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, 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.

Institutional holdersQ2 2023: 375 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 heldQ2 2023: $6.23B
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, Q2 2023

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2023.

Institutions holding ADC in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
MML Investors Services, LLC4,854$317.0K0.00%+4,854New
Argonautica Private Wealth Management, Inc5,257$343.8K0.15%+144+2.8%Added
Prudent Man Advisors, LLC5,302$347.0K0.13%+5+0.1%Added
Metis Global Partners, LLC5,312$347.4K0.02%+5,312New
ProShare Advisors LLC5,444$356.0K0.00%−142,445−96.3%Reduced
JustInvest LLC5,457$356.8K0.01%−2,810−34.0%Reduced
Kistler-Tiffany Companies, LLC5,497$359.4K0.06%+482+9.6%Added
Azzad Asset Management Inc5,553$363.1K0.05%+99+1.8%Added
Wolverine Trading, LLC5,580$365.3K0.00%+1,146+25.8%Added
Level Four Advisory Services, LLC5,602$366.3K0.02%00.0%Unchanged
Harvest Portfolios Group Inc.5,660$370.1K0.02%−298−5.0%Reduced
Cambria Investment Management, L.P.5,700$372.7K0.03%−600−9.5%Reduced
Magnetar Financial LLC5,766$377.0K0.01%−41,605−87.8%Reduced
Alberta Investment Management Corp5,893$385.3K0.00%−3,096−34.4%Reduced
FMR LLC5,902$385.9K0.00%+912+18.3%Added
Hennion & Walsh Asset Management, Inc.5,952$389.0K0.02%−80−1.3%Reduced
Raymond James Trust N.A.6,045$395.0K0.01%+211+3.6%Added
DuPont Capital Management Corp6,046$395.3K0.02%−472−7.2%Reduced
Janney Montgomery Scott LLC6,063$396.0K0.00%+6,063New
Baird Financial Group, Inc.6,533$427.2K0.00%−305−4.5%Reduced
Sequoia Financial Advisors, LLC6,550$428.3K0.01%−434−6.2%Reduced
James Investment Research Inc6,550$428.3K0.05%00.0%Unchanged
Old Mission Capital LLC6,645$434.5K0.02%+6,645New
CI Private Wealth, LLC6,646$434.6K0.00%−124−1.8%Reduced
Atlantic Union Bankshares Corp6,650$434.8K0.04%−100−1.5%Reduced
LMR Partners LLP6,826$446.4K0.01%+6,826New
Commerce Bank6,960$455.1K0.00%−162−2.3%Reduced
Elequin Capital LP6,996$457.5K0.23%+6,996New
Maryland State Retirement & Pension System7,032$459.8K0.01%+7,032New
Keybank National Association7,039$460.3K0.00%−77−1.1%Reduced
Applied Capital LLC7,108$464.8K0.44%+7,108New
Crossmark Global Holdings, Inc.7,444$489.0K0.01%+137+1.9%Added
Bessemer Group Inc7,574$495.0K0.00%+69+0.9%Added
Public Employees Retirement Association of Colorado7,909$517.0K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.7,913$517.4K0.59%+41+0.5%Added
CSU Producer Resources, Inc.8,000$523.1K1.94%00.0%Unchanged
Spirit of America Management Corp8,250$539.5K0.12%00.0%Unchanged
Virtu Financial LLC8,294$542.0K0.04%+4,304+107.9%Added
Securian Asset Management, Inc8,302$542.9K0.01%+236+2.9%Added
Cetera Advisor Networks LLC8,393$548.9K0.00%−153−1.8%Reduced
Cornercap Investment Counsel Inc8,517$556.9K0.10%+8,517New
XTX Topco Ltd8,666$566.7K0.10%+902+11.6%Added
Campbell & CO Investment Adviser LLC8,737$571.3K0.10%−4,803−35.5%Reduced
Bridgefront Capital, LLC8,972$586.7K0.32%+8,972New
Pitcairn Co8,990$587.9K0.05%−1,324−12.8%Reduced
HighTower Advisors, LLC8,964$589.0K0.00%+1,771+24.6%Added
Prudential Financial Inc9,187$600.8K0.00%−598,003−98.5%Reduced
Texas Yale Capital Corp.9,195$601.3K0.03%00.0%Unchanged
Captrust Financial Advisors9,606$628.1K0.00%+9,606New
The PNC Financial Services Group, Inc.9,619$629.0K0.00%+672+7.5%Added
SG Americas Securities, LLC10,042$657.0K0.01%−31,575−75.9%Reduced
Toronto Dominion Bank10,098$660.0K0.00%+529+5.5%Added
Landscape Capital Management, L.L.C.10,235$669.3K0.09%+10,235New
Illinois Municipal Retirement Fund10,369$678.0K0.01%00.0%Unchanged
Cipher Capital LP10,670$697.7K0.12%+10,670New
Nissay Asset Management Corp10,700$699.7K0.01%+1,068+11.1%Added
Mark Stevens10,787$705.4K0.09%−301−2.7%Reduced
Xponance, Inc.11,178$730.9K0.01%−2,586−18.8%Reduced
Mariner, LLC11,390$744.8K0.00%−41−0.4%Reduced
Gilman Hill Asset Management, LLC11,755$768.7K0.14%+1,835+18.5%Added
Advisor Group Holdings, Inc.12,046$788.2K0.00%−609−4.8%Reduced
LPL Financial LLC12,201$797.8K0.00%+554+4.8%Added
Cambridge Investment Research Advisors, Inc.12,789$836.0K0.00%+713+5.9%Added
Pictet & Cie (Europe) SA13,036$852.4K0.03%+13,036New
Assetmark, Inc13,097$856.4K0.00%+510+4.1%Added
Intrust Bank NA13,196$862.9K0.10%−2,544−16.2%Reduced
First Trust Advisors LP13,278$868.2K0.00%+197+1.5%Added
Jefferies Financial Group Inc.13,285$868.7K0.02%+13,285New
JLP Asset Management, LLC13,400$876.2K0.97%00.0%Unchanged
Federated Hermes, Inc.13,576$887.7K0.00%+308+2.3%Added
Oppenheimer Asset Management Inc.14,625$956.3K0.01%+304+2.1%Added
Silvercrest Asset Management Group LLC14,747$964.3K0.01%00.0%Unchanged
Center for Financial Planning, Inc.14,834$970.0K0.20%00.0%Unchanged
US Bancorp15,274$998.8K0.00%−669−4.2%Reduced
Laurion Capital Management LP15,584$1.02M0.04%+15,584New
Creative Planning15,620$1.02M0.00%+6,676+74.6%Added
Tower Research Capital LLC (TRC)15,687$1.03M0.03%+11,622+285.9%Added
Motley Fool Wealth Management, LLC15,780$1.03M0.06%+1,027+7.0%Added
Cincinnati Specialty Underwriters Insurance CO16,500$1.08M0.39%00.0%Unchanged
Pacer Advisors, Inc.16,700$1.09M0.00%+16,700New
Voya Investment Management LLC16,926$1.11M0.00%−14,591−46.3%Reduced
Moran Wealth Management, LLC17,063$1.12M0.04%−8,734−33.9%Reduced
Vident Investment Advisory, LLC17,096$1.12M0.04%+377+2.3%Added
Inceptionr LLC17,121$1.12M0.60%+1,632+10.5%Added
Standard Life Aberdeen plc17,694$1.16M0.00%+1,851+11.7%Added
Capital Fund Management S.A.17,798$1.16M0.02%+17,798New
Spouting Rock Asset Management, LLC17,894$1.17M0.42%00.0%Unchanged
New Mexico Educational Retirement Board18,100$1.18M0.05%+2,100+13.1%Added
Handelsbanken Fonder AB18,337$1.20M0.01%+6,900+60.3%Added
Jupiter Asset Management Ltd18,388$1.20M0.01%+18,388New
Qube Research & Technologies Ltd19,058$1.25M0.00%+19,058New
Capital Square, LLC19,185$1.25M1.16%−756−3.8%Reduced
Northwestern Mutual Investment Management Company, LLC20,712$1.35M0.04%+1,061+5.4%Added
Edgestream Partners, L.P.21,416$1.40M0.13%−81,161−79.1%Reduced
Dana Investment Advisors, Inc.21,920$1.43M0.07%+1,014+4.9%Added
Perpetual Ltd21,930$1.43M0.01%−180−0.8%Reduced
Bank of Nova Scotia22,122$1.45M0.00%−13,227−37.4%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd22,215$1.45M0.02%+1,254+6.0%Added
Allstate Corp22,438$1.47M0.09%00.0%Unchanged
Pictet Asset Management SA22,989$1.50M0.00%−2,682−10.4%Reduced