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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
Heitman Real Estate Securities LLC750,308$56.5M3.08%+182,000+32.0%Added
Cincinnati Insurance Co789,500$59.5M1.00%00.0%Unchanged
Two Sigma Investments, LP794,641$59.9M0.14%+270,784+51.7%Added
Janus Henderson Group PLC803,454$60.5M0.03%−752,982−48.4%Reduced
Northern Trust Corp805,166$60.7M0.01%−24,191−2.9%Reduced
Deprince Race & Zollo Inc835,854$63.0M1.20%+154,981+22.8%Added
Scout Investments, Inc.946,511$69.6M1.83%+35,624+3.9%Added
GW&K Investment Management, LLC1,051,208$79.2M0.68%−29,044−2.7%Reduced
Russell Investments Group, Ltd.1,060,121$79.8M0.12%+181,215+20.6%Added
Frontier Capital Management Co LLC1,131,370$85.2M0.80%+424,693+60.1%Added
Bank of New York Mellon Corp1,133,848$85.4M0.02%−150,295−11.7%Reduced
Invesco Ltd.1,192,340$89.8M0.02%−25,231−2.1%Reduced
Prudential Financial Inc1,263,785$95.2M0.13%+939,656+289.9%Added
Thrivent Financial for Lutherans1,353,080$101.9M0.19%−26,317−1.9%Reduced
Dimensional Fund Advisors LP1,526,978$115.0M0.03%+4,964+0.3%Added
Charles Schwab Investment Management Inc1,588,355$119.7M0.02%+57,354+3.7%Added
Morgan Stanley1,803,646$135.9M0.01%+496,325+38.0%Added
Geode Capital Management, LLC2,074,760$156.3M0.01%+30,377+1.5%Added
FMR LLC2,238,784$168.6M0.01%+1,968,811+729.3%Added
Macquarie Group Ltd2,310,176$174.0M0.19%+338,584+17.2%Added
Daiwa Securities Group Inc.2,350,056$177.0M0.82%+534,545+29.4%Added
American Century Companies Inc2,418,861$182.2M0.11%+1,735,572+254.0%Added
Deutsche Bank AG2,523,589$190.1M0.08%+571,312+29.3%Added
Centersquare Investment Management LLC2,538,327$191.2M1.79%−805,105−24.1%Reduced
Long Pond Capital, LP3,029,301$228.2M10.23%+507,500+20.1%Added
JPMorgan Chase & Co3,646,526$274.7M0.02%+990,362+37.3%Added
Principal Financial Group Inc4,186,849$315.4M0.17%−408,853−8.9%Reduced
State Street Corp4,965,507$375.3M0.02%−68,513−1.4%Reduced
Cohen & Steers, Inc.6,830,485$514.5M0.92%+2,116,300+44.9%Added
BlackRock, Inc.13,181,231$992.9M0.02%+13,181,231New
Vanguard Group Inc14,330,146$1.08B0.02%−112,103−0.8%Reduced
GEM Realty Capital0$00.00%−608,407−100.0%Sold out
Mesirow Institutional Investment Management, Inc.0$00.00%−285,732−100.0%Sold out
Public Employees Retirement System of Ohio0$00.00%−206,535−100.0%Sold out
Renaissance Technologies LLC0$00.00%−151,000−100.0%Sold out
Ibex Wealth Advisors0$00.00%−82,584−100.0%Sold out
Boothbay Fund Management, LLC0$00.00%−51,238−100.0%Sold out
Guggenheim Capital LLC0$00.00%−38,782−100.0%Sold out
Holocene Advisors, LP0$00.00%−23,103−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−21,372−100.0%Sold out
Infrastructure Capital Advisors, LLC0$00.00%−13,305−100.0%Sold out
Entropy Technologies, LP0$00.00%−12,750−100.0%Sold out
Allianz Asset Management GmbH0$00.00%−11,273−100.0%Sold out
Algert Global LLC0$00.00%−10,131−100.0%Sold out
Marex Group plc0$00.00%−9,000−100.0%Sold out
M Holdings Securities, Inc.0$00.00%−5,393−100.0%Sold out
Naviter Wealth, LLC0$00.00%−5,168−100.0%Sold out
Versor Investments LP0$00.00%−4,600−100.0%Sold out
Hennion & Walsh Asset Management, Inc.0$00.00%−4,529−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−4,259−100.0%Sold out
Worth Venture Partners, LLC0$00.00%−4,050−100.0%Sold out
Wedbush Securities Inc0$00.00%−3,409−100.0%Sold out
Ninepoint Partners LP0$00.00%−1,947−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−393−100.0%Sold out
EntryPoint Capital, LLC0$00.00%−269−100.0%Sold out
Raffa Wealth Management, LLC0$00.00%−215−100.0%Sold out
SYSTM Wealth Solutions LLC0$00.00%−210−100.0%Sold out
Front Row Advisors LLC0$00.00%−86−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−43−100.0%Sold out
National Bank of Canada0$00.00%−35−100.0%Sold out
Opal Wealth Advisors, LLC0$00.00%−29−100.0%Sold out
IFP Advisors, Inc0$00.00%−18−100.0%Sold out
Lynx Investment Advisory0$00.00%−16−100.0%Sold out
Harbor Investment Advisory, LLC0$00.00%−1−100.0%Sold out
BlackRock Inc.––––Not filed
Hazelview Securities Inc.––––Not filed
JJJ Advisors Inc.––––Not filed
Private Ocean, LLC––––Not filed
ICA Group Wealth Management, LLC––––Not filed
Benjamin F. Edwards & Company, Inc.––––Not filed