Skip to main content

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
SG Americas Securities, LLC12,920$800.0K0.01%−41,529−76.3%Reduced
Silvercrest Asset Management Group LLC13,153$814.7K0.01%−1,594−10.8%Reduced
Pathway Financial Advisers, LLC13,319$823.6K0.30%+409+3.2%Added
Infrastructure Capital Advisors, LLC13,305$824.1K0.11%+681+5.4%Added
Campbell & CO Investment Adviser LLC13,380$828.8K0.07%−2,884−17.7%Reduced
Vident Advisory, LLC13,526$837.9K0.02%+85+0.6%Added
Nissay Asset Management Corp13,770$852.9K0.01%+960+7.5%Added
Voya Investment Management LLC13,961$864.7K0.00%−137,438−90.8%Reduced
The PNC Financial Services Group, Inc.14,365$889.8K0.00%+758+5.6%Added
Keybank National Association14,523$899.6K0.00%+60.0%Added
Mariner, LLC14,675$909.0K0.00%+2,261+18.2%Added
Center for Financial Planning, Inc.14,834$918.8K0.13%00.0%Unchanged
Oppenheimer Asset Management Inc.14,869$921.0K0.01%+2,028+15.8%Added
Bank of Nova Scotia15,300$947.3K0.00%−5,752−27.3%Reduced
Assetmark, Inc15,970$989.2K0.00%+55+0.3%Added
Cambridge Investment Research Advisors, Inc.16,368$1.01M0.00%+4,506+38.0%Added
Cincinnati Specialty Underwriters Insurance CO16,500$1.02M0.31%00.0%Unchanged
Illinois Municipal Retirement Fund16,738$1.04M0.02%00.0%Unchanged
US Bancorp16,878$1.05M0.00%+613+3.8%Added
Cetera Investment Advisers17,007$1.05M0.00%−6,559−27.8%Reduced
Teacher Retirement System of Texas17,172$1.06M0.01%−1,938−10.1%Reduced
Prelude Capital Management, LLC17,611$1.09M0.09%−263−1.5%Reduced
Citizens National Bank Trust Department18,141$1.12M0.25%+4,436+32.4%Added
Pitcairn Co18,217$1.13M0.07%+1,408+8.4%Added
Handelsbanken Fonder AB18,337$1.14M0.00%00.0%Unchanged
Standard Life Aberdeen plc18,573$1.15M0.00%+976+5.5%Added
Capital Square, LLC17,995$1.19M0.78%+179+1.0%Added
Moran Wealth Management, LLC19,601$1.21M0.04%−782−3.8%Reduced
Sanctuary Advisors, LLC21,372$1.23M0.01%+21,372New
Advisors Asset Management, Inc.20,439$1.27M0.02%−5,815−22.1%Reduced
Schonfeld Strategic Advisors LLC20,643$1.28M0.01%+11,433+124.1%Added
New Mexico Educational Retirement Board20,700$1.28M0.04%00.0%Unchanged
Oregon Public Employees Retirement Fund20,834$1.29M0.03%−4,000−16.1%Reduced
Brevan Howard Capital Management LP21,154$1.31M0.09%−954−4.3%Reduced
Ameritas Investment Partners, Inc.21,354$1.32M0.05%−841−3.8%Reduced
Pacer Advisors, Inc.21,801$1.35M0.00%+6,824+45.6%Added
Victory Capital Management Inc21,959$1.36M0.00%−43−0.2%Reduced
Savant Capital, LLC22,017$1.36M0.01%+22,017New
Pathstone Holdings, LLC22,298$1.38M0.01%+9,522+74.5%Added
Northwestern Mutual Investment Management Company, LLC22,407$1.39M0.04%+30+0.1%Added
IFM Investors Pty Ltd23,026$1.43M0.01%+23,026New
Holocene Advisors, LP23,103$1.43M0.01%−66,183−74.1%Reduced
State of Michigan Retirement System24,200$1.50M0.01%−400−1.6%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd24,685$1.53M0.02%+954+4.0%Added
LPL Financial LLC24,740$1.53M0.00%+8,477+52.1%Added
HTLF Bank24,833$1.54M0.18%−515−2.0%Reduced
Transcend Wealth Collective, LLC24,964$1.55M0.11%+1,066+4.5%Added
Brinker Capital Investments, LLC25,717$1.59M0.02%−2,415−8.6%Reduced
Orion Portfolio Solutions, LLC25,717$1.59M0.02%−2,415−8.6%Reduced
E. Ohman J:or Asset Management AB26,964$1.67M0.04%+778+3.0%Added
Atom Investors LP27,756$1.72M0.17%+27,756New
UniSuper Management Pty Ltd27,900$1.73M0.01%−700−2.4%Reduced
Arizona State Retirement System28,170$1.74M0.01%+545+2.0%Added
Louisiana State Employees Retirement System28,400$1.76M0.03%−500−1.7%Reduced
Nicola Wealth Management Ltd.21,000$1.78M0.16%+4,900+30.4%Added
Cerity Partners LLC28,866$1.79M0.00%−3,043−9.5%Reduced
Dana Investment Advisors, Inc.29,274$1.81M0.06%+170+0.6%Added
Westpac Banking Corp29,524$1.83M0.15%+160+0.5%Added
Teachers Retirement System of the State of Kentucky29,551$1.83M0.02%00.0%Unchanged
Pictet Asset Management Holding SA31,288$1.94M0.00%+1,759+6.0%Added
Employees Retirement System of Texas31,550$1.95M0.02%−47,000−59.8%Reduced
Ensign Peak Advisors, Inc31,788$1.97M0.00%00.0%Unchanged
Exchange Traded Concepts, LLC34,156$2.12M0.05%−8,358−19.7%Reduced
Stifel Financial Corp34,981$2.17M0.00%+407+1.2%Added
Presima Inc.35,068$2.17M0.48%+100+0.3%Added
UBS Oconnor LLC35,163$2.18M0.06%+30,763+699.2%Added
Motley Fool Wealth Management, LLC36,213$2.24M0.11%−557−1.5%Reduced
M&T Bank Corp36,432$2.26M0.01%+2,068+6.0%Added
State Board of Administration of Florida Retirement System37,039$2.29M0.00%+26,527+252.3%Added
Van Eck Associates Corp37,470$2.32M0.00%−1,142−3.0%Reduced
BNP Paribas Arbitrage, SA38,604$2.39M0.00%−38,804−50.1%Reduced
Guggenheim Capital LLC38,782$2.40M0.02%−2,827−6.8%Reduced
Oversea-Chinese Banking CORP Ltd38,869$2.41M0.07%+38,869New
Agf Management Ltd39,180$2.43M0.01%−1,196−3.0%Reduced
D. E. Shaw & Co., Inc.39,488$2.45M0.00%−42,170−51.6%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,779$2.46M0.02%+32+0.1%Added
Nisa Investment Advisors, LLC39,806$2.48M0.02%−345−0.9%Reduced
First National Bank of Omaha40,213$2.49M0.16%+4,143+11.5%Added
Resona Asset Management Co.,Ltd.41,036$2.53M0.02%+1,737+4.4%Added
Quantbot Technologies LP41,129$2.55M0.12%+1,216+3.0%Added
Blue Chip Partners, Inc.41,451$2.57M0.24%−336−0.8%Reduced
Yousif Capital Management, LLC42,105$2.61M0.03%−3,527−7.7%Reduced
Treasurer of the State of North Carolina43,096$2.67M0.01%−1,164−2.6%Reduced
Aptus Capital Advisors, LLC45,259$2.80M0.05%+8,992+24.8%Added
Community Bank of Raymore45,400$2.81M2.18%−20,290−30.9%Reduced
Community Trust & Investment Co49,061$3.04M0.21%+49,061New
State of Tennessee, Treasury Department50,662$3.14M0.01%+30,562+152.0%Added
Amalgamated Bank50,730$3.14M0.03%−4,063−7.4%Reduced
Truist Financial Corp51,138$3.17M0.00%−7,242−12.4%Reduced
Boothbay Fund Management, LLC51,238$3.17M0.10%−4,736−8.5%Reduced
Price T Rowe Associates Inc54,855$3.40M0.00%+1,827+3.4%Added
Amundi55,918$3.46M0.00%−4,243−7.1%Reduced
MetLife Investment Management55,905$3.46M0.02%+814+1.5%Added
Citadel Advisors LLC56,638$3.51M0.00%−246,930−81.3%Reduced
Creative Planning56,819$3.52M0.00%+26,398+86.8%Added
SEI Investments Co56,829$3.52M0.00%+22,374+64.9%Added
Mutual of America Capital Management LLC57,483$3.56M0.04%−2,293−3.8%Reduced
State of Alaska, Department of Revenue58,710$3.63M0.04%+609+1.0%Added
Zurcher Kantonalbank (Zurich Cantonalbank)59,540$3.69M0.01%−19,173−24.4%Reduced
Phocas Financial Corp.60,455$3.75M0.56%−1,112−1.8%Reduced