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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
Impax Asset Management Group plc115,000$8.10M0.04%00.0%Unchanged
New York State Teachers Retirement System112,576$7.93M0.02%+263+0.2%Added
Phocas Financial Corp.104,955$7.39M0.99%−766−0.7%Reduced
Burkehill Global Management, LP100,000$7.04M0.67%+100,000New
Atom Investors LP98,234$6.92M0.86%+74,740+318.1%Added
California State Teachers Retirement System94,592$6.66M0.01%−525−0.6%Reduced
Ibex Wealth Advisors93,477$6.59M0.78%+93,477New
First Trust Advisors LP93,257$6.57M0.01%+40,577+77.0%Added
Natixis Advisors, L.P.92,078$6.49M0.01%−13,796−13.0%Reduced
Bamco Inc90,840$6.40M0.02%−4,200−4.4%Reduced
Manufacturers Life Insurance Company, The88,921$6.26M0.01%−4,176−4.5%Reduced
Boothbay Fund Management, LLC86,188$6.07M0.19%+86,188New
Zurcher Kantonalbank (Zurich Cantonalbank)80,573$5.68M0.02%+23,598+41.4%Added
Quantbot Technologies LP80,097$5.64M0.21%−16,249−16.9%Reduced
HSBC Holdings PLC79,923$5.63M0.00%+15,820+24.7%Added
Jump Financial, LLC79,777$5.62M0.12%+23,616+42.1%Added
Creative Planning75,508$5.32M0.01%+14,241+23.2%Added
Gillson Capital LP72,600$5.12M0.46%+72,600New
Employees Retirement System of Texas71,000$5.00M0.04%+45,450+177.9%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.68,023$4.78M0.00%+3,600+5.6%Added
Franklin Resources Inc66,674$4.70M0.00%+521+0.8%Added
New Age Alpha Advisors, LLC66,352$4.67M0.19%+66,352New
Aptus Capital Advisors, LLC64,001$4.51M0.05%+11,686+22.3%Added
Oversea-Chinese Banking CORP Ltd63,420$4.47M0.13%−4,351−6.4%Reduced
Lazard Asset Management LLC63,361$4.46M0.01%−18,789−22.9%Reduced
State of Alaska, Department of Revenue63,324$4.46M0.05%+4,390+7.4%Added
DekaBank Deutsche Girozentrale63,542$4.40M0.01%00.0%Unchanged
MetLife Investment Management61,326$4.32M0.02%+6,414+11.7%Added
Crestline Management, LP57,734$4.07M0.14%+41,310+251.5%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys57,574$4.06M0.03%+18,120+45.9%Added
Amundi57,458$4.00M0.00%+2,482+4.5%Added
Exchange Traded Concepts, LLC55,795$3.93M0.08%+16,768+43.0%Added
Mutual of America Capital Management LLC54,567$3.84M0.04%+305+0.6%Added
Truist Financial Corp51,464$3.63M0.01%+387+0.8%Added
BNP PARIBAS ASSET MANAGEMENT Holding S.A.50,958$3.59M0.01%−67,348−56.9%Reduced
Victory Capital Management Inc50,453$3.55M0.00%+29,747+143.7%Added
Squarepoint Ops LLC49,825$3.51M0.01%+29,115+140.6%Added
Community Trust & Investment Co48,992$3.45M0.21%+1,275+2.7%Added
Amalgamated Bank48,972$3.45M0.03%+1,166+2.4%Added
State of Tennessee, Treasury Department47,515$3.35M0.01%−1,341−2.7%Reduced
Quest Partners LLC47,353$3.34M0.44%−804−1.7%Reduced
Treasurer of the State of North Carolina46,986$3.31M0.01%+3,710+8.6%Added
BNP Paribas Arbitrage, SA44,821$3.16M0.00%−58,910−56.8%Reduced
LMCG Investments, LLC44,176$3.11M0.19%+44,176New
Community Bank of Raymore44,005$3.10M2.44%+2,605+6.3%Added
KBC Group NV43,561$3.07M0.01%+41,101+1,670.8%Added
Van Eck Associates Corp43,552$3.07M0.00%+1,493+3.5%Added
Resona Asset Management Co.,Ltd.41,233$2.90M0.02%+2,134+5.5%Added
Cerity Partners LLC38,586$2.85M0.01%+2,215+6.1%Added
Yousif Capital Management, LLC39,580$2.79M0.03%−666−1.7%Reduced
LPL Financial LLC39,342$2.77M0.00%+10,252+35.2%Added
GSI Capital Advisors LLC38,882$2.74M1.45%−76−0.2%Reduced
Police & Firemen's Retirement System of New Jersey38,836$2.74M0.03%+38,836New
Blue Chip Partners, Inc.38,138$2.69M0.23%−3,128−7.6%Reduced
State Board of Administration of Florida Retirement System36,599$2.58M0.00%−230−0.6%Reduced
Renaissance Technologies LLC36,000$2.54M0.00%+36,000New
Presima Inc.35,468$2.50M0.61%00.0%Unchanged
First National Bank of Omaha35,283$2.49M0.16%−4,375−11.0%Reduced
Stifel Financial Corp35,194$2.48M0.00%+820+2.4%Added
M&T Bank Corp35,063$2.47M0.01%+1,607+4.8%Added
Agf Management Ltd34,090$2.40M0.01%−8,348−19.7%Reduced
Nisa Investment Advisors, LLC33,889$2.40M0.01%−835−2.4%Reduced
Allstate Corp33,824$2.38M0.07%+33,824New
HRT Financial LP33,660$2.37M0.01%−82,555−71.0%Reduced
Pictet Asset Management Holding SA31,800$2.24M0.00%+337+1.1%Added
Ensign Peak Advisors, Inc31,788$2.24M0.00%00.0%Unchanged
Freestone Grove Partners LP31,113$2.19M0.03%+31,113New
Nicola Wealth Management Ltd.21,346$2.16M0.20%−1,054−4.7%Reduced
CIBC World Markets Corp30,095$2.12M0.01%+3,562+13.4%Added
UniSuper Management Pty Ltd30,000$2.11M0.02%+2,000+7.1%Added
Arizona State Retirement System29,204$2.06M0.01%+229+0.8%Added
Louisiana State Employees Retirement System28,700$2.02M0.04%+900+3.2%Added
SG Americas Securities, LLC28,485$2.01M0.01%+11,180+64.6%Added
Pinebridge Investments, L.P.28,259$1.99M0.02%+8,454+42.7%Added
Dana Investment Advisors, Inc.28,199$1.99M0.07%−901−3.1%Reduced
Cetera Investment Advisers27,890$1.96M0.00%+2,899+11.6%Added
Standard Life Aberdeen plc27,497$1.92M0.00%+6,924+33.7%Added
Engineers Gate Manager LP27,179$1.91M0.03%+21,170+352.3%Added
Teachers Retirement System of the State of Kentucky27,131$1.91M0.02%−1,540−5.4%Reduced
Pathstone Holdings, LLC26,688$1.88M0.01%+855+3.3%Added
HighTower Advisors, LLC26,000$1.83M0.00%+13,528+108.5%Added
Motley Fool Wealth Management, LLC25,997$1.83M0.09%−7,842−23.2%Reduced
Vanderbilt University25,879$1.82M0.36%+8,946+52.8%Added
KLP Kapitalforvaltning AS25,700$1.82M0.01%+25,700New
Nomura Holdings Inc24,925$1.76M0.01%+24,925New
IFM Investors Pty Ltd24,787$1.75M0.02%+1,769+7.7%Added
Transcend Wealth Collective, LLC24,697$1.74M0.13%−168−0.7%Reduced
State of Michigan Retirement System24,500$1.73M0.01%+700+2.9%Added
E. Ohman J:or Asset Management AB23,638$1.67M0.04%−3,449−12.7%Reduced
Harvest Portfolios Group Inc.23,062$1.62M0.05%−697−2.9%Reduced
Brevan Howard Capital Management LP22,980$1.62M0.04%+11,893+107.3%Added
Northwestern Mutual Investment Management Company, LLC22,958$1.62M0.04%+684+3.1%Added
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
Redmond Asset Management, LLC22,459$1.58M0.40%+22,459New
Savant Capital, LLC22,304$1.57M0.01%+132+0.6%Added
Prelude Capital Management, LLC22,196$1.56M0.13%+733+3.4%Added
Landscape Capital Management, L.L.C.21,858$1.54M0.16%+11,741+116.1%Added
Sumitomo Mitsui DS Asset Management Company, Ltd21,419$1.51M0.02%−4,730−18.1%Reduced
Handelsbanken Fonder AB21,337$1.50M0.01%−8,000−27.3%Reduced