Skip to main content

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.

Institutional holdersQ4 2024: 451 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 heldQ4 2024: $8.27B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q3 2024.

Institutions holding ADC in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Signaturefd, LLC9,903$697.7K0.01%+663+7.2%Added
Center for Financial Planning, Inc.10,237$721.2K0.10%00.0%Unchanged
Vident Advisory, LLC10,294$725.3K0.01%−6,515−38.8%Reduced
Quantinno Capital Management LP10,326$727.5K0.01%+4,311+71.7%Added
New York Life Investment Management LLC10,559$743.9K0.01%−886−7.7%Reduced
Envestnet Portfolio Solutions, Inc.10,747$757.1K0.00%+477+4.6%Added
James Investment Research Inc10,821$762.3K0.09%00.0%Unchanged
Wealth Enhancement Advisory Services, LLC11,105$782.4K0.00%+1,470+15.3%Added
Applied Capital LLC11,213$790.0K0.62%+9+0.1%Added
Metis Global Partners, LLC11,511$811.0K0.02%+1,175+11.4%Added
Adelante Capital Management LLC11,885$837.0K0.06%+11,885New
Xponance, Inc.11,962$842.7K0.01%+1,188+11.0%Added
Trust Point Inc.12,011$846.2K0.06%+1,127+10.4%Added
Atria Investments LLC12,128$854.4K0.01%−800−6.2%Reduced
Wiley Bros.-Aintree Capital, LLC12,210$858.7K0.01%+5,118+72.2%Added
Schnieders Capital Management LLC12,201$859.6K0.17%+41+0.3%Added
Neuberger Berman Group LLC12,457$877.6K0.00%+123+1.0%Added
Federated Hermes, Inc.12,998$915.7K0.00%−11,345−46.6%Reduced
Silvercrest Asset Management Group LLC13,008$916.4K0.01%−145−1.1%Reduced
Bank of Nova Scotia13,365$942.5K0.00%+3,784+39.5%Added
Advisors Asset Management, Inc.13,472$949.1K0.02%−3,844−22.2%Reduced
Nebula Research & Development LLC13,853$975.9K0.11%+13,853New
The PNC Financial Services Group, Inc.14,219$1.00M0.00%−695−4.7%Reduced
Nissay Asset Management Corp14,911$1.05M0.01%+598+4.2%Added
Gsa Capital Partners LLP14,938$1.05M0.08%+170+1.2%Added
Pacer Advisors, Inc.15,001$1.06M0.00%−5,228−25.8%Reduced
Parr McKnight Wealth Management Group, LLC15,272$1.08M0.15%+15,272New
JustInvest LLC15,399$1.08M0.02%+1,189+8.4%Added
US Bancorp15,675$1.10M0.00%−1,455−8.5%Reduced
Assetmark, Inc15,770$1.11M0.00%−60.0%Reduced
Capital Square, LLC15,522$1.11M0.63%−442−2.8%Reduced
Citizens National Bank Trust Department15,898$1.12M0.24%−645−3.9%Reduced
Teacher Retirement System of Texas16,009$1.13M0.00%+3,591+28.9%Added
Pitcairn Co16,284$1.15M0.07%−201−1.2%Reduced
Mariner, LLC16,350$1.15M0.00%+1,260+8.3%Added
Bridgefront Capital, LLC16,497$1.16M0.39%+6,812+70.3%Added
Cincinnati Specialty Underwriters Insurance CO16,500$1.16M0.32%00.0%Unchanged
Illinois Municipal Retirement Fund16,738$1.18M0.02%00.0%Unchanged
Pathway Financial Advisers, LLC16,747$1.18M0.40%+449+2.8%Added
Keybank National Association16,762$1.18M0.00%−550−3.2%Reduced
Foresight Group Ltd Liability Partnership17,990$1.26M1.21%+17,990New
Bank of Montreal17,986$1.27M0.00%+5,407+43.0%Added
Oppenheimer Asset Management Inc.19,129$1.35M0.02%+3,776+24.6%Added
HTLF Bank19,150$1.35M0.15%−5,214−21.4%Reduced
Cambridge Investment Research Advisors, Inc.19,168$1.35M0.00%+3,146+19.6%Added
Moran Wealth Management, LLC19,454$1.37M0.04%−159−0.8%Reduced
Voya Investment Management LLC20,130$1.42M0.00%+7,246+56.2%Added
Ameritas Investment Partners, Inc.20,598$1.45M0.05%00.0%Unchanged
New Mexico Educational Retirement Board20,700$1.46M0.05%00.0%Unchanged
Schonfeld Strategic Advisors LLC20,902$1.47M0.01%−125,211−85.7%Reduced
Oregon Public Employees Retirement Fund21,054$1.48M0.03%+600+2.9%Added
Handelsbanken Fonder AB21,337$1.50M0.01%−8,000−27.3%Reduced
Sumitomo Mitsui DS Asset Management Company, Ltd21,419$1.51M0.02%−4,730−18.1%Reduced
Landscape Capital Management, L.L.C.21,858$1.54M0.16%+11,741+116.1%Added
Prelude Capital Management, LLC22,196$1.56M0.13%+733+3.4%Added
Savant Capital, LLC22,304$1.57M0.01%+132+0.6%Added
Redmond Asset Management, LLC22,459$1.58M0.40%+22,459New
Brinker Capital Investments, LLC22,813$1.61M0.02%−1,407−5.8%Reduced
Orion Portfolio Solutions, LLC22,813$1.61M0.02%−1,407−5.8%Reduced
Northwestern Mutual Investment Management Company, LLC22,958$1.62M0.04%+684+3.1%Added
Brevan Howard Capital Management LP22,980$1.62M0.04%+11,893+107.3%Added
Harvest Portfolios Group Inc.23,062$1.62M0.05%−697−2.9%Reduced
E. Ohman J:or Asset Management AB23,638$1.67M0.04%−3,449−12.7%Reduced
State of Michigan Retirement System24,500$1.73M0.01%+700+2.9%Added
Transcend Wealth Collective, LLC24,697$1.74M0.13%−168−0.7%Reduced
IFM Investors Pty Ltd24,787$1.75M0.02%+1,769+7.7%Added
Nomura Holdings Inc24,925$1.76M0.01%+24,925New
KLP Kapitalforvaltning AS25,700$1.82M0.01%+25,700New
Vanderbilt University25,879$1.82M0.36%+8,946+52.8%Added
Motley Fool Wealth Management, LLC25,997$1.83M0.09%−7,842−23.2%Reduced
HighTower Advisors, LLC26,000$1.83M0.00%+13,528+108.5%Added
Pathstone Holdings, LLC26,688$1.88M0.01%+855+3.3%Added
Teachers Retirement System of the State of Kentucky27,131$1.91M0.02%−1,540−5.4%Reduced
Engineers Gate Manager LP27,179$1.91M0.03%+21,170+352.3%Added
Standard Life Aberdeen plc27,497$1.92M0.00%+6,924+33.7%Added
Cetera Investment Advisers27,890$1.96M0.00%+2,899+11.6%Added
Dana Investment Advisors, Inc.28,199$1.99M0.07%−901−3.1%Reduced
Pinebridge Investments, L.P.28,259$1.99M0.02%+8,454+42.7%Added
SG Americas Securities, LLC28,485$2.01M0.01%+11,180+64.6%Added
Louisiana State Employees Retirement System28,700$2.02M0.04%+900+3.2%Added
Arizona State Retirement System29,204$2.06M0.01%+229+0.8%Added
UniSuper Management Pty Ltd30,000$2.11M0.02%+2,000+7.1%Added
CIBC World Markets Corp30,095$2.12M0.01%+3,562+13.4%Added
Nicola Wealth Management Ltd.21,346$2.16M0.20%−1,054−4.7%Reduced
Freestone Grove Partners LP31,113$2.19M0.03%+31,113New
Ensign Peak Advisors, Inc31,788$2.24M0.00%00.0%Unchanged
Pictet Asset Management Holding SA31,800$2.24M0.00%+337+1.1%Added
HRT Financial LP33,660$2.37M0.01%−82,555−71.0%Reduced
Allstate Corp33,824$2.38M0.07%+33,824New
Nisa Investment Advisors, LLC33,889$2.40M0.01%−835−2.4%Reduced
Agf Management Ltd34,090$2.40M0.01%−8,348−19.7%Reduced
M&T Bank Corp35,063$2.47M0.01%+1,607+4.8%Added
Stifel Financial Corp35,194$2.48M0.00%+820+2.4%Added
First National Bank of Omaha35,283$2.49M0.16%−4,375−11.0%Reduced
Presima Inc.35,468$2.50M0.61%00.0%Unchanged
Renaissance Technologies LLC36,000$2.54M0.00%+36,000New
State Board of Administration of Florida Retirement System36,599$2.58M0.00%−230−0.6%Reduced
Blue Chip Partners, Inc.38,138$2.69M0.23%−3,128−7.6%Reduced
Police & Firemen's Retirement System of New Jersey38,836$2.74M0.03%+38,836New
GSI Capital Advisors LLC38,882$2.74M1.45%−76−0.2%Reduced