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, Q1 2025
Institutional positions in Agree Realty Corp as of Mar 31, 2025. 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
- 467
- +21 vs. Q4 2024
- Shares held
- 121.2M
- +4.94M (+4.2%) vs. Q4 2024
- Total value
- $9.36B
- +$1.17B (+14.2%) vs. Q4 2024
- New holders
- 62
- 201 more added
- Sold out
- 41
- 140 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Agree Realty Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 14,913,633 | $1.15B | 0.02% | +363,681+2.5% | Added |
| BlackRock, Inc. | 12,997,431 | $1.00B | 0.02% | −362,921−2.7% | Reduced |
| Cohen & Steers, Inc. | 9,866,824 | $761.6M | 1.41% | +99,192+1.0% | Added |
| State Street Corp | 5,383,541 | $416.9M | 0.02% | +119,519+2.3% | Added |
| Principal Financial Group Inc | 2,669,333 | $206.0M | 0.12% | −58,986−2.2% | Reduced |
| Geode Capital Management, LLC | 2,509,590 | $203.1M | 0.02% | +377,338+17.7% | Added |
| Deutsche Bank AG | 2,528,230 | $195.2M | 0.08% | +5,826+0.2% | Added |
| Centersquare Investment Management LLC | 2,431,960 | $187.7M | 1.94% | +234,641+10.7% | Added |
| Daiwa Securities Group Inc. | 2,358,979 | $182.1M | 0.77% | +125,602+5.6% | Added |
| JPMorgan Chase & Co | 2,338,219 | $180.5M | 0.01% | +353,884+17.8% | Added |
| Two Sigma Advisers, LP | 2,077,687 | $160.4M | 0.36% | +920,100+79.5% | Added |
| Macquarie Group Ltd | 1,934,040 | $149.3M | 0.19% | −172,075−8.2% | Reduced |
| Prudential Financial Inc | 1,868,616 | $144.2M | 0.21% | +928,077+98.7% | Added |
| American Century Companies Inc | 1,751,030 | $135.2M | 0.08% | −143,017−7.6% | Reduced |
| Morgan Stanley | 1,727,313 | $133.3M | 0.01% | +330,522+23.7% | Added |
| Charles Schwab Investment Management Inc | 1,695,297 | $130.9M | 0.02% | +49,645+3.0% | Added |
| Invesco Ltd. | 1,659,858 | $128.1M | 0.02% | −552,994−25.0% | Reduced |
| Dimensional Fund Advisors LP | 1,581,170 | $122.0M | 0.03% | +31,030+2.0% | Added |
| Northern Trust Corp | 1,546,582 | $119.4M | 0.02% | +23,302+1.5% | Added |
| Two Sigma Investments, LP | 1,497,423 | $115.6M | 0.25% | +569,390+61.4% | Added |
| Raymond James Financial Inc | 1,459,633 | $112.7M | 0.04% | +20,575+1.4% | Added |
| Russell Investments Group, Ltd. | 1,276,096 | $98.5M | 0.14% | +228,611+21.8% | Added |
| Balyasny Asset Management LLC | 1,195,091 | $92.2M | 0.23% | +1,012,363+554.0% | Added |
| Alyeska Investment Group, L.P. | 1,170,106 | $90.3M | 0.36% | +99,155+9.3% | Added |
| Bank of New York Mellon Corp | 1,087,610 | $84.0M | 0.02% | −131,902−10.8% | Reduced |
| Frontier Capital Management Co LLC | 1,043,998 | $80.6M | 0.88% | +13,793+1.3% | Added |
| GW&K Investment Management, LLC | 1,041,865 | $80.4M | 0.74% | −14,206−1.3% | Reduced |
| Wellington Management Group LLP | 1,016,593 | $78.5M | 0.02% | +425,748+72.1% | Added |
| PGGM Investments | 956,246 | $73.8M | 1.00% | +791,598+480.8% | Added |
| Thrivent Financial for Lutherans | 937,575 | $72.4M | 0.16% | −74,893−7.4% | Reduced |
| Resolution Capital Ltd | 907,475 | $70.0M | 1.36% | +192,660+27.0% | Added |
| Millennium Management LLC | 871,332 | $67.3M | 0.07% | −299,965−25.6% | Reduced |
| Nuveen, LLC | 911,254 | $64.8M | 0.02% | +911,254 | New |
| Cbre Clarion Securities LLC | 821,090 | $63.4M | 0.97% | +407,820+98.7% | Added |
| Janus Henderson Group PLC | 798,657 | $61.2M | 0.03% | −5,792−0.7% | Reduced |
| Cincinnati Insurance Co | 789,500 | $60.9M | 1.06% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 788,752 | $60.6M | 0.11% | +90,408+12.9% | Added |
| Bank of America Corp | 752,603 | $58.1M | 0.01% | +227,371+43.3% | Added |
| GEM Realty Capital | 742,060 | $57.3M | 5.96% | +232,341+45.6% | Added |
| UBS Asset Management Americas Inc | 733,623 | $56.6M | 0.01% | +26,202+3.7% | Added |
| Voloridge Investment Management, LLC | 725,243 | $56.0M | 0.21% | −49,863−6.4% | Reduced |
| Citigroup Inc | 703,463 | $54.3M | 0.04% | −9,582−1.3% | Reduced |
| William Blair Investment Management, LLC | 673,236 | $52.0M | 0.15% | −18,281−2.6% | Reduced |
| Legal & General Group Plc | 665,108 | $51.3M | 0.01% | +2,588+0.4% | Added |
| Norges Bank | 609,185 | $47.0M | 0.01% | −84,385−12.2% | Reduced |
| SEI Investments Co | 586,273 | $45.3M | 0.06% | +132,020+29.1% | Added |
| Burkehill Global Management, LP | 550,000 | $42.5M | 3.16% | +450,000+450.0% | Added |
| Bahl & Gaynor Inc | 549,225 | $42.4M | 0.22% | +78,205+16.6% | Added |
| Deprince Race & Zollo Inc | 533,640 | $41.2M | 0.85% | −7,300−1.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 532,637 | $41.1M | 0.08% | +532,637 | New |
| Heitman Real Estate Securities LLC | 500,292 | $38.6M | 2.50% | −239,369−32.4% | Reduced |
| FMR LLC | 490,603 | $37.9M | 0.00% | −1,172,344−70.5% | Reduced |
| California Public Employees Retirement System | 486,047 | $37.5M | 0.03% | +2,211+0.5% | Added |
| Leeward Investments, LLC - MA | 454,016 | $35.0M | 1.86% | −19,368−4.1% | Reduced |
| Price T Rowe Associates Inc | 436,655 | $33.7M | 0.00% | +8,687+2.0% | Added |
| D. E. Shaw & Co., Inc. | 426,008 | $32.9M | 0.04% | +13,080+3.2% | Added |
| T. Rowe Price Investment Management, Inc. | 380,107 | $29.3M | 0.02% | −39,794−9.5% | Reduced |
| Adelante Capital Management LLC | 370,652 | $28.6M | 2.17% | +358,767+3,018.7% | Added |
| APG Asset Management US Inc. | 360,343 | $27.7M | 0.21% | 00.0% | Unchanged |
| Wells Fargo & Company | 354,334 | $27.4M | 0.01% | +9,928+2.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 350,228 | $27.0M | 0.02% | −12,495−3.4% | Reduced |
| Systematic Financial Management LP | 324,167 | $25.0M | 0.71% | −3,593−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 323,750 | $25.0M | 0.33% | −138,696−30.0% | Reduced |
| Loomis Sayles & Co L P | 322,910 | $24.9M | 0.04% | −942−0.3% | Reduced |
| Rhumbline Advisers | 321,578 | $24.8M | 0.02% | +3,199+1.0% | Added |
| Citadel Advisors LLC | 302,114 | $23.3M | 0.02% | +34,691+13.0% | Added |
| State of New Jersey Common Pension Fund D | 298,479 | $23.0M | 0.10% | −767−0.3% | Reduced |
| Fort Washington Investment Advisors Inc | 296,993 | $22.9M | 0.14% | +45,706+18.2% | Added |
| Envestnet Asset Management Inc | 293,753 | $22.7M | 0.01% | −7,998−2.7% | Reduced |
| Hazelview Securities Inc. | 286,699 | $22.1M | 4.02% | −48,250−14.4% | Reduced |
| Lighthouse Investment Partners, LLC | 284,800 | $22.0M | 1.01% | +74,800+35.6% | Added |
| AQR Capital Management LLC | 280,153 | $21.6M | 0.02% | +223+0.1% | Added |
| Royal Bank of Canada | 265,335 | $20.5M | 0.00% | −6,674−2.5% | Reduced |
| Public Employees Retirement System of Ohio | 258,098 | $19.9M | 0.07% | +41,953+19.4% | Added |
| Alliancebernstein L.P. | 256,785 | $19.8M | 0.01% | +105,050+69.2% | Added |
| Gillson Capital LP | 254,350 | $19.6M | 1.67% | +181,750+250.3% | Added |
| Aristotle Capital Boston, LLC | 239,780 | $18.5M | 0.92% | +239,780 | New |
| UBS Group AG | 234,791 | $18.1M | 0.00% | +96,886+70.3% | Added |
| Schroder Investment Management Group | 234,723 | $17.9M | 0.02% | +234,723 | New |
| Great West Life Assurance Co | 219,193 | $16.9M | 0.03% | +19,535+9.8% | Added |
| Asset Management One Co.,Ltd. | 214,844 | $16.6M | 0.06% | +13,242+6.6% | Added |
| Lasalle Investment Management Securities LLC | 208,247 | $16.1M | 0.70% | −573−0.3% | Reduced |
| Swiss National Bank | 200,482 | $15.5M | 0.01% | +2,500+1.3% | Added |
| State of Wisconsin Investment Board | 198,862 | $15.4M | 0.04% | +11,371+6.1% | Added |
| Quantbot Technologies LP | 195,441 | $15.1M | 0.48% | +115,344+144.0% | Added |
| Sophron Capital Management L.P. | 177,887 | $13.7M | 4.67% | −12,213−6.4% | Reduced |
| Tributary Capital Management, LLC | 173,912 | $13.4M | 1.17% | −4,961−2.8% | Reduced |
| Ceredex Value Advisors LLC | 165,382 | $12.8M | 0.28% | +21,400+14.9% | Added |
| Verition Fund Management LLC | 160,045 | $12.4M | 0.07% | −18,290−10.3% | Reduced |
| Virginia Retirement Systems Et Al | 157,378 | $12.1M | 0.09% | +157,378 | New |
| STRS Ohio | 156,187 | $12.1M | 0.05% | −44,983−22.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 153,890 | $11.9M | 0.08% | +132,988+636.2% | Added |
| Ameriprise Financial Inc | 153,220 | $11.8M | 0.00% | +11,092+7.8% | Added |
| Nomura Asset Management Co Ltd | 152,921 | $11.8M | 0.04% | +14,551+10.5% | Added |
| HRT Financial LP | 147,781 | $11.4M | 0.07% | +114,121+339.0% | Added |
| Boothbay Fund Management, LLC | 143,693 | $11.1M | 0.40% | +57,505+66.7% | Added |
| Goldman Sachs Group Inc | 138,565 | $10.7M | 0.00% | −127,102−47.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 130,854 | $10.1M | 0.98% | −8,483−6.1% | Reduced |
| Retirement Systems of Alabama | 130,269 | $10.1M | 0.04% | +4,666+3.7% | Added |
| Franklin Resources Inc | 120,951 | $9.34M | 0.00% | +54,277+81.4% | Added |