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, Q1 2024
Institutional positions in Agree Realty Corp as of Mar 31, 2024. 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
- 395
- +30 vs. Q4 2023
- Shares held
- 99.9M
- −2.01M (−2.0%) vs. Q4 2023
- Total value
- $5.71B
- −$705.6M (−11.0%) vs. Q4 2023
- New holders
- 59
- 165 more added
- Sold out
- 29
- 121 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3 | $171 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7 | $400 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $857 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −82−86.3% | Reduced |
| IFP Advisors, Inc | 18 | $1.03K | 0.00% | −42−70.0% | Reduced |
| Proequities, Inc. | 20 | $1.15K | 0.00% | +6+42.9% | Added |
| Global Retirement Partners, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 32 | $1.83K | 0.00% | +19+146.2% | Added |
| First Financial Corp | 35 | $2.00K | 0.00% | +35 | New |
| Avion Wealth | 18 | $2.00K | 0.00% | +18 | New |
| National Bank of Canada | 35 | $2.10K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 40 | $2.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $2.29K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 43 | $2.46K | 0.00% | +43 | New |
| Sachetta, LLC | 39 | $2.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 47 | $2.66K | 0.00% | +42+840.0% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $3.14K | 0.00% | +3+5.8% | Added |
| Bell Investment Advisors, Inc | 59 | $3.37K | 0.00% | +8+15.7% | Added |
| Park Place Capital Corp | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $4.11K | 0.00% | +50+227.3% | Added |
| LGT Financial Advisors LLC | 73 | $4.17K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 84 | $4.80K | 0.00% | +8+10.5% | Added |
| Benjamin F. Edwards & Company, Inc. | 79 | $5.00K | 0.00% | +79 | New |
| SRS Capital Advisors, Inc. | 88 | $5.02K | 0.00% | −22−20.0% | Reduced |
| Prestige Wealth Management Group LLC | 92 | $5.28K | 0.00% | +80+666.7% | Added |
| Front Row Advisors LLC | 99 | $5.68K | 0.00% | +99 | New |
| Chesapeake Asset Management LLC | 100 | $5.71K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $5.71K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $5.77K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 110 | $6.28K | 0.01% | +110 | New |
| Rosenberg Matthew Hamilton | 123 | $7.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 129 | $7.37K | 0.00% | +49+61.3% | Added |
| Caldwell Trust Co | 150 | $8.57K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $10.2K | 0.00% | −10−5.3% | Reduced |
| Smithfield Trust Co | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 215 | $12.3K | 0.00% | +215 | New |
| Whittier Trust Co | 227 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 261 | $14.9K | 0.01% | +261 | New |
| Mather Group, LLC. | 271 | $17.1K | 0.00% | +271 | New |
| Capital Analysts, LLC | 323 | $18.0K | 0.00% | +3+0.9% | Added |
| Headlands Technologies LLC | 344 | $19.6K | 0.00% | +344 | New |
| Sound Income Strategies, LLC | 405 | $23.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 411 | $23.5K | 0.00% | +45+12.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 417 | $23.8K | 0.00% | +417 | New |
| Allworth Financial LP | 433 | $24.7K | 0.00% | −10−2.3% | Reduced |
| Wiser Advisor Group LLC | 433 | $24.8K | 0.04% | +4+0.9% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $27.6K | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 497 | $28.0K | 0.00% | +103+26.1% | Added |
| North Star Investment Management Corp. | 500 | $28.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $28.6K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 518 | $29.6K | 0.00% | −73−12.4% | Reduced |
| NBC Securities, Inc. | 550 | $31.0K | 0.00% | +172+45.5% | Added |
| Jones Financial Companies LLLP | 606 | $34.6K | 0.00% | +606 | New |
| GAMMA Investing LLC | 621 | $35.5K | 0.01% | −120−16.2% | Reduced |
| Quarry LP | 632 | $36.1K | 0.01% | +632 | New |
| Gables Capital Management Inc. | 700 | $40.0K | 0.02% | −200−22.2% | Reduced |
| Umb Bank N A | 719 | $41.1K | 0.00% | +512+247.3% | Added |
| SYSTM Wealth Solutions LLC | 718 | $41.2K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 737 | $42.0K | 0.00% | +737 | New |
| Jamison Private Wealth Management, Inc. | 746 | $42.6K | 0.01% | +5+0.7% | Added |
| Huntington National Bank | 802 | $45.8K | 0.00% | +62+8.4% | Added |
| Parallel Advisors, LLC | 981 | $56.1K | 0.00% | −148−13.1% | Reduced |
| Washington Trust Co | 1,000 | $57.1K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,062 | $60.7K | 0.01% | −69−6.1% | Reduced |
| Brown Brothers Harriman & Co | 1,084 | $61.9K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,216 | $69.5K | 0.00% | −62−4.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,250 | $71.3K | 0.00% | +1,250 | New |
| Aew Capital Management L P | 1,400 | $80.0K | 0.00% | −462,330−99.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,400 | $80.0K | 0.02% | +400+40.0% | Added |
| Private Trust Co NA | 1,723 | $98.4K | 0.01% | +133+8.4% | Added |
| KBC Group NV | 1,782 | $102.0K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,947 | $111.2K | 0.01% | +21+1.1% | Added |
| Creative Financial Designs Inc | 2,012 | $114.9K | 0.01% | +360+21.8% | Added |
| CWM, LLC | 2,085 | $119.0K | 0.00% | −117−5.3% | Reduced |
| Simplex Trading, LLC | 2,124 | $121.0K | 0.00% | +2,124 | New |
| Twin Tree Management, LP | 2,345 | $133.9K | 0.00% | +2,345 | New |
| Ronald Blue Trust, Inc. | 2,421 | $138.3K | 0.00% | +1,166+92.9% | Added |
| JJJ Advisors Inc. | 2,458 | $140.6K | 0.03% | −150−5.8% | Reduced |
| Point72 (DIFC) Ltd | 2,796 | $159.7K | 0.01% | +2,796 | New |
| Virtus ETF Advisers LLC | 2,876 | $164.3K | 0.09% | −676−19.0% | Reduced |
| Central Pacific Bank - Trust Division | 3,050 | $174.1K | 0.02% | +3,050 | New |
| Metropolitan Life Insurance Co | 3,098 | $177.0K | 0.01% | +21+0.7% | Added |
| NewEdge Wealth, LLC | 3,520 | $204.1K | 0.00% | −48−1.3% | Reduced |
| Covestor Ltd | 3,582 | $205.0K | 0.13% | +704+24.5% | Added |
| CoreCap Advisors, LLC | 3,610 | $206.2K | 0.01% | +3,610 | New |
| Regions Financial Corp | 3,737 | $213.5K | 0.00% | −131−3.4% | Reduced |
| Bailard, Inc. | 3,890 | $222.2K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 4,000 | $228.5K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,011 | $229.1K | 0.04% | +4,011 | New |
| Worth Venture Partners, LLC | 4,050 | $231.3K | 1.61% | +500+14.1% | Added |
| Arrowstreet Capital, Limited Partnership | 4,111 | $235.0K | 0.00% | +4,111 | New |
| Centiva Capital, LP | 4,176 | $238.5K | 0.01% | +975+30.5% | Added |
| GWM Advisors LLC | 4,236 | $241.9K | 0.00% | +4,021+1,870.2% | Added |
| Leonteq Securities AG | 4,266 | $243.7K | 0.03% | +1,187+38.6% | Added |
| Fifth Third Bancorp | 4,290 | $245.0K | 0.00% | +305+7.7% | Added |
| Shelton Capital Management | 4,353 | $248.6K | 0.01% | 00.0% | Unchanged |
| UBS Oconnor LLC | 4,400 | $251.3K | 0.01% | −79,992−94.8% | Reduced |