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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
Illinois Municipal Retirement Fund16,738$956.0K0.01%+6,369+61.4%Added
Pitcairn Co16,809$960.1K0.06%+9,108+118.3%Added
Standard Life Aberdeen plc17,597$1.01M0.00%−717−3.9%Reduced
Capital Square, LLC17,816$1.02M0.72%−112−0.6%Reduced
Prelude Capital Management, LLC17,874$1.02M0.07%+11,176+166.9%Added
Handelsbanken Fonder AB18,337$1.05M0.00%00.0%Unchanged
Teacher Retirement System of Texas19,110$1.09M0.01%−23,242−54.9%Reduced
Engineers Gate Manager LP19,467$1.11M0.03%+19,467New
State of Tennessee, Treasury Department20,100$1.15M0.00%+2,000+11.0%Added
Moran Wealth Management, LLC20,383$1.16M0.04%+116+0.6%Added
New Mexico Educational Retirement Board20,700$1.18M0.04%00.0%Unchanged
Qube Research & Technologies Ltd20,728$1.18M0.00%+20,728New
Bank of Nova Scotia21,052$1.20M0.00%+14,480+220.3%Added
Nicola Wealth Management Ltd.16,100$1.25M0.12%+900+5.9%Added
Victory Capital Management Inc22,002$1.26M0.00%−14,037−38.9%Reduced
Brevan Howard Capital Management LP22,108$1.26M0.11%+684+3.2%Added
Ameritas Investment Partners, Inc.22,195$1.27M0.04%00.0%Unchanged
Northwestern Mutual Investment Management Company, LLC22,377$1.28M0.03%+15+0.1%Added
Quest Partners LLC23,248$1.33M0.23%+23,248New
Cetera Investment Advisers23,566$1.35M0.00%+23,566New
Sumitomo Mitsui DS Asset Management Company, Ltd23,731$1.36M0.02%−804−3.3%Reduced
Transcend Wealth Collective, LLC23,898$1.37M0.11%+23,898New
Nebula Research & Development LLC24,375$1.39M0.30%+24,375New
Bank of Montreal24,479$1.40M0.00%+262+1.1%Added
State of Michigan Retirement System24,600$1.41M0.01%+500+2.1%Added
Oregon Public Employees Retirement Fund24,834$1.42M0.03%−3,514−12.4%Reduced
Entropy Technologies, LP24,855$1.42M0.15%−17,008−40.6%Reduced
HTLF Bank25,348$1.45M0.17%+18,161+252.7%Added
E. Ohman J:or Asset Management AB26,186$1.50M0.04%+1,328+5.3%Added
Advisors Asset Management, Inc.26,254$1.50M0.03%−4,146−13.6%Reduced
Arizona State Retirement System27,625$1.58M0.01%+713+2.6%Added
FORA Capital, LLC28,019$1.60M0.13%+28,019New
Brinker Capital Investments, LLC28,132$1.61M0.02%+3,082+12.3%Added
Orion Portfolio Solutions, LLC28,132$1.61M0.02%+3,082+12.3%Added
Prevail Innovative Wealth Advisors, LLC28,332$1.62M0.60%−15,054−34.7%Reduced
UniSuper Management Pty Ltd28,600$1.63M0.02%+400+1.4%Added
Louisiana State Employees Retirement System28,900$1.65M0.03%+700+2.5%Added
Dana Investment Advisors, Inc.29,104$1.66M0.06%+9,880+51.4%Added
Westpac Banking Corp29,364$1.68M0.13%−883−2.9%Reduced
Pictet Asset Management Holding SA29,529$1.69M0.00%+3,769+14.6%Added
Teachers Retirement System of the State of Kentucky29,551$1.69M0.02%00.0%Unchanged
Creative Planning30,421$1.74M0.00%+5,701+23.1%Added
CIBC World Markets Corp31,437$1.80M0.01%−2,123−6.3%Reduced
Ensign Peak Advisors, Inc31,788$1.82M0.00%−1,604−4.8%Reduced
Cerity Partners LLC31,909$1.82M0.00%+31,909New
M&T Bank Corp34,364$1.96M0.01%+1,866+5.7%Added
SEI Investments Co34,455$1.97M0.00%−130,487−79.1%Reduced
Stifel Financial Corp34,574$1.97M0.00%+1,541+4.7%Added
Presima Inc.34,968$2.00M0.46%+3,544+11.3%Added
Aptus Capital Advisors, LLC36,267$2.07M0.04%+3,865+11.9%Added
Motley Fool Wealth Management, LLC36,770$2.10M0.11%−164−0.4%Reduced
Van Eck Associates Corp38,612$2.21M0.00%+7,125+22.6%Added
Resona Asset Management Co.,Ltd.39,299$2.24M0.01%+39,299New
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,747$2.27M0.02%−446−1.1%Reduced
Quantbot Technologies LP39,913$2.28M0.13%+39,913New
Nisa Investment Advisors, LLC40,151$2.30M0.01%+515+1.3%Added
Agf Management Ltd40,376$2.31M0.01%−7,815−16.2%Reduced
Guggenheim Capital LLC41,609$2.38M0.02%−141,895−77.3%Reduced
Blue Chip Partners, Inc.41,787$2.39M0.23%+2,828+7.3%Added
Natixis Advisors, L.P.41,807$2.39M0.01%−16,324−28.1%Reduced
Exchange Traded Concepts, LLC42,514$2.43M0.06%+1,311+3.2%Added
Jump Financial, LLC44,036$2.52M0.07%+36,229+464.1%Added
Treasurer of the State of North Carolina44,260$2.53M0.01%+300+0.7%Added
Yousif Capital Management, LLC45,632$2.61M0.03%−1,177−2.5%Reduced
Goldman Sachs Group Inc45,956$2.62M0.00%−2,613−5.4%Reduced
First National Bank of Omaha36,070$2.78M0.19%+2,265+6.7%Added
Ibex Wealth Advisors40,234$2.85M0.77%+40,165+58,210.1%Added
Mirae Asset Global Investments Co., Ltd.44,328$2.93M0.01%+44,328New
Price T Rowe Associates Inc53,028$3.03M0.00%+3,080+6.2%Added
SG Americas Securities, LLC54,449$3.11M0.02%+34,084+167.4%Added
Amalgamated Bank54,793$3.13M0.03%−7,122−11.5%Reduced
MetLife Investment Management55,091$3.15M0.02%−1,560−2.8%Reduced
Squarepoint Ops LLC55,348$3.16M0.01%+40,460+271.8%Added
Boothbay Fund Management, LLC55,974$3.20M0.09%+1,732+3.2%Added
State of Alaska, Department of Revenue58,101$3.32M0.04%+297+0.5%Added
Truist Financial Corp58,380$3.33M0.01%+3,749+6.9%Added
Amundi60,161$3.36M0.00%−3,491−5.5%Reduced
HSBC Holdings PLC59,467$3.39M0.00%+2,512+4.4%Added
Raymond James Financial Services Advisors, Inc.59,547$3.40M0.01%+1,622+2.8%Added
Mutual of America Capital Management LLC59,776$3.41M0.04%−2,179−3.5%Reduced
DekaBank Deutsche Girozentrale59,583$3.42M0.01%−7,313−10.9%Reduced
Susquehanna International Group, LLP60,966$3.48M0.01%+11,220+22.6%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.61,433$3.51M0.00%+889+1.5%Added
Phocas Financial Corp.61,567$3.52M0.51%+61,567New
Wellington Management Group LLP65,590$3.75M0.00%−2,481−3.6%Reduced
Community Bank of Raymore65,690$3.75M1.76%−13,760−17.3%Reduced
HRT Financial LP75,540$4.31M0.03%+75,540New
BNP Paribas Arbitrage, SA77,408$4.42M0.01%+11,169+16.9%Added
Penn Capital Management Co Inc77,348$4.43M0.39%+77,348New
Franklin Resources Inc78,076$4.46M0.00%−22,343−22.2%Reduced
Employees Retirement System of Texas78,550$4.49M0.05%−5,000−6.0%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)78,713$4.50M0.02%−11,036−12.3%Reduced
D. E. Shaw & Co., Inc.81,658$4.66M0.01%+62,716+331.1%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.84,932$4.85M0.01%−23,034−21.3%Reduced
Liberty Mutual Group Asset Management Inc.86,753$4.96M1.41%+86,753New
Renaissance Technologies LLC87,000$4.97M0.01%+8,100+10.3%Added
Texas Permanent School Fund87,802$5.02M0.04%+968+1.1%Added
Holocene Advisors, LP89,286$5.10M0.02%+16,889+23.3%Added
ExodusPoint Capital Management, LP94,622$5.41M0.07%+94,622New
Citigroup Inc98,508$5.63M0.01%+22,267+29.2%Added