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, Q3 2023
Institutional positions in Agree Realty Corp as of Sep 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
- 372
- 0 vs. Q2 2023
- Shares held
- 95.4M
- +305.5K (+0.3%) vs. Q2 2023
- Total value
- $5.27B
- −$953.7M (−15.3%) vs. Q2 2023
- New holders
- 45
- 154 more added
- Sold out
- 45
- 117 more reduced
3 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 16 | $0 | 0.00% | +16 | New |
| PSI Advisors, LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1 | $55 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 3 | $166 | 0.00% | −123−97.6% | Reduced |
| Farther Finance Advisors, LLC | 9 | $497 | 0.00% | −2−18.2% | Reduced |
| Proequities, Inc. | 9 | $499 | 0.00% | +5+125.0% | Added |
| SRS Capital Advisors, Inc. | 15 | $829 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $829 | 0.00% | +15 | New |
| Steward Financial Group LLC | 29 | $1.00K | 0.00% | +29 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 28 | $1.55K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 35 | $1.93K | 0.00% | −5−12.5% | Reduced |
| IFP Advisors, Inc | 36 | $2.01K | 0.00% | −15−29.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $2.21K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 40 | $2.21K | 0.00% | +2+5.3% | Added |
| Global Retirement Partners, LLC | 47 | $2.56K | 0.00% | −59−55.7% | Reduced |
| Clearstead Advisors, LLC | 52 | $2.87K | 0.00% | +52 | New |
| Whittier Trust Co of Nevada Inc | 53 | $2.93K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 59 | $3.26K | 0.00% | +28+90.3% | Added |
| Park Place Capital Corp | 60 | $3.31K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 60 | $3.31K | 0.00% | −88−59.5% | Reduced |
| LGT Financial Advisors LLC | 73 | $4.03K | 0.01% | +73 | New |
| Parkside Financial Bank & Trust | 74 | $4.09K | 0.00% | +42+131.3% | Added |
| Cary Street Partner Investment Advisory LLC | 75 | $4.14K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 79 | $4.36K | 0.00% | +79 | New |
| Quent Capital, LLC | 80 | $4.42K | 0.00% | +80 | New |
| Front Row Advisors LLC | 84 | $4.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $5.52K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $5.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $6.57K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 129 | $7.16K | 0.00% | +129 | New |
| Tradition Wealth Management, LLC | 150 | $8.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $8.29K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 161 | $8.89K | 0.00% | −12−6.9% | Reduced |
| Smithfield Trust Co | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 214 | $11.8K | 0.01% | +63+41.7% | Added |
| Whittier Trust Co | 227 | $12.5K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 308 | $17.0K | 0.00% | +257+503.9% | Added |
| Steward Partners Investment Advisory, LLC | 309 | $17.1K | 0.00% | +2+0.7% | Added |
| Headlands Technologies LLC | 337 | $18.6K | 0.01% | +337 | New |
| Ci Investments Inc. | 361 | $20.0K | 0.00% | +12+3.4% | Added |
| Northwestern Mutual Wealth Management Co | 368 | $20.3K | 0.00% | +323+717.8% | Added |
| Massmutual Trust Co FSB | 369 | $20.4K | 0.00% | +346+1,504.3% | Added |
| Jamison Private Wealth Management, Inc. | 377 | $20.8K | 0.00% | +377 | New |
| Capital Analysts, LLC | 389 | $21.0K | 0.00% | +3+0.8% | Added |
| Sound Income Strategies, LLC | 405 | $22.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 417 | $23.0K | 0.00% | +417 | New |
| Umb Bank N A | 450 | $24.9K | 0.00% | −208−31.6% | Reduced |
| North Star Investment Management Corp. | 500 | $27.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $27.6K | 0.01% | 00.0% | Unchanged |
| Group One Trading, L.P. | 551 | $30.4K | 0.00% | −218−28.3% | Reduced |
| Private Trust Co NA | 634 | $35.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 500 | $35.5K | 0.01% | −235−32.0% | Reduced |
| CWM, LLC | 728 | $40.0K | 0.00% | +393+117.3% | Added |
| Huntington National Bank | 754 | $41.7K | 0.00% | −16−2.1% | Reduced |
| Parallel Advisors, LLC | 831 | $45.9K | 0.00% | +403+94.2% | Added |
| Gables Capital Management Inc. | 900 | $49.7K | 0.03% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $49.7K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 963 | $53.0K | 0.00% | +787+447.2% | Added |
| State of Wyoming | 989 | $54.6K | 0.01% | +323+48.5% | Added |
| Washington Trust Co | 1,000 | $55.2K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1,045 | $57.8K | 0.02% | +381+57.4% | Added |
| Ronald Blue Trust, Inc. | 884 | $58.0K | 0.00% | +313+54.8% | Added |
| Brown Brothers Harriman & Co | 1,084 | $59.9K | 0.00% | −92−7.8% | Reduced |
| Montag A & Associates Inc | 1,362 | $75.6K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,403 | $78.0K | 0.00% | +1,403 | New |
| Point72 Middle East FZE | 1,519 | $83.9K | 0.01% | +1,519 | New |
| Creative Financial Designs Inc | 1,683 | $92.9K | 0.01% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,926 | $106.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 2,515 | $139.0K | 0.11% | +471+23.0% | Added |
| Simplex Trading, LLC | 2,727 | $150.0K | 0.01% | +2,624+2,547.6% | Added |
| Jefferies Financial Group Inc. | 2,908 | $160.6K | 0.00% | −10,377−78.1% | Reduced |
| Metropolitan Life Insurance Co | 2,956 | $163.3K | 0.01% | +109+3.8% | Added |
| Quadrant Capital Group LLC | 3,005 | $166.1K | 0.02% | +716+31.3% | Added |
| Virtus ETF Advisers LLC | 3,036 | $167.7K | 0.10% | −302−9.0% | Reduced |
| Graham Capital Management, L.P. | 3,636 | $200.9K | 0.01% | +3,636 | New |
| Samalin Investment Counsel, LLC | 3,744 | $206.8K | 0.12% | +640+20.6% | Added |
| Nomura Holdings Inc | 3,790 | $209.4K | 0.00% | +3,790 | New |
| Janney Montgomery Scott LLC | 3,806 | $210.0K | 0.00% | −2,257−37.2% | Reduced |
| Signaturefd, LLC | 3,857 | $213.1K | 0.01% | +1,901+97.2% | Added |
| Bailard, Inc. | 3,890 | $214.9K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 3,900 | $215.4K | 0.00% | 00.0% | Unchanged |
| Pathstone Family Office, LLC | 3,908 | $215.9K | 0.00% | +3,908 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $221.0K | 0.03% | 00.0% | Unchanged |
| Regions Financial Corp | 4,027 | $222.5K | 0.00% | +229+6.0% | Added |
| Fifth Third Bancorp | 4,054 | $223.9K | 0.00% | −505−11.1% | Reduced |
| Carmel Capital Partners, LLC | 4,215 | $232.8K | 0.10% | +2,125+101.7% | Added |
| Commonwealth Equity Services, LLC | 4,234 | $234.0K | 0.00% | +4,234 | New |
| Shelton Capital Management | 4,353 | $240.5K | 0.01% | 00.0% | Unchanged |
| Perigon Wealth Management, LLC | 4,511 | $249.2K | 0.01% | +4,511 | New |
| Naples Global Advisors, LLC | 4,525 | $251.1K | 0.03% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 4,560 | $251.9K | 0.02% | −1,140−20.0% | Reduced |
| QRG Capital Management, Inc. | 4,615 | $254.9K | 0.00% | +4,615 | New |
| Clarkston Capital Partners, LLC | 4,700 | $259.6K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 4,730 | $261.0K | 0.00% | −124−2.6% | Reduced |
| Norinchukin Bank, The | 4,817 | $266.1K | 0.01% | +458+10.5% | Added |
| Wolverine Trading, LLC | 4,997 | $276.0K | 0.00% | −583−10.4% | Reduced |