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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
Y-Intercept (Hong Kong) Ltd22,754$1.26M0.12%+22,754New
Pictet Asset Management Holding SA22,989$1.27M0.00%+22,989New
State of Michigan Retirement System23,000$1.27M0.01%00.0%Unchanged
SG Americas Securities, LLC23,713$1.31M0.02%+13,671+136.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd23,800$1.31M0.02%+1,585+7.1%Added
Point72 Asset Management, L.P.24,507$1.35M0.00%−272,587−91.8%Reduced
BNP Paribas Arbitrage, SA24,689$1.36M0.00%−21,657−46.7%Reduced
Westpac Banking Corp25,123$1.39M0.10%00.0%Unchanged
UniSuper Management Pty Ltd25,500$1.41M0.02%+600+2.4%Added
Meiji Yasuda Asset Management Co Ltd.25,744$1.42M0.07%+561+2.2%Added
E. Ohman J:or Asset Management AB26,300$1.45M0.05%00.0%Unchanged
State Board of Administration of Florida Retirement System26,492$1.46M0.00%+970+3.8%Added
Van Eck Associates Corp26,527$1.47M0.00%+1,732+7.0%Added
Arizona State Retirement System26,536$1.47M0.01%+1,186+4.7%Added
Elequin Capital LP26,585$1.47M0.28%+19,589+280.0%Added
Oregon Public Employees Retirement Fund27,048$1.49M0.02%+100+0.4%Added
Louisiana State Employees Retirement System27,300$1.51M0.03%+100+0.4%Added
Stifel Financial Corp28,555$1.58M0.00%+71+0.2%Added
Brinker Capital Investments, LLC29,348$1.62M0.02%−1,254−4.1%Reduced
Orion Portfolio Solutions, LLC29,348$1.62M0.02%−1,254−4.1%Reduced
Advisors Asset Management, Inc.30,837$1.70M0.04%−588−1.9%Reduced
Prevail Innovative Wealth Advisors, LLC30,931$1.71M0.89%+30,931New
Teachers Retirement System of the State of Kentucky31,051$1.72M0.02%−14,160−31.3%Reduced
Presima Inc.31,898$1.76M0.46%−9,802−23.5%Reduced
Neuberger Berman Group LLC32,245$1.78M0.00%+2,970+10.1%Added
First Republic Investment Management, Inc.32,553$1.80M0.01%−5,838−15.2%Reduced
Aptus Capital Advisors, LLC32,762$1.81M0.05%−6,671−16.9%Reduced
M&T Bank Corp32,879$1.82M0.01%+91+0.3%Added
Ensign Peak Advisors, Inc33,392$1.84M0.00%−9,780−22.7%Reduced
Bank of Montreal31,602$1.88M0.00%−3,859−10.9%Reduced
Nicola Wealth Management Ltd.25,500$1.90M0.21%−400−1.5%Reduced
First National Bank of Omaha34,788$1.92M0.12%+6,268+22.0%Added
Victory Capital Management Inc35,260$1.95M0.00%−24,905−41.4%Reduced
Ibex Wealth Advisors37,901$2.09M0.53%+37,901New
Nisa Investment Advisors, LLC40,266$2.22M0.02%−4,347−9.7%Reduced
Treasurer of the State of North Carolina40,360$2.23M0.01%+1,480+3.8%Added
Price T Rowe Associates Inc42,538$2.35M0.00%+2,641+6.6%Added
Yousif Capital Management, LLC44,692$2.47M0.03%−1,122−2.4%Reduced
Blue Chip Partners, Inc.44,728$2.47M0.29%+456+1.0%Added
Greenland Capital Management LP44,952$2.48M0.30%+44,952New
Zimmer Partners, LP45,000$2.49M0.07%−705,000−94.0%Reduced
Teacher Retirement System of Texas45,109$2.49M0.02%−4,406−8.9%Reduced
Allianz Asset Management GmbH45,900$2.54M0.01%−10,037−17.9%Reduced
AQR Capital Management LLC47,545$2.63M0.01%+14,645+44.5%Added
Agf Management Ltd49,056$2.71M0.02%+49,056New
Exchange Traded Concepts, LLC50,880$2.81M0.08%−3,404−6.3%Reduced
ExodusPoint Capital Management, LP51,026$2.82M0.04%−113,358−69.0%Reduced
Cinctive Capital Management LP52,299$2.89M0.16%+52,299New
Susquehanna Fundamental Investments, LLC54,459$3.01M0.20%00.0%Unchanged
Barclays PLC54,559$3.01M0.00%−26,405−32.6%Reduced
MetLife Investment Management55,084$3.04M0.02%−684−1.2%Reduced
State of Alaska, Department of Revenue55,422$3.06M0.04%+1,860+3.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.57,477$3.18M0.01%+3,041+5.6%Added
HRT Financial LP57,532$3.18M0.03%−192,904−77.0%Reduced
Natixis Advisors, L.P.58,064$3.21M0.01%−1,208−2.0%Reduced
Holocene Advisors, LP58,222$3.22M0.01%+16,149+38.4%Added
Truist Financial Corp59,227$3.27M0.01%+998+1.7%Added
Amalgamated Bank59,769$3.30M0.03%−292−0.5%Reduced
Mutual of America Capital Management LLC62,468$3.45M0.04%−5,366−7.9%Reduced
Natixis65,000$3.59M0.03%+65,000New
Magnetar Financial LLC66,672$3.68M0.09%+60,906+1,056.3%Added
Amundi70,366$3.86M0.00%+2,076+3.0%Added
Squarepoint Ops LLC71,594$3.95M0.02%−87,738−55.1%Reduced
Quantbot Technologies LP74,021$4.09M0.27%−6,245−7.8%Reduced
HSBC Holdings PLC74,607$4.12M0.00%+8,495+12.8%Added
Adage Capital Partners GP, L.L.C.75,000$4.14M0.01%−5,000−6.3%Reduced
Employees Retirement System of Texas78,550$4.34M0.06%+32,000+68.7%Added
Community Bank of Raymore81,610$4.51M2.10%−2,070−2.5%Reduced
Texas Permanent School Fund81,759$4.52M0.04%−300−0.4%Reduced
Tudor Investment Corp Et Al82,400$4.55M0.07%−38,435−31.8%Reduced
DekaBank Deutsche Girozentrale85,205$4.66M0.01%+4,457+5.5%Added
Zurcher Kantonalbank (Zurich Cantonalbank)88,035$4.86M0.02%+29,614+50.7%Added
Manufacturers Life Insurance Company, The90,347$4.99M0.00%+19,802+28.1%Added
Masterton Capital Management, LP90,500$5.00M5.06%+90,500New
Virginia Retirement Systems Et Al90,560$5.00M0.05%+2,300+2.6%Added
Jump Financial, LLC92,633$5.12M0.19%+65,624+243.0%Added
Citigroup Inc94,514$5.22M0.01%+28,253+42.6%Added
Royal Bank of Canada96,134$5.31M0.00%+5,787+6.4%Added
Bridgewater Associates, LP101,033$5.58M0.03%+36,340+56.2%Added
Mitsubishi UFJ Trust & Banking Corp102,488$5.66M0.01%+1,573+1.6%Added
California State Teachers Retirement System102,873$5.68M0.01%−6,410−5.9%Reduced
New York State Teachers Retirement System110,720$6.12M0.01%+737+0.7%Added
Eagle Asset Management Inc111,310$6.15M0.04%+1,033+0.9%Added
Nomura Asset Management Co Ltd111,380$6.15M0.03%+4,840+4.5%Added
Credit Suisse AG111,407$6.15M0.01%−2,093−1.8%Reduced
Fisher Asset Management, LLC117,000$6.46M0.00%00.0%Unchanged
Retirement Systems of Alabama120,202$6.64M0.03%+99+0.1%Added
Franklin Resources Inc121,376$6.70M0.00%−20,627−14.5%Reduced
Goldman Sachs Group Inc126,338$6.98M0.00%−121,336−49.0%Reduced
SEI Investments Co129,170$7.14M0.01%−24,292−15.8%Reduced
American International Group, Inc.135,596$7.49M0.05%−4,939−3.5%Reduced
UBS Group AG141,968$7.84M0.00%+9,849+7.5%Added
State of Wisconsin Investment Board149,074$8.23M0.03%−2,763−1.8%Reduced
Alliancebernstein L.P.156,063$8.62M0.00%−293−0.2%Reduced
Great West Life Assurance Co159,939$8.83M0.02%+10,174+6.8%Added
Guggenheim Capital LLC165,148$9.12M0.08%−3,955−2.3%Reduced
Manning & Napier Group, LLC172,025$9.50M0.12%+12,281+7.7%Added
Public Employees Retirement System of Ohio175,846$9.71M0.04%+11,508+7.0%Added
New York State Common Retirement Fund182,056$10.1M0.01%−13,506−6.9%Reduced
Susquehanna International Group, LLP182,329$10.1M0.02%+1,387+0.8%Added