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, Q2 2023
Institutional positions in Agree Realty Corp as of Jun 30, 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
- 375
- +17 vs. Q1 2023
- Shares held
- 95.1M
- −2.43M (−2.5%) vs. Q1 2023
- Total value
- $6.23B
- −$471.4M (−7.0%) vs. Q1 2023
- New holders
- 56
- 134 more added
- Sold out
- 39
- 134 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Carolinas Wealth Consulting LLC | 0 | $2 | 0.00% | −7−100.0% | Reduced |
| PSI Advisors, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 4 | $262 | 0.00% | −9−69.2% | Reduced |
| 25 LLC | 8 | $525 | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 11 | $719 | 0.00% | +5+83.3% | Added |
| SRS Capital Advisors, Inc. | 15 | $981 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.11K | 0.00% | +17 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $1.50K | 0.00% | −6−20.7% | Reduced |
| Glassman Wealth Services | 31 | $2.03K | 0.00% | +27+675.0% | Added |
| Parkside Financial Bank & Trust | 32 | $2.09K | 0.00% | +32 | New |
| GoalVest Advisory LLC | 38 | $2.48K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 40 | $2.62K | 0.00% | −9−18.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 51 | $2.67K | 0.00% | +15+41.7% | Added |
| Northwestern Mutual Wealth Management Co | 45 | $2.94K | 0.00% | +45 | New |
| Allworth Financial LP | 51 | $3.36K | 0.00% | −17−25.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 53 | $3.46K | 0.00% | +4+8.2% | Added |
| Key Financial Inc | 54 | $3.53K | 0.00% | +54 | New |
| Park Place Capital Corp | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 75 | $4.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $5.00K | 0.00% | +82 | New |
| Roffman Miller Associates Inc | 83 | $5.41K | 0.00% | +83 | New |
| Simplex Trading, LLC | 103 | $6.00K | 0.00% | −2,529−96.1% | Reduced |
| Front Row Advisors LLC | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $6.54K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $6.91K | 0.00% | −4−3.6% | Reduced |
| IAG Wealth Partners, LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $7.78K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 126 | $8.24K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 148 | $9.68K | 0.00% | −148−50.0% | Reduced |
| Caldwell Trust Co | 150 | $9.81K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 150 | $9.81K | 0.00% | +150 | New |
| West Tower Group, LLC | 151 | $9.87K | 0.01% | +151 | New |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $11.3K | 0.00% | +46+36.2% | Added |
| Vestcor Inc | 176 | $12.0K | 0.00% | −41,536−99.6% | Reduced |
| Lee Financial Co | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $14.8K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 307 | $20.1K | 0.00% | +2+0.7% | Added |
| CWM, LLC | 335 | $22.0K | 0.00% | +278+487.7% | Added |
| Ci Investments Inc. | 349 | $23.0K | 0.00% | +108+44.8% | Added |
| Capital Analysts, LLC | 386 | $25.0K | 0.00% | +3+0.8% | Added |
| Sound Income Strategies, LLC | 405 | $26.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 428 | $28.0K | 0.00% | −78−15.4% | Reduced |
| North Star Investment Management Corp. | 500 | $32.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $32.7K | 0.01% | +500 | New |
| Ronald Blue Trust, Inc. | 571 | $40.0K | 0.00% | −775−57.6% | Reduced |
| Private Trust Co NA | 634 | $41.5K | 0.01% | −12−1.9% | Reduced |
| Umb Bank N A | 658 | $43.0K | 0.00% | +36+5.8% | Added |
| JJJ Advisors Inc. | 664 | $43.4K | 0.01% | +606+1,044.8% | Added |
| State of Wyoming | 666 | $43.5K | 0.01% | +172+34.8% | Added |
| Coppell Advisory Solutions LLC | 735 | $48.1K | 0.01% | +735 | New |
| Group One Trading, L.P. | 769 | $50.3K | 0.00% | +700+1,014.5% | Added |
| Huntington National Bank | 770 | $50.4K | 0.00% | +22+2.9% | Added |
| Archer Investment Corp | 900 | $58.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 900 | $58.9K | 0.04% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $65.4K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $65.4K | 0.02% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,165 | $76.2K | 0.01% | +1,165 | New |
| Brown Brothers Harriman & Co | 1,176 | $76.9K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 1,362 | $89.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,683 | $110.0K | 0.01% | +9+0.5% | Added |
| Ninepoint Partners LP | 1,926 | $125.9K | 0.02% | −535−21.7% | Reduced |
| Signaturefd, LLC | 1,956 | $127.9K | 0.00% | +221+12.7% | Added |
| Johnson Financial Group, Inc. | 1,985 | $129.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,044 | $134.0K | 0.10% | +294+16.8% | Added |
| Carmel Capital Partners, LLC | 2,090 | $136.7K | 0.07% | +267+14.6% | Added |
| Quadrant Capital Group LLC | 2,289 | $149.7K | 0.01% | −367−13.8% | Reduced |
| Metropolitan Life Insurance Co | 2,847 | $186.2K | 0.01% | −4,612−61.8% | Reduced |
| Stephens Inc | 3,094 | $202.3K | 0.00% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 3,100 | $202.7K | 0.11% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 3,104 | $203.0K | 0.11% | +3,104 | New |
| Dynamic Technology Lab Private Ltd | 3,180 | $208.0K | 0.03% | +3,180 | New |
| Dillon & Associates Inc | 3,235 | $210.0K | 0.04% | +3,235 | New |
| Virtus ETF Advisers LLC | 3,338 | $218.3K | 0.13% | −793−19.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,366 | $220.1K | 0.01% | −16−0.5% | Reduced |
| NewEdge Wealth, LLC | 3,366 | $220.1K | 0.01% | −16−0.5% | Reduced |
| Somerset Trust Co | 3,638 | $237.9K | 0.10% | −19−0.5% | Reduced |
| Regions Financial Corp | 3,798 | $248.4K | 0.00% | −5,248−58.0% | Reduced |
| Wexford Capital LP | 3,816 | $249.5K | 0.05% | −988−20.6% | Reduced |
| Bailard, Inc. | 3,890 | $254.4K | 0.01% | −1,200−23.6% | Reduced |
| TD Asset Management Inc | 3,900 | $255.0K | 0.00% | −72,700−94.9% | Reduced |
| Advisor Partners II, LLC | 3,902 | $255.2K | 0.01% | −1,464−27.3% | Reduced |
| Dark Forest Capital Management LP | 3,946 | $258.0K | 0.03% | +3,946 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $261.6K | 0.04% | 00.0% | Unchanged |
| Diametric Capital, LP | 4,177 | $273.1K | 0.12% | +4,177 | New |
| Shelton Capital Management | 4,353 | $284.6K | 0.01% | −120−2.7% | Reduced |
| Pearl River Capital, LLC | 4,357 | $284.9K | 0.05% | −4,422−50.4% | Reduced |
| Norinchukin Bank, The | 4,359 | $285.0K | 0.00% | +141+3.3% | Added |
| Alpine Global Management, LLC | 4,382 | $286.5K | 0.08% | +4,382 | New |
| Naples Global Advisors, LLC | 4,525 | $297.0K | 0.03% | −1,000−18.1% | Reduced |
| Fifth Third Bancorp | 4,559 | $298.1K | 0.00% | −831−15.4% | Reduced |
| Engineers Gate Manager LP | 4,634 | $303.0K | 0.01% | +4,634 | New |
| Clarkston Capital Partners, LLC | 4,700 | $307.3K | 0.01% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 4,709 | $307.9K | 0.13% | −5,000−51.5% | Reduced |
| Utah Retirement Systems | 4,800 | $313.9K | 0.00% | +4,800 | New |