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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, 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
State of Michigan Retirement System23,000$1.50M0.01%+600+2.7%Added
Ameritas Investment Partners, Inc.23,274$1.52M0.06%−6,176−21.0%Reduced
Van Eck Associates Corp24,795$1.62M0.00%+1,247+5.3%Added
UniSuper Management Pty Ltd24,900$1.63M0.02%+24,900New
Westpac Banking Corp25,123$1.64M0.12%−197,553−88.7%Reduced
Meiji Yasuda Asset Management Co Ltd.25,183$1.65M0.08%+549+2.2%Added
Arizona State Retirement System25,350$1.66M0.01%−314−1.2%Reduced
State Board of Administration of Florida Retirement System25,522$1.67M0.00%+15,010+142.8%Added
Raymond James Financial Services Advisors, Inc.25,777$1.69M0.00%−2,210−7.9%Reduced
Nicola Wealth Management Ltd.25,900$1.69M0.17%+3,600+16.1%Added
E. Ohman J:or Asset Management AB26,300$1.72M0.06%+2,100+8.7%Added
Walleye Trading LLC26,867$1.76M0.09%+11,421+73.9%Added
Oregon Public Employees Retirement Fund26,948$1.76M0.02%+1,100+4.3%Added
Jump Financial, LLC27,009$1.77M0.07%+27,009New
Louisiana State Employees Retirement System27,200$1.78M0.04%+3,700+15.7%Added
Versor Investments LP27,907$1.82M0.32%+15,007+116.3%Added
State of Tennessee, Treasury Department27,947$1.83M0.01%+27,947New
Stifel Financial Corp28,484$1.86M0.00%+1,000+3.6%Added
First National Bank of Omaha28,520$1.86M0.11%+204+0.7%Added
Neuberger Berman Group LLC29,275$1.91M0.00%−639−2.1%Reduced
Brinker Capital Investments, LLC30,602$2.00M0.02%−1,510−4.7%Reduced
Orion Portfolio Solutions, LLC30,602$2.00M0.02%−1,510−4.7%Reduced
Ontario Teachers Pension Plan Board30,989$2.03M0.02%+17,995+138.5%Added
Advisors Asset Management, Inc.31,425$2.05M0.04%−1,999−6.0%Reduced
GSI Capital Advisors LLC32,717$2.14M1.31%+4,701+16.8%Added
M&T Bank Corp32,788$2.14M0.01%+919+2.9%Added
AQR Capital Management LLC32,900$2.15M0.00%+13,209+67.1%Added
Bank of Montreal35,461$2.34M0.00%−5,450−13.3%Reduced
First Republic Investment Management, Inc.38,391$2.51M0.01%−2,141−5.3%Reduced
Treasurer of the State of North Carolina38,880$2.54M0.01%+38,880New
Aptus Capital Advisors, LLC39,433$2.58M0.08%+3,324+9.2%Added
Price T Rowe Associates Inc39,897$2.61M0.00%−3,126−7.3%Reduced
Presima Inc.41,700$2.73M0.75%+300+0.7%Added
Holocene Advisors, LP42,073$2.75M0.01%+42,073New
Ensign Peak Advisors, Inc43,172$2.82M0.01%+20,130+87.4%Added
Blue Chip Partners, Inc.44,272$2.89M0.33%−21,277−32.5%Reduced
Nisa Investment Advisors, LLC44,613$2.92M0.02%−722−1.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys45,051$2.95M0.02%+5,157+12.9%Added
Teachers Retirement System of the State of Kentucky45,211$2.96M0.03%−443−1.0%Reduced
Yousif Capital Management, LLC45,814$3.00M0.04%+567+1.3%Added
Cubist Systematic Strategies, LLC45,989$3.01M0.03%+44,543+3,080.4%Added
BNP Paribas Arbitrage, SA46,346$3.03M0.01%−36,345−44.0%Reduced
Employees Retirement System of Texas46,550$3.04M0.04%+6,000+14.8%Added
Teacher Retirement System of Texas49,515$3.24M0.02%−1,601−3.1%Reduced
Schonfeld Strategic Advisors LLC50,327$3.29M0.03%+12,420+32.8%Added
State of Alaska, Department of Revenue53,562$3.50M0.04%−3,974−6.9%Reduced
Exchange Traded Concepts, LLC54,284$3.55M0.09%−2,724−4.8%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.54,436$3.56M0.01%+4,764+9.6%Added
Susquehanna Fundamental Investments, LLC54,459$3.56M0.13%−17,454−24.3%Reduced
MetLife Investment Management55,768$3.65M0.03%−42,571−43.3%Reduced
Allianz Asset Management GmbH55,937$3.66M0.01%00.0%Unchanged
Lazard Asset Management LLC57,571$3.76M0.00%+57,571New
Truist Financial Corp58,229$3.81M0.01%−42−0.1%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)58,421$3.82M0.02%+22,757+63.8%Added
Natixis Advisors, L.P.59,272$3.88M0.01%+550+0.9%Added
Amalgamated Bank60,061$3.93M0.03%+4,106+7.3%Added
Victory Capital Management Inc60,165$3.93M0.00%+2,973+5.2%Added
Great Lakes Advisors, LLC60,795$3.98M0.04%−238,577−79.7%Reduced
Bridgewater Associates, LP64,693$4.23M0.03%−277,559−81.1%Reduced
HSBC Holdings PLC66,112$4.31M0.00%−27,824−29.6%Reduced
Citigroup Inc66,261$4.33M0.01%−2,431−3.5%Reduced
Mutual of America Capital Management LLC67,834$4.44M0.05%−3,401−4.8%Reduced
Amundi68,290$4.50M0.00%−20,811−23.4%Reduced
Manufacturers Life Insurance Company, The70,545$4.61M0.00%−29,530−29.5%Reduced
Centiva Capital, LP78,810$5.15M0.26%+78,810New
Adage Capital Partners GP, L.L.C.80,000$5.23M0.01%−120,000−60.0%Reduced
Quantbot Technologies LP80,266$5.25M0.34%+20,254+33.7%Added
DekaBank Deutsche Girozentrale80,748$5.25M0.01%+9,051+12.6%Added
Barclays PLC80,964$5.29M0.00%−20,576−20.3%Reduced
Texas Permanent School Fund82,059$5.37M0.05%+2,627+3.3%Added
Community Bank of Raymore83,680$5.47M2.37%−11,190−11.8%Reduced
Virginia Retirement Systems Et Al88,260$5.77M0.06%+10,300+13.2%Added
Royal Bank of Canada90,347$5.91M0.00%+5,159+6.1%Added
Bridgeway Capital Management, LLC97,900$6.40M0.15%00.0%Unchanged
Mitsubishi UFJ Trust & Banking Corp100,915$6.60M0.02%−3,309−3.2%Reduced
Nomura Asset Management Co Ltd106,540$6.97M0.03%+7,640+7.7%Added
Allspring Global Investments Holdings, LLC106,880$6.99M0.01%−35,104−24.7%Reduced
California State Teachers Retirement System109,283$7.15M0.01%−1,099−1.0%Reduced
New York State Teachers Retirement System109,983$7.19M0.02%00.0%Unchanged
Eagle Asset Management Inc110,277$7.21M0.04%+8,054+7.9%Added
Jane Street Group, LLC112,867$7.38M0.01%+112,867New
Credit Suisse AG113,500$7.42M0.01%−41,806−26.9%Reduced
Ergoteles LLC116,263$7.60M0.36%+9,513+8.9%Added
Fisher Asset Management, LLC117,000$7.65M0.00%00.0%Unchanged
Retirement Systems of Alabama120,103$7.85M0.04%+4,372+3.8%Added
Tudor Investment Corp Et Al120,835$7.90M0.13%−25,078−17.2%Reduced
UBS Group AG132,119$8.64M0.00%+101,323+329.0%Added
American International Group, Inc.140,535$9.19M0.06%−37,494−21.1%Reduced
Franklin Resources Inc142,003$9.29M0.00%+35,958+33.9%Added
Envestnet Asset Management Inc145,549$9.52M0.00%−1,345−0.9%Reduced
Tributary Capital Management, LLC147,531$9.65M0.86%−2,646−1.8%Reduced
Great West Life Assurance Co149,765$9.81M0.02%−901−0.6%Reduced
State of Wisconsin Investment Board151,837$9.93M0.03%+2,178+1.5%Added
SEI Investments Co153,462$10.0M0.02%−31,972−17.2%Reduced
Alliancebernstein L.P.156,356$10.2M0.00%−63,572−28.9%Reduced
Squarepoint Ops LLC159,332$10.4M0.06%+159,332New
Manning & Napier Group, LLC159,744$10.4M0.12%+40,686+34.2%Added
Public Employees Retirement System of Ohio164,338$10.7M0.04%+45,573+38.4%Added
ExodusPoint Capital Management, LP164,384$10.7M0.13%+164,384New
Guggenheim Capital LLC169,103$11.1M0.09%−9,096−5.1%Reduced