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 |
|---|---|---|---|---|---|
| Heron Financial Group, LLC | 3,100 | $202.7K | 0.11% | 00.0% | Unchanged |
| Stephens Inc | 3,094 | $202.3K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 2,847 | $186.2K | 0.01% | −4,612−61.8% | Reduced |
| Quadrant Capital Group LLC | 2,289 | $149.7K | 0.01% | −367−13.8% | Reduced |
| Carmel Capital Partners, LLC | 2,090 | $136.7K | 0.07% | +267+14.6% | Added |
| Covestor Ltd | 2,044 | $134.0K | 0.10% | +294+16.8% | Added |
| Johnson Financial Group, Inc. | 1,985 | $129.8K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,956 | $127.9K | 0.00% | +221+12.7% | Added |
| Ninepoint Partners LP | 1,926 | $125.9K | 0.02% | −535−21.7% | Reduced |
| Creative Financial Designs Inc | 1,683 | $110.0K | 0.01% | +9+0.5% | Added |
| Montag A & Associates Inc | 1,362 | $89.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,176 | $76.9K | 0.00% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 1,165 | $76.2K | 0.01% | +1,165 | New |
| 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 |
| Archer Investment Corp | 900 | $58.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 900 | $58.9K | 0.04% | 00.0% | Unchanged |
| Huntington National Bank | 770 | $50.4K | 0.00% | +22+2.9% | Added |
| Group One Trading, L.P. | 769 | $50.3K | 0.00% | +700+1,014.5% | Added |
| Coppell Advisory Solutions LLC | 735 | $48.1K | 0.01% | +735 | New |
| State of Wyoming | 666 | $43.5K | 0.01% | +172+34.8% | Added |
| JJJ Advisors Inc. | 664 | $43.4K | 0.01% | +606+1,044.8% | Added |
| Umb Bank N A | 658 | $43.0K | 0.00% | +36+5.8% | Added |
| Private Trust Co NA | 634 | $41.5K | 0.01% | −12−1.9% | Reduced |
| Ronald Blue Trust, Inc. | 571 | $40.0K | 0.00% | −775−57.6% | 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 |
| Parallel Advisors, LLC | 428 | $28.0K | 0.00% | −78−15.4% | Reduced |
| Sound Income Strategies, LLC | 405 | $26.5K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 386 | $25.0K | 0.00% | +3+0.8% | Added |
| Ci Investments Inc. | 349 | $23.0K | 0.00% | +108+44.8% | Added |
| CWM, LLC | 335 | $22.0K | 0.00% | +278+487.7% | Added |
| Steward Partners Investment Advisory, LLC | 307 | $20.1K | 0.00% | +2+0.7% | Added |
| Whittier Trust Co | 227 | $14.8K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $13.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $13.1K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 176 | $12.0K | 0.00% | −41,536−99.6% | Reduced |
| Lindbrook Capital, LLC | 173 | $11.3K | 0.00% | +46+36.2% | Added |
| Tradition Wealth Management, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 151 | $9.87K | 0.01% | +151 | New |
| Caldwell Trust Co | 150 | $9.81K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 150 | $9.81K | 0.00% | +150 | New |
| EverSource Wealth Advisors, LLC | 148 | $9.68K | 0.00% | −148−50.0% | Reduced |
| First Horizon Advisors, Inc. | 126 | $8.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $7.78K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 107 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 106 | $6.91K | 0.00% | −4−3.6% | Reduced |
| 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 |
| 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 |
| Roffman Miller Associates Inc | 83 | $5.41K | 0.00% | +83 | New |
| Capital Advisors, Ltd. LLC | 82 | $5.00K | 0.00% | +82 | New |
| Cary Street Partner Investment Advisory LLC | 75 | $4.90K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 60 | $3.92K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $3.53K | 0.00% | +54 | New |
| Whittier Trust Co of Nevada Inc | 53 | $3.46K | 0.00% | +4+8.2% | Added |
| Allworth Financial LP | 51 | $3.36K | 0.00% | −17−25.0% | Reduced |
| Northwestern Mutual Wealth Management Co | 45 | $2.94K | 0.00% | +45 | New |
| IFP Advisors, Inc | 51 | $2.67K | 0.00% | +15+41.7% | Added |
| 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 |
| GoalVest Advisory LLC | 38 | $2.48K | 0.00% | +38 | New |
| Parkside Financial Bank & Trust | 32 | $2.09K | 0.00% | +32 | New |
| Glassman Wealth Services | 31 | $2.03K | 0.00% | +27+675.0% | Added |
| Massmutual Trust Co FSB | 23 | $1.50K | 0.00% | −6−20.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.11K | 0.00% | +17 | New |
| SRS Capital Advisors, Inc. | 15 | $981 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 11 | $719 | 0.00% | +5+83.3% | Added |
| 25 LLC | 8 | $525 | 0.00% | +8 | New |
| Proequities, Inc. | 4 | $262 | 0.00% | −9−69.2% | Reduced |
| PSI Advisors, LLC | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 0 | $2 | 0.00% | −7−100.0% | Reduced |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −78,997−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −62,076−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −47,503−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −46,626−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −45,936−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −41,565−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −33,890−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −28,754−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −12,997−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −12,486−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,811−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Dearborn Partners LLC | 0 | $0 | 0.00% | −5,405−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −4,868−100.0% | Sold out |
| Telemus Capital, LLC | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −4,784−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −4,450−100.0% | Sold out |
| Systematic Financial Management LP | 0 | $0 | 0.00% | −4,412−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −4,335−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −4,179−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,341−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,409−100.0% | Sold out |