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 |
|---|---|---|---|---|---|
| Centiva Capital, LP | 4,176 | $238.5K | 0.01% | +975+30.5% | Added |
| Arrowstreet Capital, Limited Partnership | 4,111 | $235.0K | 0.00% | +4,111 | New |
| Worth Venture Partners, LLC | 4,050 | $231.3K | 1.61% | +500+14.1% | Added |
| Sherbrooke Park Advisers LLC | 4,011 | $229.1K | 0.04% | +4,011 | New |
| NJ State Employees Deferred Compensation Plan | 4,000 | $228.5K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 3,890 | $222.2K | 0.01% | 00.0% | Unchanged |
| Regions Financial Corp | 3,737 | $213.5K | 0.00% | −131−3.4% | Reduced |
| CoreCap Advisors, LLC | 3,610 | $206.2K | 0.01% | +3,610 | New |
| Covestor Ltd | 3,582 | $205.0K | 0.13% | +704+24.5% | Added |
| NewEdge Wealth, LLC | 3,520 | $204.1K | 0.00% | −48−1.3% | Reduced |
| Metropolitan Life Insurance Co | 3,098 | $177.0K | 0.01% | +21+0.7% | Added |
| Central Pacific Bank - Trust Division | 3,050 | $174.1K | 0.02% | +3,050 | New |
| Virtus ETF Advisers LLC | 2,876 | $164.3K | 0.09% | −676−19.0% | Reduced |
| Point72 (DIFC) Ltd | 2,796 | $159.7K | 0.01% | +2,796 | New |
| JJJ Advisors Inc. | 2,458 | $140.6K | 0.03% | −150−5.8% | Reduced |
| Ronald Blue Trust, Inc. | 2,421 | $138.3K | 0.00% | +1,166+92.9% | Added |
| Twin Tree Management, LP | 2,345 | $133.9K | 0.00% | +2,345 | New |
| Simplex Trading, LLC | 2,124 | $121.0K | 0.00% | +2,124 | New |
| CWM, LLC | 2,085 | $119.0K | 0.00% | −117−5.3% | Reduced |
| Creative Financial Designs Inc | 2,012 | $114.9K | 0.01% | +360+21.8% | Added |
| Ninepoint Partners LP | 1,947 | $111.2K | 0.01% | +21+1.1% | Added |
| KBC Group NV | 1,782 | $102.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,723 | $98.4K | 0.01% | +133+8.4% | Added |
| 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 |
| CIBC Private Wealth Group, LLC | 1,250 | $71.3K | 0.00% | +1,250 | New |
| Principal Securities, Inc. | 1,216 | $69.5K | 0.00% | −62−4.9% | Reduced |
| Brown Brothers Harriman & Co | 1,084 | $61.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,062 | $60.7K | 0.01% | −69−6.1% | Reduced |
| Washington Trust Co | 1,000 | $57.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 981 | $56.1K | 0.00% | −148−13.1% | Reduced |
| Huntington National Bank | 802 | $45.8K | 0.00% | +62+8.4% | Added |
| Jamison Private Wealth Management, Inc. | 746 | $42.6K | 0.01% | +5+0.7% | Added |
| Harvest Fund Management Co., Ltd | 737 | $42.0K | 0.00% | +737 | New |
| SYSTM Wealth Solutions LLC | 718 | $41.2K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 719 | $41.1K | 0.00% | +512+247.3% | Added |
| Gables Capital Management Inc. | 700 | $40.0K | 0.02% | −200−22.2% | Reduced |
| Quarry LP | 632 | $36.1K | 0.01% | +632 | New |
| GAMMA Investing LLC | 621 | $35.5K | 0.01% | −120−16.2% | Reduced |
| Jones Financial Companies LLLP | 606 | $34.6K | 0.00% | +606 | New |
| NBC Securities, Inc. | 550 | $31.0K | 0.00% | +172+45.5% | Added |
| Lindbrook Capital, LLC | 518 | $29.6K | 0.00% | −73−12.4% | Reduced |
| 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 |
| Ci Investments Inc. | 497 | $28.0K | 0.00% | +103+26.1% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $27.6K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 433 | $24.8K | 0.04% | +4+0.9% | Added |
| Allworth Financial LP | 433 | $24.7K | 0.00% | −10−2.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 417 | $23.8K | 0.00% | +417 | New |
| EverSource Wealth Advisors, LLC | 411 | $23.5K | 0.00% | +45+12.3% | Added |
| Sound Income Strategies, LLC | 405 | $23.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 344 | $19.6K | 0.00% | +344 | New |
| Capital Analysts, LLC | 323 | $18.0K | 0.00% | +3+0.9% | Added |
| Mather Group, LLC. | 271 | $17.1K | 0.00% | +271 | New |
| Rise Advisors, LLC | 261 | $14.9K | 0.01% | +261 | New |
| Whittier Trust Co | 227 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 215 | $12.3K | 0.00% | +215 | New |
| Stephens Consulting, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 178 | $10.2K | 0.00% | −10−5.3% | Reduced |
| Caldwell Trust Co | 150 | $8.57K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 129 | $7.37K | 0.00% | +49+61.3% | Added |
| Rosenberg Matthew Hamilton | 123 | $7.02K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 110 | $6.28K | 0.01% | +110 | New |
| Clearstead Advisors, LLC | 96 | $5.77K | 0.00% | 00.0% | Unchanged |
| 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 |
| Front Row Advisors LLC | 99 | $5.68K | 0.00% | +99 | New |
| Prestige Wealth Management Group LLC | 92 | $5.28K | 0.00% | +80+666.7% | Added |
| SRS Capital Advisors, Inc. | 88 | $5.02K | 0.00% | −22−20.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 79 | $5.00K | 0.00% | +79 | New |
| Parkside Financial Bank & Trust | 84 | $4.80K | 0.00% | +8+10.5% | Added |
| LGT Financial Advisors LLC | 73 | $4.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $4.11K | 0.00% | +50+227.3% | Added |
| Park Place Capital Corp | 60 | $3.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $3.37K | 0.00% | +8+15.7% | Added |
| Whittier Trust Co of Nevada Inc | 55 | $3.14K | 0.00% | +3+5.8% | Added |
| Smartleaf Asset Management LLC | 47 | $2.66K | 0.00% | +42+840.0% | Added |
| Sachetta, LLC | 39 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 43 | $2.46K | 0.00% | +43 | 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 |
| National Bank of Canada | 35 | $2.10K | 0.00% | +35 | New |
| Avion Wealth | 18 | $2.00K | 0.00% | +18 | New |
| First Financial Corp | 35 | $2.00K | 0.00% | +35 | New |
| Farther Finance Advisors, LLC | 32 | $1.83K | 0.00% | +19+146.2% | Added |
| Global Retirement Partners, LLC | 22 | $1.26K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $1.15K | 0.00% | +6+42.9% | Added |
| IFP Advisors, Inc | 18 | $1.03K | 0.00% | −42−70.0% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −82−86.3% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $857 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $457 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 7 | $400 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 3 | $171 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −2,991,804−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −898,788−100.0% | Sold out |
| Cincinnati Financial Corp | 0 | $0 | 0.00% | −407,500−100.0% | Sold out |
| Land & Buildings Investment Management, LLC | 0 | $0 | 0.00% | −404,690−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −103,116−100.0% | Sold out |