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, Q4 2024
Institutional positions in Agree Realty Corp as of Dec 31, 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
- 451
- +28 vs. Q3 2024
- Shares held
- 117.4M
- +7.37M (+6.7%) vs. Q3 2024
- Total value
- $8.27B
- −$73.4K (0.0%) vs. Q3 2024
- New holders
- 67
- 191 more added
- Sold out
- 39
- 132 more reduced
8 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,549,952 | $1.03B | 0.02% | +219,806+1.5% | Added |
| BlackRock, Inc. | 13,360,352 | $941.2M | 0.02% | +179,121+1.4% | Added |
| Cohen & Steers, Inc. | 9,767,632 | $688.1M | 1.30% | +2,937,147+43.0% | Added |
| State Street Corp | 5,264,022 | $372.2M | 0.01% | +298,515+6.0% | Added |
| Long Pond Capital, LP | 3,029,301 | $213.4M | 11.26% | 00.0% | Unchanged |
| Principal Financial Group Inc | 2,728,319 | $192.2M | 0.10% | −1,458,530−34.8% | Reduced |
| Deutsche Bank AG | 2,522,404 | $177.7M | 0.07% | −1,1850.0% | Reduced |
| Daiwa Securities Group Inc. | 2,233,377 | $157.3M | 0.70% | −116,679−5.0% | Reduced |
| Invesco Ltd. | 2,212,852 | $155.9M | 0.03% | +1,020,512+85.6% | Added |
| Centersquare Investment Management LLC | 2,197,319 | $154.8M | 1.63% | −341,008−13.4% | Reduced |
| Geode Capital Management, LLC | 2,132,252 | $150.3M | 0.01% | +57,492+2.8% | Added |
| Macquarie Group Ltd | 2,106,115 | $148.4M | 0.18% | −204,061−8.8% | Reduced |
| JPMorgan Chase & Co | 1,984,335 | $139.8M | 0.01% | −1,662,191−45.6% | Reduced |
| American Century Companies Inc | 1,894,047 | $133.4M | 0.08% | −524,814−21.7% | Reduced |
| FMR LLC | 1,662,947 | $117.2M | 0.01% | −575,837−25.7% | Reduced |
| Charles Schwab Investment Management Inc | 1,645,652 | $115.9M | 0.02% | +57,297+3.6% | Added |
| Dimensional Fund Advisors LP | 1,550,140 | $109.2M | 0.03% | +23,162+1.5% | Added |
| Northern Trust Corp | 1,523,280 | $107.3M | 0.02% | +718,114+89.2% | Added |
| Raymond James Financial Inc | 1,439,058 | $101.4M | 0.04% | +1,439,058 | New |
| Morgan Stanley | 1,396,791 | $98.4M | 0.01% | −406,855−22.6% | Reduced |
| Bank of New York Mellon Corp | 1,219,512 | $85.9M | 0.02% | +85,664+7.6% | Added |
| Millennium Management LLC | 1,171,297 | $82.5M | 0.07% | +1,068,271+1,036.9% | Added |
| Two Sigma Advisers, LP | 1,157,587 | $81.6M | 0.19% | +443,200+62.0% | Added |
| Nuveen Asset Management, LLC | 1,142,036 | $80.5M | 0.02% | +395,646+53.0% | Added |
| Alyeska Investment Group, L.P. | 1,070,951 | $75.4M | 0.28% | +589,349+122.4% | Added |
| GW&K Investment Management, LLC | 1,056,071 | $74.4M | 0.63% | +4,863+0.5% | Added |
| Russell Investments Group, Ltd. | 1,047,485 | $73.8M | 0.10% | −12,636−1.2% | Reduced |
| Frontier Capital Management Co LLC | 1,030,205 | $72.6M | 0.69% | −101,165−8.9% | Reduced |
| Thrivent Financial for Lutherans | 1,012,468 | $71.3M | 0.14% | −340,612−25.2% | Reduced |
| Prudential Financial Inc | 940,539 | $66.3M | 0.09% | −323,246−25.6% | Reduced |
| Two Sigma Investments, LP | 928,033 | $65.4M | 0.15% | +133,392+16.8% | Added |
| Janus Henderson Group PLC | 804,449 | $56.7M | 0.03% | +995+0.1% | Added |
| Cincinnati Insurance Co | 789,500 | $55.6M | 0.98% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 775,106 | $54.6M | 0.19% | +275,221+55.1% | Added |
| Heitman Real Estate Securities LLC | 739,661 | $52.1M | 3.35% | −10,647−1.4% | Reduced |
| Resolution Capital Ltd | 714,815 | $50.4M | 0.91% | +288,675+67.7% | Added |
| Citigroup Inc | 713,045 | $50.2M | 0.05% | +365,549+105.2% | Added |
| UBS Asset Management Americas Inc | 707,421 | $49.8M | 0.01% | +594,080+524.2% | Added |
| Norges Bank | 693,570 | $48.9M | 0.01% | +60,055+9.5% | Added |
| William Blair Investment Management, LLC | 691,517 | $48.7M | 0.12% | +1800.0% | Added |
| Allspring Global Investments Holdings, LLC | 698,344 | $48.7M | 0.08% | −22,074−3.1% | Reduced |
| Legal & General Group Plc | 662,520 | $46.7M | 0.01% | −24,459−3.6% | Reduced |
| Wellington Management Group LLP | 590,845 | $41.6M | 0.01% | +513,571+664.6% | Added |
| Deprince Race & Zollo Inc | 540,940 | $38.1M | 0.76% | −294,914−35.3% | Reduced |
| Bank of America Corp | 525,232 | $37.0M | 0.00% | +44,823+9.3% | Added |
| GEM Realty Capital | 509,719 | $35.9M | 3.54% | +509,719 | New |
| California Public Employees Retirement System | 483,836 | $34.1M | 0.02% | +15,279+3.3% | Added |
| Leeward Investments, LLC - MA | 473,384 | $33.3M | 1.66% | −27,787−5.5% | Reduced |
| Bahl & Gaynor Inc | 471,020 | $33.2M | 0.18% | +51,075+12.2% | Added |
| ExodusPoint Capital Management, LP | 462,446 | $32.6M | 0.34% | −49,489−9.7% | Reduced |
| SEI Investments Co | 454,253 | $32.0M | 0.04% | +216,852+91.3% | Added |
| Price T Rowe Associates Inc | 427,968 | $30.2M | 0.00% | +12,419+3.0% | Added |
| T. Rowe Price Investment Management, Inc. | 419,901 | $29.6M | 0.02% | −53,851−11.4% | Reduced |
| Cbre Clarion Securities LLC | 413,270 | $29.1M | 0.52% | −9,787−2.3% | Reduced |
| D. E. Shaw & Co., Inc. | 412,928 | $29.1M | 0.03% | +181,455+78.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 362,723 | $25.6M | 0.02% | +22,525+6.6% | Added |
| Hudson Bay Capital Management LP | 362,349 | $25.5M | 0.15% | +228,470+170.7% | Added |
| APG Asset Management US Inc. | 360,343 | $25.4M | 0.19% | +360,343 | New |
| Wells Fargo & Company | 344,406 | $24.3M | 0.01% | −271−0.1% | Reduced |
| Brookfield Asset Management Inc. | 343,013 | $24.2M | 0.15% | −21,685−5.9% | Reduced |
| Hazelview Securities Inc. | 334,949 | $23.6M | 4.30% | +334,949 | New |
| Systematic Financial Management LP | 327,760 | $23.1M | 0.59% | +14,016+4.5% | Added |
| Loomis Sayles & Co L P | 323,852 | $22.8M | 0.03% | +5,021+1.6% | Added |
| Rhumbline Advisers | 318,379 | $22.4M | 0.02% | +8,276+2.7% | Added |
| Envestnet Asset Management Inc | 301,751 | $21.3M | 0.01% | +10,446+3.6% | Added |
| State of New Jersey Common Pension Fund D | 299,246 | $21.1M | 0.09% | 00.0% | Unchanged |
| AQR Capital Management LLC | 279,930 | $19.7M | 0.03% | −136,796−32.8% | Reduced |
| Royal Bank of Canada | 272,009 | $19.2M | 0.00% | −14,237−5.0% | Reduced |
| Citadel Advisors LLC | 267,423 | $18.8M | 0.02% | +151,046+129.8% | Added |
| Goldman Sachs Group Inc | 265,667 | $18.7M | 0.00% | −17,067−6.0% | Reduced |
| Marshall Wace, LLP | 261,974 | $18.5M | 0.02% | +60,768+30.2% | Added |
| Waterfront Capital Partners, LLC | 253,466 | $17.9M | 3.34% | −29,629−10.5% | Reduced |
| Fort Washington Investment Advisors Inc | 251,287 | $17.7M | 0.11% | −78,840−23.9% | Reduced |
| Public Employees Retirement System of Ohio | 216,145 | $15.2M | 0.05% | +216,145 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 215,000 | $15.1M | 0.26% | +215,000 | New |
| Lighthouse Investment Partners, LLC | 210,000 | $14.8M | 0.57% | +10,000+5.0% | Added |
| New York State Common Retirement Fund | 209,905 | $14.8M | 0.02% | −143,289−40.6% | Reduced |
| Lasalle Investment Management Securities LLC | 208,820 | $14.7M | 0.62% | +18,188+9.5% | Added |
| Asset Management One Co.,Ltd. | 201,602 | $14.2M | 0.05% | +509+0.3% | Added |
| STRS Ohio | 201,170 | $14.2M | 0.06% | −29,382−12.7% | Reduced |
| Great West Life Assurance Co | 199,658 | $14.1M | 0.02% | +8,576+4.5% | Added |
| Swiss National Bank | 197,982 | $13.9M | 0.01% | +1,500+0.8% | Added |
| Sophron Capital Management L.P. | 190,100 | $13.4M | 5.29% | +190,100 | New |
| Tudor Investment Corp Et Al | 188,075 | $13.2M | 0.14% | −76,572−28.9% | Reduced |
| State of Wisconsin Investment Board | 187,491 | $13.2M | 0.03% | +7,958+4.4% | Added |
| Balyasny Asset Management LLC | 182,728 | $12.9M | 0.03% | +31,972+21.2% | Added |
| Tributary Capital Management, LLC | 178,873 | $12.6M | 0.98% | −135,719−43.1% | Reduced |
| Verition Fund Management LLC | 178,335 | $12.6M | 0.06% | +121,549+214.0% | Added |
| PGGM Investments | 164,648 | $11.6M | 0.15% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 151,735 | $10.7M | 0.00% | −753−0.5% | Reduced |
| Ceredex Value Advisors LLC | 143,982 | $10.1M | 0.20% | −18,500−11.4% | Reduced |
| Ameriprise Financial Inc | 142,128 | $10.0M | 0.00% | −9,573−6.3% | Reduced |
| Uniplan Investment Counsel, Inc. | 139,337 | $9.82M | 0.91% | −2,995−2.1% | Reduced |
| Nomura Asset Management Co Ltd | 138,370 | $9.75M | 0.03% | +5,490+4.1% | Added |
| UBS Group AG | 137,905 | $9.72M | 0.00% | +17,552+14.6% | Added |
| Retirement Systems of Alabama | 125,603 | $8.85M | 0.03% | +3,643+3.0% | Added |
| Barclays PLC | 123,728 | $8.72M | 0.00% | −116,055−48.4% | Reduced |
| Easterly Investment Partners LLC | 117,540 | $8.28M | 0.65% | +117,540 | New |
| Fisher Asset Management, LLC | 117,065 | $8.25M | 0.00% | +480.0% | Added |
| Corebridge Financial, Inc. | 116,912 | $8.24M | 0.04% | −1,802−1.5% | Reduced |