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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, 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.

Institutional holdersQ1 2024: 395 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 heldQ1 2024: $5.71B
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, Q1 2024

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2023.

Institutions holding ADC in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Connor, Clark & Lunn Investment Management Ltd.4,461$254.8K0.00%+4,461New
Versor Investments LP4,600$262.8K0.05%−6,993−60.3%Reduced
Cipher Capital LP4,676$267.1K0.12%+4,676New
Quadrant Capital Group LLC4,690$267.9K0.02%+611+15.0%Added
Clarkston Capital Partners, LLC4,700$268.5K0.00%00.0%Unchanged
Norinchukin Bank, The4,763$272.1K0.01%−55−1.1%Reduced
Baird Financial Group, Inc.4,866$277.9K0.00%−550−10.2%Reduced
Vontobel Holding Ltd.4,872$278.3K0.00%−1,746−26.4%Reduced
ProShare Advisors LLC4,895$279.6K0.00%−393−7.4%Reduced
Journey Strategic Wealth LLC4,904$280.1K0.01%+517+11.8%Added
Abel Hall, LLC5,047$288.3K0.22%+3+0.1%Added
Naviter Wealth, LLC5,168$296.5K0.05%+800+18.3%Added
Bayesian Capital Management, LP5,317$303.7K0.03%+5,317New
Oak Thistle LLC5,368$306.6K0.28%+5,368New
Hennion & Walsh Asset Management, Inc.5,397$308.3K0.02%−289−5.1%Reduced
Raymond James Trust N.A.5,429$310.1K0.01%−225−4.0%Reduced
First National Advisers, LLC5,437$310.6K0.07%+5,437New
Utah Retirement Systems5,500$314.2K0.00%00.0%Unchanged
Integrated Investment Consultants, LLC5,596$319.6K0.09%+5,596New
CI Private Wealth, LLC5,601$319.9K0.00%−2,044−26.7%Reduced
MML Investors Services, LLC5,681$325.0K0.00%+599+11.8%Added
Coldstream Capital Management Inc5,863$334.9K0.01%+1,025+21.2%Added
Carmel Capital Partners, LLC5,899$337.0K0.14%+771+15.0%Added
Panagora Asset Management Inc6,005$343.0K0.00%00.0%Unchanged
Park Avenue Securities LLC6,061$346.0K0.00%+540+9.8%Added
Atlantic Union Bankshares Corp6,360$363.3K0.03%00.0%Unchanged
Kovack Advisors, Inc.6,460$369.0K0.04%−89−1.4%Reduced
Tower Research Capital LLC (TRC)6,494$370.9K0.01%−14,903−69.6%Reduced
James Investment Research Inc6,550$374.1K0.04%00.0%Unchanged
Commerce Bank6,565$375.0K0.00%−55−0.8%Reduced
Commonwealth Equity Services, LLC6,679$382.0K0.00%+486+7.8%Added
Koshinski Asset Management, Inc.6,742$385.1K0.04%+6,742New
Maryland State Retirement & Pension System7,032$386.6K0.01%00.0%Unchanged
Metis Global Partners, LLC6,794$388.1K0.01%+191+2.9%Added
Intrust Bank NA6,940$396.4K0.04%−1,488−17.7%Reduced
Sequoia Financial Advisors, LLC7,012$400.5K0.00%+297+4.4%Added
Crossmark Global Holdings, Inc.7,156$409.0K0.01%+139+2.0%Added
Signaturefd, LLC7,261$414.7K0.01%−103−1.4%Reduced
DoubleLine ETF Adviser LP7,675$438.4K0.11%+776+11.2%Added
Advisor Group Holdings, Inc.7,760$443.6K0.00%−5,760−42.6%Reduced
Gilman Hill Asset Management, LLC7,848$448.3K0.08%+2,515+47.2%Added
Public Employees Retirement Association of Colorado7,909$452.0K0.00%00.0%Unchanged
CSU Producer Resources, Inc.8,000$457.0K1.50%00.0%Unchanged
Capula Management Ltd8,051$459.9K0.02%+8,051New
MQS Management LLC8,085$461.8K0.26%+8,085New
1620 Investment Advisors, Inc.8,142$465.1K0.48%+44+0.5%Added
Steward Partners Investment Advisory, LLC8,145$465.2K0.01%+6,413+370.3%Added
Captrust Financial Advisors8,189$467.8K0.00%−2,954−26.5%Reduced
Securian Asset Management, Inc8,237$470.5K0.01%−246−2.9%Reduced
Spirit of America Management Corp8,250$471.2K0.09%00.0%Unchanged
Fox Run Management, L.L.C.8,366$477.9K0.10%−1,658−16.5%Reduced
Federated Hermes, Inc.8,469$483.7K0.00%−955−10.1%Reduced
Trust Point Inc.8,845$505.2K0.04%+3,523+66.2%Added
Cornercap Investment Counsel Inc8,957$511.6K0.08%+41+0.5%Added
HighTower Advisors, LLC9,085$519.0K0.00%−1,475−14.0%Reduced
Janney Montgomery Scott LLC9,100$520.0K0.00%+5,087+126.8%Added
Applied Capital LLC9,134$521.7K0.42%+1,677+22.5%Added
Texas Yale Capital Corp.9,195$525.2K0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC9,210$526.1K0.00%−28,522−75.6%Reduced
JustInvest LLC9,273$529.7K0.01%−7,524−44.8%Reduced
Envestnet Portfolio Solutions, Inc.9,547$545.3K0.00%+2,324+32.2%Added
Harvest Portfolios Group Inc.9,992$570.7K0.02%+2,731+37.6%Added
Azzad Asset Management Inc10,083$575.9K0.07%+3,951+64.4%Added
Virtu Financial LLC10,487$599.0K0.05%+10,487New
Neuberger Berman Group LLC11,070$632.3K0.00%−23,283−67.8%Reduced
Allianz Asset Management GmbH11,273$643.9K0.00%00.0%Unchanged
Great Lakes Advisors, LLC11,326$646.9K0.01%+2,927+34.8%Added
Xponance, Inc.11,847$676.7K0.01%−206−1.7%Reduced
Cambridge Investment Research Advisors, Inc.11,862$678.0K0.00%−1,790−13.1%Reduced
Prudential Financial Inc11,944$682.3K0.00%−10,609−47.0%Reduced
Mariner, LLC12,414$709.0K0.00%+817+7.0%Added
Jane Street Group, LLC12,605$720.0K0.00%−8,548−40.4%Reduced
Infrastructure Capital Advisors, LLC12,624$721.1K0.10%−1,098−8.0%Reduced
State Board of Administration of Florida Retirement System10,512$721.2K0.00%−30,017−74.1%Reduced
PEAK6 Investments LLC12,657$723.0K0.04%+4,529+55.7%Added
Pathstone Holdings, LLC12,776$729.8K0.00%+6,325+98.0%Added
Gsa Capital Partners LLP12,802$731.0K0.06%+12,802New
Schnieders Capital Management LLC12,810$731.7K0.15%−1,450−10.2%Reduced
Nissay Asset Management Corp12,810$731.7K0.01%+322+2.6%Added
Oppenheimer Asset Management Inc.12,841$733.5K0.01%−635−4.7%Reduced
Pathway Financial Advisers, LLC12,910$737.4K0.27%+12,195+1,705.6%Added
Vident Advisory, LLC13,441$767.8K0.02%+1,654+14.0%Added
First Trust Advisors LP13,546$773.7K0.00%−186−1.4%Reduced
The PNC Financial Services Group, Inc.13,607$777.2K0.00%+3,702+37.4%Added
Citizens National Bank Trust Department13,705$782.8K0.18%+13,705New
XTX Topco Ltd14,004$799.9K0.11%+14,004New
Ontario Teachers Pension Plan Board14,502$828.4K0.01%+14,502New
Keybank National Association14,517$829.2K0.00%+2,641+22.2%Added
Silvercrest Asset Management Group LLC14,747$842.3K0.01%00.0%Unchanged
Center for Financial Planning, Inc.14,834$847.3K0.13%00.0%Unchanged
Pacer Advisors, Inc.14,977$855.5K0.00%−5,119−25.5%Reduced
Degroof Petercam Asset Management15,200$868.2K0.01%00.0%Unchanged
Assetmark, Inc15,915$909.1K0.00%+423+2.7%Added
Tudor Investment Corp Et Al15,983$912.9K0.01%+15,983New
LPL Financial LLC16,263$928.9K0.00%+3,183+24.3%Added
Campbell & CO Investment Adviser LLC16,264$929.0K0.08%+2,609+19.1%Added
US Bancorp16,265$929.1K0.00%+749+4.8%Added
Cincinnati Specialty Underwriters Insurance CO16,500$942.5K0.30%00.0%Unchanged
Wolverine Asset Management LLC16,576$946.8K0.02%+12,895+350.3%Added
Walleye Trading LLC16,711$954.5K0.02%+16,711New