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, Q2 2024
Institutional positions in Agree Realty Corp as of Jun 30, 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
- 409
- +18 vs. Q1 2024
- Shares held
- 104.2M
- +4.64M (+4.7%) vs. Q1 2024
- Total value
- $6.46B
- +$765.3M (+13.4%) vs. Q1 2024
- New holders
- 59
- 160 more added
- Sold out
- 41
- 138 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $62 | 0.00% | +1 | New |
| TD Waterhouse Canada Inc. | 1 | $62 | 0.00% | +1 | New |
| First Horizon Advisors, Inc. | 3 | $186 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $496 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $617 | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 13 | $809 | 0.00% | +13 | New |
| Provenance Wealth Advisors, LLC | 15 | $929 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 16 | $991 | 0.00% | +16 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 22 | $1.37K | 0.00% | +2+10.0% | Added |
| Sachetta, LLC | 22 | $1.53K | 0.00% | −17−43.6% | Reduced |
| Opal Wealth Advisors, LLC | 29 | $1.80K | 0.00% | +29 | New |
| Roble, Belko & Company, Inc | 32 | $2.00K | 0.00% | +32 | New |
| National Bank of Canada | 35 | $2.16K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $2.17K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 35 | $2.18K | 0.00% | +35 | New |
| Farther Finance Advisors, LLC | 36 | $2.22K | 0.00% | +4+12.5% | Added |
| Northwestern Mutual Wealth Management Co | 37 | $2.29K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 43 | $2.66K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 43 | $2.90K | 0.00% | +43 | New |
| Bell Investment Advisors, Inc | 68 | $4.21K | 0.00% | +9+15.3% | Added |
| Private Wealth Management Group, LLC | 72 | $4.46K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $4.52K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 86 | $5.33K | 0.00% | +31+56.4% | Added |
| Front Row Advisors LLC | 86 | $5.35K | 0.00% | −13−13.1% | Reduced |
| Prestige Wealth Management Group LLC | 92 | $5.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $5.82K | 0.00% | +10+11.9% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $6.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $7.87K | 0.00% | +87+217.5% | Added |
| Quent Capital, LLC | 129 | $7.99K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $9.29K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $9.29K | 0.00% | +150 | New |
| Clearstead Advisors, LLC | 166 | $10.3K | 0.00% | +70+72.9% | Added |
| Capital Advisors, Ltd. LLC | 196 | $12.0K | 0.00% | +183+1,407.7% | Added |
| Stephens Consulting, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $12.4K | 0.00% | +200 | New |
| SYSTM Wealth Solutions LLC | 210 | $13.0K | 0.00% | −508−70.8% | Reduced |
| Raffa Wealth Management, LLC | 215 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $14.1K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 266 | $15.2K | 0.00% | −5−1.8% | Reduced |
| Rise Advisors, LLC | 264 | $16.4K | 0.01% | +3+1.1% | Added |
| EntryPoint Capital, LLC | 269 | $16.7K | 0.01% | +159+144.5% | Added |
| Capital Analysts, LLC | 318 | $20.0K | 0.00% | −5−1.5% | Reduced |
| Global Retirement Partners, LLC | 326 | $20.2K | 0.00% | +304+1,381.8% | Added |
| Ashton Thomas Private Wealth, LLC | 393 | $24.3K | 0.00% | +393 | New |
| MCF Advisors LLC | 413 | $25.7K | 0.00% | +413 | New |
| Wiser Advisor Group LLC | 439 | $27.2K | 0.04% | +6+1.4% | Added |
| North Star Investment Management Corp. | 500 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $31.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 508 | $31.5K | 0.00% | −98−16.2% | Reduced |
| Smithfield Trust Co | 510 | $32.0K | 0.00% | +300+142.9% | Added |
| EverSource Wealth Advisors, LLC | 470 | $32.4K | 0.00% | +59+14.4% | Added |
| Allworth Financial LP | 499 | $33.3K | 0.00% | +66+15.2% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $34.0K | 0.02% | 00.0% | Unchanged |
| NBC Securities, Inc. | 568 | $35.0K | 0.00% | +18+3.3% | Added |
| Huntington National Bank | 620 | $38.4K | 0.00% | −182−22.7% | Reduced |
| Massmutual Trust Co FSB | 620 | $38.4K | 0.00% | +442+248.3% | Added |
| Lindbrook Capital, LLC | 646 | $40.0K | 0.00% | +128+24.7% | Added |
| Umb Bank N A | 672 | $41.6K | 0.00% | −47−6.5% | Reduced |
| Jamison Private Wealth Management, Inc. | 675 | $41.8K | 0.01% | −71−9.5% | Reduced |
| Gables Capital Management Inc. | 700 | $43.4K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 777 | $48.1K | 0.00% | +372+91.9% | Added |
| Danske Bank A/S | 800 | $49.6K | 0.00% | +800 | New |
| SRS Capital Advisors, Inc. | 822 | $50.9K | 0.00% | +734+834.1% | Added |
| Parallel Advisors, LLC | 838 | $51.9K | 0.00% | −143−14.6% | Reduced |
| Principal Securities, Inc. | 853 | $52.8K | 0.00% | −363−29.9% | Reduced |
| Smartleaf Asset Management LLC | 953 | $58.8K | 0.01% | +906+1,927.7% | Added |
| Twin Tree Management, LP | 958 | $59.3K | 0.00% | −1,387−59.1% | Reduced |
| Washington Trust Co | 1,000 | $61.9K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,072 | $66.0K | 0.00% | +575+115.7% | Added |
| Brown Brothers Harriman & Co | 1,084 | $67.1K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,142 | $70.7K | 0.01% | +798+232.0% | Added |
| State of Wyoming | 1,194 | $74.0K | 0.01% | +132+12.4% | Added |
| CIBC Private Wealth Group, LLC | 1,288 | $79.8K | 0.00% | +38+3.0% | Added |
| GAMMA Investing LLC | 1,403 | $86.9K | 0.01% | +782+125.9% | Added |
| Harvest Fund Management Co., Ltd | 1,471 | $91.0K | 0.01% | +734+99.6% | Added |
| ICA Group Wealth Management, LLC | 1,500 | $92.9K | 0.06% | +100+7.1% | Added |
| PEAK6 Investments LLC | 1,553 | $96.2K | 0.00% | −11,104−87.7% | Reduced |
| Aew Capital Management L P | 1,600 | $99.1K | 0.00% | +200+14.3% | Added |
| Private Trust Co NA | 1,741 | $107.8K | 0.01% | +18+1.0% | Added |
| Coppell Advisory Solutions LLC | 1,925 | $119.2K | 0.02% | +1,925 | New |
| Ninepoint Partners LP | 1,947 | $120.6K | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 2,140 | $133.0K | 0.00% | +358+20.1% | Added |
| Creative Financial Designs Inc | 2,151 | $133.3K | 0.01% | +139+6.9% | Added |
| Fifth Third Bancorp | 2,238 | $138.6K | 0.00% | −2,052−47.8% | Reduced |
| Bessemer Group Inc | 2,317 | $144.0K | 0.00% | +2,317 | New |
| Private Ocean, LLC | 2,359 | $146.1K | 0.01% | +2,359 | New |
| Ronald Blue Trust, Inc. | 2,634 | $150.4K | 0.00% | +213+8.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,898 | $178.7K | 0.00% | −41,430−93.5% | Reduced |
| Covestor Ltd | 2,991 | $185.0K | 0.12% | −591−16.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,023 | $187.2K | 0.00% | −3,471−53.4% | Reduced |
| Central Pacific Bank - Trust Division | 3,080 | $190.8K | 0.02% | +30+1.0% | Added |
| FIL Ltd | 3,099 | $192.0K | 0.00% | +3,099 | New |
| Quest Partners LLC | 3,178 | $196.8K | 0.03% | −20,070−86.3% | Reduced |
| CWM, LLC | 3,187 | $197.0K | 0.00% | +1,102+52.9% | Added |
| Leonteq Securities AG | 3,182 | $197.1K | 0.03% | −1,084−25.4% | Reduced |