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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
Franklin Resources Inc61,114$3.79M0.00%−16,962−21.7%Reduced
Jump Financial, LLC62,588$3.88M0.08%+18,552+42.1%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.65,606$4.06M0.00%+4,173+6.8%Added
HSBC Holdings PLC69,609$4.31M0.00%+10,142+17.1%Added
Raymond James Financial Services Advisors, Inc.70,914$4.39M0.01%+11,367+19.1%Added
Citigroup Inc77,403$4.79M0.00%−21,105−21.4%Reduced
Wellington Management Group LLP80,637$4.99M0.00%+15,047+22.9%Added
Ibex Wealth Advisors82,584$5.12M0.80%+42,350+105.3%Added
DekaBank Deutsche Girozentrale84,186$5.21M0.01%+24,603+41.3%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.84,392$5.23M0.01%−540−0.6%Reduced
HRT Financial LP86,409$5.35M0.03%+10,869+14.4%Added
Liberty Mutual Group Asset Management Inc.86,753$5.37M0.79%00.0%Unchanged
Natixis Advisors, L.P.87,703$5.43M0.01%+45,896+109.8%Added
Penn Capital Management Co Inc87,876$5.46M0.52%+10,528+13.6%Added
Manning & Napier Advisors LLC95,497$5.92M0.07%+95,497New
California State Teachers Retirement System98,224$6.08M0.01%−2,223−2.2%Reduced
Manufacturers Life Insurance Company, The103,674$6.42M0.01%+382+0.4%Added
Barclays PLC104,509$6.47M0.00%+2,576+2.5%Added
Eagle Asset Management Inc110,402$6.81M0.04%+6,658+6.4%Added
New York State Teachers Retirement System112,713$6.98M0.01%−200−0.2%Reduced
Lazard Asset Management LLC112,883$6.99M0.01%−78,011−40.9%Reduced
Fisher Asset Management, LLC117,015$7.25M0.00%+140.0%Added
UBS Asset Management Americas Inc120,721$7.48M0.00%−494,684−80.4%Reduced
Retirement Systems of Alabama123,913$7.68M0.03%−2,067−1.6%Reduced
Corebridge Financial, Inc.126,977$7.86M0.04%+126,977New
Nomura Asset Management Co Ltd129,950$8.05M0.03%+8,480+7.0%Added
Verition Fund Management LLC147,922$9.16M0.07%−88,771−37.5%Reduced
Renaissance Technologies LLC151,000$9.35M0.02%+64,000+73.6%Added
Uniplan Investment Counsel, Inc.155,117$9.61M0.87%−28,539−15.5%Reduced
Alliancebernstein L.P.162,672$10.1M0.00%−13,373−7.6%Reduced
Ameriprise Financial Inc177,449$11.0M0.00%+7,136+4.2%Added
State of Wisconsin Investment Board189,180$11.7M0.03%−5,349−2.7%Reduced
Swiss National Bank197,982$12.3M0.01%−400−0.2%Reduced
Great West Life Assurance Co200,367$12.4M0.02%+12,662+6.7%Added
Hudson Bay Capital Management LP200,716$12.4M0.09%+200,716New
Millennium Management LLC200,821$12.4M0.01%−169,427−45.8%Reduced
Public Employees Retirement System of Ohio206,535$12.8M0.05%+25,000+13.8%Added
Impax Asset Management Group plc210,000$13.0M0.05%00.0%Unchanged
UBS Group AG214,139$13.3M0.00%+83,468+63.9%Added
Asset Management One Co.,Ltd.217,286$13.5M0.05%−4,120−1.9%Reduced
Masterton Capital Management, LP226,600$14.0M10.02%00.0%Unchanged
Ceredex Value Advisors LLC229,482$14.3M0.27%−5,050−2.2%Reduced
Royal Bank of Canada251,264$15.6M0.00%+116,995+87.1%Added
Envestnet Asset Management Inc266,474$16.5M0.01%−3,931−1.5%Reduced
FMR LLC269,973$16.7M0.00%+33,373+14.1%Added
Goldman Sachs Group Inc281,843$17.5M0.00%+235,887+513.3%Added
Mesirow Institutional Investment Management, Inc.285,732$17.7M1.55%+2,556+0.9%Added
Systematic Financial Management LP286,868$17.8M0.54%+1,609+0.6%Added
State of New Jersey Common Pension Fund D303,537$18.8M0.08%−148,048−32.8%Reduced
Tributary Capital Management, LLC316,012$19.6M1.62%+57,990+22.5%Added
Loomis Sayles & Co L P323,114$20.0M0.03%−15,996−4.7%Reduced
Prudential Financial Inc324,129$20.1M0.03%+312,185+2,613.7%Added
New York State Common Retirement Fund325,512$20.2M0.03%+72,110+28.5%Added
Fort Washington Investment Advisors Inc331,637$20.5M0.13%+1,320+0.4%Added
Rhumbline Advisers338,264$21.0M0.02%−9,912−2.8%Reduced
Marshall Wace, LLP356,544$22.1M0.03%+189,250+113.1%Added
Hazelview Securities Inc.361,008$22.3M4.22%+84,048+30.3%Added
Raymond James & Associates361,273$22.4M0.01%+38,311+11.9%Added
Bahl & Gaynor Inc368,908$22.9M0.13%−3,176−0.9%Reduced
Two Sigma Advisers, LP370,987$23.0M0.05%−112,300−23.2%Reduced
Brookfield Asset Management Inc.370,991$23.0M0.14%+42,333+12.9%Added
Wells Fargo & Company391,929$24.3M0.01%−31,244−7.4%Reduced
Lighthouse Investment Partners, LLC405,000$25.1M1.40%+405,000New
STRS Ohio429,638$26.6M0.11%+91,634+27.1%Added
California Public Employees Retirement System451,131$27.9M0.02%−90,634−16.7%Reduced
AQR Capital Management LLC462,868$28.5M0.04%+186,285+67.4%Added
William Blair Investment Management, LLC462,067$28.6M0.08%+2,811+0.6%Added
Leeward Investments, LLC - MA489,277$30.3M1.39%+489,277New
T. Rowe Price Investment Management, Inc.516,077$32.0M0.02%+1,883+0.4%Added
Two Sigma Investments, LP523,857$32.4M0.08%−137,837−20.8%Reduced
Heitman Real Estate Securities LLC568,308$35.2M2.23%−254,055−30.9%Reduced
Cbre Clarion Securities LLC569,965$35.3M0.65%+330,974+138.5%Added
Bank of America Corp580,938$36.0M0.00%+58,291+11.2%Added
GEM Realty Capital608,407$37.7M4.35%+608,407New
Deprince Race & Zollo Inc680,873$42.2M0.94%−354,406−34.2%Reduced
American Century Companies Inc683,289$42.3M0.03%+311,979+84.0%Added
Frontier Capital Management Co LLC706,677$43.8M0.43%+460.0%Added
Legal & General Group Plc753,160$46.7M0.01%−103,207−12.1%Reduced
Sumitomo Mitsui Trust Holdings, Inc.771,032$47.8M0.04%−115,495−13.0%Reduced
Cincinnati Insurance Co789,500$48.9M0.81%00.0%Unchanged
Allspring Global Investments Holdings, LLC819,310$50.7M0.08%−12,043−1.4%Reduced
Northern Trust Corp829,357$51.4M0.01%+76,110+10.1%Added
Russell Investments Group, Ltd.878,906$54.4M0.09%+64,186+7.9%Added
Scout Investments, Inc.910,887$56.4M1.51%−58,420−6.0%Reduced
Lasalle Investment Management Securities LLC920,602$57.0M2.44%−134,569−12.8%Reduced
Nuveen Asset Management, LLC968,911$60.1M0.02%−172,408−15.1%Reduced
Alyeska Investment Group, L.P.1,047,335$64.9M0.38%+675,484+181.7%Added
GW&K Investment Management, LLC1,080,252$66.9M0.61%+10,292+1.0%Added
PGGM Investments1,133,761$70.2M1.01%+1,133,761New
Norges Bank1,193,507$73.9M0.01%−19,733−1.6%Reduced
Invesco Ltd.1,217,571$75.4M0.02%−128,537−9.5%Reduced
Bank of New York Mellon Corp1,284,143$79.5M0.02%+43,768+3.5%Added
Morgan Stanley1,307,321$81.0M0.01%+157,594+13.7%Added
Thrivent Financial for Lutherans1,379,397$85.4M0.17%−72,650−5.0%Reduced
Dimensional Fund Advisors LP1,522,014$94.3M0.02%+76,818+5.3%Added
Charles Schwab Investment Management Inc1,531,001$94.8M0.02%+3,292+0.2%Added
Janus Henderson Group PLC1,556,436$96.4M0.05%+7,373+0.5%Added
Daiwa Securities Group Inc.1,815,511$112.5M0.60%+650,921+55.9%Added
Deutsche Bank AG1,952,277$120.9M0.05%+489,043+33.4%Added
Macquarie Group Ltd1,971,592$122.1M0.14%−14,550−0.7%Reduced