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 |
|---|---|---|---|---|---|
| Montag A & Associates Inc | 1,362 | $93.8K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,176 | $80.7K | 0.00% | 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 |
| Archer Investment Corp | 900 | $62.5K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 900 | $61.7K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 748 | $51.3K | 0.00% | −7−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 667 | $45.8K | 0.02% | −611−47.8% | Reduced |
| Private Trust Co NA | 646 | $44.3K | 0.01% | −250−27.9% | Reduced |
| Umb Bank N A | 622 | $42.7K | 0.00% | −189−23.3% | Reduced |
| Parallel Advisors, LLC | 506 | $34.7K | 0.00% | +289+133.2% | Added |
| North Star Investment Management Corp. | 500 | $34.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 494 | $33.9K | 0.01% | +14+2.9% | Added |
| Sound Income Strategies, LLC | 405 | $27.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 392 | $26.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 383 | $26.0K | 0.00% | −64−14.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 305 | $20.9K | 0.00% | +68+28.7% | Added |
| Ellevest, Inc. | 301 | $20.7K | 0.00% | +119+65.4% | Added |
| First Manhattan Co | 300 | $20.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 296 | $20.3K | 0.00% | −44−12.9% | Reduced |
| Ci Investments Inc. | 241 | $17.0K | 0.00% | +21+9.5% | Added |
| Whittier Trust Co | 227 | $15.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 157 | $10.8K | 0.00% | +1+0.6% | Added |
| Caldwell Trust Co | 150 | $10.3K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 127 | $8.71K | 0.00% | +91+252.8% | Added |
| First Horizon Advisors, Inc. | 126 | $8.64K | 0.00% | +117+1,300.0% | Added |
| Versant Capital Management, Inc | 119 | $8.03K | 0.00% | −266−69.1% | Reduced |
| IAG Wealth Partners, LLC | 107 | $7.34K | 0.00% | +107 | New |
| Global Retirement Partners, LLC | 110 | $7.29K | 0.00% | −2−1.8% | 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 |
| Front Row Advisors LLC | 84 | $6.00K | 0.00% | −3−3.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 75 | $5.15K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 74 | $5.08K | 0.00% | +39+111.4% | Added |
| Group One Trading, L.P. | 69 | $4.73K | 0.00% | −531−88.5% | Reduced |
| Allworth Financial LP | 68 | $4.67K | 0.00% | +53+353.3% | Added |
| Red Tortoise LLC | 64 | $4.39K | 0.00% | +64 | New |
| Park Place Capital Corp | 60 | $4.12K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 57 | $4.00K | 0.00% | −646−91.9% | Reduced |
| JJJ Advisors Inc. | 58 | $3.83K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 49 | $3.36K | 0.00% | −14−22.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 49 | $3.36K | 0.00% | +49 | New |
| Farmers & Merchants Investments Inc | 40 | $2.74K | 0.00% | −25−38.5% | Reduced |
| Massmutual Trust Co FSB | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 28 | $1.92K | 0.00% | +28 | New |
| IFP Advisors, Inc | 36 | $1.88K | 0.00% | −668−94.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.37K | 0.00% | +20 | New |
| SRS Capital Advisors, Inc. | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Proequities, Inc. | 13 | $895 | 0.00% | −11−45.8% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $482 | 0.00% | −11−61.1% | Reduced |
| Farther Finance Advisors, LLC | 6 | $412 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 4 | $274 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 2,895 | – | – | +2,895 | New |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −161,139−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −52,546−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −45,676−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −36,460−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −20,621−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,595−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −16,024−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −14,696−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −14,010−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −12,877−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,989−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −9,120−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −8,252−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −7,119−100.0% | Sold out |
| KBC Group NV | 0 | $0 | 0.00% | −6,604−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −4,513−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,752−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −2,859−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −2,437−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −435−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −309−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |