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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, 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.

Institutional holdersQ3 2023: 372 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 heldQ3 2023: $5.27B
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, Q3 2023

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2023.

Institutions holding ADC in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Utah Retirement Systems5,000$276.2K0.00%+200+4.2%Added
Wexford Capital LP5,004$276.4K0.06%+1,188+31.1%Added
Kovack Advisors, Inc.5,166$285.4K0.04%+5,166New
ProShare Advisors LLC5,200$287.2K0.00%−244−4.5%Reduced
FMR LLC5,218$288.3K0.00%−684−11.6%Reduced
Park Avenue Securities LLC5,263$291.0K0.00%+5,263New
Pearl River Capital, LLC5,400$298.3K0.05%+1,043+23.9%Added
Tower Research Capital LLC (TRC)5,434$300.2K0.01%−10,253−65.4%Reduced
Engineers Gate Manager LP5,571$307.7K0.01%+937+20.2%Added
Metis Global Partners, LLC5,645$311.8K0.02%+333+6.3%Added
Azzad Asset Management Inc5,727$316.3K0.04%+174+3.1%Added
Intrust Bank NA5,898$325.8K0.04%−7,298−55.3%Reduced
Hennion & Walsh Asset Management, Inc.5,935$327.8K0.02%−17−0.3%Reduced
Boothbay Fund Management, LLC6,004$331.7K0.01%+6,004New
Panagora Asset Management Inc6,005$331.7K0.00%+6,005New
Raymond James Trust N.A.6,100$337.0K0.01%+55+0.9%Added
Dynamic Technology Lab Private Ltd6,110$338.0K0.03%+2,930+92.1%Added
Fox Run Management, L.L.C.6,169$340.8K0.10%+6,169New
JustInvest LLC6,392$353.1K0.01%+935+17.1%Added
Atlantic Union Bankshares Corp6,505$359.3K0.04%−145−2.2%Reduced
Baird Financial Group, Inc.6,526$360.5K0.00%−7−0.1%Reduced
James Investment Research Inc6,550$361.8K0.05%00.0%Unchanged
Sequoia Financial Advisors, LLC6,618$365.6K0.01%+68+1.0%Added
Jane Street Group, LLC6,623$365.9K0.00%−106,244−94.1%Reduced
XTX Topco Ltd6,680$369.0K0.06%−1,986−22.9%Reduced
Harvest Portfolios Group Inc.6,783$374.7K0.02%+1,123+19.8%Added
Commerce Bank6,800$375.6K0.00%−160−2.3%Reduced
LMR Partners LLP6,826$377.1K0.01%00.0%Unchanged
CI Private Wealth, LLC6,858$378.8K0.00%+212+3.2%Added
Maryland State Retirement & Pension System7,032$388.4K0.01%00.0%Unchanged
Keybank National Association7,034$388.6K0.00%−5−0.1%Reduced
Bank of Nova Scotia7,075$390.8K0.00%−15,047−68.0%Reduced
Applied Capital LLC7,283$402.3K0.40%+175+2.5%Added
Crossmark Global Holdings, Inc.7,444$408.0K0.01%00.0%Unchanged
PEAK6 Investments LLC7,424$410.1K0.02%+7,424New
Bessemer Group Inc7,507$415.0K0.00%−67−0.9%Reduced
Voloridge Investment Management, LLC7,701$425.4K0.00%+7,701New
Pitcairn Co7,709$425.8K0.04%−1,281−14.2%Reduced
Mark Stevens7,814$431.6K0.06%−2,973−27.6%Reduced
Public Employees Retirement Association of Colorado7,909$437.0K0.00%00.0%Unchanged
1620 Investment Advisors, Inc.7,938$438.5K0.51%+25+0.3%Added
CSU Producer Resources, Inc.8,000$441.9K1.69%00.0%Unchanged
Pacer Advisors, Inc.8,096$447.2K0.00%−8,604−51.5%Reduced
Securian Asset Management, Inc8,153$450.4K0.01%−149−1.8%Reduced
Spirit of America Management Corp8,250$455.7K0.10%00.0%Unchanged
The PNC Financial Services Group, Inc.8,567$473.2K0.00%−1,052−10.9%Reduced
Envestnet Portfolio Solutions, Inc.8,754$483.6K0.00%+8,754New
Cornercap Investment Counsel Inc8,764$484.1K0.09%+247+2.9%Added
Kapitalo Investimentos Ltda8,767$484.3K0.07%+7,602+652.5%Added
Texas Yale Capital Corp.9,195$507.9K0.02%00.0%Unchanged
Brevan Howard Capital Management LP9,274$512.3K0.15%+9,274New
Prudential Financial Inc9,511$525.4K0.00%+324+3.5%Added
HighTower Advisors, LLC9,837$542.0K0.00%+873+9.7%Added
Illinois Municipal Retirement Fund10,369$573.0K0.01%00.0%Unchanged
Cetera Advisor Networks LLC10,501$580.1K0.00%+2,108+25.1%Added
Toronto Dominion Bank10,543$582.4K0.00%+445+4.4%Added
Nissay Asset Management Corp11,212$619.4K0.01%+512+4.8%Added
Xponance, Inc.11,280$623.1K0.01%+102+0.9%Added
Marshall Wace, LLP11,332$626.0K0.00%−259,328−95.8%Reduced
Dark Forest Capital Management LP11,442$632.1K0.05%+7,496+190.0%Added
Assetmark, Inc11,469$633.5K0.00%−1,628−12.4%Reduced
Mariner, LLC11,730$648.0K0.00%+340+3.0%Added
Allstate Corp11,873$655.9K0.04%−10,565−47.1%Reduced
Versor Investments LP12,200$673.9K0.14%−15,707−56.3%Reduced
Gilman Hill Asset Management, LLC12,280$678.3K0.13%+525+4.5%Added
Spouting Rock Asset Management, LLC12,521$691.7K0.22%−5,373−30.0%Reduced
Vident Advisory, LLC12,680$700.4K0.02%+12,680New
Walleye Capital LLC12,688$700.9K0.01%−342,991−96.4%Reduced
Pictet & Cie (Europe) SA13,036$720.1K0.03%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.13,078$722.0K0.00%+289+2.3%Added
Renaissance Technologies LLC13,100$724.0K0.00%−200,500−93.9%Reduced
Federated Hermes, Inc.13,156$726.7K0.00%−420−3.1%Reduced
LPL Financial LLC13,625$752.7K0.00%+1,424+11.7%Added
First Trust Advisors LP14,338$792.0K0.00%+1,060+8.0%Added
Oppenheimer Asset Management Inc.14,480$799.9K0.01%−145−1.0%Reduced
Silvercrest Asset Management Group LLC14,747$814.6K0.01%00.0%Unchanged
Center for Financial Planning, Inc.14,834$819.4K0.18%00.0%Unchanged
Cubist Systematic Strategies, LLC14,900$823.1K0.01%−31,089−67.6%Reduced
National Bank of Canada15,300$824.1K0.00%+15,300New
Creative Planning15,363$848.7K0.00%−257−1.6%Reduced
US Bancorp15,816$873.7K0.00%+542+3.5%Added
Motley Fool Wealth Management, LLC16,315$901.3K0.05%+535+3.4%Added
Great Lakes Advisors, LLC16,347$903.0K0.01%−44,448−73.1%Reduced
Cincinnati Specialty Underwriters Insurance CO16,500$911.5K0.35%00.0%Unchanged
JLP Asset Management, LLC17,100$944.6K1.16%+3,700+27.6%Added
Advisor Group Holdings, Inc.17,683$977.4K0.00%+5,637+46.8%Added
New Mexico Educational Retirement Board18,100$1.00M0.04%00.0%Unchanged
Handelsbanken Fonder AB18,337$1.01M0.01%00.0%Unchanged
Standard Life Aberdeen plc18,583$1.03M0.00%+889+5.0%Added
Capital Square, LLC18,538$1.03M1.39%−647−3.4%Reduced
Raymond James Financial Services Advisors, Inc.18,682$1.03M0.00%−7,095−27.5%Reduced
FORA Capital, LLC18,881$1.04M0.09%+18,881New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys19,495$1.08M0.01%−25,556−56.7%Reduced
Dana Investment Advisors, Inc.20,521$1.13M0.06%−1,399−6.4%Reduced
Moran Wealth Management, LLC20,853$1.15M0.04%+3,790+22.2%Added
Perpetual Ltd21,000$1.16M0.01%−930−4.2%Reduced
Atom Investors LP21,073$1.16M0.27%+21,073New
Northwestern Mutual Investment Management Company, LLC21,351$1.18M0.03%+639+3.1%Added
Oak Thistle LLC21,416$1.18M0.35%+21,416New
Ameritas Investment Partners, Inc.21,591$1.19M0.05%−1,683−7.2%Reduced