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 |
|---|---|---|---|---|---|
| PSI Advisors, LLC | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3 | $145 | 0.00% | +3 | New |
| First Horizon Advisors, Inc. | 3 | $211 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $454 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $564 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $725 | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 11 | $775 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $916 | 0.00% | +13 | New |
| Twin Tree Management, LP | 14 | $986 | 0.00% | −4,980−99.7% | Reduced |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 14 | $1.00K | 0.00% | −6−30.0% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 17 | $1.20K | 0.00% | +17 | New |
| Sierra Ocean, LLC | 17 | $1.20K | 0.00% | +17 | New |
| WPG Advisers, LLC | 18 | $1.27K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 22 | $1.55K | 0.00% | −50−69.4% | Reduced |
| NewSquare Capital LLC | 22 | $1.55K | 0.00% | +22 | New |
| Sachetta, LLC | 22 | $1.55K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $2.82K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 47 | $3.00K | 0.00% | +1+2.2% | Added |
| Avalon Trust Co | 44 | $3.10K | 0.00% | +44 | New |
| Salem Investment Counselors Inc | 50 | $3.54K | 0.00% | +50 | New |
| Whittier Trust Co of Nevada Inc | 54 | $3.80K | 0.00% | −32−37.2% | Reduced |
| Bell Investment Advisors, Inc | 58 | $4.09K | 0.00% | +7+13.7% | Added |
| High Note Wealth, LLC | 61 | $4.30K | 0.00% | +61 | New |
| Johnson Financial Group, Inc. | 63 | $4.57K | 0.00% | −18−22.2% | Reduced |
| Harbour Investments, Inc. | 67 | $4.72K | 0.00% | +67 | New |
| LGT Financial Advisors LLC | 73 | $5.14K | 0.01% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 73 | $5.14K | 0.01% | +73 | New |
| Prestige Wealth Management Group LLC | 92 | $6.50K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 100 | $7.04K | 0.00% | −16−13.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $7.04K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $7.07K | 0.00% | +100 | New |
| Larson Financial Group LLC | 106 | $7.47K | 0.00% | +81+324.0% | Added |
| Parkside Financial Bank & Trust | 110 | $7.75K | 0.00% | +16+17.0% | Added |
| Rosenberg Matthew Hamilton | 123 | $8.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 129 | $9.09K | 0.00% | −86−40.0% | Reduced |
| Optimum Investment Advisors | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 166 | $11.7K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 172 | $12.1K | 0.01% | +172 | New |
| Mather Group, LLC. | 182 | $12.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 183 | $12.9K | 0.00% | +183 | New |
| UMA Financial Services, Inc. | 189 | $13.3K | 0.00% | +189 | New |
| Capital Advisors, Ltd. LLC | 196 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $14.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 227 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 270 | $19.0K | 0.01% | +3+1.1% | Added |
| TD Waterhouse Canada Inc. | 293 | $20.6K | 0.00% | +284+3,155.6% | Added |
| Capital Analysts, LLC | 319 | $22.0K | 0.00% | +3+0.9% | Added |
| EverSource Wealth Advisors, LLC | 345 | $24.3K | 0.00% | +92+36.4% | Added |
| MAI Capital Management | 354 | $24.9K | 0.00% | +354 | New |
| Northwestern Mutual Wealth Management Co | 382 | $26.9K | 0.00% | +175+84.5% | Added |
| Aew Capital Management L P | 400 | $28.2K | 0.00% | −1,200−75.0% | Reduced |
| Versant Capital Management, Inc | 420 | $29.6K | 0.01% | +293+230.7% | Added |
| Global Retirement Partners, LLC | 434 | $30.5K | 0.00% | +94+27.6% | Added |
| Wiser Advisor Group LLC | 437 | $30.8K | 0.04% | −7−1.6% | Reduced |
| Bernard Wealth Management Corp. | 446 | $31.4K | 0.01% | +446 | New |
| MCF Advisors LLC | 480 | $33.9K | 0.00% | +2+0.4% | Added |
| Kiely Wealth Advisory Group, Inc. | 475 | $34.6K | 0.02% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 500 | $35.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $35.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 510 | $36.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 524 | $37.5K | 0.00% | +21+4.2% | Added |
| Headlands Technologies LLC | 558 | $39.3K | 0.00% | +235+72.8% | Added |
| Jones Financial Companies LLLP | 570 | $40.2K | 0.00% | +76+15.4% | Added |
| Gables Capital Management Inc. | 600 | $42.3K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 604 | $42.6K | 0.00% | −44−6.8% | Reduced |
| Financial Life Planners | 626 | $44.1K | 0.04% | +626 | New |
| Quarry LP | 737 | $51.9K | 0.01% | +737 | New |
| Bessemer Group Inc | 746 | $52.0K | 0.00% | −1,666−69.1% | Reduced |
| Sound Income Strategies, LLC | 785 | $55.3K | 0.00% | +4+0.5% | Added |
| Lindbrook Capital, LLC | 786 | $55.4K | 0.00% | −17−2.1% | Reduced |
| SRS Capital Advisors, Inc. | 815 | $57.4K | 0.00% | −1−0.1% | Reduced |
| CoreCap Advisors, LLC | 863 | $60.8K | 0.00% | −443−33.9% | Reduced |
| FIL Ltd | 863 | $60.8K | 0.00% | −136−13.6% | Reduced |
| Massmutual Trust Co FSB | 898 | $63.3K | 0.00% | +230+34.4% | Added |
| Arcadia Investment Management Corp | 1,000 | $70.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 1,000 | $70.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,060 | $74.7K | 0.00% | +41+4.0% | Added |
| Brown Brothers Harriman & Co | 1,139 | $80.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,139 | $80.2K | 0.00% | +168+17.3% | Added |
| Principal Securities, Inc. | 1,142 | $80.5K | 0.00% | +237+26.2% | Added |
| Farther Finance Advisors, LLC | 1,206 | $85.0K | 0.00% | +1,080+857.1% | Added |
| CIBC Private Wealth Group, LLC | 1,292 | $90.1K | 0.00% | −75−5.5% | Reduced |
| State of Wyoming | 1,279 | $90.1K | 0.01% | −27−2.1% | Reduced |
| Smartleaf Asset Management LLC | 1,306 | $91.3K | 0.01% | +134+11.4% | Added |
| Caitong International Asset Management Co., Ltd | 1,350 | $95.1K | 0.09% | +1,350 | New |
| Steward Partners Investment Advisory, LLC | 1,397 | $98.4K | 0.00% | −1,279−47.8% | Reduced |
| Ci Investments Inc. | 1,406 | $99.0K | 0.00% | +737+110.2% | Added |
| Vestcor Inc | 1,480 | $104.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 1,689 | $119.0K | 0.01% | −52−3.0% | Reduced |
| GF Fund Management Co. Ltd. | 1,829 | $128.9K | 0.00% | +1,829 | New |
| Coppell Advisory Solutions LLC | 2,025 | $141.6K | 0.02% | +100+5.2% | Added |
| Venturi Wealth Management, LLC | 2,227 | $156.9K | 0.01% | +2,227 | New |
| Central Pacific Bank - Trust Division | 2,310 | $162.7K | 0.02% | −770−25.0% | Reduced |
| Virtus ETF Advisers LLC | 2,375 | $167.3K | 0.07% | −292−10.9% | Reduced |
| GeoWealth Management, LLC | 2,539 | $178.9K | 0.01% | +2,210+671.7% | Added |
| Covestor Ltd | 2,650 | $187.0K | 0.12% | −4−0.2% | Reduced |