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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
Phocas Financial Corp.105,721$7.96M1.15%+45,266+74.9%Added
BNP Paribas Arbitrage, SA103,731$7.81M0.01%+65,127+168.7%Added
Millennium Management LLC103,026$7.76M0.01%−97,795−48.7%Reduced
Jane Street Group, LLC100,958$7.61M0.01%+90,143+833.5%Added
Quantbot Technologies LP96,346$7.26M0.29%+55,217+134.3%Added
California State Teachers Retirement System95,117$7.17M0.01%−3,107−3.2%Reduced
Bamco Inc95,040$7.16M0.02%+95,040New
Manufacturers Life Insurance Company, The93,097$7.01M0.01%−10,577−10.2%Reduced
Manning & Napier Advisors LLC92,320$6.95M0.08%−3,177−3.3%Reduced
Lazard Asset Management LLC82,150$6.19M0.01%−30,733−27.2%Reduced
Wellington Management Group LLP77,274$5.82M0.00%−3,363−4.2%Reduced
Raymond James Financial Services Advisors, Inc.73,292$5.52M0.01%+2,378+3.4%Added
Liberty Mutual Group Asset Management Inc.72,819$5.49M0.83%−13,934−16.1%Reduced
Oversea-Chinese Banking CORP Ltd67,771$5.11M0.14%+28,902+74.4%Added
Franklin Resources Inc66,153$4.92M0.00%+5,039+8.2%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.64,423$4.85M0.01%−1,183−1.8%Reduced
HSBC Holdings PLC64,103$4.83M0.00%−5,506−7.9%Reduced
DekaBank Deutsche Girozentrale63,542$4.70M0.01%−20,644−24.5%Reduced
Creative Planning61,267$4.62M0.00%+4,448+7.8%Added
State of Alaska, Department of Revenue58,934$4.44M0.05%+224+0.4%Added
Zurcher Kantonalbank (Zurich Cantonalbank)56,975$4.29M0.01%−2,565−4.3%Reduced
Verition Fund Management LLC56,786$4.28M0.03%−91,136−61.6%Reduced
Jump Financial, LLC56,161$4.23M0.09%−6,427−10.3%Reduced
MetLife Investment Management54,912$4.14M0.02%−993−1.8%Reduced
Mutual of America Capital Management LLC54,262$4.09M0.04%−3,221−5.6%Reduced
Amundi54,976$4.06M0.00%−942−1.7%Reduced
First Trust Advisors LP52,680$3.97M0.00%+39,993+315.2%Added
Aptus Capital Advisors, LLC52,315$3.94M0.06%+7,056+15.6%Added
EAM Investors, LLC52,188$3.93M0.59%+52,188New
Truist Financial Corp51,077$3.85M0.01%−61−0.1%Reduced
Masterton Capital Management, LP50,341$3.79M2.53%−176,259−77.8%Reduced
International Assets Investment Management, LLC281,282$3.73M0.02%+276,355+5,609.0%Added
State of Tennessee, Treasury Department48,856$3.68M0.01%−1,806−3.6%Reduced
Quest Partners LLC48,157$3.63M0.32%+44,979+1,415.3%Added
Amalgamated Bank47,806$3.60M0.03%−2,924−5.8%Reduced
Jupiter Asset Management Ltd47,789$3.60M0.03%+47,789New
Community Trust & Investment Co47,717$3.59M0.23%−1,344−2.7%Reduced
Treasurer of the State of North Carolina43,276$3.26M0.01%+180+0.4%Added
Van Eck Associates Corp42,059$3.23M0.00%+4,589+12.2%Added
Agf Management Ltd42,438$3.20M0.02%+3,258+8.3%Added
Community Bank of Raymore41,400$3.12M2.36%−4,000−8.8%Reduced
Blue Chip Partners, Inc.41,266$3.11M0.27%−185−0.4%Reduced
Yousif Capital Management, LLC40,246$3.03M0.03%−1,859−4.4%Reduced
First National Bank of Omaha39,658$2.99M0.19%−555−1.4%Reduced
Commonwealth of Pennsylvania Public School Empls Retrmt Sys39,454$2.97M0.02%−325−0.8%Reduced
Exchange Traded Concepts, LLC39,027$2.94M0.07%+4,871+14.3%Added
GSI Capital Advisors LLC38,958$2.93M1.47%+38,958New
Resona Asset Management Co.,Ltd.39,099$2.93M0.02%−1,937−4.7%Reduced
State Board of Administration of Florida Retirement System36,829$2.77M0.01%−210−0.6%Reduced
Cerity Partners LLC36,371$2.74M0.01%+7,505+26.0%Added
Presima Inc.35,468$2.67M0.59%+400+1.1%Added
Nisa Investment Advisors, LLC34,724$2.63M0.02%−5,082−12.8%Reduced
Stifel Financial Corp34,374$2.59M0.00%−607−1.7%Reduced
Motley Fool Wealth Management, LLC33,839$2.55M0.13%−2,374−6.6%Reduced
M&T Bank Corp33,456$2.52M0.01%−2,976−8.2%Reduced
Ensign Peak Advisors, Inc31,788$2.39M0.00%00.0%Unchanged
Pictet Asset Management Holding SA31,463$2.37M0.00%+175+0.6%Added
Nicola Wealth Management Ltd.22,400$2.28M0.18%+1,400+6.7%Added
Westpac Banking Corp29,524$2.22M0.15%00.0%Unchanged
Handelsbanken Fonder AB29,337$2.21M0.01%+11,000+60.0%Added
Dana Investment Advisors, Inc.29,100$2.19M0.07%−174−0.6%Reduced
LPL Financial LLC29,090$2.19M0.00%+4,350+17.6%Added
Arizona State Retirement System28,975$2.18M0.01%+805+2.9%Added
Teachers Retirement System of the State of Kentucky28,671$2.16M0.02%−880−3.0%Reduced
UniSuper Management Pty Ltd28,000$2.11M0.02%+100+0.4%Added
Louisiana State Employees Retirement System27,800$2.09M0.04%−600−2.1%Reduced
E. Ohman J:or Asset Management AB27,087$2.04M0.05%+123+0.5%Added
CIBC World Markets Corp26,533$2.00M0.01%+26,533New
Sumitomo Mitsui DS Asset Management Company, Ltd26,149$1.97M0.02%+1,464+5.9%Added
Pathstone Holdings, LLC25,833$1.95M0.01%+3,535+15.9%Added
Employees Retirement System of Texas25,550$1.93M0.02%−6,000−19.0%Reduced
Cetera Investment Advisers24,991$1.88M0.00%+7,984+46.9%Added
Transcend Wealth Collective, LLC24,865$1.87M0.13%−99−0.4%Reduced
HTLF Bank24,364$1.84M0.20%−469−1.9%Reduced
Federated Hermes, Inc.24,343$1.83M0.00%+16,058+193.8%Added
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
State of Michigan Retirement System23,800$1.79M0.01%−400−1.7%Reduced
Harvest Portfolios Group Inc.23,759$1.79M0.06%+12,717+115.2%Added
Atom Investors LP23,494$1.77M0.19%−4,262−15.4%Reduced
IFM Investors Pty Ltd23,018$1.73M0.02%−80.0%Reduced
Northwestern Mutual Investment Management Company, LLC22,274$1.68M0.04%−133−0.6%Reduced
Savant Capital, LLC22,172$1.67M0.01%+155+0.7%Added
Prelude Capital Management, LLC21,463$1.62M0.12%+3,852+21.9%Added
Squarepoint Ops LLC20,710$1.56M0.01%+16,381+378.4%Added
Victory Capital Management Inc20,706$1.56M0.00%−1,253−5.7%Reduced
New Mexico Educational Retirement Board20,700$1.56M0.05%00.0%Unchanged
Ameritas Investment Partners, Inc.20,598$1.55M0.05%−756−3.5%Reduced
Standard Life Aberdeen plc20,573$1.55M0.00%+2,000+10.8%Added
Oregon Public Employees Retirement Fund20,454$1.54M0.03%−380−1.8%Reduced
Pacer Advisors, Inc.20,229$1.52M0.00%−1,572−7.2%Reduced
Pinebridge Investments, L.P.19,805$1.49M0.01%+19,805New
UBS Oconnor LLC19,759$1.49M0.04%−15,404−43.8%Reduced
Moran Wealth Management, LLC19,613$1.48M0.05%+12+0.1%Added
Advisors Asset Management, Inc.17,316$1.30M0.02%−3,123−15.3%Reduced
Keybank National Association17,312$1.30M0.01%+2,789+19.2%Added
SG Americas Securities, LLC17,305$1.30M0.00%+4,385+33.9%Added
US Bancorp17,130$1.29M0.00%+252+1.5%Added
Vanderbilt University16,933$1.28M0.24%+10,129+148.9%Added
Vident Advisory, LLC16,809$1.27M0.03%+3,283+24.3%Added