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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, 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.

Institutional holdersQ2 2024: 409 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 heldQ2 2024: $6.46B
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, Q2 2024

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q1 2024.

Institutions holding ADC in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Virtus ETF Advisers LLC3,212$199.0K0.10%+336+11.7%Added
Fifth Third Wealth Advisors LLC3,224$199.7K0.02%+3,224New
Resources Investment Advisors, LLC.3,348$207.4K0.00%+3,348New
Samalin Investment Counsel, LLC3,382$209.5K0.10%+3,382New
NewEdge Wealth, LLC3,405$210.9K0.00%−115−3.3%Reduced
Wedbush Securities Inc3,409$211.0K0.01%+3,409New
Napa Wealth Management3,520$218.0K0.15%+3,520New
Regions Financial Corp3,639$225.4K0.00%−98−2.6%Reduced
Evergreen Capital Management LLC3,759$233.8K0.01%+3,759New
Sequoia Financial Advisors, LLC3,829$237.2K0.00%−3,183−45.4%Reduced
JJJ Advisors Inc.3,833$237.6K0.05%+1,375+55.9%Added
GWM Advisors LLC3,854$238.7K0.00%−382−9.0%Reduced
Wealthspire Advisors, LLC3,867$239.5K0.00%+3,867New
Bailard, Inc.3,890$240.9K0.01%00.0%Unchanged
Keel Point, LLC3,412$245.1K0.02%+3,412New
NJ State Employees Deferred Compensation Plan4,000$247.8K0.03%00.0%Unchanged
Worth Venture Partners, LLC4,050$250.9K1.96%00.0%Unchanged
Shelton Capital Management4,087$253.1K0.01%−266−6.1%Reduced
Vontobel Holding Ltd.4,088$253.2K0.00%−784−16.1%Reduced
Private Advisor Group, LLC4,254$263.5K0.00%+4,254New
Two Sigma Securities, LLC4,259$263.8K0.01%+4,259New
Squarepoint Ops LLC4,329$268.1K0.00%−51,019−92.2%Reduced
Gsa Capital Partners LLP4,364$270.0K0.02%−8,438−65.9%Reduced
Hennion & Walsh Asset Management, Inc.4,529$280.5K0.01%−868−16.1%Reduced
Baird Financial Group, Inc.4,574$283.3K0.00%−292−6.0%Reduced
Norinchukin Bank, The4,581$283.7K0.01%−182−3.8%Reduced
Versor Investments LP4,600$284.9K0.05%00.0%Unchanged
Clarkston Capital Partners, LLC4,700$291.1K0.01%00.0%Unchanged
Greenleaf Trust4,733$293.2K0.00%+4,733New
ProShare Advisors LLC4,735$293.3K0.00%−160−3.3%Reduced
Quantinno Capital Management LP4,855$300.7K0.01%+4,855New
International Assets Investment Management, LLC4,927$305.2K0.03%+4,927New
CI Private Wealth, LLC5,028$311.4K0.00%−573−10.2%Reduced
Abel Hall, LLC5,081$314.7K0.22%+34+0.7%Added
Integrated Investment Consultants, LLC5,596$319.6K0.09%00.0%Unchanged
Naviter Wealth, LLC5,168$321.4K0.05%00.0%Unchanged
Toroso Investments, LLC5,248$325.1K0.00%+5,248New
Utah Retirement Systems5,300$328.3K0.00%−200−3.6%Reduced
Trust Co of Toledo NA5,300$328.3K0.05%+5,300New
M Holdings Securities, Inc.5,393$334.0K0.04%+5,393New
Journey Strategic Wealth LLC5,702$353.2K0.02%+798+16.3%Added
Raymond James Trust N.A.5,767$357.2K0.01%+338+6.2%Added
Park Avenue Securities LLC5,900$365.0K0.00%−161−2.7%Reduced
Quadrant Capital Group LLC5,941$368.1K0.03%+1,251+26.7%Added
Duff & Phelps Investment Management Co6,000$371.6K0.00%+6,000New
Susquehanna International Group, LLP6,075$376.3K0.00%−54,891−90.0%Reduced
Coldstream Capital Management Inc6,125$379.4K0.01%+262+4.5%Added
Atlantic Union Bankshares Corp6,160$381.6K0.02%−200−3.1%Reduced
MML Investors Services, LLC6,187$383.0K0.00%+506+8.9%Added
First National Advisers, LLC6,208$384.5K0.07%+771+14.2%Added
Kovack Advisors, Inc.6,367$394.4K0.04%−93−1.4%Reduced
Carmel Capital Partners, LLC6,470$400.8K0.17%+571+9.7%Added
Wiley Bros.-Aintree Capital, LLC6,547$405.6K0.02%+6,547New
Commerce Bank6,585$407.9K0.00%+20+0.3%Added
Koshinski Asset Management, Inc.6,687$411.1K0.04%−55−0.8%Reduced
Golden State Equity Partners6,661$412.6K0.09%+6,661New
Vanderbilt University6,804$421.4K0.09%+6,804New
Commonwealth Equity Services, LLC6,895$427.0K0.00%+216+3.2%Added
Crossmark Global Holdings, Inc.6,898$428.0K0.01%−258−3.6%Reduced
Advisor Group Holdings, Inc.7,021$435.3K0.00%−739−9.5%Reduced
Maryland State Retirement & Pension System7,032$435.6K0.01%00.0%Unchanged
Avantax Advisory Services, Inc.7,237$448.2K0.00%+7,237New
Intrust Bank NA7,341$454.7K0.05%+401+5.8%Added
Steward Partners Investment Advisory, LLC7,432$460.3K0.00%−713−8.8%Reduced
Spirit of America Management Corp7,750$480.0K0.10%−500−6.1%Reduced
Gilman Hill Asset Management, LLC7,848$486.1K0.09%00.0%Unchanged
Public Employees Retirement Association of Colorado7,909$490.0K0.00%00.0%Unchanged
Metis Global Partners, LLC7,970$493.7K0.02%+1,176+17.3%Added
CSU Producer Resources, Inc.8,000$495.5K1.65%00.0%Unchanged
Securian Asset Management, Inc8,007$496.0K0.01%−230−2.8%Reduced
Federated Hermes, Inc.8,285$513.2K0.00%−184−2.2%Reduced
1620 Investment Advisors, Inc.8,642$535.3K0.41%+500+6.1%Added
Cornercap Investment Counsel Inc8,806$545.4K0.09%−151−1.7%Reduced
Signaturefd, LLC8,915$552.2K0.01%+1,654+22.8%Added
Captrust Financial Advisors8,994$557.1K0.00%+805+9.8%Added
Marex Group plc9,000$557.5K0.01%+9,000New
Wealth Enhancement Advisory Services, LLC9,104$563.9K0.00%+9,104New
Texas Yale Capital Corp.9,195$569.5K0.03%00.0%Unchanged
RSM US Wealth Management LLC9,337$576.0K0.01%+9,337New
Envestnet Portfolio Solutions, Inc.9,873$611.5K0.00%+326+3.4%Added
HighTower Advisors, LLC10,019$622.0K0.00%+934+10.3%Added
Algert Global LLC10,131$627.5K0.02%+10,131New
James Investment Research Inc10,221$633.1K0.08%+3,671+56.0%Added
Xponance, Inc.10,702$662.9K0.01%−1,145−9.7%Reduced
Jane Street Group, LLC10,815$669.9K0.00%−1,790−14.2%Reduced
Janney Montgomery Scott LLC10,958$679.0K0.00%+1,858+20.4%Added
Harvest Portfolios Group Inc.11,042$683.9K0.03%+1,050+10.5%Added
Azzad Asset Management Inc11,063$685.2K0.08%+980+9.7%Added
Applied Capital LLC11,252$696.9K0.61%+2,118+23.2%Added
Trust Point Inc.11,263$697.6K0.06%+2,418+27.3%Added
Allianz Asset Management GmbH11,273$698.3K0.00%00.0%Unchanged
Great Lakes Advisors, LLC11,326$701.5K0.01%00.0%Unchanged
Atria Investments LLC11,786$730.0K0.01%+11,786New
New York Life Investment Management LLC12,101$749.5K0.01%+12,101New
Schnieders Capital Management LLC12,160$753.2K0.15%−650−5.1%Reduced
Neuberger Berman Group LLC12,365$765.9K0.00%+1,295+11.7%Added
First Trust Advisors LP12,687$785.8K0.00%−859−6.3%Reduced
Bank of Montreal12,706$787.8K0.00%−11,773−48.1%Reduced
Entropy Technologies, LP12,750$789.7K0.09%−12,105−48.7%Reduced
JustInvest LLC12,756$790.1K0.02%+3,483+37.6%Added