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, Q4 2023
Institutional positions in Agree Realty Corp as of Dec 31, 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
- 367
- 0 vs. Q3 2023
- Shares held
- 101.9M
- +6.67M (+7.0%) vs. Q3 2023
- Total value
- $6.42B
- +$1.15B (+21.9%) vs. Q3 2023
- New holders
- 54
- 157 more added
- Sold out
- 54
- 111 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 5 | $0 | 0.00% | +5 | New |
| PSI Advisors, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $504 | 0.00% | +8 | New |
| Glassman Wealth Services | 9 | $567 | 0.00% | −50−84.7% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $759 | 0.00% | −117−90.7% | Reduced |
| Farther Finance Advisors, LLC | 13 | $818 | 0.00% | +4+44.4% | Added |
| Proequities, Inc. | 14 | $884 | 0.00% | +5+55.6% | Added |
| Provenance Wealth Advisors, LLC | 15 | $944 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 22 | $1.37K | 0.00% | −25−53.2% | Reduced |
| Private Wealth Management Group, LLC | 22 | $1.39K | 0.00% | +22 | New |
| Turtle Creek Wealth Advisors, LLC | 33 | $2.08K | 0.00% | +33 | New |
| Sachetta, LLC | 39 | $2.46K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 40 | $2.52K | 0.00% | −79−66.4% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $3.21K | 0.00% | +16+45.7% | Added |
| Whittier Trust Co of Nevada Inc | 52 | $3.27K | 0.00% | −1−1.9% | Reduced |
| Park Place Capital Corp | 60 | $3.78K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 60 | $3.80K | 0.00% | +24+66.7% | Added |
| Ibex Wealth Advisors | 69 | $4.35K | 0.95% | −37,832−99.8% | Reduced |
| LGT Financial Advisors LLC | 73 | $4.59K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $4.79K | 0.00% | +2+2.7% | Added |
| Quent Capital, LLC | 80 | $5.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $6.00K | 0.00% | +13+15.9% | Added |
| Clearstead Advisors, LLC | 96 | $6.04K | 0.00% | +44+84.6% | Added |
| Chesapeake Asset Management LLC | 100 | $6.29K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $6.29K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 110 | $6.91K | 0.00% | +95+633.3% | Added |
| Rosenberg Matthew Hamilton | 123 | $7.74K | 0.00% | +123 | New |
| Caldwell Trust Co | 150 | $9.44K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 188 | $11.8K | 0.00% | −181−49.1% | Reduced |
| Lee Financial Co | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $13.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 207 | $13.0K | 0.00% | −243−54.0% | Reduced |
| GWM Advisors LLC | 215 | $13.6K | 0.00% | +214+21,400.0% | Added |
| Whittier Trust Co | 227 | $14.3K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 320 | $20.0K | 0.00% | −69−17.7% | Reduced |
| NBC Securities, Inc. | 378 | $23.0K | 0.00% | −39−9.4% | Reduced |
| EverSource Wealth Advisors, LLC | 366 | $23.0K | 0.00% | +306+510.0% | Added |
| Ci Investments Inc. | 394 | $25.0K | 0.00% | +33+9.1% | Added |
| Sound Income Strategies, LLC | 405 | $25.5K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 429 | $27.0K | 0.04% | +429 | New |
| Allworth Financial LP | 443 | $27.9K | 0.00% | +135+43.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $28.3K | 0.02% | +475 | New |
| HBC Financial Services, PLLC | 500 | $31.0K | 0.02% | +500 | New |
| North Star Investment Management Corp. | 500 | $31.5K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $31.5K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 591 | $37.2K | 0.00% | +430+267.1% | Added |
| GAMMA Investing LLC | 741 | $44.2K | 0.01% | +741 | New |
| Pathway Financial Advisers, LLC | 715 | $45.0K | 0.02% | +715 | New |
| SYSTM Wealth Solutions LLC | 718 | $45.3K | 0.01% | +718 | New |
| Huntington National Bank | 740 | $46.6K | 0.00% | −14−1.9% | Reduced |
| Jamison Private Wealth Management, Inc. | 741 | $46.6K | 0.01% | +364+96.6% | Added |
| Gables Capital Management Inc. | 900 | $56.7K | 0.04% | 00.0% | Unchanged |
| Archer Investment Corp | 900 | $56.7K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $63.0K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,000 | $63.0K | 0.01% | +1,000 | New |
| Brown Brothers Harriman & Co | 1,084 | $68.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,255 | $70.0K | 0.00% | +371+42.0% | Added |
| Parallel Advisors, LLC | 1,129 | $71.1K | 0.00% | +298+35.9% | Added |
| State of Wyoming | 1,131 | $71.2K | 0.01% | +142+14.4% | Added |
| Principal Securities, Inc. | 1,278 | $80.5K | 0.00% | +1,278 | New |
| Coppell Advisory Solutions LLC | 1,365 | $85.9K | 0.02% | +865+173.0% | Added |
| Private Trust Co NA | 1,590 | $100.1K | 0.01% | +956+150.8% | Added |
| Creative Financial Designs Inc | 1,652 | $104.0K | 0.01% | −31−1.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,732 | $109.0K | 0.00% | +1,423+460.5% | Added |
| KBC Group NV | 1,782 | $112.0K | 0.00% | +379+27.0% | Added |
| Ninepoint Partners LP | 1,926 | $121.2K | 0.02% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 1,987 | $125.1K | 0.00% | +1,987 | New |
| CWM, LLC | 2,202 | $139.0K | 0.00% | +1,474+202.5% | Added |
| Private Ocean, LLC | 2,300 | $144.8K | 0.01% | +2,300 | New |
| JJJ Advisors Inc. | 2,608 | $164.4K | 0.04% | +1,563+149.6% | Added |
| Covestor Ltd | 2,878 | $181.0K | 0.12% | +363+14.4% | Added |
| Metropolitan Life Insurance Co | 3,077 | $193.7K | 0.01% | +121+4.1% | Added |
| Leonteq Securities AG | 3,079 | $193.8K | 0.02% | +3,079 | New |
| Centiva Capital, LP | 3,201 | $201.5K | 0.01% | +3,201 | New |
| Samalin Investment Counsel, LLC | 3,218 | $202.6K | 0.10% | −526−14.0% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,265 | $205.5K | 0.01% | +3,265 | New |
| Wealth Enhancement Advisory Services, LLC | 3,347 | $210.7K | 0.00% | +3,347 | New |
| Corton Capital Inc. | 3,390 | $213.4K | 0.07% | +3,390 | New |
| Citadel Advisors LLC | 3,545 | $223.2K | 0.00% | −224,378−98.4% | Reduced |
| Wealthstream Advisors, Inc. | 3,548 | $223.3K | 0.09% | +3,548 | New |
| Worth Venture Partners, LLC | 3,550 | $223.5K | 0.12% | +3,550 | New |
| Virtus ETF Advisers LLC | 3,552 | $223.6K | 0.14% | +516+17.0% | Added |
| NewEdge Wealth, LLC | 3,568 | $224.6K | 0.01% | +3,568 | New |
| Wolverine Asset Management LLC | 3,681 | $231.7K | 0.00% | +3,681 | New |
| Ethic Inc. | 3,734 | $235.1K | 0.01% | +3,734 | New |
| Point72 Asset Management, L.P. | 3,800 | $239.2K | 0.00% | −20,707−84.5% | Reduced |
| Regions Financial Corp | 3,868 | $243.5K | 0.00% | −159−3.9% | Reduced |
| Bailard, Inc. | 3,890 | $244.9K | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 3,900 | $245.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,985 | $250.9K | 0.00% | −69−1.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 4,000 | $251.8K | 0.03% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 4,013 | $253.0K | 0.00% | +207+5.4% | Added |
| Quadrant Capital Group LLC | 4,079 | $256.8K | 0.02% | +1,074+35.7% | Added |
| Shelton Capital Management | 4,353 | $274.0K | 0.01% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 4,368 | $276.0K | 0.06% | +4,368 | New |
| Journey Strategic Wealth LLC | 4,387 | $276.1K | 0.01% | +4,387 | New |
| Naples Global Advisors, LLC | 4,525 | $286.0K | 0.03% | 00.0% | Unchanged |