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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 3,759 | $233.8K | 0.01% | +3,759 | New |
| Regions Financial Corp | 3,639 | $225.4K | 0.00% | −98−2.6% | Reduced |
| Napa Wealth Management | 3,520 | $218.0K | 0.15% | +3,520 | New |
| Wedbush Securities Inc | 3,409 | $211.0K | 0.01% | +3,409 | New |
| NewEdge Wealth, LLC | 3,405 | $210.9K | 0.00% | −115−3.3% | Reduced |
| Samalin Investment Counsel, LLC | 3,382 | $209.5K | 0.10% | +3,382 | New |
| Resources Investment Advisors, LLC. | 3,348 | $207.4K | 0.00% | +3,348 | New |
| Fifth Third Wealth Advisors LLC | 3,224 | $199.7K | 0.02% | +3,224 | New |
| Virtus ETF Advisers LLC | 3,212 | $199.0K | 0.10% | +336+11.7% | Added |
| Leonteq Securities AG | 3,182 | $197.1K | 0.03% | −1,084−25.4% | Reduced |
| CWM, LLC | 3,187 | $197.0K | 0.00% | +1,102+52.9% | Added |
| Quest Partners LLC | 3,178 | $196.8K | 0.03% | −20,070−86.3% | Reduced |
| FIL Ltd | 3,099 | $192.0K | 0.00% | +3,099 | New |
| Central Pacific Bank - Trust Division | 3,080 | $190.8K | 0.02% | +30+1.0% | Added |
| Tower Research Capital LLC (TRC) | 3,023 | $187.2K | 0.00% | −3,471−53.4% | Reduced |
| Covestor Ltd | 2,991 | $185.0K | 0.12% | −591−16.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,898 | $178.7K | 0.00% | −41,430−93.5% | Reduced |
| Ronald Blue Trust, Inc. | 2,634 | $150.4K | 0.00% | +213+8.8% | Added |
| Private Ocean, LLC | 2,359 | $146.1K | 0.01% | +2,359 | New |
| Bessemer Group Inc | 2,317 | $144.0K | 0.00% | +2,317 | New |
| Fifth Third Bancorp | 2,238 | $138.6K | 0.00% | −2,052−47.8% | Reduced |
| Creative Financial Designs Inc | 2,151 | $133.3K | 0.01% | +139+6.9% | Added |
| KBC Group NV | 2,140 | $133.0K | 0.00% | +358+20.1% | Added |
| Ninepoint Partners LP | 1,947 | $120.6K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,925 | $119.2K | 0.02% | +1,925 | New |
| Private Trust Co NA | 1,741 | $107.8K | 0.01% | +18+1.0% | Added |
| Aew Capital Management L P | 1,600 | $99.1K | 0.00% | +200+14.3% | Added |
| PEAK6 Investments LLC | 1,553 | $96.2K | 0.00% | −11,104−87.7% | Reduced |
| ICA Group Wealth Management, LLC | 1,500 | $92.9K | 0.06% | +100+7.1% | Added |
| Harvest Fund Management Co., Ltd | 1,471 | $91.0K | 0.01% | +734+99.6% | Added |
| GAMMA Investing LLC | 1,403 | $86.9K | 0.01% | +782+125.9% | Added |
| CIBC Private Wealth Group, LLC | 1,288 | $79.8K | 0.00% | +38+3.0% | Added |
| State of Wyoming | 1,194 | $74.0K | 0.01% | +132+12.4% | Added |
| Headlands Technologies LLC | 1,142 | $70.7K | 0.01% | +798+232.0% | Added |
| Brown Brothers Harriman & Co | 1,084 | $67.1K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,072 | $66.0K | 0.00% | +575+115.7% | Added |
| Washington Trust Co | 1,000 | $61.9K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 958 | $59.3K | 0.00% | −1,387−59.1% | Reduced |
| Smartleaf Asset Management LLC | 953 | $58.8K | 0.01% | +906+1,927.7% | Added |
| Principal Securities, Inc. | 853 | $52.8K | 0.00% | −363−29.9% | Reduced |
| Parallel Advisors, LLC | 838 | $51.9K | 0.00% | −143−14.6% | Reduced |
| SRS Capital Advisors, Inc. | 822 | $50.9K | 0.00% | +734+834.1% | Added |
| Danske Bank A/S | 800 | $49.6K | 0.00% | +800 | New |
| Sound Income Strategies, LLC | 777 | $48.1K | 0.00% | +372+91.9% | Added |
| Gables Capital Management Inc. | 700 | $43.4K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 675 | $41.8K | 0.01% | −71−9.5% | Reduced |
| Umb Bank N A | 672 | $41.6K | 0.00% | −47−6.5% | Reduced |
| Lindbrook Capital, LLC | 646 | $40.0K | 0.00% | +128+24.7% | Added |
| Massmutual Trust Co FSB | 620 | $38.4K | 0.00% | +442+248.3% | Added |
| Huntington National Bank | 620 | $38.4K | 0.00% | −182−22.7% | Reduced |
| NBC Securities, Inc. | 568 | $35.0K | 0.00% | +18+3.3% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $34.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 499 | $33.3K | 0.00% | +66+15.2% | Added |
| EverSource Wealth Advisors, LLC | 470 | $32.4K | 0.00% | +59+14.4% | Added |
| Smithfield Trust Co | 510 | $32.0K | 0.00% | +300+142.9% | Added |
| Jones Financial Companies LLLP | 508 | $31.5K | 0.00% | −98−16.2% | Reduced |
| 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 |
| Wiser Advisor Group LLC | 439 | $27.2K | 0.04% | +6+1.4% | Added |
| MCF Advisors LLC | 413 | $25.7K | 0.00% | +413 | New |
| Ashton Thomas Private Wealth, LLC | 393 | $24.3K | 0.00% | +393 | New |
| Global Retirement Partners, LLC | 326 | $20.2K | 0.00% | +304+1,381.8% | Added |
| Capital Analysts, LLC | 318 | $20.0K | 0.00% | −5−1.5% | Reduced |
| EntryPoint Capital, LLC | 269 | $16.7K | 0.01% | +159+144.5% | Added |
| Rise Advisors, LLC | 264 | $16.4K | 0.01% | +3+1.1% | Added |
| Mather Group, LLC. | 266 | $15.2K | 0.00% | −5−1.8% | Reduced |
| Whittier Trust Co | 227 | $14.1K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 215 | $13.3K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 210 | $13.0K | 0.00% | −508−70.8% | Reduced |
| Stephens Consulting, LLC | 200 | $12.4K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 200 | $12.4K | 0.00% | +200 | New |
| Capital Advisors, Ltd. LLC | 196 | $12.0K | 0.00% | +183+1,407.7% | Added |
| Clearstead Advisors, LLC | 166 | $10.3K | 0.00% | +70+72.9% | Added |
| Caldwell Trust Co | 150 | $9.29K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $9.29K | 0.00% | +150 | New |
| Quent Capital, LLC | 129 | $7.99K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 127 | $7.87K | 0.00% | +87+217.5% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $6.19K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $5.82K | 0.00% | +10+11.9% | Added |
| Prestige Wealth Management Group LLC | 92 | $5.72K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 86 | $5.35K | 0.00% | −13−13.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 86 | $5.33K | 0.00% | +31+56.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 79 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $4.52K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $4.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $4.21K | 0.00% | +9+15.3% | Added |
| Financial Network Wealth Advisors LLC | 43 | $2.90K | 0.00% | +43 | New |
| Gilliland Jeter Wealth Management LLC | 43 | $2.66K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37 | $2.29K | 0.00% | +37 | New |
| Farther Finance Advisors, LLC | 36 | $2.22K | 0.00% | +4+12.5% | Added |
| Operose Advisors LLC | 35 | $2.18K | 0.00% | +35 | New |
| First Financial Corp | 35 | $2.17K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 35 | $2.16K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 32 | $2.00K | 0.00% | +32 | New |
| Opal Wealth Advisors, LLC | 29 | $1.80K | 0.00% | +29 | New |
| Sachetta, LLC | 22 | $1.53K | 0.00% | −17−43.6% | Reduced |
| Proequities, Inc. | 22 | $1.37K | 0.00% | +2+10.0% | Added |
| IFP Advisors, Inc | 18 | $1.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |