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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 4,104 | $309.2K | 0.01% | +345+9.2% | Added |
| NJ State Employees Deferred Compensation Plan | 4,000 | $301.3K | 0.04% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 3,976 | $299.5K | 0.00% | +109+2.8% | Added |
| Shelton Capital Management | 3,940 | $296.8K | 0.01% | −147−3.6% | Reduced |
| EP Wealth Advisors, LLC | 3,904 | $294.1K | 0.00% | +3,904 | New |
| Bailard, Inc. | 3,890 | $293.0K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 3,906 | $292.3K | 0.00% | +1,008+34.8% | Added |
| GWM Advisors LLC | 3,811 | $287.1K | 0.00% | −43−1.1% | Reduced |
| Tower Research Capital LLC (TRC) | 3,774 | $284.3K | 0.01% | +751+24.8% | Added |
| Corton Capital Inc. | 3,748 | $282.3K | 0.14% | +3,748 | New |
| Regions Financial Corp | 3,673 | $276.7K | 0.00% | +34+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 3,644 | $274.5K | 0.02% | +420+13.0% | Added |
| CAPROCK Group, Inc. | 3,458 | $261.9K | 0.01% | +3,458 | New |
| CWM, LLC | 3,458 | $260.0K | 0.00% | +271+8.5% | Added |
| Vontobel Holding Ltd. | 3,418 | $257.5K | 0.00% | −670−16.4% | Reduced |
| NewEdge Wealth, LLC | 3,417 | $257.4K | 0.00% | +12+0.4% | Added |
| Keel Point, LLC | 3,412 | $257.0K | 0.02% | 00.0% | Unchanged |
| Schechter Investment Advisors, LLC | 3,405 | $256.5K | 0.02% | +3,405 | New |
| Resources Investment Advisors, LLC. | 3,390 | $255.4K | 0.00% | +42+1.3% | Added |
| Ontario Teachers Pension Plan Board | 3,388 | $255.2K | 0.00% | +3,388 | New |
| Graham Capital Management, L.P. | 3,333 | $251.1K | 0.01% | +3,333 | New |
| Summit Trail Advisors, LLC | 3,295 | $249.0K | 0.01% | +3,295 | New |
| CI Private Wealth, LLC | 3,267 | $246.1K | 0.00% | −1,761−35.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,269 | $243.0K | 0.00% | +3,269 | New |
| Legacy Capital Wealth Partners, LLC | 3,217 | $242.3K | 0.05% | +3,217 | New |
| Samalin Investment Counsel, LLC | 3,205 | $241.4K | 0.11% | −177−5.2% | Reduced |
| Vestmark Advisory Solutions, Inc. | 3,114 | $234.6K | 0.01% | +3,114 | New |
| Central Pacific Bank - Trust Division | 3,080 | $232.0K | 0.03% | 00.0% | Unchanged |
| Heritage Family Offices, LLP | 3,075 | $231.7K | 0.12% | +3,075 | New |
| Harvest Fund Management Co., Ltd | 3,004 | $226.0K | 0.01% | +1,533+104.2% | Added |
| 1492 Capital Management LLC | 2,973 | $224.0K | 0.11% | +2,973 | New |
| CIBC Asset Management Inc | 2,969 | $223.7K | 0.00% | +2,969 | New |
| HighPoint Advisor Group LLC | 2,916 | $215.6K | 0.01% | +2,916 | New |
| Allie Family Office LLC | 2,814 | $212.0K | 0.11% | +2,814 | New |
| Pensionmark Financial Group, LLC | 2,795 | $210.5K | 0.01% | +2,795 | New |
| Steward Partners Investment Advisory, LLC | 2,676 | $201.6K | 0.00% | −4,756−64.0% | Reduced |
| Virtus ETF Advisers LLC | 2,667 | $200.9K | 0.09% | −545−17.0% | Reduced |
| Covestor Ltd | 2,654 | $200.0K | 0.13% | −337−11.3% | Reduced |
| Ronald Blue Trust, Inc. | 3,123 | $193.5K | 0.00% | +489+18.6% | Added |
| KBC Group NV | 2,460 | $185.0K | 0.00% | +320+15.0% | Added |
| Leonteq Securities AG | 2,426 | $182.8K | 0.02% | −756−23.8% | Reduced |
| Bessemer Group Inc | 2,412 | $182.0K | 0.00% | +95+4.1% | Added |
| Fifth Third Bancorp | 2,200 | $165.7K | 0.00% | −38−1.7% | Reduced |
| GAMMA Investing LLC | 2,154 | $162.3K | 0.02% | +751+53.5% | Added |
| Creative Financial Designs Inc | 2,151 | $162.1K | 0.01% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1,942 | $146.3K | 0.00% | +1,942 | New |
| Coppell Advisory Solutions LLC | 1,925 | $144.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 1,741 | $131.2K | 0.01% | 00.0% | Unchanged |
| Aew Capital Management L P | 1,600 | $120.5K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,508 | $113.6K | 0.02% | +1,508 | New |
| Vestcor Inc | 1,480 | $111.0K | 0.00% | +1,480 | New |
| CIBC Private Wealth Group, LLC | 1,367 | $103.0K | 0.00% | +79+6.1% | 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 |
| Parallel Advisors, LLC | 1,202 | $90.6K | 0.00% | +364+43.4% | Added |
| Smartleaf Asset Management LLC | 1,172 | $87.7K | 0.01% | +219+23.0% | Added |
| Brown Brothers Harriman & Co | 1,139 | $85.8K | 0.00% | +55+5.1% | Added |
| Danske Bank A/S | 1,100 | $82.9K | 0.00% | +300+37.5% | Added |
| Bryn Mawr Trust Co | 1,019 | $76.8K | 0.00% | +1,019 | New |
| 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 |
| FIL Ltd | 999 | $75.3K | 0.00% | −2,100−67.8% | Reduced |
| Umb Bank N A | 971 | $73.1K | 0.00% | +299+44.5% | Added |
| Principal Securities, Inc. | 905 | $68.2K | 0.00% | +52+6.1% | Added |
| SRS Capital Advisors, Inc. | 816 | $61.4K | 0.01% | −6−0.7% | Reduced |
| Lindbrook Capital, LLC | 803 | $60.5K | 0.01% | +157+24.3% | Added |
| Sound Income Strategies, LLC | 781 | $58.9K | 0.00% | +4+0.5% | Added |
| Jamison Private Wealth Management, Inc. | 678 | $51.1K | 0.01% | +3+0.4% | Added |
| Massmutual Trust Co FSB | 668 | $50.3K | 0.00% | +48+7.7% | Added |
| Ci Investments Inc. | 669 | $50.0K | 0.00% | −403−37.6% | Reduced |
| Huntington National Bank | 648 | $48.8K | 0.00% | +28+4.5% | Added |
| 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 |
| PEAK6 Investments LLC | 519 | $39.1K | 0.00% | −1,034−66.6% | Reduced |
| NBC Securities, Inc. | 518 | $39.0K | 0.00% | −50−8.8% | Reduced |
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 503 | $37.9K | 0.00% | +4+0.8% | Added |
| 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 |
| Jones Financial Companies LLLP | 494 | $37.0K | 0.00% | −14−2.8% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 475 | $36.3K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 478 | $36.1K | 0.00% | +65+15.7% | Added |
| Wiser Advisor Group LLC | 444 | $33.5K | 0.05% | +5+1.1% | Added |
| Global Retirement Partners, LLC | 340 | $25.6K | 0.00% | +14+4.3% | Added |
| GeoWealth Management, LLC | 329 | $24.8K | 0.00% | +329 | New |
| Headlands Technologies LLC | 323 | $24.3K | 0.00% | −819−71.7% | Reduced |
| Capital Analysts, LLC | 316 | $24.0K | 0.00% | −2−0.6% | Reduced |
| Rise Advisors, LLC | 267 | $20.1K | 0.01% | +3+1.1% | Added |
| EverSource Wealth Advisors, LLC | 253 | $19.1K | 0.00% | −217−46.2% | Reduced |
| Capital Performance Advisors LLP | 241 | $18.2K | 0.01% | +241 | New |
| Whittier Trust Co | 227 | $17.1K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 215 | $16.2K | 0.00% | +86+66.7% | Added |
| Northwestern Mutual Wealth Management Co | 207 | $15.6K | 0.00% | +170+459.5% | Added |
| Stephens Consulting, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 196 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 182 | $13.7K | 0.00% | −84−31.6% | Reduced |
| Clearstead Advisors, LLC | 166 | $12.5K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 135 | $10.2K | 0.00% | +135 | New |