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 |
|---|---|---|---|---|---|
| Chilton Capital Management LLC | 0 | $49 | 0.00% | 0 | New |
| PSI Advisors, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2 | $141 | 0.00% | −1,290−99.8% | Reduced |
| Perkins Coie Trust Co | 3 | $231 | 0.00% | +3 | New |
| First Horizon Advisors, Inc. | 3 | $232 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $497 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $541 | 0.00% | +7 | New |
| Bruce G. Allen Investments, LLC | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 10 | $803 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 14 | $1.08K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 27 | $2.08K | 0.00% | +5+22.7% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $2.32K | 0.00% | +30 | New |
| WPG Advisers, LLC | 37 | $2.86K | 0.00% | +19+105.6% | Added |
| Avalon Trust Co | 44 | $3.40K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $4.48K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 61 | $4.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 65 | $5.02K | 0.00% | +65 | New |
| Atlantic Trust, LLC | 66 | $5.09K | 0.00% | +66 | New |
| Harbour Investments, Inc. | 67 | $5.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $5.63K | 0.00% | +33+82.5% | Added |
| Farther Finance Advisors, LLC | 75 | $5.76K | 0.00% | −1,131−93.8% | Reduced |
| Salem Investment Counselors Inc | 75 | $5.81K | 0.00% | +25+50.0% | Added |
| Whittier Trust Co of Nevada Inc | 90 | $6.95K | 0.00% | +36+66.7% | Added |
| Prestige Wealth Management Group LLC | 92 | $7.13K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $8.41K | 0.00% | −80−42.3% | Reduced |
| Rosenberg Matthew Hamilton | 123 | $9.49K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 126 | $9.65K | 0.00% | +123+4,100.0% | Added |
| Geneos Wealth Management Inc. | 127 | $9.80K | 0.00% | −56−30.6% | Reduced |
| Quent Capital, LLC | 129 | $9.96K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 166 | $12.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 171 | $13.2K | 0.01% | −99−36.7% | Reduced |
| Kentucky Trust Co | 172 | $13.3K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 200 | $15.4K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 213 | $16.4K | 0.00% | +103+93.6% | Added |
| SRS Capital Advisors, Inc. | 219 | $16.9K | 0.00% | −596−73.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 224 | $17.3K | 0.00% | −158−41.4% | Reduced |
| Whittier Trust Co | 227 | $17.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 242 | $18.7K | 0.00% | +60+33.0% | Added |
| Hantz Financial Services, Inc. | 292 | $23.0K | 0.00% | +292 | New |
| Capital Analysts, LLC | 321 | $25.0K | 0.00% | +2+0.6% | Added |
| Cullen/Frost Bankers, Inc. | 350 | $27.0K | 0.00% | +350 | New |
| EverSource Wealth Advisors, LLC | 393 | $30.3K | 0.00% | +48+13.9% | Added |
| Aew Capital Management L P | 400 | $30.9K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 408 | $31.5K | 0.00% | +54+15.3% | Added |
| Caitong International Asset Management Co., Ltd | 412 | $31.8K | 0.02% | −938−69.5% | Reduced |
| Boston Private Wealth LLC | 426 | $32.9K | 0.00% | +426 | New |
| Wiser Advisor Group LLC | 441 | $34.1K | 0.05% | +4+0.9% | Added |
| Bernard Wealth Management Corp. | 446 | $34.4K | 0.02% | 00.0% | Unchanged |
| Headlands Technologies LLC | 462 | $35.7K | 0.00% | −96−17.2% | Reduced |
| Capital Advisors, Ltd. LLC | 466 | $36.0K | 0.00% | +270+137.8% | Added |
| MCF Advisors LLC | 482 | $37.2K | 0.00% | +2+0.4% | Added |
| North Star Investment Management Corp. | 500 | $38.6K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 500 | $38.6K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 510 | $39.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 518 | $39.0K | 0.00% | +518 | New |
| Versant Capital Management, Inc | 531 | $41.0K | 0.01% | +111+26.4% | Added |
| Larson Financial Group LLC | 546 | $42.1K | 0.00% | +440+415.1% | Added |
| Huntington National Bank | 587 | $45.3K | 0.00% | −17−2.8% | Reduced |
| Gables Capital Management Inc. | 600 | $46.3K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 629 | $48.0K | 0.00% | +105+20.0% | Added |
| Bessemer Group Inc | 669 | $51.0K | 0.00% | −77−10.3% | Reduced |
| Sound Income Strategies, LLC | 789 | $60.9K | 0.00% | +4+0.5% | Added |
| Jones Financial Companies LLLP | 817 | $62.6K | 0.00% | +247+43.3% | Added |
| Massmutual Trust Co FSB | 915 | $70.6K | 0.00% | +17+1.9% | Added |
| Washington Trust Co | 1,000 | $77.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,142 | $80.5K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,060 | $81.8K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,127 | $87.0K | 0.02% | +390+52.9% | Added |
| Brown Brothers Harriman & Co | 1,139 | $87.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,226 | $94.6K | 0.00% | −3,687−75.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,232 | $95.1K | 0.00% | −165−11.8% | Reduced |
| State of Wyoming | 1,385 | $106.9K | 0.01% | +106+8.3% | Added |
| Smartleaf Asset Management LLC | 1,423 | $109.1K | 0.01% | +117+9.0% | Added |
| Ci Investments Inc. | 1,425 | $110.0K | 0.00% | +19+1.4% | Added |
| Private Trust Co NA | 1,711 | $132.1K | 0.01% | +22+1.3% | Added |
| Umb Bank N A | 1,745 | $134.7K | 0.00% | +606+53.2% | Added |
| Parallel Advisors, LLC | 1,759 | $135.8K | 0.00% | −932−34.6% | Reduced |
| Kestra Investment Management, LLC | 1,896 | $146.4K | 0.00% | +1,896 | New |
| Kestra Advisory Services, LLC | 1,919 | $148.1K | 0.00% | +1,919 | New |
| GF Fund Management Co. Ltd. | 1,961 | $151.4K | 0.00% | +132+7.2% | Added |
| GeoWealth Management, LLC | 2,647 | $204.3K | 0.01% | +108+4.3% | Added |
| Covestor Ltd | 2,651 | $205.0K | 0.14% | +10.0% | Added |
| GAMMA Investing LLC | 2,708 | $209.0K | 0.02% | −189−6.5% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,736 | $211.2K | 0.05% | +2,736 | New |
| Mirae Asset Global Investments Co., Ltd. | 2,796 | $214.3K | 0.00% | −12−0.4% | Reduced |
| Central Pacific Bank - Trust Division | 2,784 | $214.9K | 0.03% | +474+20.5% | Added |
| Allie Family Office LLC | 2,814 | $217.2K | 0.12% | +2,814 | New |
| Lindbrook Capital, LLC | 2,832 | $218.6K | 0.02% | +2,046+260.3% | Added |