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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
Masterton Capital Management, LP50,341$3.79M2.53%−176,259−77.8%Reduced
Truist Financial Corp51,077$3.85M0.01%−61−0.1%Reduced
EAM Investors, LLC52,188$3.93M0.59%+52,188New
Aptus Capital Advisors, LLC52,315$3.94M0.06%+7,056+15.6%Added
First Trust Advisors LP52,680$3.97M0.00%+39,993+315.2%Added
Amundi54,976$4.06M0.00%−942−1.7%Reduced
Mutual of America Capital Management LLC54,262$4.09M0.04%−3,221−5.6%Reduced
MetLife Investment Management54,912$4.14M0.02%−993−1.8%Reduced
Jump Financial, LLC56,161$4.23M0.09%−6,427−10.3%Reduced
Verition Fund Management LLC56,786$4.28M0.03%−91,136−61.6%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)56,975$4.29M0.01%−2,565−4.3%Reduced
State of Alaska, Department of Revenue58,934$4.44M0.05%+224+0.4%Added
Creative Planning61,267$4.62M0.00%+4,448+7.8%Added
DekaBank Deutsche Girozentrale63,542$4.70M0.01%−20,644−24.5%Reduced
HSBC Holdings PLC64,103$4.83M0.00%−5,506−7.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.64,423$4.85M0.01%−1,183−1.8%Reduced
Franklin Resources Inc66,153$4.92M0.00%+5,039+8.2%Added
Oversea-Chinese Banking CORP Ltd67,771$5.11M0.14%+28,902+74.4%Added
Liberty Mutual Group Asset Management Inc.72,819$5.49M0.83%−13,934−16.1%Reduced
Raymond James Financial Services Advisors, Inc.73,292$5.52M0.01%+2,378+3.4%Added
Wellington Management Group LLP77,274$5.82M0.00%−3,363−4.2%Reduced
Lazard Asset Management LLC82,150$6.19M0.01%−30,733−27.2%Reduced
Manning & Napier Advisors LLC92,320$6.95M0.08%−3,177−3.3%Reduced
Manufacturers Life Insurance Company, The93,097$7.01M0.01%−10,577−10.2%Reduced
Bamco Inc95,040$7.16M0.02%+95,040New
California State Teachers Retirement System95,117$7.17M0.01%−3,107−3.2%Reduced
Quantbot Technologies LP96,346$7.26M0.29%+55,217+134.3%Added
Jane Street Group, LLC100,958$7.61M0.01%+90,143+833.5%Added
Millennium Management LLC103,026$7.76M0.01%−97,795−48.7%Reduced
BNP Paribas Arbitrage, SA103,731$7.81M0.01%+65,127+168.7%Added
Phocas Financial Corp.105,721$7.96M1.15%+45,266+74.9%Added
Natixis Advisors, L.P.105,874$7.97M0.02%+18,171+20.7%Added
New York State Teachers Retirement System112,313$8.46M0.02%−400−0.4%Reduced
UBS Asset Management Americas Inc113,341$8.54M0.00%−7,380−6.1%Reduced
Impax Asset Management Group plc115,000$8.66M0.03%−95,000−45.2%Reduced
HRT Financial LP116,215$8.75M0.04%+29,806+34.5%Added
Citadel Advisors LLC116,377$8.77M0.01%+59,739+105.5%Added
Fisher Asset Management, LLC117,017$8.81M0.00%+20.0%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.118,306$8.91M0.02%+33,914+40.2%Added
Corebridge Financial, Inc.118,714$8.94M0.05%−8,263−6.5%Reduced
UBS Group AG120,353$9.07M0.00%−93,786−43.8%Reduced
Retirement Systems of Alabama121,960$9.19M0.03%−1,953−1.6%Reduced
Nomura Asset Management Co Ltd132,880$10.0M0.03%+2,930+2.3%Added
Hudson Bay Capital Management LP133,879$10.1M0.07%−66,837−33.3%Reduced
Uniplan Investment Counsel, Inc.142,332$10.7M0.94%−12,785−8.2%Reduced
Eagle Asset Management Inc142,515$10.8M0.06%+32,113+29.1%Added
Penn Capital Management Co Inc145,675$11.0M1.01%+57,799+65.8%Added
Schonfeld Strategic Advisors LLC146,113$11.0M0.09%+125,470+607.8%Added
Balyasny Asset Management LLC150,756$11.4M0.03%+150,756New
Ameriprise Financial Inc151,701$11.4M0.00%−25,748−14.5%Reduced
Alliancebernstein L.P.152,488$11.5M0.00%−10,184−6.3%Reduced
Ceredex Value Advisors LLC162,482$12.3M0.24%−67,000−29.2%Reduced
PGGM Investments164,648$12.4M0.16%−969,113−85.5%Reduced
State of Wisconsin Investment Board179,533$13.5M0.03%−9,647−5.1%Reduced
Arrowstreet Capital, Limited Partnership184,660$13.9M0.01%+184,660New
Lasalle Investment Management Securities LLC190,632$14.4M0.55%−729,970−79.3%Reduced
Great West Life Assurance Co191,082$14.4M0.03%−9,285−4.6%Reduced
Swiss National Bank196,482$14.8M0.01%−1,500−0.8%Reduced
Lighthouse Investment Partners, LLC200,000$15.1M0.81%−205,000−50.6%Reduced
Asset Management One Co.,Ltd.201,093$15.1M0.05%−16,193−7.5%Reduced
Marshall Wace, LLP201,206$15.2M0.02%−155,338−43.6%Reduced
STRS Ohio230,552$17.4M0.07%−199,086−46.3%Reduced
D. E. Shaw & Co., Inc.231,473$17.4M0.02%+191,985+486.2%Added
SEI Investments Co237,401$17.9M0.02%+180,572+317.7%Added
Barclays PLC239,783$18.1M0.01%+135,274+129.4%Added
Tudor Investment Corp Et Al264,647$19.9M0.22%+264,647New
Goldman Sachs Group Inc282,734$21.3M0.00%+891+0.3%Added
Waterfront Capital Partners, LLC283,095$21.3M3.92%+283,095New
Royal Bank of Canada286,246$21.6M0.00%+34,982+13.9%Added
Envestnet Asset Management Inc291,305$21.9M0.01%+24,831+9.3%Added
State of New Jersey Common Pension Fund D299,246$22.5M0.09%−4,291−1.4%Reduced
Rhumbline Advisers310,103$23.4M0.02%−28,161−8.3%Reduced
Systematic Financial Management LP313,744$23.6M0.60%+26,876+9.4%Added
Tributary Capital Management, LLC314,592$23.7M1.84%−1,420−0.4%Reduced
Loomis Sayles & Co L P318,831$24.0M0.03%−4,283−1.3%Reduced
Fort Washington Investment Advisors Inc330,127$24.9M0.15%−1,510−0.5%Reduced
Sumitomo Mitsui Trust Holdings, Inc.340,198$25.6M0.02%−430,834−55.9%Reduced
Wells Fargo & Company344,677$26.0M0.01%−47,252−12.1%Reduced
Citigroup Inc347,496$26.2M0.02%+270,093+348.9%Added
New York State Common Retirement Fund353,194$26.6M0.04%+27,682+8.5%Added
Raymond James & Associates358,766$27.0M0.02%−2,507−0.7%Reduced
Brookfield Asset Management Inc.364,698$27.5M0.16%−6,293−1.7%Reduced
AQR Capital Management LLC416,726$31.1M0.04%−46,142−10.0%Reduced
Price T Rowe Associates Inc415,549$31.3M0.00%+360,694+657.5%Added
Bahl & Gaynor Inc419,945$31.6M0.16%+51,037+13.8%Added
Cbre Clarion Securities LLC423,057$31.9M0.51%−146,908−25.8%Reduced
Resolution Capital Ltd426,140$32.1M0.55%+426,140New
California Public Employees Retirement System468,557$35.3M0.02%+17,426+3.9%Added
T. Rowe Price Investment Management, Inc.473,752$35.7M0.02%−42,325−8.2%Reduced
Bank of America Corp480,409$36.2M0.00%−100,529−17.3%Reduced
Alyeska Investment Group, L.P.481,602$36.3M0.19%−565,733−54.0%Reduced
Voloridge Investment Management, LLC499,885$37.7M0.14%+499,885New
Leeward Investments, LLC - MA501,171$37.7M1.75%+11,894+2.4%Added
ExodusPoint Capital Management, LP511,935$38.6M0.40%+511,935New
Norges Bank633,515$47.7M0.01%−559,992−46.9%Reduced
Legal & General Group Plc686,979$51.8M0.01%−66,181−8.8%Reduced
William Blair Investment Management, LLC691,337$52.1M0.13%+229,270+49.6%Added
Two Sigma Advisers, LP714,387$53.8M0.13%+343,400+92.6%Added
Allspring Global Investments Holdings, LLC720,418$54.3M0.08%−98,892−12.1%Reduced
Nuveen Asset Management, LLC746,390$56.3M0.02%−222,521−23.0%Reduced