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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
UBS Oconnor LLC173,638$11.4M0.24%+31,469+22.1%Added
Verition Fund Management LLC180,129$11.8M0.18%+104,076+136.8%Added
Susquehanna International Group, LLP180,942$11.8M0.02%+68,584+61.0%Added
New York State Common Retirement Fund195,562$12.8M0.02%+150,162+330.8%Added
Swiss National Bank196,482$12.8M0.01%+5,300+2.8%Added
Uniplan Investment Counsel, Inc.206,668$13.5M0.98%−9,254−4.3%Reduced
Renaissance Technologies LLC213,600$14.0M0.02%+50,500+31.0%Added
Asset Management One Co.,Ltd.213,804$14.0M0.06%+8,420+4.1%Added
Fort Washington Investment Advisors Inc224,487$14.7M0.11%+44,380+24.6%Added
Ameriprise Financial Inc234,497$15.3M0.00%+1,445+0.6%Added
Ceredex Value Advisors LLC233,950$15.4M0.25%+233,950New
Goldman Sachs Group Inc247,674$16.2M0.00%−686,782−73.5%Reduced
HRT Financial LP250,436$16.4M0.15%+250,436New
Bank of America Corp262,490$17.2M0.00%−141,851−35.1%Reduced
Raymond James & Associates265,842$17.4M0.01%+11,285+4.4%Added
Lighthouse Investment Partners, LLC270,000$17.7M1.34%+105,000+63.6%Added
Marshall Wace, LLP270,660$17.7M0.04%+163,869+153.4%Added
Point72 Asset Management, L.P.297,094$19.4M0.07%−190,027−39.0%Reduced
Rhumbline Advisers308,510$20.2M0.02%−16,688−5.1%Reduced
STRS Ohio309,187$20.2M0.09%+46,170+17.6%Added
Bahl & Gaynor Inc324,061$21.2M0.13%+26,014+8.7%Added
Alyeska Investment Group, L.P.335,584$21.9M0.17%+335,584New
Weiss Multi-Strategy Advisers LLC337,661$22.1M0.47%+117,452+53.3%Added
Hazelview Securities Inc.341,500$22.6M3.50%+341,500New
Walleye Capital LLC355,679$23.3M0.41%+355,679New
Loomis Sayles & Co L P368,154$24.1M0.04%+25,680+7.5%Added
Aew Capital Management L P379,730$24.8M0.96%+12,770+3.5%Added
Cincinnati Insurance Co382,000$25.0M0.48%00.0%Unchanged
Wells Fargo & Company397,273$26.0M0.01%−16,173−3.9%Reduced
Cincinnati Financial Corp407,500$26.6M0.61%00.0%Unchanged
State of New Jersey Common Pension Fund D428,049$28.0M0.09%+5,000+1.2%Added
APG Asset Management US Inc.441,369$28.9M0.23%−1190.0%Reduced
California Public Employees Retirement System472,325$30.9M0.03%+14,330+3.1%Added
UBS Asset Management Americas Inc450,684$30.9M0.01%00.0%Unchanged
Two Sigma Advisers, LP481,087$31.5M0.08%−144,400−23.1%Reduced
D. E. Shaw & Co., Inc.497,079$32.5M0.05%+467,344+1,571.7%Added
William Blair Investment Management, LLC501,193$32.8M0.11%+73,611+17.2%Added
Frontier Capital Management Co LLC524,818$34.3M0.33%−8,091−1.5%Reduced
Two Sigma Investments, LP560,502$36.7M0.10%−35,930−6.0%Reduced
American Century Companies Inc571,563$37.4M0.03%−38,980−6.4%Reduced
Scout Investments, Inc.639,872$44.2M0.90%−62,127−8.9%Reduced
Macquarie Group Ltd707,550$46.3M0.05%+222,565+45.9%Added
Brookfield Asset Management Inc.728,891$47.7M0.19%−11,774−1.6%Reduced
Zimmer Partners, LP750,000$49.0M1.23%−540,000−41.9%Reduced
Heitman Real Estate Securities LLC751,157$49.1M2.70%−21,397−2.8%Reduced
Legal & General Group Plc759,581$49.7M0.02%+54,411+7.7%Added
Balyasny Asset Management LLC831,734$54.4M0.15%+140,311+20.3%Added
Northern Trust Corp918,922$60.1M0.01%−468,194−33.8%Reduced
Norges Bank922,528$60.3M0.01%+39,433+4.5%Added
Morgan Stanley945,669$61.8M0.01%−1,201,508−56.0%Reduced
Citadel Advisors LLC949,364$62.1M0.07%−208,364−18.0%Reduced
Sumitomo Mitsui Trust Holdings, Inc.996,020$65.1M0.05%+174,844+21.3%Added
Millennium Management LLC1,023,852$66.9M0.07%+596,804+139.8%Added
Russell Investments Group, Ltd.1,101,211$72.0M0.14%+62,293+6.0%Added
Deprince Race & Zollo Inc1,103,226$72.1M1.66%+189,558+20.7%Added
Cohen & Steers, Inc.1,122,612$73.4M0.15%−12,175−1.1%Reduced
Nuveen Asset Management, LLC1,131,203$74.0M0.03%−38,419−3.3%Reduced
Lasalle Investment Management Securities LLC1,142,322$74.7M2.96%+218,921+23.7%Added
Daiwa Securities Group Inc.1,151,194$75.3M0.50%−10,611−0.9%Reduced
GW&K Investment Management, LLC1,178,970$77.1M0.73%−14,413−1.2%Reduced
Janus Henderson Group PLC1,204,112$78.7M0.05%−81,615−6.3%Reduced
Bank of New York Mellon Corp1,256,612$82.2M0.02%−80,147−6.0%Reduced
Dimensional Fund Advisors LP1,285,736$84.1M0.03%+27,927+2.2%Added
Charles Schwab Investment Management Inc1,294,624$84.7M0.02%−115,306−8.2%Reduced
Wellington Management Group LLP1,372,108$89.7M0.02%+419,992+44.1%Added
Thrivent Financial for Lutherans1,378,907$90.2M0.21%+333,786+31.9%Added
JPMorgan Chase & Co1,474,467$96.4M0.01%−117,593−7.4%Reduced
Geode Capital Management, LLC1,681,152$110.5M0.01%−326,773−16.3%Reduced
Invesco Ltd.1,942,073$127.0M0.03%+439,044+29.2%Added
Deutsche Bank AG3,115,329$203.7M0.11%+99,103+3.3%Added
Centersquare Investment Management LLC3,270,045$213.8M2.51%+131,370+4.2%Added
State Street Corp4,929,589$323.5M0.02%−396,986−7.5%Reduced
Principal Financial Group Inc5,915,512$386.8M0.26%+119,750+2.1%Added
BlackRock Inc.11,259,734$736.3M0.02%−2,178,327−16.2%Reduced
Vanguard Group Inc13,306,620$870.1M0.02%−188,727−1.4%Reduced
HGI Capital Management, LLC0$00.00%−78,997−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−62,076−100.0%Sold out
Agf Management Ltd0$00.00%−47,503−100.0%Sold out
Mirae Asset Global Investments Co., Ltd.0$00.00%−46,626−100.0%Sold out
Oversea-Chinese Banking CORP Ltd0$00.00%−45,936−100.0%Sold out
Liberty Mutual Group Asset Management Inc.0$00.00%−41,565−100.0%Sold out
Winton Group Ltd0$00.00%−33,890−100.0%Sold out
CIBC World Markets Corp0$00.00%−28,754−100.0%Sold out
Advantage Alpha Capital Partners LP0$00.00%−12,997−100.0%Sold out
MQS Management LLC0$00.00%−12,486−100.0%Sold out
Mirabella Financial Services LLP0$00.00%−8,811−100.0%Sold out
Mackenzie Financial Corp0$00.00%−5,885−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−5,478−100.0%Sold out
Dearborn Partners LLC0$00.00%−5,405−100.0%Sold out
Cetera Advisors LLC0$00.00%−4,868−100.0%Sold out
Telemus Capital, LLC0$00.00%−4,807−100.0%Sold out
Profund Advisors LLC0$00.00%−4,784−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−4,450−100.0%Sold out
Systematic Financial Management LP0$00.00%−4,412−100.0%Sold out
Journey Strategic Wealth LLC0$00.00%−4,335−100.0%Sold out
Ballentine Partners, LLC0$00.00%−4,179−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−3,341−100.0%Sold out
Mercer Global Advisors Inc0$00.00%−3,196−100.0%Sold out
Benjamin Edwards Inc0$00.00%−3,022−100.0%Sold out
Belpointe Asset Management LLC0$00.00%−2,409−100.0%Sold out