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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
Geode Capital Management, LLC2,044,383$126.7M0.01%+54,355+2.7%Added
Long Pond Capital, LP2,521,801$156.2M8.45%−346,839−12.1%Reduced
JPMorgan Chase & Co2,656,164$164.5M0.01%−24,284−0.9%Reduced
Centersquare Investment Management LLC3,343,432$207.1M2.24%−125,221−3.6%Reduced
Principal Financial Group Inc4,595,702$284.7M0.17%−1,081,069−19.0%Reduced
Cohen & Steers, Inc.4,714,185$292.0M0.61%+3,571,719+312.6%Added
State Street Corp5,034,020$313.0M0.01%−32,520−0.6%Reduced
BlackRock Inc.13,316,749$824.8M0.02%−192,012−1.4%Reduced
Vanguard Group Inc14,442,249$894.6M0.02%−38,214−0.3%Reduced
APG Asset Management US Inc.0$00.00%−399,158−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−325,732−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−158,290−100.0%Sold out
American International Group, Inc.0$00.00%−132,788−100.0%Sold out
Cinctive Capital Management LP0$00.00%−122,620−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−113,868−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−94,622−100.0%Sold out
Texas Permanent School Fund0$00.00%−87,802−100.0%Sold out
CIBC World Markets Corp0$00.00%−31,437−100.0%Sold out
Prevail Innovative Wealth Advisors, LLC0$00.00%−28,332−100.0%Sold out
FORA Capital, LLC0$00.00%−28,019−100.0%Sold out
Nebula Research & Development LLC0$00.00%−24,375−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−20,728−100.0%Sold out
Engineers Gate Manager LP0$00.00%−19,467−100.0%Sold out
Walleye Trading LLC0$00.00%−16,711−100.0%Sold out
Wolverine Asset Management LLC0$00.00%−16,576−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−15,983−100.0%Sold out
Ontario Teachers Pension Plan Board0$00.00%−14,502−100.0%Sold out
XTX Topco Ltd0$00.00%−14,004−100.0%Sold out
Virtu Financial LLC0$00.00%−10,487−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−8,366−100.0%Sold out
MQS Management LLC0$00.00%−8,085−100.0%Sold out
Capula Management Ltd0$00.00%−8,051−100.0%Sold out
DoubleLine ETF Adviser LP0$00.00%−7,675−100.0%Sold out
Panagora Asset Management Inc0$00.00%−6,005−100.0%Sold out
Oak Thistle LLC0$00.00%−5,368−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−5,317−100.0%Sold out
Connor, Clark & Lunn Investment Management Ltd.0$00.00%−4,461−100.0%Sold out
Centiva Capital, LP0$00.00%−4,176−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−4,111−100.0%Sold out
Sherbrooke Park Advisers LLC0$00.00%−4,011−100.0%Sold out
CoreCap Advisors, LLC0$00.00%−3,610−100.0%Sold out
Metropolitan Life Insurance Co0$00.00%−3,098−100.0%Sold out
Point72 (DIFC) Ltd0$00.00%−2,796−100.0%Sold out
Simplex Trading, LLC0$00.00%−2,124−100.0%Sold out
Quarry LP0$00.00%−632−100.0%Sold out
Nelson, Van Denburg & Campbell Wealth Management Group, LLC0$00.00%−417−100.0%Sold out
Rosenberg Matthew Hamilton0$00.00%−123−100.0%Sold out
Chesapeake Asset Management LLC0$00.00%−100−100.0%Sold out
Park Place Capital Corp0$00.00%−60−100.0%Sold out
Colonial Trust Advisors0$00.00%−7−100.0%Sold out
Manning & Napier Group, LLC––––Not filed
Credit Suisse AG––––Not filed
Degroof Petercam Asset Management––––Not filed
Cipher Capital LP––––Not filed