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 |
|---|---|---|---|---|---|
| UBS Oconnor LLC | 84,392 | $5.31M | 0.17% | −115,524−57.8% | Reduced |
| Employees Retirement System of Texas | 83,550 | $5.26M | 0.06% | +5,000+6.4% | Added |
| Jupiter Asset Management Ltd | 81,408 | $5.12M | 0.05% | −386,147−82.6% | Reduced |
| Community Bank of Raymore | 79,450 | $5.00M | 2.20% | −2,160−2.6% | Reduced |
| Renaissance Technologies LLC | 78,900 | $4.97M | 0.01% | +65,800+502.3% | Added |
| Citigroup Inc | 76,241 | $4.80M | 0.01% | −18,273−19.3% | Reduced |
| Bridgewater Associates, LP | 75,070 | $4.73M | 0.03% | −25,963−25.7% | Reduced |
| Holocene Advisors, LP | 72,397 | $4.56M | 0.02% | +14,175+24.3% | Added |
| Wellington Management Group LLP | 68,071 | $4.29M | 0.00% | +68,071 | New |
| DekaBank Deutsche Girozentrale | 66,896 | $4.19M | 0.01% | −18,309−21.5% | Reduced |
| BNP Paribas Arbitrage, SA | 66,239 | $4.17M | 0.01% | +41,550+168.3% | Added |
| Amundi | 63,652 | $4.05M | 0.00% | −6,714−9.5% | Reduced |
| Mutual of America Capital Management LLC | 61,955 | $3.90M | 0.04% | −513−0.8% | Reduced |
| Amalgamated Bank | 61,915 | $3.90M | 0.03% | +2,146+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60,544 | $3.79M | 0.01% | +3,067+5.3% | Added |
| Natixis Advisors, L.P. | 58,131 | $3.66M | 0.01% | +67+0.1% | Added |
| Raymond James Financial Services Advisors, Inc. | 57,925 | $3.65M | 0.01% | +39,243+210.1% | Added |
| State of Alaska, Department of Revenue | 57,804 | $3.64M | 0.04% | +2,382+4.3% | Added |
| HSBC Holdings PLC | 56,955 | $3.59M | 0.00% | −17,652−23.7% | Reduced |
| MetLife Investment Management | 56,651 | $3.57M | 0.03% | +1,567+2.8% | Added |
| UBS Group AG | 55,129 | $3.47M | 0.00% | −86,839−61.2% | Reduced |
| Truist Financial Corp | 54,631 | $3.44M | 0.01% | −4,596−7.8% | Reduced |
| Boothbay Fund Management, LLC | 54,242 | $3.41M | 0.13% | +48,238+803.4% | Added |
| Price T Rowe Associates Inc | 49,948 | $3.15M | 0.00% | +7,410+17.4% | Added |
| Susquehanna International Group, LLP | 49,746 | $3.13M | 0.01% | −132,583−72.7% | Reduced |
| Goldman Sachs Group Inc | 48,569 | $3.06M | 0.00% | −77,769−61.6% | Reduced |
| Agf Management Ltd | 48,191 | $3.03M | 0.02% | −865−1.8% | Reduced |
| Yousif Capital Management, LLC | 46,809 | $2.95M | 0.03% | +2,117+4.7% | Added |
| Treasurer of the State of North Carolina | 43,960 | $2.77M | 0.01% | +3,600+8.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 43,386 | $2.73M | 1.30% | +12,455+40.3% | Added |
| Teacher Retirement System of Texas | 42,352 | $2.67M | 0.02% | −2,757−6.1% | Reduced |
| Entropy Technologies, LP | 41,863 | $2.64M | 0.49% | +41,863 | New |
| Exchange Traded Concepts, LLC | 41,203 | $2.59M | 0.07% | −9,677−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 40,529 | $2.55M | 0.01% | +14,037+53.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 40,193 | $2.53M | 0.02% | +20,698+106.2% | Added |
| Nisa Investment Advisors, LLC | 39,636 | $2.50M | 0.02% | −630−1.6% | Reduced |
| Blue Chip Partners, Inc. | 38,959 | $2.45M | 0.26% | −5,769−12.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,732 | $2.38M | 0.02% | −210,861−84.8% | Reduced |
| Motley Fool Wealth Management, LLC | 36,934 | $2.33M | 0.12% | +20,619+126.4% | Added |
| Victory Capital Management Inc | 36,039 | $2.27M | 0.00% | +779+2.2% | Added |
| Neuberger Berman Group LLC | 34,353 | $2.16M | 0.00% | +2,108+6.5% | Added |
| First National Bank of Omaha | 33,805 | $2.13M | 0.13% | −983−2.8% | Reduced |
| CIBC World Markets Corp | 33,560 | $2.11M | 0.01% | +33,560 | New |
| Ensign Peak Advisors, Inc | 33,392 | $2.10M | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 33,033 | $2.08M | 0.00% | +4,478+15.7% | Added |
| M&T Bank Corp | 32,498 | $2.05M | 0.01% | −381−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 32,402 | $2.04M | 0.06% | −360−1.1% | Reduced |
| Van Eck Associates Corp | 31,487 | $1.98M | 0.00% | +4,960+18.7% | Added |
| Presima Inc. | 31,424 | $1.98M | 0.45% | −474−1.5% | Reduced |
| Advisors Asset Management, Inc. | 30,400 | $1.91M | 0.04% | −437−1.4% | Reduced |
| Westpac Banking Corp | 30,247 | $1.90M | 0.16% | +5,124+20.4% | Added |
| Teachers Retirement System of the State of Kentucky | 29,551 | $1.86M | 0.02% | −1,500−4.8% | Reduced |
| Oregon Public Employees Retirement Fund | 28,348 | $1.78M | 0.03% | +1,300+4.8% | Added |
| Louisiana State Employees Retirement System | 28,200 | $1.78M | 0.04% | +900+3.3% | Added |
| UniSuper Management Pty Ltd | 28,200 | $1.78M | 0.02% | +2,700+10.6% | Added |
| Arizona State Retirement System | 26,912 | $1.69M | 0.01% | +376+1.4% | Added |
| Pictet Asset Management Holding SA | 25,760 | $1.62M | 0.00% | +2,771+12.1% | Added |
| Brinker Capital Investments, LLC | 25,050 | $1.60M | 0.02% | −4,298−14.6% | Reduced |
| Orion Portfolio Solutions, LLC | 25,050 | $1.60M | 0.02% | −4,298−14.6% | Reduced |
| E. Ohman J:or Asset Management AB | 24,858 | $1.56M | 0.06% | −1,442−5.5% | Reduced |
| Creative Planning | 24,720 | $1.56M | 0.00% | +9,357+60.9% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,535 | $1.54M | 0.02% | +735+3.1% | Added |
| Bank of Montreal | 24,217 | $1.54M | 0.00% | −7,385−23.4% | Reduced |
| State of Michigan Retirement System | 24,100 | $1.52M | 0.01% | +1,100+4.8% | Added |
| Perpetual Ltd | 23,700 | $1.49M | 0.02% | +2,700+12.9% | Added |
| Prudential Financial Inc | 22,553 | $1.42M | 0.00% | +13,042+137.1% | Added |
| Northwestern Mutual Investment Management Company, LLC | 22,362 | $1.41M | 0.04% | +1,011+4.7% | Added |
| Ameritas Investment Partners, Inc. | 22,195 | $1.40M | 0.05% | +604+2.8% | Added |
| Brevan Howard Capital Management LP | 21,424 | $1.35M | 0.14% | +12,150+131.0% | Added |
| Tower Research Capital LLC (TRC) | 21,397 | $1.35M | 0.02% | +15,963+293.8% | Added |
| Jane Street Group, LLC | 21,153 | $1.33M | 0.00% | +14,530+219.4% | Added |
| New Mexico Educational Retirement Board | 20,700 | $1.30M | 0.05% | +2,600+14.4% | Added |
| SG Americas Securities, LLC | 20,365 | $1.28M | 0.01% | −3,348−14.1% | Reduced |
| Moran Wealth Management, LLC | 20,267 | $1.28M | 0.05% | −586−2.8% | Reduced |
| Nicola Wealth Management Ltd. | 15,200 | $1.27M | 0.13% | −10,300−40.4% | Reduced |
| Pacer Advisors, Inc. | 20,096 | $1.27M | 0.00% | +12,000+148.2% | Added |
| Dana Investment Advisors, Inc. | 19,224 | $1.21M | 0.06% | −1,297−6.3% | Reduced |
| D. E. Shaw & Co., Inc. | 18,942 | $1.19M | 0.00% | −205,918−91.6% | Reduced |
| Handelsbanken Fonder AB | 18,337 | $1.15M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 18,314 | $1.15M | 0.00% | −269−1.4% | Reduced |
| State of Tennessee, Treasury Department | 18,100 | $1.14M | 0.00% | +18,100 | New |
| Capital Square, LLC | 17,928 | $1.13M | 1.28% | −610−3.3% | Reduced |
| JustInvest LLC | 16,797 | $1.06M | 0.03% | +10,405+162.8% | Added |
| Cincinnati Specialty Underwriters Insurance CO | 16,500 | $1.04M | 0.34% | 00.0% | Unchanged |
| Algert Global LLC | 16,270 | $1.02M | 0.04% | +16,270 | New |
| Millennium Management LLC | 15,693 | $987.9K | 0.00% | −284,978−94.8% | Reduced |
| US Bancorp | 15,516 | $976.7K | 0.00% | −300−1.9% | Reduced |
| Assetmark, Inc | 15,492 | $975.2K | 0.00% | +4,023+35.1% | Added |
| Degroof Petercam Asset Management | 15,200 | $956.8K | 0.01% | +15,200 | New |
| Squarepoint Ops LLC | 14,888 | $937.2K | 0.00% | −56,706−79.2% | Reduced |
| Center for Financial Planning, Inc. | 14,834 | $933.8K | 0.17% | 00.0% | Unchanged |
| Silvercrest Asset Management Group LLC | 14,747 | $928.3K | 0.01% | 00.0% | Unchanged |
| Pictet & Cie (Europe) SA | 14,676 | $923.9K | 0.03% | +1,640+12.6% | Added |
| Schnieders Capital Management LLC | 14,260 | $897.7K | 0.20% | +14,260 | New |
| Inceptionr LLC | 14,112 | $888.4K | 0.63% | +14,112 | New |
| First Trust Advisors LP | 13,732 | $864.4K | 0.00% | −606−4.2% | Reduced |
| Infrastructure Capital Advisors, LLC | 13,722 | $863.8K | 0.13% | +13,722 | New |
| Campbell & CO Investment Adviser LLC | 13,655 | $859.6K | 0.08% | +13,655 | New |
| Cambridge Investment Research Advisors, Inc. | 13,652 | $859.0K | 0.00% | +574+4.4% | Added |
| Advisor Group Holdings, Inc. | 13,520 | $852.3K | 0.00% | −4,163−23.5% | Reduced |