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 |
|---|---|---|---|---|---|
| SEI Investments Co | 454,253 | $32.0M | 0.04% | +216,852+91.3% | Added |
| ExodusPoint Capital Management, LP | 462,446 | $32.6M | 0.34% | −49,489−9.7% | Reduced |
| Bahl & Gaynor Inc | 471,020 | $33.2M | 0.18% | +51,075+12.2% | Added |
| Leeward Investments, LLC - MA | 473,384 | $33.3M | 1.66% | −27,787−5.5% | Reduced |
| California Public Employees Retirement System | 483,836 | $34.1M | 0.02% | +15,279+3.3% | Added |
| GEM Realty Capital | 509,719 | $35.9M | 3.54% | +509,719 | New |
| Bank of America Corp | 525,232 | $37.0M | 0.00% | +44,823+9.3% | Added |
| Deprince Race & Zollo Inc | 540,940 | $38.1M | 0.76% | −294,914−35.3% | Reduced |
| Wellington Management Group LLP | 590,845 | $41.6M | 0.01% | +513,571+664.6% | Added |
| Legal & General Group Plc | 662,520 | $46.7M | 0.01% | −24,459−3.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 698,344 | $48.7M | 0.08% | −22,074−3.1% | Reduced |
| William Blair Investment Management, LLC | 691,517 | $48.7M | 0.12% | +1800.0% | Added |
| Norges Bank | 693,570 | $48.9M | 0.01% | +60,055+9.5% | Added |
| UBS Asset Management Americas Inc | 707,421 | $49.8M | 0.01% | +594,080+524.2% | Added |
| Citigroup Inc | 713,045 | $50.2M | 0.05% | +365,549+105.2% | Added |
| Resolution Capital Ltd | 714,815 | $50.4M | 0.91% | +288,675+67.7% | Added |
| Heitman Real Estate Securities LLC | 739,661 | $52.1M | 3.35% | −10,647−1.4% | Reduced |
| Voloridge Investment Management, LLC | 775,106 | $54.6M | 0.19% | +275,221+55.1% | Added |
| Cincinnati Insurance Co | 789,500 | $55.6M | 0.98% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 804,449 | $56.7M | 0.03% | +995+0.1% | Added |
| Two Sigma Investments, LP | 928,033 | $65.4M | 0.15% | +133,392+16.8% | Added |
| Prudential Financial Inc | 940,539 | $66.3M | 0.09% | −323,246−25.6% | Reduced |
| Thrivent Financial for Lutherans | 1,012,468 | $71.3M | 0.14% | −340,612−25.2% | Reduced |
| Frontier Capital Management Co LLC | 1,030,205 | $72.6M | 0.69% | −101,165−8.9% | Reduced |
| Russell Investments Group, Ltd. | 1,047,485 | $73.8M | 0.10% | −12,636−1.2% | Reduced |
| GW&K Investment Management, LLC | 1,056,071 | $74.4M | 0.63% | +4,863+0.5% | Added |
| Alyeska Investment Group, L.P. | 1,070,951 | $75.4M | 0.28% | +589,349+122.4% | Added |
| Nuveen Asset Management, LLC | 1,142,036 | $80.5M | 0.02% | +395,646+53.0% | Added |
| Two Sigma Advisers, LP | 1,157,587 | $81.6M | 0.19% | +443,200+62.0% | Added |
| Millennium Management LLC | 1,171,297 | $82.5M | 0.07% | +1,068,271+1,036.9% | Added |
| Bank of New York Mellon Corp | 1,219,512 | $85.9M | 0.02% | +85,664+7.6% | Added |
| Morgan Stanley | 1,396,791 | $98.4M | 0.01% | −406,855−22.6% | Reduced |
| Raymond James Financial Inc | 1,439,058 | $101.4M | 0.04% | +1,439,058 | New |
| Northern Trust Corp | 1,523,280 | $107.3M | 0.02% | +718,114+89.2% | Added |
| Dimensional Fund Advisors LP | 1,550,140 | $109.2M | 0.03% | +23,162+1.5% | Added |
| Charles Schwab Investment Management Inc | 1,645,652 | $115.9M | 0.02% | +57,297+3.6% | Added |
| FMR LLC | 1,662,947 | $117.2M | 0.01% | −575,837−25.7% | Reduced |
| American Century Companies Inc | 1,894,047 | $133.4M | 0.08% | −524,814−21.7% | Reduced |
| JPMorgan Chase & Co | 1,984,335 | $139.8M | 0.01% | −1,662,191−45.6% | Reduced |
| Macquarie Group Ltd | 2,106,115 | $148.4M | 0.18% | −204,061−8.8% | Reduced |
| Geode Capital Management, LLC | 2,132,252 | $150.3M | 0.01% | +57,492+2.8% | Added |
| Centersquare Investment Management LLC | 2,197,319 | $154.8M | 1.63% | −341,008−13.4% | Reduced |
| Invesco Ltd. | 2,212,852 | $155.9M | 0.03% | +1,020,512+85.6% | Added |
| Daiwa Securities Group Inc. | 2,233,377 | $157.3M | 0.70% | −116,679−5.0% | Reduced |
| Deutsche Bank AG | 2,522,404 | $177.7M | 0.07% | −1,1850.0% | Reduced |
| Principal Financial Group Inc | 2,728,319 | $192.2M | 0.10% | −1,458,530−34.8% | Reduced |
| Long Pond Capital, LP | 3,029,301 | $213.4M | 11.26% | 00.0% | Unchanged |
| State Street Corp | 5,264,022 | $372.2M | 0.01% | +298,515+6.0% | Added |
| Cohen & Steers, Inc. | 9,767,632 | $688.1M | 1.30% | +2,937,147+43.0% | Added |
| BlackRock, Inc. | 13,360,352 | $941.2M | 0.02% | +179,121+1.4% | Added |
| Vanguard Group Inc | 14,549,952 | $1.03B | 0.02% | +219,806+1.5% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −184,660−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −145,675−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −92,320−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −72,819−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −52,188−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −50,341−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −281,282−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −47,789−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −29,524−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −19,759−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,468−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −10,207−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −9,068−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −7,810−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,424−100.0% | Sold out |
| First National Advisers, LLC | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −4,253−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −3,418−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,295−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| Heritage Family Offices, LLP | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Allie Family Office LLC | 0 | $0 | 0.00% | −2,814−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,795−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −2,426−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Naples Money Management LLC | – | – | – | – | Not filed |