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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, 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.

Institutional holdersQ3 2024: 431 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 heldQ3 2024: $8.39B
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, Q3 2024

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q2 2024.

Institutions holding ADC in Q3 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Trust Point Inc.10,884$819.9K0.06%−379−3.4%Reduced
Brevan Howard Capital Management LP11,087$835.2K0.04%−10,067−47.6%Reduced
Applied Capital LLC11,204$844.0K0.66%−48−0.4%Reduced
Azzad Asset Management Inc11,340$854.2K0.10%+277+2.5%Added
New York Life Investment Management LLC11,445$862.2K0.01%−656−5.4%Reduced
RSM US Wealth Management LLC11,557$872.4K0.01%+2,220+23.8%Added
XTX Topco Ltd11,965$901.3K0.07%+11,965New
Schnieders Capital Management LLC12,160$916.0K0.17%00.0%Unchanged
Neuberger Berman Group LLC12,334$929.1K0.00%−31−0.3%Reduced
Teacher Retirement System of Texas12,418$935.0K0.00%−4,754−27.7%Reduced
Bank of Montreal12,579$941.3K0.00%−127−1.0%Reduced
HighTower Advisors, LLC12,472$957.0K0.00%+2,453+24.5%Added
Voya Investment Management LLC12,884$970.6K0.00%−1,077−7.7%Reduced
Atria Investments LLC12,928$973.9K0.01%+1,142+9.7%Added
Silvercrest Asset Management Group LLC13,153$990.8K0.01%00.0%Unchanged
Lecap Asset Management Ltd13,468$1.01M0.22%+13,468New
JustInvest LLC14,210$1.07M0.02%+1,454+11.4%Added
Nissay Asset Management Corp14,313$1.08M0.01%+543+3.9%Added
Gsa Capital Partners LLP14,768$1.11M0.08%+10,404+238.4%Added
The PNC Financial Services Group, Inc.14,914$1.12M0.00%+549+3.8%Added
Mariner, LLC15,090$1.14M0.00%+415+2.8%Added
Oppenheimer Asset Management Inc.15,353$1.16M0.01%+484+3.3%Added
Assetmark, Inc15,776$1.19M0.00%−194−1.2%Reduced
Capital Square, LLC15,964$1.20M0.73%−2,031−11.3%Reduced
Cambridge Investment Research Advisors, Inc.16,022$1.21M0.00%−346−2.1%Reduced
Pathway Financial Advisers, LLC16,298$1.23M0.56%+2,979+22.4%Added
Crestline Management, LP16,424$1.24M0.07%+16,424New
Pitcairn Co16,485$1.24M0.07%−1,732−9.5%Reduced
Cincinnati Specialty Underwriters Insurance CO16,500$1.24M0.37%00.0%Unchanged
Citizens National Bank Trust Department16,543$1.25M0.26%−1,598−8.8%Reduced
Illinois Municipal Retirement Fund16,738$1.26M0.02%00.0%Unchanged
Vident Advisory, LLC16,809$1.27M0.03%+3,283+24.3%Added
Vanderbilt University16,933$1.28M0.24%+10,129+148.9%Added
US Bancorp17,130$1.29M0.00%+252+1.5%Added
SG Americas Securities, LLC17,305$1.30M0.00%+4,385+33.9%Added
Keybank National Association17,312$1.30M0.01%+2,789+19.2%Added
Advisors Asset Management, Inc.17,316$1.30M0.02%−3,123−15.3%Reduced
Moran Wealth Management, LLC19,613$1.48M0.05%+12+0.1%Added
UBS Oconnor LLC19,759$1.49M0.04%−15,404−43.8%Reduced
Pinebridge Investments, L.P.19,805$1.49M0.01%+19,805New
Pacer Advisors, Inc.20,229$1.52M0.00%−1,572−7.2%Reduced
Oregon Public Employees Retirement Fund20,454$1.54M0.03%−380−1.8%Reduced
Standard Life Aberdeen plc20,573$1.55M0.00%+2,000+10.8%Added
Ameritas Investment Partners, Inc.20,598$1.55M0.05%−756−3.5%Reduced
New Mexico Educational Retirement Board20,700$1.56M0.05%00.0%Unchanged
Victory Capital Management Inc20,706$1.56M0.00%−1,253−5.7%Reduced
Squarepoint Ops LLC20,710$1.56M0.01%+16,381+378.4%Added
Prelude Capital Management, LLC21,463$1.62M0.12%+3,852+21.9%Added
Savant Capital, LLC22,172$1.67M0.01%+155+0.7%Added
Northwestern Mutual Investment Management Company, LLC22,274$1.68M0.04%−133−0.6%Reduced
IFM Investors Pty Ltd23,018$1.73M0.02%−80.0%Reduced
Atom Investors LP23,494$1.77M0.19%−4,262−15.4%Reduced
Harvest Portfolios Group Inc.23,759$1.79M0.06%+12,717+115.2%Added
State of Michigan Retirement System23,800$1.79M0.01%−400−1.7%Reduced
Brinker Capital Investments, LLC24,220$1.82M0.02%−1,497−5.8%Reduced
Orion Portfolio Solutions, LLC24,220$1.82M0.02%−1,497−5.8%Reduced
Federated Hermes, Inc.24,343$1.83M0.00%+16,058+193.8%Added
HTLF Bank24,364$1.84M0.20%−469−1.9%Reduced
Transcend Wealth Collective, LLC24,865$1.87M0.13%−99−0.4%Reduced
Cetera Investment Advisers24,991$1.88M0.00%+7,984+46.9%Added
Employees Retirement System of Texas25,550$1.93M0.02%−6,000−19.0%Reduced
Pathstone Holdings, LLC25,833$1.95M0.01%+3,535+15.9%Added
Sumitomo Mitsui DS Asset Management Company, Ltd26,149$1.97M0.02%+1,464+5.9%Added
CIBC World Markets Corp26,533$2.00M0.01%+26,533New
E. Ohman J:or Asset Management AB27,087$2.04M0.05%+123+0.5%Added
Louisiana State Employees Retirement System27,800$2.09M0.04%−600−2.1%Reduced
UniSuper Management Pty Ltd28,000$2.11M0.02%+100+0.4%Added
Teachers Retirement System of the State of Kentucky28,671$2.16M0.02%−880−3.0%Reduced
Arizona State Retirement System28,975$2.18M0.01%+805+2.9%Added
LPL Financial LLC29,090$2.19M0.00%+4,350+17.6%Added
Dana Investment Advisors, Inc.29,100$2.19M0.07%−174−0.6%Reduced
Handelsbanken Fonder AB29,337$2.21M0.01%+11,000+60.0%Added
Westpac Banking Corp29,524$2.22M0.15%00.0%Unchanged
Nicola Wealth Management Ltd.22,400$2.28M0.18%+1,400+6.7%Added
Pictet Asset Management Holding SA31,463$2.37M0.00%+175+0.6%Added
Ensign Peak Advisors, Inc31,788$2.39M0.00%00.0%Unchanged
M&T Bank Corp33,456$2.52M0.01%−2,976−8.2%Reduced
Motley Fool Wealth Management, LLC33,839$2.55M0.13%−2,374−6.6%Reduced
Stifel Financial Corp34,374$2.59M0.00%−607−1.7%Reduced
Nisa Investment Advisors, LLC34,724$2.63M0.02%−5,082−12.8%Reduced
Presima Inc.35,468$2.67M0.59%+400+1.1%Added
Cerity Partners LLC36,371$2.74M0.01%+7,505+26.0%Added
State Board of Administration of Florida Retirement System36,829$2.77M0.01%−210−0.6%Reduced
Resona Asset Management Co.,Ltd.39,099$2.93M0.02%−1,937−4.7%Reduced
GSI Capital Advisors LLC38,958$2.93M1.47%+38,958New
Exchange Traded Concepts, LLC39,027$2.94M0.07%+4,871+14.3%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,454$2.97M0.02%−325−0.8%Reduced
First National Bank of Omaha39,658$2.99M0.19%−555−1.4%Reduced
Yousif Capital Management, LLC40,246$3.03M0.03%−1,859−4.4%Reduced
Blue Chip Partners, Inc.41,266$3.11M0.27%−185−0.4%Reduced
Community Bank of Raymore41,400$3.12M2.36%−4,000−8.8%Reduced
Agf Management Ltd42,438$3.20M0.02%+3,258+8.3%Added
Van Eck Associates Corp42,059$3.23M0.00%+4,589+12.2%Added
Treasurer of the State of North Carolina43,276$3.26M0.01%+180+0.4%Added
Community Trust & Investment Co47,717$3.59M0.23%−1,344−2.7%Reduced
Jupiter Asset Management Ltd47,789$3.60M0.03%+47,789New
Amalgamated Bank47,806$3.60M0.03%−2,924−5.8%Reduced
Quest Partners LLC48,157$3.63M0.32%+44,979+1,415.3%Added
State of Tennessee, Treasury Department48,856$3.68M0.01%−1,806−3.6%Reduced
International Assets Investment Management, LLC281,282$3.73M0.02%+276,355+5,609.0%Added