center for Financial Planning, Inc.14,834$1.02M0.23%00.0%Unchanged
Motley Fool Wealth Management, LLC14,753$1.01M0.06%−596−3.9%Reduced
Silvercrest Asset Management Group LLC14,747$1.01M0.01%00.0%Unchanged
Oppenheimer Asset Management Inc.14,321$982.6K0.02%+61+0.4%Added
Kula Investments, LLC13,910$954.4K0.24%+13,910New
Xponance, Inc.13,764$944.3K0.01%+8,755+174.8%Added
Campbell & CO Investment Adviser LLC13,540$929.0K0.17%+13,540New
JLP Asset Management, LLC13,400$919.4K0.61%−1,700−11.3%Reduced
Federated Hermes, Inc.13,268$910.3K0.00%+13,268New
First Trust Advisors LP13,081$897.5K0.00%−31,769−70.8%Reduced