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, Q3 2024
Institutional positions in Agree Realty Corp as of Sep 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
- 431
- +28 vs. Q2 2024
- Shares held
- 111.6M
- +21.0M (+23.2%) vs. Q2 2024
- Total value
- $8.39B
- +$2.77B (+49.5%) vs. Q2 2024
- New holders
- 61
- 165 more added
- Sold out
- 33
- 155 more reduced
6 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 3 | $226 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $485 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 8 | $603 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $829 | 0.00% | +11 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9 | $1.13K | 0.00% | +8+800.0% | Added |
| Provenance Wealth Advisors, LLC | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.20K | 0.00% | +6+60.0% | Added |
| Proequities, Inc. | 20 | $1.51K | 0.00% | −2−9.1% | Reduced |
| Sachetta, LLC | 22 | $1.66K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $1.88K | 0.00% | +25 | New |
| Naples Money Management LLC | 33 | $2.49K | 0.00% | +33 | New |
| First Financial Corp | 35 | $2.64K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 36 | $2.68K | 0.00% | +1+2.9% | Added |
| Roble, Belko & Company, Inc | 46 | $3.00K | 0.00% | +14+43.8% | Added |
| Farmers & Merchants Investments Inc | 40 | $3.01K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 43 | $3.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $3.84K | 0.00% | −17−25.0% | Reduced |
| Private Wealth Management Group, LLC | 72 | $5.42K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 73 | $5.50K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 81 | $6.12K | 0.00% | +68+523.1% | Added |
| Whittier Trust Co of Nevada Inc | 86 | $6.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 92 | $6.95K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 94 | $7.08K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 97 | $7.31K | 0.00% | +97 | New |
| Plante Moran Financial Advisors, LLC | 100 | $7.53K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 116 | $8.74K | 0.00% | +116 | New |
| Rosenberg Matthew Hamilton | 123 | $9.27K | 0.00% | +123 | New |
| Farther Finance Advisors, LLC | 126 | $9.49K | 0.00% | +90+250.0% | Added |
| Versant Capital Management, Inc | 127 | $9.57K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $10.2K | 0.00% | +135 | New |
| Optimum Investment Advisors | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 166 | $12.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 182 | $13.7K | 0.00% | −84−31.6% | Reduced |
| Capital Advisors, Ltd. LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 207 | $15.6K | 0.00% | +170+459.5% | Added |
| Quent Capital, LLC | 215 | $16.2K | 0.00% | +86+66.7% | Added |
| Whittier Trust Co | 227 | $17.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 241 | $18.2K | 0.01% | +241 | New |
| EverSource Wealth Advisors, LLC | 253 | $19.1K | 0.00% | −217−46.2% | Reduced |
| Rise Advisors, LLC | 267 | $20.1K | 0.01% | +3+1.1% | Added |
| Capital Analysts, LLC | 316 | $24.0K | 0.00% | −2−0.6% | Reduced |
| Headlands Technologies LLC | 323 | $24.3K | 0.00% | −819−71.7% | Reduced |
| GeoWealth Management, LLC | 329 | $24.8K | 0.00% | +329 | New |
| Global Retirement Partners, LLC | 340 | $25.6K | 0.00% | +14+4.3% | Added |
| Wiser Advisor Group LLC | 444 | $33.5K | 0.05% | +5+1.1% | Added |
| MCF Advisors LLC | 478 | $36.1K | 0.00% | +65+15.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $36.3K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 494 | $37.0K | 0.00% | −14−2.8% | Reduced |
| North Star Investment Management Corp. | 500 | $37.7K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $37.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $37.9K | 0.00% | +4+0.8% | Added |
| NBC Securities, Inc. | 518 | $39.0K | 0.00% | −50−8.8% | Reduced |
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 519 | $39.1K | 0.00% | −1,034−66.6% | Reduced |
| Gables Capital Management Inc. | 600 | $45.2K | 0.02% | −100−14.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $45.2K | 0.01% | +400+200.0% | Added |
| Huntington National Bank | 648 | $48.8K | 0.00% | +28+4.5% | Added |
| Ci Investments Inc. | 669 | $50.0K | 0.00% | −403−37.6% | Reduced |
| Massmutual Trust Co FSB | 668 | $50.3K | 0.00% | +48+7.7% | Added |
| Jamison Private Wealth Management, Inc. | 678 | $51.1K | 0.01% | +3+0.4% | Added |
| Sound Income Strategies, LLC | 781 | $58.9K | 0.00% | +4+0.5% | Added |
| Lindbrook Capital, LLC | 803 | $60.5K | 0.01% | +157+24.3% | Added |
| SRS Capital Advisors, Inc. | 816 | $61.4K | 0.01% | −6−0.7% | Reduced |
| Principal Securities, Inc. | 905 | $68.2K | 0.00% | +52+6.1% | Added |
| Umb Bank N A | 971 | $73.1K | 0.00% | +299+44.5% | Added |
| FIL Ltd | 999 | $75.3K | 0.00% | −2,100−67.8% | Reduced |
| Washington Trust Co | 1,000 | $75.3K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1,000 | $75.3K | 0.01% | +1,000 | New |
| Bryn Mawr Trust Co | 1,019 | $76.8K | 0.00% | +1,019 | New |
| Danske Bank A/S | 1,100 | $82.9K | 0.00% | +300+37.5% | Added |
| Brown Brothers Harriman & Co | 1,139 | $85.8K | 0.00% | +55+5.1% | Added |
| Smartleaf Asset Management LLC | 1,172 | $87.7K | 0.01% | +219+23.0% | Added |
| Parallel Advisors, LLC | 1,202 | $90.6K | 0.00% | +364+43.4% | Added |
| State of Wyoming | 1,306 | $98.4K | 0.01% | +112+9.4% | Added |
| CoreCap Advisors, LLC | 1,306 | $98.4K | 0.00% | +1,306 | New |
| CIBC Private Wealth Group, LLC | 1,367 | $103.0K | 0.00% | +79+6.1% | Added |
| Vestcor Inc | 1,480 | $111.0K | 0.00% | +1,480 | New |
| FinTrust Capital Advisors, LLC | 1,508 | $113.6K | 0.02% | +1,508 | New |
| Aew Capital Management L P | 1,600 | $120.5K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 1,741 | $131.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,925 | $144.0K | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,942 | $146.3K | 0.00% | +1,942 | New |
| Creative Financial Designs Inc | 2,151 | $162.1K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 2,154 | $162.3K | 0.02% | +751+53.5% | Added |
| Fifth Third Bancorp | 2,200 | $165.7K | 0.00% | −38−1.7% | Reduced |
| Bessemer Group Inc | 2,412 | $182.0K | 0.00% | +95+4.1% | Added |
| Leonteq Securities AG | 2,426 | $182.8K | 0.02% | −756−23.8% | Reduced |
| KBC Group NV | 2,460 | $185.0K | 0.00% | +320+15.0% | Added |
| Ronald Blue Trust, Inc. | 3,123 | $193.5K | 0.00% | +489+18.6% | Added |
| Covestor Ltd | 2,654 | $200.0K | 0.13% | −337−11.3% | Reduced |
| Virtus ETF Advisers LLC | 2,667 | $200.9K | 0.09% | −545−17.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,676 | $201.6K | 0.00% | −4,756−64.0% | Reduced |
| Pensionmark Financial Group, LLC | 2,795 | $210.5K | 0.01% | +2,795 | New |
| Allie Family Office LLC | 2,814 | $212.0K | 0.11% | +2,814 | New |
| HighPoint Advisor Group LLC | 2,916 | $215.6K | 0.01% | +2,916 | New |
| CIBC Asset Management Inc | 2,969 | $223.7K | 0.00% | +2,969 | New |